Residential

OverviewRooftop PV at volumeRoof & dronePlanes measured on the roofAttic & structureRafters recordedElectricalPanel and interconnectionDesign & engineeringModel to stamped set

Commercial & Industrial

OverviewBig roofs, real structureOn-site surveyRoof, structure, switchgearDesign & engineeringPE stampedVisual inspectionModule resolutionThermal inspectionFaults as heatElectroluminescenceCell-level cracks

Utility-Scale

OverviewThousands of acresLiDAR topographyTerrain before earthworkLand surveyingBoundary and topographicConstruction monitoringProgress, measuredThermal & ELEvery string

Across every scale

Site surveysRoof and electrical, one visitPermitting & engineeringStamped plan setsInspectionAerial thermal and ELShading analysisSA, TOF and TSRFSurvey locationsState and metro guides

The platform

Platform overviewPortal, 3D models, live dataFeature guidesWho it serves and how it worksShading analysisMove the sun yourselfCost calculatorWhat bad field data costs you

Sign in

Vanguard AccessInvite only · survey data portalScheduling & DispatchCrewLink · all verticals

Solar reference

Solar questions answeredResidential, commercial and utility-scaleSurvey methodologySources, measurements and limitsCompany factsOfficial services and capabilities

Field Notes · build vs. buy

What a survey really costsPart 01 · the full modelUtilization is the whole gamePart 02 · a real TuesdayThe break-even headcountWhen hiring pays offTwo technicians, two roofsVariance, measuredThe hybrid crewIn-house plus outsourced

Field Notes · reference

Site survey checklistBuilt backwards from reworkHow long a survey takesHour by hourDo panels need a permit?What goes in the packageStorage site surveysThe capture listCompare survey vendorsQuestions to ask any vendor

Company

All servicesAll Field NotesAboutBook a 15-min call

Home / Features

Solar Survey AI · feature guides

Tools built around the solar survey handoff.

Explore what each available feature does, who can use it and how it fits the work—from field capture through review, proposals and delivered survey data.

Book a 15-min callPlatform overview
The survey handoff
  1. 01Capture the site
  2. 02Review the evidence
  3. 03Deliver to the team

Find the feature for your team

Solar Survey Client PortalInstaller operations, design and engineering teams receiving delivered surveys.

Client & survey

Measured 3D Roof ModelsSolar designers and engineers reviewing surveyed roof geometry.

Client & survey

Equipment Location ConfirmationField technicians and reviewers documenting service equipment and other site items.

Client & survey

Roof Sun and Shadow SimulatorDesigners and survey reviewers exploring modeled shadows.

Client & survey

Building Electricity-Use EstimatesTeams preparing an initial electricity-use basis for a site.

Client & survey

Client Project PipelineInstaller operations teams tracking their company’s surveys.

Client & survey

Company Site Survey ChecklistsInstaller teams with additional capture requirements.

Client & survey

Contextual Survey ConversationsAuthorized clients, technicians and administrators discussing survey evidence.

Client & survey

3D Site and Photo MapsAuthorized staff and clients reviewing site context and photo locations.

Client & survey

Find a Page and Compact NavigationAdministrators, clients and technicians navigating their web workspace.

Workspace

Solar Proposal Sales StudioSSAI administrators and installer sales teams preparing residential or commercial concepts.

Sales & proposals

Preliminary Solar Module LayoutsSales teams comparing preliminary array concepts.

Sales & proposals

Solar Cash and Loan ScenariosSales teams explaining proposal assumptions.

Sales & proposals

Fixed-Version Solar Proposal SharingCompany sales teams sharing a reviewed solar proposal.

Sales & proposals

Preliminary 3D Roof DesignerSales teams reviewing a preliminary roof-slope array concept.

Sales & proposals

Solar Proposal Equipment CatalogSales users documenting modules, inverters and batteries in proposals.

Sales & proposals

Company Team RolesInstaller company administrators managing their team.

Workspace

Photo-Based Survey Quality ReviewSSAI administrators reviewing captured survey evidence.

Operations & field

Operations Pipeline and KPIsAuthorized operations staff coordinating survey delivery.

Operations & field

Jarvis App GuidanceSSAI administrators who want optional in-app guidance.

Operations & field

Jarvis Personal MemoryAdministrators who want Jarvis to retain explicitly approved personal context.

Operations & field

Technician Web Field CaptureAssigned field technicians collecting survey answers and photographs.

Operations & field

Field Photo and Checklist DeadlinesTechnicians tracking outstanding visit-day deliverables.

Operations & field

Web Display and Contrast SettingsWeb users who prefer a different appearance or contrast setting.

Workspace

Delivered Survey SharingAdministrators and scoped clients sharing a delivered survey.

Client & survey

Survey PDF and DXF ExportsSurvey recipients and engineering teams using delivered evidence.

Client & survey

Electricity Market ExplorerAdministrators and clients reviewing electricity-data context.

Market context

Solar Stock Market DirectoryAdministrators and clients exploring solar-sector market information.

Market context

Solar Shading AnalysisDesigners reviewing section-level shade results.

Client & survey

Availability follows the workflow

Each guide explains its audience and access requirements. Delivered client data, administrative tools and technician capture have different permissions. Provider-dependent capabilities and preliminary design outputs retain their stated limitations.

Features in development are described separately on the platform roadmap.

Start with the handoff you want to improve.

Tell us whether your team is capturing the site, preparing a proposal, reviewing the evidence or receiving the survey.

Book a 15-min call
Book a 15-min call