Plan a commercial project

Commercial planning runs on the commercial product line, which is separate from residential planning. It handles multi-variant offers, commercial grid tariffs and multi-tenant buildings. The sections follow the order you usually work in, and they say where a step happens outside Reonic.

Before you start

• Your workspace needs the commercial Requests and Offers products. Without the Requests product, the Requests page is locked. If the commercial surface is hidden, contact your Reonic account manager.
• Creating requests, importing leads and editing variants need the Editor role or higher. Viewers can open an offer but can't switch variants.
• Some features have to be enabled for your workspace: optimization, landlord-to-tenant (Mieterstrom), electric vehicles, peak shaving, dynamic electricity tariffs, offer templates and AI reading of commercial electricity bills. If you need one and don't see it, contact your Reonic account manager.
• The project must not be locked. While a project is locked, Import Offer Template is hidden on the variant bar, and adding subsidies and recurring costs (and their row actions) is disabled.
• For each project, collect the annual demand (kWh), the location, the roof area and orientation, and the customer's commercial tariff structure.

Create a commercial project

Commercial projects start on the commercial Requests page. There are four ways in:

• Manual entry. On the Requests page, click New request. The create modal opens on the board you are viewing. To create a project straight into a later stage, use New project on the Offers page or Create installation on the Installations page (disabled while the archived filter is on). On 1. Project goal, pick the project type (see below). On the details step, fill in the project and customer details, the Project address with its location picker, an optional Contact person and the contact's Address. Which fields are required follows your workspace's required-fields configuration. Picking a pin fills only the address fields your required-fields rules allow, and without a street and number the location is flagged as estimated. You can search for a contact and import it from HubSpot, Pipedrive, Weclapp, Bitrix, Photovate or Reonic Contacts. A banner names the source record, and Remove association drops the link. The Same as project address toggle links the contact's address to the install site. Switch it off when the two differ, which is common for ground-mount and landlord projects. The simulation uses the project address coordinates, so it runs against the install site. Save the modal, and Reonic opens the new request (or the new offer's General tab, or the new installation). If Weclapp is connected and you entered a new contact person rather than an imported one, the modal first asks Really create project?. Weclapp needs the contact data to accept a project, so in this case the project is created in Reonic only, not in your Weclapp account.
• Public form. A lead fills in your public commercial request form without logging in. They pick a business type (Commercial, Retail & Sales or Agriculture), which sets the standard load profile. They enter annual consumption, electricity price and yearly increase, grid time windows and location. Reonic runs a rooftop solar-potential check, and the lead picks Partial, Balanced or Maximum self-sufficiency, or sets solar and storage sizes with sliders. A live preview shows investment, yield and break-even. The lead then submits their contact details. First name, last name and company name are always required, and whether email, telephone and address are required follows your required-fields configuration. The lead ticks I am the owner of the building and the privacy policy. Reonic creates the project in the request stage, and the lead can then upload files and, if you have a bookings link, book a consultation. The lead gets the new-lead email if they gave an email address. Your team gets the internal new-lead email when new-lead email notifications are configured for your workspace.
• Lead import. On the Requests page, click Import leads (an empty Requests board also shows it) and upload your file. Run a small test batch first, because the import quality depends on your file.
• Public API. An external CRM or lead router can create and update commercial projects through Reonic's public API (v3). The API checks field formats only, not your workspace's required-fields configuration, so an API-created project can arrive without fields the Portal would require. Validate on your side.

To configure the public form, open Settings and search for Energy company. Set the form's texts on the Display settings tab and its storage limits under Battery storage configuration on the Configuration tab. Both need the Admin role. There is also a public commercial contact form with no sizing step. It creates a request with the source Contact form and no solar or storage.

Pick the project type carefully. It decides which optimization runs and which components the project plans with, and it is fixed once you pick the tile:

• Generic: standard commercial PV (rooftop, ground-mount, industrial).
• Landlord-to-Tenant (residential): Mieterstrom (tenant electricity supply) in an apartment building. The tile is disabled unless landlord-to-tenant is enabled for your workspace.

The older commercial landlord-to-tenant type is deprecated. New landlord-to-tenant projects use the residential type.

