Planning Service

Planning Service is one of four Reonic paid Services, alongside Grid Registration, Subsidy, and Photogrammetry, and it is the most hands-on of the four. Reonic edits the offer's 3D planning (panel layout, variants, simulation) for you and hands the offer back for your review. It suits a team that is short on time, has no in-house planner, or wants to keep its focus on sales conversations. The service is Solar-only and runs in the Portal.

Who this is for

• Installer admins and account managers with the Planning Service right enabled (on by default).
• The first-ever Planning Service request for your company must be submitted by an admin. After that, anyone with the right can request.
• Not for field workers (the service is Portal-only) and not for homeowners (they see the finished planning on the offer, never the Planning Service status).

Before you start

• Planning Service is available for your company. If the Request planning button is missing or a request fails, the service may not be available in your workspace yet. Contact your Reonic account manager.
• Enable Planning Service is on in your settings. A company admin turns it on under Settings > Services > Planning Service (the Enable Planning Service toggle). See Configure Planning Service availability.
• Your user has the Planning Service right. It is on by default, but an admin may have revoked it. See Enable Planning Service for your team.
• The offer has Solar configured. Planning Service plans solar only, so the offer needs a solar component. There is no heat-pump-only or battery-only planning request.

Request a planning

1. Open the offer, switch to the Planning view, and look at the Solar card.
2. In the Solar card's action row, click Request planning (the pencil-ruler icon). Hovering it shows the tooltip "Request a 3d planning from Reonic, billed per planning with maximum flexibility." The i info control beside it explains the service and carries a Book a consultation link if you want to discuss package pricing first.
3. The Request planning form opens with three fields:
   • When do you need the planning by? Pick Immediately (within 24 hours), In the next 2 days is fine (a 48-hour target), or By a specific date (opens a date picker). The form hints "A good idea is to choose a date shortly before your customer appointment." All timelines refer to working days, Monday to Friday. A weekend due date shows the note "Plannings due on weekends will be completed by Monday at 10 AM."
   • Which modules should we plan? Pick the module or modules from your solar component catalog.
   • Additional information. Free text. Brief the planner on constraints, preferences, and customer asks. The placeholder reads "Full roof coverage, South side only, specific kWp, etc."
4. Click Request planning at the bottom of the form.
5. A Planning requested successfully toast appears. The Solar card now shows a status banner with Requested highlighted, and an Accept planning button waiting (inactive until the planning is finished).

Once you submit, Reonic works on the offer. Communication runs through notes on the offer, signed Reonic Planning (in German, Planungen Reonic). You will not get a separate email thread or a direct chat.

Track the request

There are two places to watch a request:

• The Solar card banner inside the offer. Open the offer's Planning view: the Solar card shows a status stepper for the current state plus the Accept planning button (active only when the planning is finished).
• The standalone Planning Service list. Open it from the main navigation to see a dashboard of every Planning Service request for your company, with status filtering, handy when you track several at once. The first time you open it with no requests yet, a one-time intro panel explains the service across four cards: request from an offer, set your timeline, share modules and context, get an editable planning back. Dismiss it with Okay and it stays gone.

The request moves through these states, shown on the status stepper:

1. Requested. You submitted the request. Reonic has been notified but has not started.
2. In progress. Reonic is editing the 3D planning on the offer.
3. Finished. The planning is complete. An email goes to whoever requested it: "Your planning service request for [customer name] has been finished." The Accept planning button becomes active.
4. Accepted. You reviewed the result and clicked Accept planning. The request is closed from your side.
5. Dismissed. The request was withdrawn. To have a request withdrawn, contact your Reonic account manager.

The email when a planning is finished goes to the person who submitted the request, in your company's language. So a German installer working on a Spanish-language company account gets the Spanish version. To see the other status changes, re-open the offer or the Planning Service list.

Accept the completed planning

When your request reaches Finished, you close the loop:

1. Open the offer and switch to the Planning view.
2. On the Solar card, the status banner shows the stepper with Finished highlighted.
3. Click Accept planning.
4. A Planning accepted! toast appears.
5. The request moves to Accepted, and the button is replaced with a "Thanks for using our service!" closing state.

Accepting tells Reonic you have reviewed the work and need no further changes. The offer already carries the planning result the moment the planning is finished, so the homeowner sees the updated offer right away, with no Planning Service status of their own.

If you need changes, hold off on accepting. Leave a note on the offer addressed to Reonic Planning describing what to change. The request returns to In progress and work continues. Once it is re-marked Finished, the Accept planning button comes back active. Communication runs through offer notes.

How billing works

Each completed Planning Service request costs a per-planning fee, and VAT for your country is applied. You are invoiced for completed plannings through your usual Reonic billing channel.

A few specifics worth keeping in mind:

• A finished planning is enough to bill. You do not have to accept first. Accepting is a closeout signal, not a way to avoid the charge.
• Withdrawn requests do not bill. If a request never moved past Requested and was withdrawn, no invoice follows.
• Your effective price shows on the Settings and Request screens. If your company has agreed a price with Reonic, that is the price you see there. To discuss pricing, use the Book a consultation link beside Request planning.

Things to know

• The first request for your company must come from an admin. A non-admin who tries the first-ever request sees an Admin submission needed message instead of the form. After the first admin-submitted request, anyone with the right can request.
• Decide against planning on an offer by leaving the button alone. Nothing is created until you click Request planning. To hide the surface for your whole team, turn off Enable Planning Service under Settings > Services > Planning Service.
• Planning is Solar-only. The request lives inside the Solar card. There is no surface for heat-pump-only or battery-only requests.
• One planning per offer at a time. Two parallel Planning Service requests on the same offer are not supported.
• The 50 kWp note is guidance, not a hard limit. The info card mentions "Offer only valid for projects up to 50 kWp", and larger projects are still accepted.
• If a request sits in Requested past your needed date, contact your account manager. The requested date is a target for prioritization.
• Want a package discount? The info popover beside Request planning carries a Book a consultation link to a Reonic booking page, where you can discuss a per-company price.

Need help?

• Step-by-step questions about this flow → contact your Reonic account manager.
• Feature requests or something missing → drop a note to your account manager.
• Bug reports → include a screenshot and the URL where it happened in your support email.

Last updated on August 4, 2026