Commissioned Research
Top 10 Best Solar Planning Software of 2026

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Environment Energy

Top 10 Best Solar Planning Software of 2026

Solar planning software roundup that compares top tools for PV design, layout, and shading workflows, with tradeoffs for teams choosing software.

22 min readUpdated Editorially scoped research
How we ranked these tools
01Editorial Scope

Vendors set the topic, but our editors set the inclusion criteria and the evaluation framework before research starts.

02Source Research

AI search agents find sources, extract figures with provenance, and aggregate written reviews. They also transcribe video reviews and podcasts.

Read our full methodology →

Framework: Features 40% · Ease 30% · Value 30%

Gitnux may earn a commission through links on this page — this does not influence rankings. Editorial policy

Solar planning software connects system modeling, proposal generation, and project workflow data into a single design-to-quote path that installers, EPCs, and operators use to control throughput. This comparison helps teams weigh cloud design and BOM planning, surveying inputs, production estimates, and project management controls, including how platforms like Pylon Solar fit residential quoting and delivery cycles.

Aurora Solar is the best pick for installer or sales engineering teams that need fast design iteration because real-time coupling between layout edits and energy yield outcomes makes assumption changes visible while drafting, whereas OpenSolar fits mid-size teams thanks to CAD export that preserves planning geometry and layout context for downstream permit and review work.

Editor’s top 3 picks

Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.

Editor pick
1

Aurora Solar

Real-time coupling between layout edits and energy yield outcomes makes assumption changes visible during drafting.

Best for: Fits when installer or sales engineering teams need fast design iteration and consistent production estimates.

2

OpenSolar

Editor pick

CAD export that carries planning geometry and layout context into downstream deliverables for permit and review workflows.

Best for: Fits when mid-size teams need repeatable solar planning outputs with CAD handoff and consistent assumptions.

3

SolarEdge Designer

Editor pick

SolarEdge Designer’s SolarEdge hardware-aligned stringing and inverter configuration workflow tied to production estimates.

Best for: Fits when teams design SolarEdge projects with repeatable electrical configurations and need export-ready plan artifacts.

Comparison Table

1
Aurora SolarBest overall
enterprise
9.2/10
Overall
2
8.9/10
Overall
3
vertical specialist
8.6/10
Overall
4
enterprise
8.4/10
Overall
5
vertical specialist
8.1/10
Overall
6
7.9/10
Overall
7
vertical specialist
7.6/10
Overall
8
enterprise
7.3/10
Overall
9
6.8/10
Overall
10
vertical specialist
6.6/10
Overall
#1

Aurora Solar

enterprise

Cloud software for photovoltaic system design, sales proposals, and project management.

9.2/10
Overall
Features9.5/10
Ease of Use9.0/10
Value9.0/10
Standout feature

Real-time coupling between layout edits and energy yield outcomes makes assumption changes visible during drafting.

Aurora Solar starts from site modeling inputs and drives photovoltaic system layout through interactive placement and sizing steps. Shading analysis and energy yield simulation feed proposal-quality production estimates and loss visualization, which reduces rework when assumptions change. It also produces computer-aided design export artifacts used for downstream plan sets and stakeholder review.

A notable tradeoff is that complex engineering edge cases may require manual adjustment outside the guided workflow before the permit plan set is ready. Aurora Solar fits best when teams need consistent layouts and repeatable production estimates across many projects with short iteration loops.

Pros
  • +Guided design flow connects layout edits to updated production estimates
  • +Shading and yield modeling accelerates iteration for proposal revisions
  • +Exportable design outputs support permitting and internal QA workflows
  • +Loss diagram helps reviewers spot assumption-driven changes quickly
Cons
  • –Advanced engineering variants can require off-tool refinement
  • –Utility-specific electrical and interconnection details may need extra manual work
  • –Large roof models can slow iteration during rapid layout edits
  • –Extensive custom document workflows require additional configuration effort
Use scenarios
  • Installer sales engineers

    Iterate proposals from layout edits

    Fewer redesign loops

  • Residential EPC designers

    Standardize roof-to-layout workflows

    More repeatable designs

Show 2 more scenarios
  • Permit plan-set coordinators

    Generate handoff-ready outputs

    Cleaner stakeholder handoffs

    Coordinators export computer-aided design artifacts aligned to permitting review workflows.

