Residential solar
For rooftop projects, evaluate the path from site information to a reviewed layout and a customer-facing proposal. Inspect roof geometry, obstructions, equipment selection, production assumptions, and how design changes reach the sales team.
Explore the residential solar workflow.
Commercial and industrial solar
Bring a representative site and document the design constraints, electrical handoff, and financial assumptions your team needs to manage. Ask to see the actual outputs required by the engineer, estimator, and customer.
Explore the commercial solar workflow.
Utility-scale project evaluation
For larger ground-mounted projects, establish the required project size, terrain inputs, equipment, layout controls, and receiving engineering tools before choosing software. Confirm that the demonstrated product version supports those requirements.
Review utility-scale design evaluation questions.
Related project types to investigate
The resources below introduce specialist workflows. A guide about a project type does not establish that every associated function is available in SurgePV.
- Solar and battery storage: identify the battery, load, tariff, and dispatch assumptions your evaluation needs.
- Solar and EV charging: establish the charging demand and the scope of any required charger or control-system integration.
- Agrivoltaics: clarify the agricultural requirements and specialist assessment needed alongside the PV design.
Choose the starting point for your role
- Solar installers: connect design decisions to project delivery.
- Solar sales teams: explain the system and its assumptions to customers.
- Channel managers and OEMs: evaluate the workflow across your partner network.
Prepare a project-specific demonstration
List your project type, required inputs, expected deliverables, existing tools, and review criteria. Use the software evaluation worksheet to record what is demonstrated and what needs follow-up.
Request a demo for your project workflow. Confirm feature availability, plan inclusions, and commercial terms in a written quote.
