Solar thermal is a different sale, and pretending otherwise loses money.
A pool heating job is sized from pool surface area and shape, whether the pool is screened, shaded or exposed to wind, and how close it sits to open water. A domestic hot water job is sized from occupants, gallons per day, tank capacity, panel selection and whether the loop is open or closed. None of that fits a PV proposal tool, which is why thermal quotes so often end up in a spreadsheet nobody else can see.
SunProjeX is a dedicated solar thermal design platform — pool heating and DHW — with its own sizing model, its own pricing, its own customer-facing proposal page, an emailed one-time code that proves the customer controls the inbox, and a stamped signed PDF. It is where a thermal proposal should be built and signed.
The connector closes the loop. SolarProjeX imports the project — type, sizing inputs, pricing and status — resolves it to an existing customer by phone or email rather than by name, and mirrors it into the sales pipeline. Draft, sent, won and lost map straight across, so thermal shows up in forecasting and reporting alongside every PV sale.
What it does, point by point
- Pool heating, domestic hot water, and combined projects all import
- Pool sizing inputs carry across: surface area, shape, screened, shaded, wind exposure, proximity to water
- DHW sizing inputs carry across: occupants, gallons per day, tank, panel, open or closed loop
- Customers matched on phone or email — never on name alone, so you do not get a duplicate record
- Status maps one to one: draft, sent, won and lost
- Thermal sales appear in the same pipeline and the same reports as PV
- Import is one-way and read-only, so there is never a second set of numbers