  • Energy modeling reviewers

    Validate shading impact quickly

    Faster engineering signoff

    Reviewers use shading-based modeling results to confirm whether changes drive meaningful yield differences.

Best for: Fits when installer or sales engineering teams need fast design iteration and consistent production estimates.

#2

OpenSolar

SMB

Online solar design and sales software with system modeling, proposals, and installer workflows.

8.9/10
Overall
Features8.9/10
Ease of Use8.9/10
Value8.9/10
Standout feature

CAD export that carries planning geometry and layout context into downstream deliverables for permit and review workflows.

OpenSolar is built around planning-to-documentation workflow control, with configuration steps that translate site inputs into a photovoltaic system layout and supporting deliverables. The tool’s value shows up when teams must standardize assumptions and repeat designs across similar rooftops without manual rework. OpenSolar also fits teams that need computer-aided design export to hand off geometry and layouts to other stakeholders.

A key tradeoff is that deep customization can depend on how workflows are structured in the application, which can slow down one-off engineering cases compared with design tools that allow fully unconstrained geometry editing. OpenSolar fits best when volumes of proposals require consistent output and when horizon profile modeling and obstruction logic must stay aligned across projects.

Pros
  • +Workflow-driven planning that reduces rework between design and proposal outputs
  • +Exports computer-aided design packages for downstream layout and review work
  • +Supports horizon profile and obstruction logic for more defensible energy assumptions
  • +Consistent system configuration helps keep multi-project engineering assumptions aligned
Cons
  • –Less suited for highly bespoke modeling where geometry editing must be unconstrained
  • –Design-to-document changes can require revisiting earlier configuration steps
  • –Advanced scenarios may take longer to model than in general-purpose CAD workflows
  • –Automation breadth depends on available integrations for external data sources
Use scenarios
  • Solar proposal engineers

    Standardize layouts across rooftops

    Fewer revision cycles

  • GIS-informed project managers

    Model obstructions with site context

    More defensible yield estimates

Show 2 more scenarios
  • Installer operations leads

    Handoff designs to field review

    Cleaner field coordination

    Exports CAD artifacts that support structured review and attachment planning outside the tool.

  • Development desk analysts

    Compare project variants quickly

    Faster variant turnaround

    Reconfigures photovoltaic system layout inputs to produce new proposal documentation variants.

Best for: Fits when mid-size teams need repeatable solar planning outputs with CAD handoff and consistent assumptions.

#3

SolarEdge Designer

vertical specialist

Web tool for designing SolarEdge inverter systems with optimized string configuration and production estimates.

8.6/10
Overall
Features8.6/10
Ease of Use8.6/10
Value8.6/10
Standout feature

SolarEdge Designer’s SolarEdge hardware-aligned stringing and inverter configuration workflow tied to production estimates.

SolarEdge Designer targets solar pros who plan projects around SolarEdge equipment and need consistent layout and design outputs for permit and procurement workflows. The software supports photovoltaic system layout planning, module stringing, inverter sizing guidance, and energy yield simulation with production estimates and loss-diagram style outputs.

It also produces computer-aided design export artifacts that support downstream plan-set assembly and structural layout coordination. For teams that already use SolarEdge project conventions, it reduces rework between design intent and engineering deliverables.

Pros
  • +SolarEdge-centric design flow keeps layout rules aligned with target hardware
  • +String and inverter configuration checks reduce electrical design churn
  • +Energy yield simulation produces production estimates tied to the planned layout
  • +CADD export outputs support permit plan set assembly workflows
Cons
  • –Geometry and electrical changes can require manual rework across linked views
  • –Limited integration surface compared with tools that offer public automation APIs
  • –Shading and obstruction modeling depth can lag specialist design suites
  • –Template rigidity can slow uncommon roof shapes and atypical electrical layouts
Use scenarios
  • Solar sales and estimating teams

    Generate proposals from SolarEdge design outputs

    Design-informed proposal package

  • Commercial PV engineering designers

    Plan segmented commercial roof equipment layouts

    Engineer-ready commercial system design

Show 2 more scenarios
  • Solar-plus-storage designers

    Align battery configurations with PV modeling

    Battery configuration aligned

    Size storage alongside PV layouts using inverter compatibility requirements and modeled system assumptions.