What Reonic builds on create

Every public request (request form or contact form):

• Your required project fields are checked first.
• The location is geocoded. Given coordinates are looked up as an address, otherwise a complete typed address (street, number, postcode, city) is located on the map. The timezone follows from the result.
• One variant. The base year is the current year, and the simulation period is your workspace's default planning horizon.
• The project is named after the business name, otherwise the contact's name, otherwise "New request".

Generic request: a Demand component with the entered demand and load profile, and a commercial grid with the entered energy price, price increase and time windows. Solar and storage are added when the form asked for them, priced from your cost profiles. The requested storage size is capped at the maximum in your Battery storage configuration.

Landlord-to-Tenant request: a Tenant-demand component with landlord-to-tenant defaults, a normal (not commercial) grid at 0.45 €/kWh with a 3 % yearly increase, and solar when requested.

Direct creation into a stage (request, offer or installation), which is what the create modal uses for New request, New project and Create installation: one empty variant named Default with no components. The creator becomes key account manager, and your template file folders are imported into the project.

Adjust components and pricing in the offer stage (see Design multi-variant commercial offers).

Design multi-variant commercial offers

Multi-variant comparison is the core of commercial planning. You design two or more system configurations for the same project, each with its own components, pricing and results, and then choose one for the customer. The location and project type belong to the project, not the variant.

Open the variant editor

1. Open the project.
2. In the stage navbar, under Offer, click Planning. The offer stage is split into Checklist, Planning, Simulation and Finalise.
3. Click a variant tab on the variant bar (Plan multiple variants) to plan that variant.

A project created from a request form starts with one variant. A project created directly in a stage starts with one empty variant named Default.

Configure each variant

The planning page lays out the selected variant from top to bottom:

1. Grid connection (Add grid connection when missing). A variant holds one grid, either a normal grid or a commercial grid. See Set commercial tariffs and load profiles.
2. Consumers: electricity demands (Add electricity demand / Add another electricity consumption) and, where enabled, EVs with a vehicle from the catalog and a weekly driving pattern. On landlord-to-tenant projects the consumer is Tenant electricity.
3. Optimization (optional). See Generate variants from the optimization.
4. Solar systems (Add PV and other producers). Choose Pre-planning (size, orientation, tilt, price), Detailed planning 2D (unless 2D is turned off for your workspace) or Detailed planning 3D. In detailed planning, size, modules and inverters come from the drawing and the line items. You can also add generic producers here.
5. Battery storage: one per variant, in Pre-planning or Detailed planning. See Storage trading on commercial projects for the use case.
6. EV charger / Wallbox (optional): wallbox specs of 11, 22 or 350 kW. The detailed wallbox editor takes one wallbox per wallbox component.
7. Extras: Additional components, Optional components, Subsidies and Recurring costs. Each is listed with an edit link once filled, together with the variant's Total price breakdown. Additional components count in the variant total and the parts list, but not as an investment in the simulation.
8. Pricing: see Configure commercial resale prices.

To speed this up, use Import Offer Template on the variant bar (where offer templates are enabled) or a planning package. A solar package is added, a storage package replaces the variant's storage, and an optional package becomes a new optional bundle.

Add a new variant

1. On the variant bar, click Add or manage variants to open the Variants modal.
2. Click Create new variant. It is named "New variant".
3. Rename it inline. The name needs at least 5 characters.
4. Confirm with Accept or Enter.

To start from a baseline instead, choose Duplicate variant in a variant's row menu. This creates "<name> copy". The additional components, rebates, subsidies, recurring costs, optional bundles and PDF-settings snapshot are copied. The planned components (solar, storage, grid, demand) are linked, not copied (see Shared components between variants).

When the project has more than one variant, the add-component pickers also offer or import from other variants. Drag variants in the modal to reorder them. Delete variant can't be undone. It is disabled for the selected variant, and the last variant always stays.

Shared components between variants

A duplicated variant links the same solar, storage, grid and demand components as its source. Editing such a component changes the numbers of every variant that holds it. A link tag on the component lists the other variants ("Also used in variant(s): …").

1. Open the component's Actions menu on the planning page (on the energy-layout cards the action is called Detach).
2. Click Disconnect. Reonic creates a copy for this variant only, named "<name> (<initials>)".

Disconnect is offered while the component is used in another variant, for solar, storage, tenant demand, electricity demand and generic producers. EVs can only be deleted. A variant holds one grid, one storage and one tenant-demand component, so importing a second one is refused.

