Solar + Storage Software Showcase 2025
Discover the leading solar sales proposal, design, plan set, and customer service software solutions of 2025. Explore new AI-powered tools, expanded integrations, and customization features shaping faster, smarter project workflows.
In 2025, solar sales and design software is moving well beyond static proposal tools. The latest platforms are embedding AI into everyday workflows, linking more seamlessly with financing and permitting systems, and letting contractors tailor designs and processes to their exact needs.
Across this year’s Solar Builder Solar + Storage Software Showcase, three themes stand out. AI is becoming part of the standard toolkit, helping teams flag design issues in real time, predict customer needs, and generate permit packages in seconds. Integration is another major driver, as platforms connect to a wider ecosystem of tools to cut down on duplicate work. And customization is rising in importance, with new ways to set regional defaults, plan for decades of DER scenarios, and expand systems without rebuilding designs from scratch.
What follows is a closer look at the companies building these smarter, more connected platforms—and the features that will help solar professionals close deals, design systems, and move projects from lead to interconnection with fewer delays.
PVcase
PVcase is automating the entire solar development value chain. Their end-to-end suite — Prospect, Ground Mount, Roof Mount, and Yield — provides automation software for site selection, PV design, and yield assessment. PVcase offers an alternative to manual methods and delivers optimal results in significantly less time.
What’s new? Launched in response to user feedback, PVcase has rolled out comprehensive updates across its end-to-end solar project development platform, significantly enhancing workflow automation and accelerating project development.
- PVcase Prospect accelerates site selection with bulk parcel import, integrated fiber/zoning data, GIS integration, Capacity data, automated multi-parcel layouts with DC estimates, and instant federal environmental permit checks.
- PVcase Ground Mount features optimized layouts (fixed-tilt/east-west) with improved 3D terrain-aware shading calculations and structural gap control. Its enhanced electrical overview includes more metrics, NEC-compliant voltage drop calculations, and better DC cabling configuration, alongside improved LandXML export and web viewer access.
- PVcase Yield introduces a company-level component library, crucial CdTe thin-film module simulation support for accurate predictions, updated inverter temperature derating models, and improved export functionality.
- PVcase Roof Mount boosts efficiency via multiple integrations, PVsol project conversion, user-managed component libraries (including inverter presets), and enhanced stringing intelligence—from assignment to polarity and tolerance adjustments. It also now supports energy simulations with mixed module orientations.
Key integrations | PVcase Roof Mount has introduced two significant integrations: Airteam and K2 Systems
Watch: A full demonstration of the PVcase platform in action
Aurora Solar
Aurora Solar is creating a future of solar for all. The company is putting the power of data and technology into the hands of every solar professional to make solar adoption simple and predictable. The cloud-based platform uses data, automation, and AI to streamline workflows and help solar businesses grow faster.
What’s new? In the summer of 2024, Aurora unveiled new tools designed to empower solar professionals to estimate a homeowner’s holistic electrification and energy needs. Aurora’s platform now allows installers to design for energy optimization, storage retrofit proposals and comprehensive storage modeling to match a homeowner’s current and future energy needs with their designed system.
Last year, the company also announced its Third-Party Ownership (TPO) program to provide solar installers and homeowners with affordable, accessible leasing and Power Purchase Agreement (PPA) options. Aurora also acquired and integrated Lyra, providing installers the ability to generate permit packages in under 60 seconds with just a few clicks. Lastly, it introduced HelioScope Similar Obstruction Detection, built with Aurora’s proprietary AI technology to streamline the process for identifying rooftop obstructions in commercial and industrial (C&I) projects.
Key integrations | GoodLeap, Sunrun, Mosaic, LightReach, UtilityAPI, Sungage Financial, Qcells North America
Anza
Anza’s platform empowers developers and equipment buyers to use advanced data and technology to see more product options, reduce risk, save time, and increase profits. Users can access accurate pricing and extensive technical, trade risk, domestic content, and counterparty data from both the U.S. solar module and battery supply.
What’s new? Anza recently announced Energy Storage Pro, a first-of-its-kind data and analytics subscription platform that gives users access to accurate, on-demand direct-from-supplier BESS pricing, product, and supplier data and time and cost-saving analytics. The traditional process for developers using static tools and less accurate data can create a costly development delay, reduce competitiveness in RFPs, make optimal investment decisions harder, and lower project valuations. Energy Storage Pro gives real-time access to over 150 data fields covering technical, commercial, performance, safety, and supply chain characteristics for batteries, PCS, and full system configurations. Users can also download key files, such as single-line diagrams and cash flow models. To help clients navigate the current uncertainty in the market, Anza publishes quarterly insights reports centered around domestic content trends, solar, and storage pricing. Their advisory services are available for developers and equipment buyers want need market intelligence and strategy expertise in equipment selection and procurement.