  • Commissioning and solar operations teams

    Carry design choices into commissioning setup

    Smoother handoff to commissioning

    Maintain continuity between design records and SolarEdge monitoring or commissioning preparation.

Best for: Fits when teams design SolarEdge projects with repeatable electrical configurations and need export-ready plan artifacts.

#4

PVcase

enterprise

Solar engineering software for utility-scale layouts, electrical design, and yield analysis.

8.4/10
Overall
Features8.4/10
Ease of Use8.5/10
Value8.3/10
Standout feature

Roof plane mapping plus obstruction and shading analysis that stays linked to the final photovoltaic system layout.

PVcase is solar planning software that generates design layouts from roof and site inputs, then produces permit-ready outputs for downstream plan sets. PVcase focuses on photovoltaic system layout workflows, including inverter and string-level planning decisions that feed energy yield and production estimate reporting.

Pros
  • +Strong PV system layout workflow that stays connected across design iterations
  • +Energy yield simulation outputs with clear loss diagram reporting artifacts
  • +Computer-aided design export reduces redraw time for engineering markup
  • +Shading analysis workflow produces actionable obstruction and horizon inputs
Cons
  • –Advanced electrical single-line diagram detail can require extra configuration
  • –API automation surface is limited compared with tools built for deep integration
  • –Complex roof plane mapping edge cases may need manual cleanup
  • –Extensive library configuration can slow setup for multi-jurisdiction teams
Use scenarios
  • Commercial solar sales designers

    Produce rooftop proposal layouts with yield estimates

    Faster repeatable proposal handoffs

  • Solar engineering documentation teams

    Export permit-ready CAD and electrical diagrams

    More consistent construction documentation

Show 2 more scenarios
  • Solar structural and racking teams

    Transfer mounting geometry into structural checks

    Review-ready mounting information

    Carries layout constraints into mounting-related outputs to support structural review workflows.

  • Project development design teams

    Compare layout variants across equipment choices

    Structured design option comparisons

    Supports repeatable project inputs so teams can test layout changes and compare production estimates.

Best for: Fits when solar design teams need repeatable layouts and exports for permit plan set production.

#5

Scanifly

vertical specialist

Solar surveying and design software using drone and field data for accurate project layouts.

8.1/10
Overall
Features8.1/10
Ease of Use8.2/10
Value8.0/10
Standout feature

Obstruction-driven shading inputs that stay connected to energy yield simulation throughout layout edits.

Scanifly is solar planning software focused on translating site inputs into plan-ready outputs for photovoltaic design workflows. It targets roof plane mapping and obstruction analysis to drive shading and energy yield simulation inputs.

Pros
  • +Roof plane mapping workflow supports quick plan iteration
  • +Obstruction analysis inputs feed shading and yield assumptions
  • +Module stringing and inverter sizing are handled within one flow
  • +Computer-aided design export reduces rework for drawings
Cons
  • –Shading and loss tuning requires careful assumptions and review
  • –Fewer automation hooks for batch design generation than top-tier tools
  • –Integration options for external data sources are limited in scope
  • –Collaboration governance features are not as granular as enterprise planners
Use scenarios
  • Solar installation field teams

    Prepare installs from remote project packages

    Better-ready installation documentation

  • Commercial solar design teams

    Organize layout and documentation inputs

    Consistent review-ready design packages

Show 2 more scenarios
  • Solar engineering and operations teams

    Export layouts and modeled assumptions

    Clear design-to-field handoffs

    Share traced exports and assumptions to improve clarity for downstream drafting and installation planning work.

  • Solar proposal engineering teams

    Generate repeatable proposal-ready project packages

    More consistent proposal deliverables

    Combine layout and design artifacts into standardized packages that stay aligned across similar opportunities.

Best for: Fits when project teams need plan-ready solar design iterations with strong CAD export and shading-informed yield estimates.