The simulation needs exactly one grid on the variant. Without a grid, the results and the offer presentation show an empty state. Plan a variant with either electricity demand or tenant demand, because the simulation refuses a variant that holds both.

If two variants show identical numbers, the usual cause is a duplicated variant that still shares its components with the source. Check the link tag on each component and disconnect the ones you want to change for one variant only.

Changes apply variant by variant. To move a price across three variants, edit each one. An edit to a shared component reaches every variant that holds it.

Generate variants from the optimization

The Optimization section appears when optimization is enabled for your workspace. It is offered on Generic projects, not on landlord-to-tenant projects.

1. In the Optimization section, choose the solar sizes, storage sizes and operation modes to test. Set each parameter to Automatic or Customized. The panel shows how many variants it will simulate.
2. Run it. The run needs a grid connection and an electricity demand on the variant, and the panel names whichever is missing.
3. Under Best results, weight discounted cash flow, self-sufficiency and break-even year.
4. Tick up to 5 results.
5. Click Add N variants to project and step through the picks.

Each new variant gets copies of the current variant's grid and demand, plus a new solar system and storage taken from the result. Tenant demand, EVs, wallboxes, other components and a battery-arbitrage use case are not carried over.

Compare variants

1. Open the Variants modal to see each variant's total planned price (net, with VAT).
2. On the Offers list, hover the Total column. The tooltip shows each variant's net price and VAT, and its margin if you can view purchase prices and margin.
3. Open Simulation for the selected variant's results (Overview, Energy, Financials).

Use the comparison to drive the customer conversation, for example "Variant A pays back sooner, Variant B saves more per year."

The Results > Energy > Energy Profiles chart has an Export CSV button that downloads the energy-profile series behind the chart. Use it to hand the customer the raw numbers or to pull them into your own model. For an average-year profile, the year is left out of the export.

Tweak a simulation without re-editing components

For a quick "what if" pass during a customer conversation, override a variant's simulation inputs for one run without changing the saved components.

1. Open the variant's solar 3D planning view.
2. Open the simulation override controls. The popover sits on the left.
3. Adjust the inputs for that run. Overrides exist for solar (edit mode, whether to use the 3D plan, solar settings, a panel list) and for storage settings.
4. The simulation re-runs with your override applied.

Use this for sensitivity passes instead of editing a saved component and undoing the change afterwards.

Add optional (upsell) components

Optional components are extras you present to the customer outside the base price. They are not part of the headline total, the invoiced total or the LexOffice / SevDesk bill.

1. On the planning page, go to Extras > Optional components.
2. Group the extras into bundles. Each bundle has a name, an optional description and line items, and shows its own sum price. Unnamed bundles show as "Bundle N".

The bundles render on the offer PDF's dedicated Optional components page, after Additional components and before the Parts list. The landlord-to-tenant PDF has its own Optional page. Optional components are supported in offer templates, so a standard upsell set lands on every offer built from the template. Duplicating a variant copies its bundles and line items. A bundle's price is hidden from users who can't see deal values.

Choose the variant for the customer

1. In the Variants modal, click Select on the variant the customer gets. The selected variant is the one that is billed (LexOffice / SevDesk), synced and installed, and the activity feed logs "Variant selected for installation".
2. Use the per-line-item customer-visibility toggle to control which components the customer sees on the PDF.
3. Generate the PDF in Offer > Finalise (see Finalise the offer PDF).
4. To share the customer portal, use Share customer portal in the top-bar menu.

The customer portal shows the project itself, without variant pricing or a signing step. Send each alternative to the customer as an offer PDF and walk them through the variant comparison yourself.

Configure feed-in

How you set feed-in depends on the grid on the variant:

• Normal grid: set the energy price, the annual increase and the feed-in mode (FIT, net metering or net billing).
• Commercial grid: each grid time window carries its own optional feed-in tariff. The feed-in mode picker appears on the commercial grid for clients in Latin America.
• Landlord-to-tenant: the export tariff is set on the Tenant-demand component. In the solar editor the export-tariff field is disabled, with a banner pointing to the Tenant-demand component. Full feed-in is one of the tenant-demand types (see Landlord-to-tenant (Mieterstrom) projects).

Set commercial tariffs and load profiles

Commercial demand profiles

On the Demand component, set:

• Annual demand in kWh per year.
• Demand profile: a standard load profile, or Custom with your own profile. Use Add new profile to create one and Scale to annual demand to scale it to the annual demand you entered.

