For Channel Managers & OEMs

Solar Workflows for OEMs and Dealer Networks

Define how dealers prepare designs, review equipment selections and share customer proposals. Evaluate branding, access permissions and handoffs using representative dealer projects. Confirm integration scope, supported outputs, rollout responsibilities and commercial terms before expanding the workflow across the network.

Built for channel programs managing 10+ dealer partners.

15+

Dealer access requirements

1 hr

Training and onboarding scope

3x

Project throughput

SurgePV channel manager dashboard

Sound Familiar?

The channel management challenges that slow growth and erode your brand.

"Dealer design quality is all over the place"

Every dealer uses different tools, different templates, and different standards - resulting in inconsistent proposals that undermine your brand.

"We have zero visibility into dealer activity"

No centralized dashboard means you can't track project volumes, conversion rates, or which dealers need support until it's too late.

"Onboarding new dealers takes weeks"

Complex software, custom training, and manual setup slow your expansion. Every new dealer means weeks of hand-holding before they're productive.

"Our brand gets diluted across the network"

Dealers slap together their own proposals with mismatched logos and colors. Your premium brand looks amateur by the time it reaches homeowners.

Channel Platform

Empower Every Dealer in Your Network

Give your channel partners professional-grade tools without the complexity or cost of multiple software licenses.

White-Label Platform

Evaluate the branding surfaces, dealer access and proposal templates included in your proposed rollout. Confirm which options are supported in the agreed plan.

  • ✓ Custom branding & logos
  • ✓ Confirm domain and integration scope
  • ✓ Review dealer access requirements

Standardized Quality

Define equipment selections, design checks and review responsibilities for each dealer. Verify the outputs against local project requirements.

  • ✓ Uniform design standards
  • ✓ Document local design review checks
  • ✓ Centralized template control

Channel Analytics

Define the project, dealer and conversion reports your network needs. Confirm the available reporting, data access and integration scope during evaluation.

  • ✓ Dealer performance metrics
  • ✓ Project volume tracking
  • ✓ Conversion rate analytics
How It Works

Plan the Dealer Rollout

Four steps to deploy a branded design platform across your entire dealer network.

1

Set Up White-Label

Configure your branding, upload logos, set brand colors, and connect your custom domain. Your platform, your identity.

Custom brandingYour domainDealer portal
White-label platform setup with branding, colors, and custom domain
Hub-and-spoke dealer network with active and pending dealers
2

Invite Dealers

Add dealer accounts in bulk or individually. Each dealer gets instant access to the branded platform with pre-configured templates.

Bulk onboardingInstant accessPre-configured
3

Dealers Design & Propose

Dealers use the intuitive platform to create solar designs and generate branded proposals - no training sessions needed.

Standardized qualityNo training neededBranded proposals
Three dealers producing identical standardized proposals from brand template
Channel analytics dashboard with dealer performance, conversion rates, and leaderboard
4

Track Performance

Monitor dealer activity, project volumes, and conversion rates from a centralized dashboard. Identify top performers and support those who need help.

Dealer metricsConversion trackingTop performers

Evidence-first evaluation

Trusted by Channel Leaders

SurgePV does not publish customer names, quotations, or performance outcomes without retained consent and substantiation. Use a representative project during a guided demonstration and validate workflow, outputs, assumptions, and fit against your own requirements.

Project Evaluation Questions

How should we evaluate a dealer rollout?

Begin with a representative dealer, project type, equipment set and proposal template. Document permissions, review responsibilities, supported outputs and onboarding needs before expanding.

Can we use our branding and integrations?

Confirm the exact branding options, custom-domain requirements, integrations and implementation scope with the team using your network's requirements.

Are support commitments and volume terms standardized?

Request written terms covering seats, implementation, training, support and service commitments. Do not infer a discount or SLA from a general product page.

Scale your channel. Standardize quality.

See SurgePV on a live project - share an address and we'll model it, simulate it, and generate a proposal on the call.

Choose which optional technologies SurgePV may use. Essential storage remains active for security and requested features.