Solar sales are different– we're built for that.
With changing utility rates, lender shifts, and complex site conditions, solar selling is anything but plug-and-play. Patter gives you the flexibility, logic, and speed your team needs — without sacrificing experience or control.
We take the systems out of solar sales
Solar sales are complex — and that complexity slows growth.
Training takes too long. Deals get messy or missed. Homeowners feel overwhelmed. Patter uses AI to simplify every step — turning complexity into clarity and creating better outcomes for everyone involved.
Mini Site Surveys
Your team walks through an AI-guided flow that collects the exact data your business needs — from roof photos to home details. Fewer cancellations. Fewer change orders. Faster installs.
Referral Boosters
Referrals, without the awkward ask. Patter runs built-in referral plays at just the right moments — even for non-buyers. You get warm leads without the follow-up fatigue.
Interactive 3D System Builder
Sell with your customer — not at them. Your customers help shape their system using a simple, visual builder that makes the process feel collaborative. Patter adds smart guardrails behind the scenes to ensure every design stays compliant — no expert required.
One Seamless Experience
Patter replaces the scattered stack with one intuitive, AI-powered system.
Everything you need is built in and built to work together:
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A guided presentation environment that adapts in real-time
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Sales call AI summaries with coaching-ready insights and compliance checks
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Automatic CRM syncing — including Salesforce
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Document generation and e-signing
One clean, connected experience — with zero patchwork.
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Accurate, lender-approved designs
Every design is powered by PatterCAD — our proprietary engine that matches the accuracy of the industry’s most trusted CAD platforms. With advanced shade modeling, irradiance calculations, high-res aerial imagery and more, your team starts with designs they can trust and close with confidence.
Expert Pre-Designs, Delivered fast.
Get expert-crafted solar designs in 30 minutes or less — customized to your business logic and ready to use in any sales conversation. Each predesign is generated by professional designers using our proprietary CAD engine, then automatically attached to your opportunity in Patter. No bottlenecks, no back-and-forth — just fast, accurate designs you can trust.
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July Usage
Your energy in action
Our energy cost modeling and forecasting engine is deeply integrated into the customer experience. Estimate usage with as little as one bill. It pulls from our maintained database of utility rates and structures to produce real-time, personalized energy profiles.
Qualification Engine
Top lender integrations, guided flows, and clean approvals. Built-in support for leading lenders like GoodLeap, Sunlight, and LightReach means you can support loans and TPO deals without toggling portals. Reps are guided toward prioritized options based on business rules and customer fit — making it easier to hit business commitments while delivering the best deal.
Feeling Stuck in the solar software hamster wheel?
Check out our Complete Guide to Solar Software >
