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Solar Operating System
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Solar design, sales and operations. Under one roof.

Design, proposals, CRM, permitting, field operations and fleet monitoring in one connected platform. One price for your whole team.

Powerlily simulates a full year on every panel as you design, giving your team immediate production and shading feedback without a separate calculation step.

Move from pipeline to design, proposal, signature and payment without rebuilding the same project across separate tools.

Generate electrical and plan-set deliverables, coordinate field work, then keep the customer connected through your branded portal and fleet dashboard.

Bring sales, design, operations and admin together with role-based access. No per-seat, per-quote or per-system fees.

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Powerlily in the field

Meet Lilypad, the field companion to Powerlily.

Take canvassing, projects, crew schedules and Site Safety into the field.

Get it on Google Play Explore Lilypad

Trusted by solar professionals

Cansolar Corp
OFFGRID SOLAR LTD.
Konergie
M.B. EYE ELECTRICAL INC.
Wesco
Boreal Energy Solutions Inc.
Advanced Level Solar
IEP Energy Economics Ltd.
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Powerlily OS Index

The whole solar business. One connected system.

Powerlily carries one customer from first contact through design, sale, installation and decades of service. Nothing is re-keyed, and every stage makes the next one smarter.

N40 FT
IRRADIANCE
LOT BOUNDARY
✓
−DO NOT CONTACTSaved in Lilypad
✓
✓CREW ON THE WAYArriving at 9:30
PERMIT PLAN SETCOORDINATED FROM ONE MODEL6 SHEETS
PV-1 · ROOF PLAN
E-1 SLDPERMIT READY
LIVE PRODUCTIONHEALTHY
8.4kW
TODAY · 34.8 kWhUPDATED NOW
SINGLE-LINE DIAGRAMFROM THE STRING LAYOUTCODE CHECKED
PV ARRAY~INVERTERAC DISC.MUTILITY
★★★★★
PL
Lilypad · field dispositionsOne door says no. Lilypad remembers.Seven doorstep outcomes—including Do Not Contact—are saved offline with territory and rep context.
Lead pipelineA knock, and a lead captured at the door.Source and setter preserved, then a solar-native pipeline with tasks and automations.
Site truthSite truth, straight from above.Imagery, Regrid parcels, elevation or a drone survey, with editable roof geometry.
Live 3D designDesigned in 3D, on the real roof.Stringing, setbacks, shade and 8,760-hour per-panel production in one model.
Proposals that closeA proposal they can walk through.Branded presets, web proposals and custom documents with options and the 3D scene.
E-signature ceremonySigned, in a guided signing ceremony.Defensible e-signatures on a frozen document, with a sealed audit trail.
Editable electrical designNow the electrical design gets engineered.Generate the SLD from the sold string layout, then edit equipment, conductors and code details.
Permit-ready plan setsThe sold project becomes the permit set.Build coordinated site, roof, array, electrical and placard sheets without redrawing the job.
Scheduling & dispatchThe customer knows before the crew arrives.Confirmations, reminders and crew-on-the-way messages stay tied to the same dispatched job.
Fleet monitoringProducing, and monitored live.Enphase, SolarEdge and APsystems in one map and health view, with no per-system fee.
Fleet incidentsA fault shows on the fleet map.Faults, failed syncs and zero production become assigned, severity-ranked incidents.
Service automationsFixed before the customer calls.Incident automations and direct messaging, resolved from the same customer record.
Client portal & aftercareFive stars, and a personal referral link.Progress, production, support and reviews on your domain, with relevant battery and service offers.
ReferralsThe neighbours ask.Every client has a personal referral link; the resulting lead keeps its referrer.
AttributionSame record, same attribution, new roofs.The referral enters the same pipeline at stage one, with source and credit intact.
The loop closesGreat aftercare becomes the next qualified lead.One customer record, one brand, one operating system.
01 · Acquire & qualify02 · Design, sell & deliver03 · Operate & growCanvassingLead pipelineSite truth3D designProposalE-signSLDPlan setsSchedulingFleetClient portalReferrals
01

Before the sale

Acquire & qualify

Capture demand anywhere and turn it into an owned, measurable solar opportunity.

  1. 01.01
    Custom lead capture

    Build unlimited hosted or embedded forms with custom and conditional fields, file uploads, branded themes and routing.

  2. 01.02
    Capture your existing website

    A lightweight script records submissions from forms you already use, so replacing the website or its forms is optional.

  3. 01.03
    Lilypad canvassing

    Give door knockers territories, property context, seven dispositions and offline lead and appointment capture on the go.

  4. 01.04
    Attribution and ownership

    Preserve campaign, referral, API, import and canvass sources, setter credit, closer assignment and round-robin routing.

  5. 01.05
    Solar-native pipeline

    Qualify on a configurable board with stages, tasks, events, notes, tags, files, reminders and conversion into the same project.

  6. 01.06
    Follow-up and intelligence

    Use response and conversion analytics, audience campaigns and multi-step automations to keep opportunities moving.

02

Sale to installation

Design, sell & deliver

Take the real property through engineering, contract, permit, payment and field execution without rebuilding the job.

  1. 02.01
    Site truth, your choice

    Combine aerial imagery, Regrid parcels, elevation data or a current drone survey with editable roof geometry.