Key integrations | Supplier partners are an integral part of the platform
Bodhi
Bodhi is a customer experience platform that helps solar companies be proactive with their customer service, from lead to install to service. Bodhi provides a suite of automation and AI tools to answer customer questions, get ahead of escalations, and grow your solar business with happy customers.
What’s new? Bodhi’s new AI-powered customer sentiment tool shows solar installers all of their customers’ current sentiment—without needing to ask. By analyzing all customer interactions and project information, it identifies in real time who needs immediate attention, why they’re frustrated, and how best to respond before issues escalate. Bodhi gives teams a prioritized list of at-risk customers to prevent cancellations and a list to uncover referral opportunities. Bohdi’s new AI Assistant is a solar-specific 24/7 virtual customer support tool, helping solar companies stay responsive and efficient even as their customer base grows. Trained on tens of thousands of real conversations between homeowners and solar companies, documentation from top inverter brands like Enphase, SolarEdge, SMA, and APsystems, and solar company’s specific FAQs, it delivers fast, empathetic responses to customers’ most common questions, from “What’s the status of my project?” to “I received an error about my system. What do I do now?”
Key integrations | Bodhi integrates with 25+ CRMs and project management tools such as Salesforce, Hubspot, Monday.com, and most recently SubcontractorHub
Castillo Engineering
Castillo Engineering is a national design and engineering firm specializing in utility-scale solar and energy storage. They provide full electrical, civil, and structural engineering, power systems studies, and proprietary design optimization tools that help EPCs and developers streamline execution, cut costs, and improve constructability across the entire project lifecycle.
What’s new? In 2025, Castillo Engineering expanded its utility-scale services with the launch of two proprietary software platforms: Design IQ™ and PMO 360™. PMO 360™ is a live project management dashboard, providing our clients with real-time visibility into deliverables, schedules, and pending actions. This increased transparency and ease of communication allows clients to track progress and mitigate risk with confidence. Design IQ™ is an internal machine-learning program that automates repetitive engineering tasks, eliminates design timelines, and enables smarter, data-informed decisions to meet project performance and LCOE targets. They’ve recently integrated a proprietary grading optimization tool that reduces unnecessary earthwork, significantly lowering associated costs and timelines while maintaining the same high quality of project design.
Key integrations | Project Management Institute, PVCase, AutoCAD Civil 3D
Enerflo
Enerflo is an all-in-one operations platform built specifically for residential solar companies to streamline and connect sales, design, financing, and project management.
What’s new? Enerflo has recently introduced a suite of advanced tools to streamline solar sales and enhance homeowner engagement. The new QuickQuote feature leverages Google Project Sunroof data to generate instant, address-based solar estimates, enabling rapid lead qualification. The Battery Sizing Tool assists sales representatives in accurately sizing battery storage solutions based on homeowners’ energy goals and consumption patterns. Additionally, the Savings Calculator & Forecaster provides detailed, year-over-year savings projections, incorporating factors like NEM 3.0 and third-party ownership (TPO) solutions. The Title Check feature automatically verifies property ownership, ensuring a smoother financing process and reducing potential delays. In terms of financing, Enerflo has integrated with OneEthos, powered by Climate First Bank, to offer homeowners access to ethical solar financing. Enerflo has also expanded its financing options by incorporating third-party ownership models through partnerships with GoodLeap and LightReach.
Key integrations | Aerialytic (AI Solar Design software), Aurora, STREETIO (canvassing tool), OneEthos, Powered by Climate First Bank, LightReach TPO, GoodLeap TPO.
Energy Toolbase
Energy Toolbase simplifies modeling, control, and monitoring of solar and storage assets, helping professionals optimize performance, reduce costs, and grow revenue with a trusted, all-in-one solution.
What’s new? Energy Toolbase continues to expand and streamline its platform to help developers deploy solar and storage projects more efficiently. Recent proposal feature updates for ETB Developer users include the new Proposal Summary Page and enhanced Document Templates, making proposal creation faster and more organized. New features on the horizon include One-Click Designs for faster project setup and Document Bundles to apply multiple templates in a single step. They’re also introducing Expanded Net Metering Support for complex rate structure, and an overhauled Generic Grid Services framework for quicker, more flexible program support.
Key integrations | Energy storage brands like Socomec, BYD, Yotta, and Tesla; design tools such as Scanifly, Solesca, and HelioScope; financing partners like Sustainable Capital, Green Bridge, and Sunstone Credit
Enverus
Enverus provides advanced data analytics and research for the power and renewables sector, helping developers, EPCs, power traders and utilities optimize siting, design, operations, and trading strategies—accelerating project timelines, improving grid connections, and enhancing profitability through real-time data, forecasting tools and energy transition research.