#6

Solargraf

SMB

Solar sales and design software for proposals, financing calculations, and project workflows.

7.9/10
Overall
Features7.9/10
Ease of Use7.9/10
Value7.9/10
Standout feature

Roof plane mapping to layout generation with production estimate updates driven by controlled shading and loss inputs.

Solargraf converts roof plane mapping and shading inputs into a photovoltaic system layout workflow that supports energy yield simulation outputs. It focuses on design iteration for photovoltaic system layout, module stringing, and loss diagram style results used in production estimate review.

Pros
  • +Tight workflow from roof plane mapping to photovoltaic system layout
  • +Produces production estimate outputs grounded in loss diagrams
  • +Supports module stringing and inverter sizing checks within the design loop
  • +Exports CAD-ready geometry for downstream structural and drafting work
Cons
  • –Limited guidance for utility interconnection requirements compared with specialist tools
  • –Shading analysis setup can be heavy when many roof planes share constraints
  • –Automation depth depends on external data formatting quality
  • –Configuration controls for multi-user governance lag behind enterprise-focused planners
Use scenarios
  • Solar design engineers

    Iterate PV layout and stringing designs quickly

    Faster design iteration cycles

  • Permit plan set drafters

    Prepare permit deliverables from geometry-precise layouts

    Consistent permit documentation

Show 2 more scenarios
  • Energy yield analysts

    Rerun yield simulations with controlled inputs

    Reproducible yield updates

    Analysts rerun projects using imported site and weather assumptions to update production estimate outputs.

  • CADD and workflow operators

    Export layout geometry to downstream tools

    Fewer downstream rework steps

    Operators export photovoltaic geometry so computer-aided design steps maintain fidelity for downstream estimating.

Best for: Fits when engineering teams need repeated solar design iterations with consistent assumptions and CAD exports.

#7

SolarEdge Designer

vertical specialist

Online photovoltaic design software for SolarEdge layouts, energy estimates, and bill-of-materials planning.

7.6/10
Overall
Features7.6/10
Ease of Use7.6/10
Value7.6/10
Standout feature

Design-to-document continuity that keeps photovoltaic system layout decisions aligned with SolarEdge electrical planning outputs.

SolarEdge Designer focuses on end-to-end solar planning tied to SolarEdge hardware, with layout generation that maps directly to module and inverter design assumptions. It supports roof plane mapping, obstruction analysis inputs, and energy yield simulation outputs that feed a permit-ready planning workflow.

Pros
  • +SolarEdge-specific design assumptions stay consistent from layout to single-line output
  • +Export options support drawing-based review workflows for permit plan sets
  • +Energy yield simulation integrates planning inputs into production estimates
  • +Library-driven layout helps reduce mismatch between hardware and modeled strings
Cons
  • –Interconnection requirements and utility edits are not as comprehensive as plan-set specialists
  • –More effective results depend on accurate site inputs such as obstructions
  • –Customization beyond SolarEdge-centric workflows requires process workarounds
  • –Large multi-building projects can feel slower during iterative redesign cycles
Use scenarios
  • Solar installers and designers

    Create roof layouts aligned to system components

    Faster accurate planning submissions

  • Electrical engineering teams

    Review wiring design with consistent layout mapping

    Reduced rework during revisions

Show 2 more scenarios
  • Permitting and compliance staff

    Validate permit-ready documentation from simulations

    More compliant permit packages

    Obstruction inputs and yield outputs support planning workflows that feed permit documentation packages.

  • CAD and drafting teams

    Export designs for downstream documentation review

    Streamlined document handoffs

    Computer-aided design exports support coordinated review in project documentation and drawings.

Best for: Fits when teams plan SolarEdge projects and need tight consistency between layout, single-line, and yield outputs.

#8

Solargis

enterprise

Solar resource assessment and photovoltaic forecasting software for project development and operations.

7.3/10
Overall
Features7.3/10
Ease of Use7.3/10
Value7.3/10
Standout feature

Geospatial site modeling that connects roof plane mapping and irradiance inputs directly into shading analysis for yield outputs.

