Download a worksheet
These editable CSV worksheets open in spreadsheet software. They contain review prompts and blank fields for your own observations. They do not contain benchmark results or replace an engineering review.
- Download the solar software evaluation worksheet (CSV): record inputs, output quality, corrections, plan inclusions, and evidence for each vendor.
- Download the solar project handoff checklist (CSV): record the project version, responsible reviewer, unresolved assumptions, and next action.
Design and engineering workflows
- 3D roof modeling: what to inspect in the roof geometry before placing modules.
- Shading analysis: explore the design workflow and questions to ask about site assumptions.
- CAD export evaluation: check a sample file, drawing units, layers, and the receiving application.
- Solar compliance guides: find jurisdiction-specific reading, then confirm the adopted requirements with the responsible authority.
Software buying and team workflows
- Clara AI vs Aurora AI evaluation guide: separate vendor descriptions from measurements on your own projects.
- Solar market workflows: find the relevant residential, commercial, or specialist project starting point.
- Proposal software: explore how design information reaches the sales conversation.
- Financial modeling: examine the assumptions behind a project cash-flow scenario.
Calculators and reference material
Browse the free solar calculators for an initial estimate, the solar glossary for terminology, or the blog for longer workflow guides. Check each tool’s units, assumptions, and limitations before using its output in a project.
Use a real task in your software demo
Choose the design or handoff problem your team needs to solve. Bring the evaluation worksheet and ask to inspect both the starting inputs and the reviewed output.
Request a guided SurgePV demo. The worksheets above are available directly without submitting a demo request.
