Use cases

A customer portal for solar projects and performance reporting

Keep solar customers informed from installation milestones through later performance reviews. Bring the project and production data you already collect into a dashboard so each account can see its own sites, recorded progress, and available results.

14-day free trial. No credit card required.

CustomerDashboard showing charts and metrics for a customer account

Installation progress first. Production figures when you already collect them.

Show customers where their installation stands

Share the survey, permitting, installation, and commissioning milestones you already record.

Present energy production in a form customers can revisit

Turn the generation data you collect into charts, with a clear last-updated time.

Give multi-site customers an account overview

Summarize the sites on the account and show results by location.

How it gets in front of customers

Connect the data you already keep, build the report once, and give each account a login.

  1. 1

    Connect project and production records

    Link the source that already tracks milestones and, if you have it, generation.

  2. 2

    Build one customer view

    The same layout for every account and site.

  3. 3

    Give each customer a login

    They see their sites only.

What customers can see

Built from the records you connect. These are the reports you can build from the records you connect.

  • Project milestones

    The latest recorded stage for that customer's installation.

  • Site list

    Every site tied to the account.

  • Generation

    Recorded output, such as monthly kWh, when your data includes it.

  • Last updated

    When the figures were last refreshed.

Your project data, not a direct equipment connectionCustomerDashboard does not collect data from inverters or control hardware. It shows the project and production records your business supplies. It does not promise savings.

Questions

Does CustomerDashboard collect data directly from solar equipment?

No. It uses the data your business supplies. Equipment collection stays in your monitoring tools or data pipeline.

What if we do not have production data yet?

Lead with installation milestones. Add generation charts when that data is available.

Related: field service customer portal ยท customer portal software for reporting

Build your solar customer dashboard

Keep solar customers informed from installation milestones through later performance reviews.

14-day free trial. No credit card required.

All use cases