Solargis is solar planning software focused on geospatial site workflows that turn measured conditions into design inputs for PV projects. It supports roof plane mapping and solar irradiance assessment workflows that feed shading analysis and energy yield simulation.

Pros
  • +Geospatial workflow for roof plane mapping and model-ready site outputs
  • +Irradiance assessment inputs that align with energy yield simulation needs
  • +Shading analysis depth suitable for production estimates and loss diagrams
  • +Automation-friendly project modeling for repeatable study pipelines
Cons
  • –Shading analysis fidelity can require disciplined data and reference assumptions
  • –Advanced outputs depend on downstream design workflows for electrical details
Use scenarios
  • Solar farm design engineers

    Compare tracker and module layout variants

    Select layout with yield estimates

  • Regional solar resource analysts

    Assess irradiance and PV performance regionally

    Produce regional resource comparisons

Show 2 more scenarios
  • Solar developers and portfolio teams

    Screen candidate regions and sites fast

    Shortlist sites for feasibility

    Compare expected PV production using consistent assumptions across multiple geographic options.

  • Engineering consultancies

    Standardize repeatable multi-site yield studies

    Deliver consistent production projections

    Use shared modeling inputs to generate comparable yield estimates across sites.

Best for: Fits when engineering teams need repeatable geospatial solar studies that drive design-ready site inputs.

#9

Pylon Solar

SMB

Cloud platform for solar design, quoting, and project management targeting residential installers.

6.8/10
Overall
Features6.8/10
Ease of Use6.8/10
Value6.8/10
Standout feature

Tight coupling of roof plane mapping and obstruction shading analysis feeding the energy yield simulation with reviewable loss logic.

Pylon Solar is built around a guided planning sequence where roof geometry and scene elements drive shading behavior used in the energy yield simulation. Project outputs commonly include a production estimate with losses, plus diagrams that show the logic behind the estimate for internal review. The workflow is designed to reduce rework by keeping layout and production assumptions linked rather than separated into disconnected tabs.

Pros
  • +Roof plane mapping stays linked to shading inputs and yield outputs
  • +Obstruction analysis produces diagrams suitable for proposal reviews
  • +Production estimate includes loss transparency for iterative design work
  • +Exports support handoff to design and reporting workflows
Cons
  • –Advanced electrical single-line diagram details need additional manual work
  • –Some constraint edge cases can push teams toward engineering sidecar tools
  • –Tooling depth for utility interconnection requirements varies by project complexity
  • –Automation coverage is narrower than full design automation suites
Use scenarios
  • Solar proposal managers

    Rapid roof shading to yield estimates

    Faster proposal turnaround

  • EPC preconstruction teams

    Iterate layout before engineering handoff

    Less rework in planning

Show 2 more scenarios
  • Sales engineering teams

    Stakeholder-friendly diagram explanations

    Higher stakeholder alignment

    Present obstruction and shading outcomes with estimate-linked diagrams for internal review.

  • Operations analysts

    Batch design review consistency

    More consistent estimates

    Standardize production estimate logic across projects to support repeatable planning decisions.

Best for: Fits when project teams need fast, diagram-driven yield estimates from geometry and shading inputs.

#10

Polysun

vertical specialist

Simulation software for photovoltaic, solar thermal, and heat pump system design with yield calculation.

6.6/10
Overall
Features6.6/10
Ease of Use6.7/10
Value6.5/10
Standout feature

Built-in loss breakdown connected to shading and design inputs, enabling auditable iteration of production estimates.

Polysun produces energy yield simulation and solar design planning from project inputs like geography, roof or facade geometry, and component selections. It focuses on turning shading and loss assumptions into a production estimate with a documented loss breakdown that supports iterative design changes.