What’s new? In 2025, Enverus acquired Pearl Street Technologies to accelerate interconnection studies and improve grid reliability, addressing a 2.4 TW backlog of renewable projects. Pearl Street’s tools, like SUGAR™ and Interconnect®, drastically cut study times. Enverus also launched PRISM® Instant Analyst™, an AI-powered tool delivering real-time insights for faster energy market decisions.
Key integrations | Enverus PRISM® integrates with RatedPower to streamline solar development
OpenSolar
OpenSolar is a free, end-to-end solar software platform that includes design, customer proposals, and project management tools including document management and site visit tools. It has a built-in payments system called CashFlow which streamlines invoicing and payments, and integrates all the leading solar finance providers. It has a hardware shop that allows solar professionals to order by project or in bulk.
What’s new?
- CashFlow – a built in payments system with accounting integration to Quickbooks and Xero.
- AI Auto System design – currently available to ~750 US solar professionals and in the process of being rolled out more broadly
- Teams with roles & permissions – allows EPCs to work with sales organizations, solar companies to subcontract with heat contractors and electricians.
- Project Management tools – helps solar professionals streamline operations from sale to installation. Pros can create custom workflows, assign tasks, track project statuses, and automate communications with both customers and internal team members.
But on September 19, they are launching OS 3.0. This significant upgrade expands the platform beyond design and sales to support the full solar workflow from lead to install. With AI-powered design, a completely new sales experience, major upgrades to CRM and invoicing, and an integrated Shop for equipment ordering, this release is designed to support solar teams across every function.” Stay tuned.
Key integrations: All leading finance providers in multiple countries, Quickbooks and Zero for accounting integrations, Greenlancer for automated plan sets, Distributor integrations including Segen, City Plumbing and HDM (UK), Solar Outlet (AU) and more countries coming online in 2025, automated bill of materials integrations with Ironridge, Renusol and Mounting Systems, with more racking providers coming online in 2025
Pegasus Solar
Pegasus is a fast growing racking company, with over 300,000 installations in 42 states. Pegasus partners with installers to develop products and technology that improve every aspect of deployment, including integrated Glide software for a smooth, customized path from proposal to design, plans and permits.
What’s new? Pegasus recently developed and expanded its Glide design software, adding new features, services and integrations to give installers the power to set their own streamlined path to success. Admins can now set default preferences, SKUs, inverters, modules, and BOS to auto populate by region as their team or subcontractor designs projects. Users instantly see the precise savings that can be realized on a project by using SkipRail, racking that eliminates entire rows of rail. A scorecard in the bottom bar keeps a running tally of how many roof attachments, feet of rail, and pounds of material will be saved by SkipRail. They’ve also added new capabilities that simplify designing complex arrays. Pegasus now offers overnight Permit Packs too.
Key integrations | Aurora, Scanifly
Planet Plan Sets
Planet Plan Sets is a full service provider of solar and storage plan sets and interconnection application processing for residential and commercial projects in all 50 states. Planet Plan Sets has an online order form that guides contractors through the gathering and reporting of all the potential complexities of solar and storage projects.
What’s new? While some companies hope to standardize the cookie cutter design approach, Planet Plan Sets believes it is not as feasible with anything beyond simple smaller grid tie roof mount solar only projects. They have taken the approach of mixing software tools for efficiency and expertise with their technical team to help contractors and system owners deploy a system that is code compliant, cost effective, and will provide the desired performance for the system owners unique requirements. Their expansion into Interconnection Application Processing provides one stop shopping for contractors, and deepens their technical knowledge of utility processes to help improve the accuracy of system configuration.
Key integrations | Partnered with Vector Engineering for all electrical and structural PE services for our customers.
PowerUQ
PowerUQ is an Uncertainty Quantification and Management software platform for the entire lifecycle of solar and storage projects. It is designed to replace the inadequate, “all-in” uncertainty models that often result in portfolio shortfalls.
What’s new? The PowerUQ team spent the past year in stealth mode, focused on R&D to bring advanced uncertainty quantification (UQ) methods into a practical, commercial tool for the solar industry. In May 2025, they officially launched PowerUQ at the PV Performance Modeling Collaborative (PVPMC) workshop hosted by Sandia National Laboratories in Albuquerque, New Mexico. They are now actively onboarding participants for our pilot program and helping project stakeholders’ use cases across development, financing, and operational workflows.