To add a consumer from your company's load-profile templates, use Import from template in the add-consumer picker. Landlord-to-tenant is a project type, not a load profile: tenant consumption is planned on the Tenant-demand component.

AI bill reading for commercial electricity bills

If AI bill reading is enabled in your workspace, fill the commercial grid from the customer's bill. You need the Editor role or higher.

1. Open the commercial grid's Grid connection editor.
2. Click Scan electricity bill, or use the scan panel beside the form on a wide screen.
3. Upload the bill (PDF, JPEG or PNG, up to 6 files per scan) or pick an existing project file.
4. Apply the scan. It fills only the fields it returned.

The scan separates flat-rate, time-of-use and spot-price structures. It adapts to the client's country: German clients get the voltage level and hours-of-use grid fees, Italian clients get F1/F2/F3 prices and per-band consumption. Scans stay listed on the project and can be applied again.

Time-of-use tariffs

A variant holds one grid. For a time-of-use contract, use a commercial grid. It opens the full-screen Grid connection editor with the sections Pricing, Grid fees, Price development and Smart meter.

1. On Pricing, enter the Electricity price and the Base price.
2. Open Detailed pricing and enter the Load price and, where shown, Taxes & Surcharges.
3. Add your Grid time windows. Each window has a start time, an end time, an energy price and an optional feed-in tariff. Add as many as the customer's tariff needs.
4. In Grid fees, enter the grid base price, the voltage level and the grid prices for under 2,500 hours of use, over 2,500 hours of use and intensive usage, each with a work price and a load price.
5. In Price development, set the yearly increase for each price component.
6. Save.

You define the windows yourself, so they follow the customer's contract rather than fixed morning, afternoon, evening and night buckets. Where two windows overlap, the earlier-listed one wins, and any time outside every window falls into an Other bucket. The same windows drive the optimizer, the financials and the Results > Energy > Time-of-Use Consumption chart. That chart groups its bars by exactly the windows you priced, colour-coded from most expensive (red) to cheapest (green).

German clients also get a Dynamic electricity tariffs checkbox on Pricing. Grid time windows are disabled while dynamic tariffs are on.

Italy F1/F2/F3 industrial tariffs

Italy is the first market outside Germany with its own commercial tariff model. For Italian clients, the commercial grid takes F1, F2 and F3 band prices instead of a single electricity price, and demand can use an F1/F2/F3 profile. Your company must be set up as an Italian client. When the commercial grid carries F1/F2/F3 band prices, the simulation uses them in place of the single electricity price and the grid time windows.

Find the tariff structure on a recent electricity bill:

• Trioraria (three-band): three different prices. Enter each one.
• Bioraria (two-band): an F1 price and a combined off-peak price ("ore vuote"). Enter the combined price for both F2 and F3.
• Monoraria (single-band): a single price. Enter it for F1, F2 and F3.

Configure the commercial grid:

1. Open Offer > Planning.
2. Under Grid connection, click Add grid connection, or open the existing grid.
3. Optionally click Scan electricity bill. For Italian clients the scan reads the F1/F2/F3 prices, 12 months of consumption per band and the common price fields, and converts the band prices to your main currency per kWh.
4. On Pricing, enter the F1, F2 and F3 prices.
5. Enter the Base price (per year).
6. Open Detailed pricing and enter the Load price (per kW).
7. Turn on the VAT switch to include VAT.
8. In Price development, set the yearly increase for each price component. The bill scan doesn't fill these.
9. Save.

For Italian clients, enter the hours-of-use grid-fee tiers and the voltage level yourself, because the bill scan fills neither.

Configure the demand profile:

1. Under Consumers, click Add electricity demand or open the existing demand.
2. Set Annual demand in kWh per year.
3. Under Demand profile, choose Custom and pick an F1/F2/F3 profile. If you don't have one, use Add new profile and enter it by hand or from the bill scan's monthly per-band consumption.
4. Optionally click Scale to annual demand.
5. Save.

A consumer imported from an F1/F2/F3 load-profile template is rebuilt against the project's base year.

Then run the optimization and compare the variants under Offer > Simulation. Trioraria customers usually get the strongest solar-plus-storage case, because solar generation falls in the daytime hours when F1 peak pricing applies. Make this explicit in the customer conversation.