Pros
  • +Loss breakdown tied to inputs makes design iterations traceable
  • +Variant planning supports rapid comparison of layout and component choices
  • +Shading modeling feeds directly into energy yield estimates
  • +Export-oriented outputs support handoff into documentation workflows
Cons
  • –Model setup can be slow for complex roof obstructions and multi-plane cases
  • –Advanced electrical detailing depends on how downstream drawings are produced
  • –Interoperability depth varies by the target CAD and documentation toolchain
  • –Automation and API surface are limited for high-volume design pipelines
Use scenarios
  • Solar thermal engineers

    Size collector loops and storage behavior

    Evidence for solar fraction decisions

  • PV design teams

    Compare yield across layout variants

    Comparable annual yield estimates

Show 2 more scenarios
  • Solar site designers

    Assess shading impact on PV layouts

    Layout choices backed by estimates

    Evaluate obstacles, row geometry, spacing, and horizon conditions to quantify production impact.

  • Battery capacity planners

    Plan storage under time-series loads

    Performance comparisons across configurations

    Test storage capacity with dispatch assumptions, efficiency losses, autonomy targets, and coupling options.

Best for: Fits when design teams need repeatable production estimates from shading and loss assumptions, with variant comparisons.

Conclusion

After evaluating 10 solar planning software, Aurora Solar stands out as our overall top pick — it scored highest across our combined criteria of features, ease of use, and value, which is why it sits at #1 in the rankings above.

Our Top Pick
Aurora Solar

Use the comparison table and detailed reviews above to validate the fit against your own requirements before committing to a tool.

Frequently Asked Questions About Solar Planning Software

How do Pylon Solar and Aurora Solar handle real-time changes during roof layout iteration?
Aurora Solar updates energy yield outcomes as layout edits change module placement and shading inputs, so assumption changes are visible during drafting. Pylon Solar links roof plane mapping and obstruction shading analysis to energy yield simulation with reviewable loss logic, so updates remain traceable from geometry to production estimate.
Which tools generate outputs that align directly with a permit plan set workflow?
OpenSolar focuses on repeatable proposal and engineering workflows that produce documentation planners can use as permit plan components. PVcase and Scanifly both generate permit-ready outputs from roof and site inputs, with PVcase emphasizing inverter and string-level planning and Scanifly emphasizing obstruction-driven shading linked through yield inputs.
What breaks if module stringing assumptions are changed after the energy yield simulation is already approved?
Polysun’s production estimates depend on shading and loss assumptions tied to design inputs, so changing stringing alters the underlying loss breakdown and the resulting yield comparison. PVcase and Solargraf keep layout, stringing, and yield reporting linked in their workflow, so late changes typically require rerunning the coupled layout-to-production steps to avoid mismatched documentation.
When do teams choose Solargis over purely roof modeling tools for solar irradiance assessment?
Solargis is built for geospatial site modeling where measured conditions feed solar irradiance assessment, then flow into shading analysis and energy yield simulation. Tools that focus mainly on roof plane mapping can still produce yield estimates, but Solargis supports repeatable studies across geographies through data integration and automation around modeling inputs.
How do integration options and API access typically show up in these solar planning tools?
OpenSolar places automation hooks and integration options at the center of repeatable calculations across many projects, which often matters for team pipelines. PVcase emphasizes importing site and weather inputs and exporting drawings and reports rather than acting as a full custom automation runtime, so integrations usually center on document and data exchange.
How does PVcase handle CAD handoff compared with OpenSolar’s CAD export approach?
PVcase exports drawings and reports built from roof and site inputs, and it reduces manual transcription by carrying layout and documentation context into engineering review. OpenSolar emphasizes CAD export that carries planning geometry and layout context into downstream deliverables for permit and review workflows, so CAD handoff is a core workflow outcome.
What security and access controls should teams verify for collaborative design workflows?
Security questions should include whether role-based access control and an audit log exist for configuration changes and project exports, because plan-set assemblies often involve multiple departments. SolarEdge Designer and OpenSolar both support repeatable workflows and multi-stage documentation, so teams should verify who can change hardware-aligned assumptions and who can publish outputs used for engineering and procurement.
How does SolarEdge Designer keep the electrical single-line diagram consistent with layout and production estimates?
SolarEdge Designer is built around SolarEdge hardware assumptions, so its layout generation stays aligned with module and inverter planning outputs. The tool’s design-to-document continuity keeps photovoltaic system layout decisions aligned with SolarEdge electrical planning outputs, which reduces rework between layout intent and engineering deliverables.
Tradeoff: where does obstruction analysis fall short if it is only used for shading visuals and not for yield inputs?
Aurora Solar ties shading-related inputs to real-time energy yield outcomes, so shading edits affect production estimates rather than just visuals. Solargraf and Scanifly both connect roof plane mapping and obstruction or loss-style inputs to production estimate updates, so using obstruction analysis only as an overlay typically breaks the audit trail between geometry and yield.
When does data migration matter most when switching planning tools mid-pipeline?
Data migration matters most when teams need existing geometry, shading inputs, and electrical configuration assumptions to remain consistent across reruns. Solargraf and Scanifly support reruns driven by controlled shading and loss inputs tied to layout, so migrating inputs that do not match the tool’s expected data model can force rework on linked yield inputs.

