// remote workflow

From address to PDF proposal — no site visit required

Six stages, one remote pipeline. Helios scans the roof, takes intake, engineers the system, prices it, models 20 years of savings, and ships a branded PDF proposal.

The six-stage remote pipeline

01

Preliminary satellite scan

Helios reads the roof from orbit — footprint, usable area, usable %, peak sun hours per year, max modules, and a ceiling system size. No truck, no ladder.

SCAN_011,850 sqft · 65% usableMAX 9.6 kW
02

Project intake

A short questionnaire captures utility usage, preferred panel size and placement, roof type/age/condition, shading and obstructions, property and permitting context, goals (savings vs. backup power), and target panel wattage.

PROJECT_INTAKEUtility usageRoof type & ageShading & obstructionsPermittingGoals (savings/backup)Panel wattage
03

Engineered system

Helios sizes the right system: kW DC, panel count, annual yield in kWh, utility offset percentage, and a confidence score on the design.

ENGINEERED_SYSTEM8.4 kWDC21 panels12,400 kWh/yr100% offsetCONFIDENCEHIGH
04

Cost breakdown

Base system, roof-complexity adder, permitting and engineering, subtotal, Federal ITC (30%), and estimated net cost — itemized line by line.

COST_BREAKDOWNBase system$41,500Roof complexity +8%$3,300Permitting 6%$2,500Federal ITC −30%−$17,000NET COST$39,800
05

20-year savings model

Year-one savings, payback period, annual harvest, utility offset, and 20-year net benefit — modeled against the client's actual utility bill.

20-YR SAVINGSPAYBACK 13yY1 $3,000 · NET +$17,200
06

Proposal ready

The full assessment, engineered system, cost breakdown, and savings model — exported as a branded PDF proposal your reps can send the same day.

PROPOSAL.PDFEXPORT PDF

// sample output

What you get back in every assessment

One proposal-ready record per property — scan, engineered system, cost, and 20-year savings. No truck roll, no second visit.

Assessment_OS-992_XPRELIMINARY SCAN
Roof footprint
1,850sqft
Usable area
1,200sqft
Usable %
65%
Peak sun hours
1,800hr/yr
Max modules
24
Max system size
9.6kW
Assessment_OS-992_XENGINEERED SYSTEM
System size
8.4kW DC
Panels
21× 400W
Annual yield
12,400kWh
Utility offset
100%
Confidence
High
Shading loss
7%
Assessment_OS-992_XCOST & 20-YR SAVINGS
Base system
$41,500
Flat roof +8%
$3,300
Permitting 6%
$2,500
Subtotal
$56,800
Federal ITC −30%
−$17,000
Net cost
$39,800
Year-1 savings
$3,000
Payback
13yrs
20-yr net benefit
$17,200
Proposal ready Export PDF proposal