Common Workflows

Choose the Switch workflow that matches your implementation goal.

Switch guides are organized around common customer workflows. Use this page to decide where to start, then follow the linked overview and step-by-step guides.

Choose a workflow

Forecast Savings

Use the Forecast Savings workflow to estimate future savings for a proposed solar project. This workflow creates an account, confirms utility and tariff data, creates a usage baseline, models solar production, and runs a Savings Analysis.

Follow these steps:

1. Create a Full Switch Account
2. Confirm the Utility and Electricity Tariff
3. Baseline Electricity Usage
4. Model Solar Production
5. Run a Savings Analysis

Storage-in-Switch

Use the Storage-in-Switch workflow to estimate savings for a solar-plus-storage project. This workflow follows the standard savings setup, then generates post-storage profiles and runs a storage-aware Savings Analysis.

Storage-in-Switch is a paid add-on to the Switch product. If you are interested, contact our support team at [email protected].

Follow these steps:

1. Create a Storage-in-Switch Account
2. Confirm the Utility and Electricity Tariff
3. Baseline Electricity Usage
4. Model Solar Production
5. Generate Post-Storage Profiles
6. Generate a Storage-in-Switch Savings Analysis

Calculate Actual Savings

Use the Calculate Actual Savings workflow to calculate realized savings after a system has been installed. This workflow provisions the customer site, calculates actual electricity and solar costs, calculates the bill without solar, and computes actual savings.

Follow these steps:

1. Provision a Site
2. Calculate Electricity Costs
3. Load Solar Production and Calculate Solar Costs
4. Calculate Actual Savings

Supporting guides

These guides are useful across multiple workflows:

• Select the Right Utility and Tariff
• Estimate Consumption from a Bill Total
• Use Intelligent Baselining
• Run an Account Cost Calculation to Match a Bill
• How to Validate Savings Analyses