Key integrations | PlantPredict (by Terabase)
Learn more: In this Solar Builder article from the Q3 2025 issue
Solesca
An early-stage design software for C&I and ground mount solar. Accurate, easy-to-use, and limitless, Solesca has helped evaluate over 100GW of projects with accuracy and speed.
What’s new? Solesca’s latest Pre-CAD features include an automatic Soiling and Snow Loss Calculation – estimating production loss based on location and system setup. And a new Lifetime Energy Production tool that adjusted to inverter clipping and accounts muti-year unavailability. They are expanding the platform with three major offerings:
- Solesca Engineering: Generate Bill of Materials, place DC/AC equipment, auto-string your system, and create Single Line Diagrams and full Plan Sets—all in one place.
- Electrical Stamping: Request interconnection-ready electrical stamps in-app with a single click – available in all 50 states.
- Solesca Consulting: Get on-demand support for pre-CAD designs and interconnection packages through a streamlined request flow.
Key integrations | Energy Toolbase (energy storage modeling); Solcast, SolarGIS, and SolarAnywhere (for high-resolution irradiance and performance modeling); Nearmap (aerial imagery), NREL’s System Advisor Model (SAM) (energy production and financial outputs); Can import KML/KMZ files to auto-generate system layouts. PVBid (estimating)
SiteCapture
SiteCapture is a field operations platform that streamlines every step of the solar project lifecycle with accurate jobsite photo, video & data management. An easy-to-use field mobile app and end-to-end project management portal helps solar businesses shorten project timelines, optimize quality control, and scale efficiently.
What’s new? Now serving 9 out of the 10 largest solar companies in the U.S., SiteCapture has continued to cement itself as a must-have tool for solar EPCs looking to scale and improve operational efficiency. New features like video management and integrations with solar finance companies have powered unprecedented savings for SiteCapture customers throughout their project lifecycles.
A recent case study highlighted the impact of using SiteCapture for on-site quality control, and a direct integration with Palmetto LightReach:
- 59% faster financing approvals from 22 days to 9 days
- 67% reduction in quality control time from 1.5 hours to 30 minutes per install
- 2x increase in first-time financing milestone approval rate from 40% to 85%.
Key integrations | Solar finance platforms Palmetto LightReach and Everbright (coming soon), Salesforce. SiteCapture also connects to over 5,000+ apps through Zapier. Common examples include: CRMs like Hubspot, Podio, Zoho; Messaging Apps like Slack and Teams; Analytics & Reporting Tools like Airtable, Google Sheets, and Tableau; Cloud storage like Google Drive, Dropbox, and Box; Email Services like Gmail and Outlook; Project Management tools like Monday, Asana, and JobNimbus: Document Management Tools like DocuSign and PandaDoc.
Wattmonk
Wattmonk provides end-to-end solar engineering services to both solar installers and homeowners across the U.S. Our tech-driven approach, including AI-powered workflows, ensures industry-leading turnaround times and exceptional accuracy—from design to permitting—helping solar professionals scale faster with less friction.
What’s new? Wattmonk has introduced a suite of AI-powered tools designed to streamline solar project execution across design, permitting, and survey workflows. Zippy, their AI-driven plan set creation tool, automates electrical calculations and line diagrams, while allowing users to make live design edits—cutting down design time by over 8x. Wattmonk also launched AHJ Looker, an AI search bot that finds the latest codes and utility requirements for any given project address—saving teams hours of manual research. On the survey front, Framesense—a vision-based AI agent—analyses site survey photos in real time, reducing survey revisit rates by 3x. Plan Set QC Agent reviews solar plan sets for code compliance by reading complex diagrams, tables, and calculations using vision AI.
Key integrations | Ensite (solar site survey company)
Xendee
Xendee offers an integrated platform for modeling and operating microgrids and Distributed Energy Resources (DERs). Xendee brings together comprehensive technical modeling with real-world project economics to support every stage of a DER project—from early-stage feasibility through long-term operational control.
What’s new? Commercial solar projects are becoming increasingly complex with hybrid systems that may include PV, storage, EV charging, and other DER technologies such as Combined Heat & Power (CHP). Xendee combines technical and economic modeling in one platform, enabling time-series simulations, short circuit analysis, and cable and transformer sizing for 25+ DER technologies and 14 value streams. Xendee allows users to model multiple scenarios, including rate structure changes, policy incentives, and DER expansions up to 50 years into the future. Utilities require detailed powerflow and voltage studies before approving projects. Xendee includes distribution system modeling and powerflow analysis to help developers address interconnection requirements early. Xendee is also the recipient of a 2025 Edison Award for data center energy optimization and a 2025 World Economic Forum Top Innovator award.
Key integrations | Helioscope, UtilityAPI, WattTime, and others