  2. 02.02
    Live 3D design

    Lay out roof, ground, carport and commercial arrays with stringing, setbacks, shade and 8,760-hour per-panel production.

  3. 02.03
    Energy and storage economics

    Connect bills, interval usage, tariffs, incentives and financing to hour-by-hour battery behavior and 30-year value.

  4. 02.04
    Catalog, materials and price

    Use approved specifications, equipment variants, design-derived BOM quantities, price-per-watt, adders and deductions.

  5. 02.05
    Proposals that close

    Send branded Proposal Presets, responsive web proposals or custom documents with options, terms, 3D scenes and defensible e-signatures.

  6. 02.06
    Connected teamwork

    Keep project workflows, tasks, calendars, comments, customer and team conversations, watchers, branches, permissions and automations together.

  7. 02.07
    Editable electrical design

    Generate the single-line diagram from the real string layout, then edit equipment, conductors and code-specific details.

  8. 02.08
    Permit-ready plan sets

    Build coordinated sheets, site and array plans, placards, specifications and revision history from the project.

  9. 02.09
    Invoices and collections

    Turn project value into branded invoices, secure customer links, payment records and one connected commercial ledger.

  10. 02.10
    Dispatch and field execution

    Schedule crews with skill, capacity, distance, conflict and weather context, then capture status and signed Site Safety records in the field.

03

After installation

Operate & grow

Make the installed base a service, retention, upsell and referral engine for the next decade.

  1. 03.01
    One installed fleet

    Bring Enphase, SolarEdge and APsystems into one map, health view and production history with no per-system fee.

  2. 03.02
    Service before the customer calls

    Turn provider faults, failed syncs, zero production and stale data into assigned, severity-based incidents and automations.

  3. 03.03
    A portal under your brand

    Give customers project progress, documents, photos, messages, production, savings, knowledge and support on your domain.

  4. 03.04
    Lifecycle growth

    Segment the installed base and use campaigns, system context and automations for batteries, service plans, maintenance and other relevant offers.

  5. 03.05
    Trust that compounds

    Keep the relationship useful with performance visibility, company knowledge, direct messaging and timely review requests.

  6. 03.06
    The next customer

    Every client has a personal referral link. The resulting lead keeps its referrer and source, then re-enters stage one.

THE LOOP CLOSES Great aftercare becomes the next qualified lead.

Production, service history, campaigns, reviews and personal referral links keep the relationship alive. A referral enters the same attributed pipeline at stage one.

Client portal Referral New lead
BUILT THROUGH EVERY STAGE One record, one brand, one operating system.
  • One customer and project record
  • Unlimited users, branches and quotes
  • Roles and permissions
  • Web and native mobile
  • Pericles assistance
  • API and signed webhooks
  • Google sign-in and calendar
  • Email, SMS and push
Live every Friday

See Powerlily live. Bring your questions.

A free 45-minute demo, every week: watch a real roof designed in 3D, a proposal built and sent, and a live fleet dashboard. Then ask us anything.

  • Every Friday at 4:00 p.m. Atlantic (3:00 p.m. Eastern, noon Pacific)
  • Live video call, join from any browser, dial-in available
  • Real designs and live Q&A, not a slide deck
Next session Friday, September 11 · 4:00 PM Atlantic

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FAQ

Frequently Asked Questions

Straight answers about pricing, setup, and what Powerlily includes.

Yes. Unlimited users, unlimited quotes, unlimited systems — all included in one price. We don't charge per seat, per quote, or per system.

Yes. Create unlimited branches, assign staff and work by location, and keep a company-wide view. Multi-location management is included on every plan, with no enterprise upgrade or per-location fee.

We support Enphase, SolarEdge, and APsystems with bring-your-own API keys. No markup, no scraping, no third-party data fees.

Our 3D design tool includes hourly, per-panel irradiance simulation using the Perez sky model. We also offer DSM elevation integration, LIDAR-based roof plane detection, and editable single-line diagrams.

Absolutely. Use pre-built templates or drop into our drag-and-drop visual editor to redesign every pixel. Add custom CSS, embed 3D scenes, and use AI to generate content.

Yes. Send customers proposal links, signature requests, secure invoice links, appointment confirmations, reminders, reschedules, cancellations, and crew-on-the-way updates. Team members can also verify their own phone number and opt in to text alerts for new leads, first proposal opens, and signed quotes.

Your customers get their own branded portal (my.yourcompany.com) with production data, project tracking, two-way messaging, and a personal referral link. Full theme control with your brand.

Build playbooks that fire on real events: quotes sent, opened, or signed, deals going quiet, etc. Powerlily creates tasks, sends emails, notifies the team, and advances deals automatically.

Both. Powerlily is a unified platform that handles lead capture, design, proposals, project management, and fleet monitoring. Our CRM includes pipelines, a shared calendar with Google Calendar integration, and in-app team chat per deal.

Pericles is our AI assistant that answers questions about your business from your own data — quotes, leads, customers, and pipeline. @mention it in any deal to summarize a customer or draft a follow-up. Included with Powerlily Pro.

Most customers are up and running in under 5 minutes. We include expert onboarding support to get you started quickly.

Ready to run the whole shop in one place?

Bring your whole team. Onboarding is included and pricing never grows by seat.

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Pericles
Pericles
Powerlily assistant
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