Solar and energy storage projects involve many interlocking details. This complexity is one of the reasons commercial solar modeling software has become such a key part of these systems, specifically before a project is even sold. 

Solar and energy storage proposal software can translate that complexity so that your clients understand it, without sacrificing accuracy. This software improves the client experience by making these projects easier to understand, reducing errors, and helping stakeholders make more confident decisions; in turn, helping you sell more projects.

Simplifying Project Proposals

Commercial solar and energy storage projects require analysis, long-term planning, and significant investment. Some of the factors that proposals take into account to create the most accurate savings prediction include:

  • Equipment options
  • Utility tariffs and rate changes
  • Potential maintenance costs
  • Repair expenses
  • Replacement timelines
  • Demand response participation
  • Net metering 

Not only do clients need to understand these facets of their potential systems, but they also need to account for them over the life of a project.

Over time, these numbers can change. The same is true of replacement equipment and tariff rates. Even experienced teams can struggle to express this confluence of factors in a way clients can quickly grasp and use. Proposal software allows you to show this information clearly, with data behind it. It also allows you to present it as part of a cohesive workflow clients can use over the lifetime of a project.

Reducing Project Errors

Proposal software decreases errors on two fronts. First, it reduces errors in the system itself. Building a complex energy storage system model that estimates the most accurate possible performance, and historical data from a vast database, will give you confidence in your proposal. By building out these systems for every department and client to see, proposal software ensures the first step a project takes is on solid ground.

Second, quality proposal software reduces future and potential disappointment in performance. A client proposal is only as valuable as the analysis that creates it. If utility rates and suggested rate changes are inaccurate and not taken into consideration within the modeling, for example, clients may start to form expectations that can never be met. And when they are not, once the system is commissioned, it can cause friction and frustration.

Intelligent proposal software is grounded in carefully gathered historical data and prediction. It also accounts for real-world factors that will influence financial outcomes once the system is actually built.

The best project models should account for:

  • Solar production
  • Load profiles
  • Energy use patterns
  • Utility rate structures
  • Demand charges
  • Maintenance costs
  • Battery efficiency over time

Building Stakeholder Confidence

Simplifying energy systems and reducing errors in modeling combine to affect one important thing: client confidence.

Intelligent proposal software like ETB Developer, translates complex technical measurements into clear, grounded financial outcomes and presents them in a clear way where your clients can easily understand the benefits. 

Book a free project consultation with our ETB Developer experts to discuss how the powerful software can improve your sales workflow to help you close more deals.

Working with this software not only makes potential stakeholders more confident in the costs and benefits of the proposal, but it also makes them more confident in you. Being able to clearly display expected costs and savings and show exactly how you arrived at those numbers will bolster trust in the project and your argument for it.

Quality Software from a Quality Brand

Energy Toolbase understands the power of software to improve client experience. We have a long history of helping teams simplify project development through our ETB Developer. With more than 150,000 utility rates in our database, our tools can help ensure your models are accurate and presented in the way most likely to draw in clients.

If you’re looking for ways to build more accurate proposals and boost customer satisfaction, schedule a call with Energy Toolbase today