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Key takeaway:<\/strong> Combining remote and on-site data ensures accurate system sizing, production estimates, and hardware costs.<\/p>\n Making a preliminary design is beneficial for sales conversations while finalizing your design with on-site data is essential for everything to follow. If you use an all-in-one software like Scanifly, you have the speed of remote layouts and the precision of drone-based final designs.<\/p>\n Sales proposals almost always leverage data from satellite or remote imagery \u2026 but there\u2019s a problem. Solar professionals overwhelmingly report satellite imagery is not entirely accurate<\/a> and needs to be verified on-site.<\/p>\n However, just saying \u201csatellite imagery is inaccurate\u201d leads to other questions:<\/p>\n When designing a solar array, three variables most impact a project\u2019s success from the customer\u2019s vantage point:<\/p>\n 1. Sizing the System<\/strong> Further, given the proliferation of simple quoting tools, the delta can be higher, let\u2019s say 14 or 15 panels, making it a significant change in system size. Leveraging the preliminary design to inform an initial sales conversation, but following it up with a final layout using on-site data will avoid any missteps with the total panel count on install day.<\/p>\n Read our free ebook to learn how to conduct the most accurate shading analysis possible.<\/p><\/div>\n 2. Production Estimates (and Guarantees)<\/strong> A Contractor may recommend upsizing the system to compensate for a delta in production. However, that could lead to a more expensive project, and if there is a guarantee, the Contractor could have to foot the bill. Either way, this will quickly damage a Contractor\u2019s reputation.<\/p>\n Leveraging drone-based, photorealistic modeling tools and on-site shading analysis will resolve this issue. Production guarantee or not, Contractors never want to overpromise and underdeliver on the forecasted output of a system. There are few things a homeowner or property owner dislikes more than receiving a utility bill they didn\u2019t expect after getting solar installed.<\/p>\n 3. Hardware Costs<\/strong> While you should never rely solely on preliminary designs for installations, they still have their place in an efficient project workflow. Rolling a truck to verify a preliminary design can be costly and time-consuming. We advise doing this when it yields additional benefits in customer interactions, such as showing you put quality first, having a very interpersonal, \u201ckitchen-table style\u201d sales process, or as a closing mechanism. Using remote imagery is a useful estimate to inform your first few customer conversations and guides the economic dialogue of a solar array sale.<\/p>\n Therefore, when using preliminary designs in the sales process, there are a few strategies that work best:<\/strong><\/p>\n First, set expectations. Explain to the customer that the layout is a quick preliminary design, but may not consider every small detail that could impact the system. Share how the preliminary design is meant to give homeowners an idea of what could be possible, but not guarantee anything\u2014you\u2019d need to verify on-site for that.<\/p>\n Next, explain the context, because a homeowner may wonder why you\u2019re using a preliminary design if it isn\u2019t fully accurate. It\u2019s helpful to state that the first design is about getting them the information quickly and concisely, so they have a sense of the project details.<\/p>\n Lastly, follow up your preliminary stage with a comprehensive on-site survey that includes collecting full measurements, electrical and structural data, and shading analysis from the property. Educating the customer on how you will finalize the layout with comprehensive, real-time data from the field legitimizes your two-step design process as you go from prelim to engineering documents. We advocate doing surveys with the latest technology\u2014a drone and mobile app\u2014which doubles down on showing a customer you have a thorough process.<\/p>\n Unfortunately, many Contractors are stuck with multiple software, especially design-related tools for Prelim and Final designs. Most have similar data sources, features, and claims of offering \u201cperfectly accurate\u201d final layouts. Sadly, the nuances between these tools, especially Prelim ones, are becoming increasingly diluted. The tools are more or less the same. Further, Contractors are often stuck transferring data – manually or automatically through APIs – between their ecosystem of software products.<\/p>\n Good news for contractors. Platforms like Scanifly now enable you to combine the speed of a remote design with the precision of a drone-based final layout in one place. No more toggling between or paying for multiple tools to get the highest level of accuracy.<\/a><\/p>\n
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Why Having Both Preliminary and Final Designs Is Essential<\/h4>\n
\nLet\u2019s say a sales rep can squeeze 20 panels on a roof in a preliminary proposal, based on a quick satellite snapshot. Since satellite data can have an inaccuracy delta of 10%+, the roof might only be able to hold 17 or 18 panels in the end\u2014this is a significant change in electrical bill offset that could upset a customer.<\/p>\n![\"\"](\"https:\/\/\/wp-content\/uploads\/2024\/06\/scanifly-sponsored-image1-june2024-article1.jpg\")
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\nInaccuracy from satellite imagery will also likely cause a production delta. Most preliminary designs miss obstructions, tree heights, or shading implications. This means even if a panel will fit in a specific section of the roof, it might actually be partially or fully covered, affecting production more than expected. This would upset the homeowner, and yield further trouble if there is a production guarantee.<\/a><\/p>\n
\nFrom the quoting stages to install day, a lot can change. Notably, prices and supplies of hardware will swing, in some cases dramatically, changing the scope and cost of a project. Additionally, homeowners may want to change hardware (eg, panel size and color) to accommodate any aesthetic or structural preferences. Even if it\u2019s only a few weeks between getting permits and finalizing a layout, that\u2019s enough time for issues to arise. It\u2019s helpful to have a rough estimate with a preliminary design, but to fine-tune it with on-site data so your hardware procurement process is as accurate as possible.<\/p>\nAdvice for Contractors When Creating Preliminary Designs<\/h4>\n
The Optimal Solution: Centralize Remote and On-site Data On One Platform<\/h4>\n
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