When components are generated from a start template and your company has no default electricity price, the commercial grid defaults to 0.30 €/kWh with F1 = F2 = F3. Replace it with the customer's real prices. The Financials page of the offer PDF shows the band prices rolled up into one figure.

Configure commercial resale prices

Prices are set per variant, per line item:

1. Open the variant.
2. Set the sale prices of its components.
3. Set the per-line-item VAT lock where needed (for example 0 % on solar in Austria).

Reonic computes each variant's margin from its prices and cost and shows it read-only. To move the margin, change the component sale prices. You can also override a component's purchase (buy) price for this project on the solar, storage, wallbox and tenant-demand line items, so the margin reflects what you actually paid on this project instead of the catalog cost. Margin badges need the right to view purchase prices and margin. Deal values and planned prices are hidden from users who can't see deal values.

Rebates: template rebates are always available. Custom rebates need the discounts right. Add an overall rebate per variant on the parts list with Add overall rebate / Edit overall rebate (Editor or higher). Additional components and tenant-demand line items take no rebates of their own, so use the overall rebate for them, for example on landlord-to-tenant projects.

Add subsidies and recurring costs

Subsidies and recurring costs are set per variant under Extras:

1. Click Add government subsidies and incentives to add the subsidies that apply. Each variant has its own subsidy stacking.
2. Click Add maintenance, insurance, and other recurring expenses to add recurring costs.

Duplicating a variant copies its subsidies and recurring costs.

Landlord-to-tenant (Mieterstrom) projects

A landlord-to-tenant (Mieterstrom) project models one solar and storage system on a building that supplies several tenants, such as an apartment block. You plan it on a single Tenant demand component and read the landlord and tenant economics separately in the results and the PDF. Landlord-to-tenant has to be enabled for your workspace. If you don't see it, contact your Reonic account manager.

Collect before you start: the tenants (how many, residential or commercial, annual demand, what they pay for grid electricity today), the building's own consumption (common areas, lifts), the supply model and the feed-in compensation (export tariff or direct-marketing market premium).

Set up the tenant demand

1. Create the project with the Landlord-to-Tenant (residential) tile. A project you create in the create modal starts with one empty Default variant, so you add the tenant demand, grid and solar yourself. A landlord-to-tenant request arrives with a Tenant-demand component, a normal grid and, if requested, solar.
2. Open Offer > Planning.
3. In the consumers section, click Add tenant electricity and pick a type: Full feed-in, Separate energy supply or Energy provider. A variant holds one tenant-demand component. Add it here directly, because Import from template is offered on Generic projects.
4. Set the Name and the years the component counts in.
5. Under Tenants, choose a profile mode. Simple gives one residential tenant on H0 at 100,000 kWh. Detailed lets you add tenants with Add custom tenant, each with a tenant type (Residential defaults to H0, Commercial to G0), demand profile, annual demand, Tenant grid price with a change %, Active from year and quantity.
6. Click Add building demand for the building's own consumption, and set its name, quantity, demand profile, annual demand and grid price with a change %.
7. Use the Export tariff mode switch to choose Export tariff or Direct marketing, then set the Change %.
8. Enter the type-specific prices. Separate energy supply needs a meter mode and a direct-to-tenant sell price. Energy provider needs the direct-to-tenant sell price, the grid-to-tenant sell and buy prices, and the tenant electricity surcharge with a change %.
9. Optionally set a Monthly fee per tenant with VAT and a yearly increase, and add additional components (other, installation fee or service fee).
10. Save. The editor needs at least one tenant, a picked profile for every custom profile, and annual demands of at most 100,000,000 kWh.

The tenant grid price affects only the tenants' results, not the landlord's.

Add the grid, solar and storage

1. Check or add the Grid connection. A landlord-to-tenant request comes with a normal grid at 0.45 €/kWh and a 3 % yearly increase. The simulation needs exactly one grid on the variant.
2. Click Add PV and other producers to add solar. The export tariff is set on the Tenant-demand component.
3. Click Add battery storage.

The landlord-to-tenant energy layout has one slot each for a producer, a storage system, the tenant demand and a grid. You can add a producer while the variant has no solar system and no generic producer.

Size the system

Size solar and storage by hand. To compare sizes, duplicate the variant and change one thing per copy. A duplicate shares the tenant demand with its source. A detached copy brings line items and tenant profiles, but not the building consumptions.

