SurgePV

Solar professionals often struggle with fragmented workflows, using separate tools for site assessment, CAD layouts, energy simulations, and financial proposals. This multi-tool approach can lead to data silos, increased subscription costs, and significant time spent on manual data entry.

SurgePV addresses these challenges by consolidating the entire solar project lifecycle into a single cloud-based platform.

The platform is designed for solar installers, Engineering, Procurement, and Construction firms, and sales teams that need to scale their operations. By integrating artificial intelligence into the design process, SurgePV aims to reduce the time required to move from an initial lead to a permit-ready design and signed contract.

What Is SurgePV?

SurgePV is a cloud-native Software-as-a-Service platform categorized as solar design and proposal software. It serves users across more than 18 countries, ranging from independent residential installers to large EPC firms managing utility-scale projects.

Its primary use case is the rapid creation of accurate 3D solar designs, energy yield simulations, and investor-ready financial reports.

The platform uses high-resolution satellite imagery and an AI engine to automate the technical aspects of solar engineering. SurgePV states that its team has extensive EPC delivery experience and that the platform has processed more than 70,000 projects.

The software supports several project types, including residential rooftops, commercial carports, and ground-mounted arrays with capacities exceeding 10 MW.

SurgePV Features

AI-Powered 3D Roof Modeling

SurgePV automatically generates detailed 3D roof models from property addresses and satellite imagery. According to the platform, models can be created in under 60 seconds, including roofs with dormers, multiple planes, and complex pitches.

Clara AI Assistant

Clara uses natural language processing to help designers make complex layout changes through text commands. Users can request actions such as adding carports, adjusting module orientations, or modifying array placement.

8,760-Hour Shading Analysis

The platform performs hourly shading and solar shadow simulations for every hour of the year. These simulations can be used to create P50 and P90 energy yield reports.

Native Electrical Engineering

SurgePV can automatically generate single-line diagrams, three-line diagrams, and string sizing reports for permitting and technical documentation.

Branded Proposal Generation

Users can create customized multilingual sales proposals containing financial models and project performance data.

Supported financial calculations include:

• Capital expenditure
• Levelized Cost of Energy (LCOE)
• Net Present Value (NPV)
• Internal Rate of Return (IRR)
• Return on Investment (ROI)

Automated Bill of Materials

Designs can be connected to a database containing more than 70,000 modules and inverters. The platform uses the selected equipment to generate bills of materials and project cost estimates.

Advanced Mapping Integration

Users can switch between several imagery and mapping providers to select the most suitable site data for a particular region.

• Google 3D
• Nearmap
• Esri
• Bing

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SurgePV Pricing

SurgePV uses an annual subscription model. The platform states that all plans include its complete feature set, with the primary difference between plans being the number of users.

Plan	Users	Annual Price
Free Trial	Trial access	Free
Individual Plan	1 user	$1,899 per user per year
Team Plan	3 users	$1,499 per user per year
Team Plan	5 users	$1,299 per user per year

Free Trial

A free trial is available with access to features such as AI modeling and proposal generation. No credit card is required to start the trial.

Unlimited Projects

All paid subscriptions allow users to create an unlimited number of projects and designs.

Updates and Support

Standard plans include software updates, access to the equipment database, and customer support.

SurgePV Integrations

Mapping Integrations

SurgePV supports site imagery and mapping data from providers including Nearmap, Google 3D, Esri, and Bing.

Weather Data Integrations

The platform uses PVGIS and Meteonorm datasets to support hourly shading, irradiance, and energy generation simulations.

API and Webhooks

API access and webhooks allow teams to connect project, design, and lead data with external CRM systems and project management applications.

CRM and Accounting Integrations

Public information about native CRM and accounting integrations is limited. Teams that require direct synchronization with services such as Salesforce or HubSpot should confirm the availability of current connectors with SurgePV.

How to Set Up SurgePV

1. Book a product demonstration or register for the free trial on the official website.
2. Select the Individual, three-user, or five-user subscription plan.
3. Create a company profile and upload branding assets for proposals.
4. Select preferred solar modules and inverters from the equipment database.
5. Invite team members and assign the appropriate user roles.
6. Enter a project address to create your first AI-assisted 3D design.

How to Use SurgePV

1. Enter the Project Address

Start by entering a lead’s address into the dashboard. The platform uses available satellite and mapping data to create a digital model of the site.

2. Generate the 3D Roof Model

The AI engine analyzes the available imagery and creates a 3D model of the roof or project site.

3. Design the Solar Array

Use automated placement tools or Clara’s natural language commands to position modules, account for setbacks, avoid obstructions, and adjust panel orientation.

4. Run the Energy Simulation

Run shading and energy simulations to estimate irradiance, system production, and long-term project performance.

5. Configure the Financial Model

Add local utility rates, installation costs, financing assumptions, and other project variables to calculate financial returns.

6. Generate the Proposal

Create a branded proposal and share it with the customer as a digital link or downloadable PDF.

7. Export Engineering Documents

Engineering teams can export single-line diagrams, string sizing reports, bills of materials, and other installation documentation.

What You Can Produce with SurgePV

• AI-generated 3D roof and site models
• P50 and P90 energy yield reports
• Branded sales proposals with ROI calculations
• Single-line diagrams
• Three-line diagrams
• Automated bills of materials
• High-resolution shadow maps
• Irradiance and energy production reports
• Permit-ready solar design packages

SurgePV FAQs

What does SurgePV do?

SurgePV is an all-in-one solar software platform that uses AI to automate 3D roof modeling, energy simulations, electrical documentation, and financial proposal creation.

It is designed to replace multiple disconnected tools with a single workflow covering site assessment, system design, engineering, and sales.

Who is SurgePV best for?

SurgePV is designed for solar installers, EPC firms, designers, engineers, and sales teams. It may be particularly useful for businesses that manage multiple projects each month or work across residential and commercial solar markets.

Is SurgePV free?

SurgePV is a paid professional platform, but it offers a free trial with access to its primary features. A credit card is not required to begin the trial.

How much does SurgePV cost?

Annual pricing starts at $1,299 per user for a five-user team. The Individual Plan costs $1,899 per year, while the three-user plan costs $1,499 per user per year.

Paid plans include unlimited projects and access to the complete feature set.

What are the main limitations of SurgePV?

Potential limitations include annual billing, dependence on a stable internet connection, limited public information about native CRM integrations, and the possibility that some lenders may require supplemental PVsyst reports.

What are the best alternatives to SurgePV?

• Aurora Solar: For residential solar design and sales workflows.
• PVsyst: For utility-scale and bankable energy simulations.
• OpenSolar: For solar design and proposal tools.
• HelioScope: For commercial photovoltaic system design.