Summary of "OS 3.0 Launch Event: Australia & Asia"

Summary of the "OS 3.0 Launch Event: Australia & Asia"

Overview

Open Solar 3.0 (OS 3.0) is introduced as a comprehensive end-to-end solar operating system designed for solar professionals ("solar pros") that integrates AI-powered automation, project management, sales, finance, and procurement tools into a single platform. It aims to accelerate solar adoption globally, improve business efficiency, and support the rapidly growing solar and electrification market.

Key Technological Concepts & Features

Industry Context & Vision
- The "Scurve model" predicts solar energy will grow from 5% in 2025 to over 50% of global energy by 2035, reaching 100% electrification by the late 2040s.
- Distributed energy solutions represent a $16 trillion market opportunity over the next decade.
- OS 3.0 is positioned to help solar businesses scale profitably while supporting global decarbonization.
ADA: AI-Powered Automation Assistant
- ADA is an AI and machine learning engine embedded throughout OS 3.0.
- Functions include:
  - AI-powered lead generation embedded on websites.
  - Automatic system design (3D and 2D) including panel placement, equipment selection, and multiple system options.
  - Conversational AI for project creation and management via voice commands.
  - Intelligent bill of materials generation with recommended components.
  - Real-time assistance in design studio and app.
- Supports manual roof drawing when 3D data is unavailable.
- ADA automates repetitive tasks, saves time, reduces errors, and standardizes quality.
Lead Generation & Customer Interaction
- AI lead generation widget can be embedded into any website.
- Customers input address, energy consumption, roof type, and preferences.
- ADA generates visualized solar system options with detailed component info, videos, and manufacturer content.
- Customers can proceed directly to proposals and even place deposits online.
- For areas without detailed 3D data, customers can sketch roofs to enable design.
Comprehensive Energy Profiling & Electrification
- OS 3.0 captures full energy profiles including:
  - Electricity usage.
  - Natural gas consumption.
  - EV usage (annual mileage, fuel economy, fuel price).
  - Heat pump demand.
- Automatically calculates optimal system sizing to cover full electrification needs.
- Supports subcontractor collaboration with edit access on electrification projects.
- Enables upselling and deeper customer relationships.
Automated System Design
- Auto design creates multiple detailed 3D designs based on templates and preferences.
- AI voice interaction allows project creation by talking to ADA.
- Designs include inverters, stringing, mounting systems, and full bill of materials.
- Integration with Google’s expanding 3D building data to improve coverage globally.
- Manual 3D modeling remains available for areas without 3D data.
Sales Machine: New Proposal Tool
- Replaces the classic sales proposal with a customizable, modular platform.
- Features:
  - Custom content insertion (text, graphics).
  - Drag-and-drop page reordering.
  - Responsive design for mobile/tablet.
  - Interactive energy chapter with satellite and 3D home models.
  - Visualization of electrified lifestyle vs current fossil-fuel use.
  - Detailed savings breakdown including grid, gas, and fuel costs.
  - Payment options integrated directly into the proposal (cash, finance, Apple Pay, Google Pay, credit cards).
  - Customers can sign and pay within the proposal interface.
  - Post-sale schedule and milestone payment overview for customers.
Cash Flow: Automated Payment & Accounting Tool
- First-of-its-kind solar-specific automated invoicing, payment collection, and accounting integration.
- Centralized dashboard for managing payment milestones and statuses.
- Customizable email templates for payment requests.
- Customers can pay quickly via multiple payment methods.
- Improves team alignment, reduces missed payments, and streamlines finance workflows.
Open Solar Marketplace (Shop)
- Integrated hardware procurement platform with real-time pricing and stock availability.
- Trusted distributor partnerships (e.g., Solar Outlet).
- Enables browsing, ordering, and checkout without leaving OS workflow.
- Upcoming feature to connect directly with distributor account managers for order adjustments, special pricing, and collaboration.
- Plans to expand distributor partners globally.
Expo: 24/7 Virtual Industry Conference
- Online expo platform within OS account for accessing hundreds of services and thousands of products.
- Manufacturer stands include rich content, videos, and live chat support.
- Enables solar pros to stay updated on industry innovations anytime without travel.
- Supports research and product selection integrated into daily workflow.
Project Management CRM
- New OS 3.0 CRM for managing projects throughout their lifecycle.
- Seam