Where the landlord's economics are set

The landlord's annual cost is a calculated result. On the Tenant-demand component you enter the landlord's economics as prices: the grid-to-tenant buy price, the grid-to-tenant sell price, the direct-to-tenant sell price and the monthly fee per tenant. Reonic then calculates the landlord's average annual cost and shows it under Landlord KPIs on the Financials results. To change it, adjust the prices.

Pick the surplus-energy remuneration mode

Feed-in tariff and market premium are mutually exclusive. You choose one on the Tenant-demand editor, and the editor saves only the field for the selected mode. When you switch mode, the value you entered moves to the other field. Choose the mode that matches the landlord's grid contract before you review the results.

Review the results

1. Open Offer > Simulation and go to Financials.
2. Read the Landlord KPIs: Break-Even, Total investment, and Return on investment with the internal rate of return.
3. Read the Tenant KPIs: one block per tenant group, with Monthly savings, Total savings, Emissions saved and a before/after annual-cost chart.

The financials table adds a Tenant revenue column. With a market premium, the Export tariffs column is relabelled Direct marketing. State your tenant-participation assumption separately when you present the offer.

On landlord-to-tenant projects, the before/after KPI tiles (including grid reduction) and the charts Monthly consumption, Grid dependency, Monthly savings, Grid exchange, Net energy balance, Production vs consumption, Self-consumption / autarky and Solar production include the tenant demand. So do the Time-of-Use Consumption, Load Duration Curve and Daily Profile Heatmap charts, and the consumer summary on the use-case overview, which shows consumption in kWh, tenant parties and buildings.

Prepare the proposal

1. Open Offer > Finalise. The landlord-to-tenant presentation has a variant switcher and shows the landlord PDF: Cover, Solar, Tenant demand, Tenant summary, Components, Energy flows, Financials, Parts list, Optional, Emissions. If the variant has no grid, the presentation shows an empty state instead.
2. Unless the tenant-demand type is Full feed-in, a divider page Tenant Power – Information for Tenants follows, with tenant-facing pages (total demand, consumption profile, activation year) you can share with tenants.
3. Click Finalize PDF.

The customer portal belongs to the project, and tenant information goes out through the tenant pages of the PDF. German Mieterstrom comes with its own regulatory paperwork, which you handle outside Reonic.

Plan large ground-mount and high-power PV

Large open-field commercial PV (solar parks, agricultural arrays, brownfield commercial sites) starts as a commercial project. Use this section as a checklist of what to configure in Reonic and what to handle alongside it.

What to configure for ground-mount

• Generic project type. Landlord-to-tenant is for buildings with tenants, not open fields.
• Solar component: size (kWp), orientation, a single slope, panel, inverter and optimizer from the catalog, a single shading-loss value and a one- or double-sided (e.g. east-west) module layout. Enter the tilt angle the mounting structure will use.
• Grid: energy price, yearly price increase and feed-in mode. A commercial grid adds grid fees, price development and time-of-use windows, which helps with industrial tariffs that vary by time band. Add the one-off grid-connection construction cost as an additional component.
• Variants: quote 2–4 design options at different kWp sizes, with or without storage.
• Country-specific tariffs where they exist: German export-tariff calculation and Italian F1/F2/F3 bands.

What to handle outside Reonic for ground-mount

A ground-mount field is modelled like one rooftop array: one tilt, one azimuth and one loss value, with the same simulation input for any mount type.

• Row spacing and inter-row shading: estimate them outside Reonic and enter the result as a single shading loss on the solar component.
• Mounting system: enter its cost as an additional line item.
• Agri-PV: plan crop-related requirements outside Reonic. The solar component models the array like any other.
• Earthworks and civil engineering: foundations, fencing, access roads and transformer are bespoke line items per project.
• Site layout: detailed planning (2D or 3D) draws rooftop facets, panel areas and single panels. Plan ground-mount row layouts with your own tools.
• Grid-connection pre-checks: handle regulatory pre-checks for a large grid connection with the grid operator.
• Financing: arrange commercial finance directly with your finance provider.

