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Best Solar Contractor Software (2026)
We compared the top software platforms for solar installation contractors — design tools, proposal platforms, sales pipelines, and install-side project management. Real pricing, real trade-offs, matched to where your business actually is right now.
By MyContractorTools Editorial Team · Reviewed May 2026
Hands-on testing across 13 trades. Pricing verified directly with vendor sales teams.
How we tested these platforms
- Created free trial accounts on each platform listed (no paid placement)
- Configured a simulated solar business with sample customers, jobs, and invoices
- Walked through the actual contractor workflow: estimate → schedule → dispatch → invoice → report
- Verified pricing directly with each vendor's sales team in May 2026
- Cross-referenced features with contractor discussions on Reddit, Capterra, and G2
- Refreshed pricing and rankings when vendors release major updates
| # | Software | Best For | Price | Rating |
|---|---|---|---|---|
| 1 | Aurora Solar | Serious residential solar sales teams — the industry-standard design and proposal tool | $150–$400+ | 5/5 |
| 2 | OpenSolar | Budget-conscious installers and solo sales reps who need real design without the Aurora price | Free | 5/5 |
| 3 | Enerflo | Sales-heavy solar orgs that need a sales-to-install pipeline without gluing 5 tools together | Custom ($200-500+/user) | 5/5 |
| 4 | Solo by Lightreach | Proposal-first sales teams that want a lighter, faster alternative to Aurora | $100–$250 | 4/5 |
| 5 | Energy Toolbase | Commercial solar and storage — financing and economics modeling for projects where the math has to survive CFO review | $150–$400+ | 4/5 |
| 6 | JobNimbus | Small solar installers ($500K-$3M) handling install, service, and warranty work with a lean team | $25–$99 | 4/5 |
Which Software Fits Your Solar Business Right Now?
Solar software is not one market — it is three overlapping markets: design and proposal tools, sales pipeline platforms, and install-side project management. Most reviews lump them together and recommend a single “winner.” That is wrong. A 2-person installer doing 20 jobs a year has completely different needs than a 40-person dealer team door-knocking 500 systems a year. Here is how to think about it:
New Installer
$0-$500K revenue, 1-3 people
You are hustling leads from referrals and the occasional Facebook ad. You need a way to design a system, show the customer credible savings math, and present financing options at the kitchen table. You also need to manage 6-10 concurrent installs without dropping permits or inspections. Cash is tight — every $100/mo matters.
Best fit: OpenSolar (free) + JobNimbus ($25-49/mo)
Growing Installer
$500K-$3M revenue, 4-12 people
You have 2-3 sales reps, a design resource, and 1-2 install crews. Your proposals need to be tight because customers are shopping 3 bids. Install-side project management is starting to eat your operations manager alive — permits, interconnection, inspections, PTO, and monitoring handoffs all live in spreadsheets and texts.
Best fit: Aurora Solar or Solo + JobNimbus
Dealer / Sales Org
$3M-$20M revenue, 15-60 people
You run setter/closer teams, maybe multiple offices, and you are selling 300-1,000 systems a year. You need a pipeline platform built for door-to-door solar sales with commission splits, rep hierarchy, and credit application flow. Design and install may be in-house or subbed out, but the sales-to-install handoff has to be clean or deals die.
Best fit: Enerflo + Aurora Solar (+ JobNimbus on the install side)
Commercial Solar
C&I, storage, PPA deals
You sell to CFOs and facilities managers, not homeowners. Your proposals have to survive CFO-level financial scrutiny — NPV, IRR, payback, demand-charge reduction, ITC, MACRS, SRECs, and storage dispatch. Residential proposal tools cannot do this math. Your deals take 6-18 months to close and the financial model is the sale.
Best fit: Energy Toolbase + Aurora Solar Commercial
A Day in the Life: Aurora + JobNimbus vs. OpenSolar Solo vs. Enerflo Stack
Feature lists do not tell you what it actually feels like to sell and install solar on this software. Here is the same Tuesday-through-install-day sequence at a 6-person residential solar installer, running three different stacks.
Tuesday 6:00 PM — Kitchen Table, 9.2 kW System Proposal
Aurora + JobNimbus
Rep opens Aurora Sales Mode on a tablet. The roof was pre-designed in the office that afternoon with LIDAR and shading analysis. Rep walks the customer through a 25-year savings projection against their real PG&E bill, then flips to cash vs. GoodLeap loan vs. Sunnova lease side-by-side. Customer signs on the tablet. Deal auto-creates a job in JobNimbus.
OpenSolar Solo
Rep built the design in OpenSolar that afternoon — free, fast, credible shade model for a standard composition roof. Proposal shows production estimate, 25-year savings, and two GoodLeap loan options. Customer signs via OpenSolar’s e-sign. Rep then manually creates the install job in a spreadsheet because OpenSolar has no project management. Fine at 20 jobs/year, painful at 60.
Enerflo Stack
Rep presents in Enerflo’s embedded Aurora view. Financing app for GoodLeap is pre-filled from the lead record and runs a soft credit pull live at the table. Customer is approved before dessert. Contract e-signs, commission is auto-calculated with setter split, and the deal drops into the ops team’s site-survey queue. Overkill at 20 jobs/year; essential at 300.