Tools reviewed

Primary sources checked during evaluation.

Referenced in the comparison table and product reviews above.

How to Choose the Right Solar Planning Software

We separate solar planning software by how it handles planning-to-design consistency: whether changes carry through your models, and how well the workflow keeps calculations and outputs aligned. The biggest differences show up in criteria like shading workflow control and exportable design deliverables.

Project versioning and change trace

Why it matters

When a design changes after a client review, project versioning and change trace prevent “which numbers are current?” problems. It matters in solar planning because small edits can ripple into the final proposal.

How to check

In a demo, create a proposal, then adjust one input (for example, system size) and compare outputs between versions. Ask whether you can view what changed and roll back without overwriting prior results.

Shading workflow control

Why it matters

Shading workflow control affects whether the tool stays realistic during early design iterations. In planning work, you need clear control over where shading inputs come from and what the tool recomputes.

How to check

Run a sample plan with and without shading-related inputs, then verify what parts update. Ask how you add exclusions or revise shading inputs without restarting the whole project.

Import and export of planning inputs

Why it matters

Import and export of planning inputs determines whether your team can reuse data across meetings, sites, and partners. Solar planning projects often start from spreadsheets, photos, and existing measurements, so format compatibility drives time and accuracy.

How to check

Try importing a basic location/roof worksheet and see whether units and fields map cleanly. Then export a design package and confirm you can reopen it later with the same results.

Calculation transparency and assumptions

Why it matters

Calculation transparency and assumptions help you defend a proposal when results look off. In this software category, buyers need to see which assumptions are used, where they come from, and what is driving changes.

How to check

After running a plan, open the results view and look for a clear list of assumptions and derived inputs. Change one assumption and confirm the recalculated outputs update as expected.

Proposal outputs and report generation

Why it matters

Proposal outputs and report generation determine whether you can produce consistent client-ready deliverables without manual cleanup. Solar planning work depends on repeatable formatting across sites and revisions.

How to check

Generate a report from an example project and check that key values match the on-screen results. Ask whether the output includes traceable inputs and whether you can customize templates for your workflow.

Automation via API and import jobs

Why it matters

Automation via API and import jobs helps planning teams handle high project volume and reduce copy-paste errors. It also matters for integrations with internal tools that manage leads, addresses, and job status.

How to check

On a demo or documentation review, look for endpoints or automation around creating projects, updating inputs, and exporting outputs. Ask for a sandbox or sample payload and verify it can reproduce a small end-to-end workflow.

Red flags

  • Versions change results without showing what inputs were modified
  • Shading inputs update inconsistently or force full recompute resets
  • Exports omit key assumptions, so reports don’t match the model

Fit by situation

  • If you revise proposals after each site visit, prioritize project versioning and change trace to keep numbers aligned.
  • If shading details vary by roof area and reviewer, prioritize shading workflow control so updates are controlled and repeatable.
  • If you move data between internal tools, prioritize automation via API and import jobs so planning outputs stay consistent.
Commissioned Research

Funding and competing interests

This study was co-funded by several of the vendors assessed in it. No single vendor funded it. Funders could propose the market studied.

They had no role in selecting vendors, setting or weighting criteria, analysing data or drawing conclusions, and they received the same factual-accuracy check as every other vendor assessed.

Market definition, inclusion rules and criteria weights were fixed by an editor before research began and did not change afterwards. Editorial process →

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