Plan a ground-mount site

1. Treat the field as one solar component with manually entered kWp, slope and orientation.
2. Enter a generic shading loss on the solar component (typically 3–8 % for moderate row spacing).
3. Add additional or optional line items for the mounting structure, site preparation, fencing, transformer and monitoring.
4. Build 2–3 variants at different sizes (for example 250 / 500 / 750 kWp).
5. Let the project sync to your CRM on create for sales-funnel tracking.
6. Hand over the offer as a PDF for manual signature (see Finalise the offer PDF).

Storage trading on commercial projects

Set the battery's dispatch on the storage component. In the pre-planning storage editor, open the collapsed Simulation settings and pick exactly one use case in the use-case picker:

• Self-consumption: the default mode.
• Peak shaving (where enabled), with an optional reserve capacity.
• Dynamic electricity tariffs (where enabled). It needs dynamic tariffs on the grid, which are available to German clients.
• Battery arbitrage (marked Beta): the storage charges and discharges to use time-of-use and day-ahead price spreads, and the simulation prices the resulting dispatch into the variant's economics.

Battery arbitrage is available to every workspace and simulates alongside a solar system. You can select it when the variant has a commercial grid with time-of-use windows and at least one electricity demand. The picker shows these as a Requirements block, each marked met or unmet. Arbitrage replaces the other use cases rather than combining with them. On a battery-only arbitrage option, KPIs that only make sense with generation are hidden. Residential planning has its own separate arbitrage setting.

The detailed storage form saves line items only.

Finalise the offer PDF

1. Open Offer > Finalise. The PDF is built for the selected variant.
2. Click Preview, then Next.
3. Finalise the PDF. The file is named "<project name>_<variant name>".

Each variant keeps its own PDF-settings snapshot and its own validity date.

• PDF templates and offer type. A company can keep several named PDF templates per product, with a default per client. The offer type (Cost estimate, Product suggestion, Offer or Offerte) is part of the PDF settings. Templates are versioned: a variant's snapshot shows as outdated when its template has a newer version, and editing a project's own PDF settings marks the snapshot custom until you load a template again. Creating, duplicating, setting the default and archiving templates needs the Admin role. To archive the current default template, first make another template the default. Editing a project's PDF settings or loading a template into it needs the Editor role and the right to edit PDFs and digital offers. Importing a legal template works without that right.
• Cover fields. Each cover field has its own toggle: expiry date, offer number, customer number, company name, VAT number and logo.
• Offer expiry date. The expiry date is the variant's validity date. If none is set, it is today plus your workspace's default (14 days).
• Component-issues banner. A dismissible warning appears in the PDF preview when a line item references an outdated, archived or deleted component, so you catch a stale component before sending.
• Manual signature. When the customer picks a variant, the offer is signed manually: send the PDF and upload the signed scan.

Things to know

• The project address can differ from the contact address. They default to the same. Switch Same as project address off to set a separate install site. The yield simulation uses the project address coordinates, so for a customer headquartered in one city and installing in another, set the project address so the simulation runs against the right location.
• CRM sync fires on create. HubSpot, Pipedrive and Weclapp receive the project once, when it is created, on the request paths and on direct creation. Update deal value, variants and status in the CRM by hand to keep the pipeline accurate. Weclapp creates an opportunity when the customer contact has an email address. SevDesk and LexOffice are sent separately with the Send to… buttons on the offer view.
• Direct creation updates a matched contact. When a directly created project matches an existing contact, the contact's fields are overwritten with the new data, and other projects linked to that contact see the change.
• Projects are archived. If you created a project by mistake, archive it. An archived request can no longer be converted into an offer.
• Lead sources are per product line. Open Settings and search for Lead sources. Commercial lead sources are on the Commercial tab (Admin role). A commercial project carries its own lead source, picked on the General tab, where archived sources are hidden unless already selected. You can filter the commercial offer and installation lists by lead source.
• One site per project. A commercial project has one location. For multi-site customers, group the related projects with a shared internal project reference.
• German solar-peak rules (Solarspitzengesetz) are modelled for commercial PV. The Smart meter section of the commercial grid editor (Solarspitzengesetz installation year) appears when the feature is enabled for your workspace and the project's country is Germany. The penalty is summed across the project's commercial grids. The planning page shows a smart-meter hint under the solar systems, and the Export tariff card on the results overview carries a Solarspitzengesetz note.
• Offer planning shows net prices while you edit. VAT appears in the final total, and the cost-comparison rows reconcile to their displayed total.

Last updated on November 9, 2026