Following Monday — Permit Submitted, Install Scheduled 3 Weeks Out
Aurora + JobNimbus
Aurora auto-generates the permit package (single-line diagram, site plan, module and inverter cutsheets). Ops manager uploads to the city portal, logs permit status in JobNimbus, orders panels and inverter through the ABC Supply integration, and schedules the 4-person crew for install day in JobNimbus. Clean handoff.
OpenSolar Solo
Ops manager exports the design from OpenSolar and assembles the permit package manually — single-line in a PDF editor, cutsheets downloaded from manufacturer sites. Tracks permit status in a Google Sheet. Orders material by phone. Texts the crew to schedule install day. Works, but every job takes 2-3 extra hours of admin.
Enerflo Stack
Enerflo routes the job through site survey, engineering review, and permit with AHJ templates pre-loaded. Material is ordered via integrated distributor account. Install is scheduled through the ops board. Every handoff is tracked and the sales rep can see the install date in their pipeline. Built for scale.
Install Day — 4-Person Crew on Site, City Inspection After
Aurora + JobNimbus
Crew leader opens JobNimbus on the phone, pulls up the plan set, photos prior-site conditions, steps through the install punch list, and uploads post-install photos for the city inspector. Customer signs completion on the phone. Job advances to “inspection pending” in the pipeline automatically.
OpenSolar Solo
Crew leader has the plan set on a printed copy in the truck. Photos go to a shared Google Drive folder. Completion sign-off is an email or text to the office. Status update is a manual spreadsheet entry that evening. Works for 20 installs/year. Falls apart at 60+.
Enerflo Stack
Crew uses Enerflo’s install app (or an integrated field tool) with structured install steps, photo requirements, and signoff. Inspection is auto-scheduled from a queue. Monitoring handoff (Enphase or SolarEdge) triggers automatically once commissioning photos are uploaded. No manual handoffs.
The Bottom Line
At 20 installs/year, OpenSolar + a spreadsheet is honestly fine and the free tool is a legitimate choice. At 60-150 installs/year, Aurora Solar for the sales proposal plus JobNimbus for the install side is the sweet spot — you will spend around $3K-6K/year total and your admin time drops sharply. At 300+ installs/year with a door-knocker sales team, Enerflo becomes the connective tissue, and you will still pay Aurora on top — budget $20K-60K+/year. Commercial solar is its own universe; residential tools cannot do the financial modeling CFOs expect, so Energy Toolbase is the answer there.
Solar-Specific Features That Actually Matter
Generic field service tools do not understand solar. Here are the features that matter specifically for residential and commercial solar contractors — and which platforms actually have them.
Aerial Design + Shading Analysis
This is the first feature customers judge. LIDAR-backed shading on cut-up roofs with tree cover either matches real-world production within a few percent, or it does not. If your tool over-promises production, you will hear about it at month 6 when the homeowner sees their real bill. Under-promising loses deals to competitors. Get this right.
Utility Rate Database + Savings Math
A credible proposal starts with the customer’s actual utility tariff and 12 months of usage. Time-of-use, net metering 3.0, tiered rates, and demand charges all have to be modeled correctly or the 25-year savings number is fiction. Missing your customer’s obscure coop utility is a dealbreaker.
Financing Integration (Cash / Loan / Lease / PPA)
Most residential solar is sold with financing. Your proposal tool has to present cash vs. loan vs. lease vs. PPA with monthly payment scenarios the customer can understand. Even better: run the credit app directly from the proposal so you are not bouncing between 4 tabs at the kitchen table. This converts deals.
Permit + Interconnection Paperwork
Single-line diagrams, site plans, structural letters, AHJ-specific forms, and utility interconnection applications eat hours per job. A tool that generates the permit package directly from the design saves 3-6 hours per install and reduces correction cycles from the city.
Install Crew Scheduling + Material Handoff
Once the deal is sold, the install side is its own operation. You need to track permit status, material delivery (modules + inverters + racking arriving on time), crew scheduling, and install day punch lists. Design tools do not do this. This is where JobNimbus and Enerflo earn their keep.
Inspection Scheduling (City, Utility, AHJ)
Between install and PTO, most jobs need a city inspection, then a utility inspection, then a meter swap or bidirectional meter install. Missing an inspection window adds 2-4 weeks to PTO and delays the customer’s first true-up. A tool that tracks inspection dates per job is the difference between 8-week and 12-week average PTO time.
Monitoring Integration (Enphase, SolarEdge)
After commissioning, the system needs to be registered with the inverter manufacturer’s monitoring portal (Enphase Enlighten, SolarEdge monitoring) so the homeowner and your service team can see production. Tools that push this handoff automatically save the service team a week of manual data entry per month.
Sales Pipeline + Commission Tracking
Door-knocker sales orgs have setters, closers, managers, and team leads all taking a cut of each deal. A real solar sales platform tracks the hierarchy, calculates commission splits, shows leaderboards, and handles clawbacks on cancellations. Generic CRMs cannot do this cleanly.
Aurora Solar
$150–$400+
per month
Best for: Serious residential solar sales teams — the industry-standard design and proposal tool
Pros
- +LIDAR-backed aerial design with shading analysis that is accurate enough to survive a customer challenge — the irradiance modeling is genuinely best-in-class
- +Panel layout tool auto-checks setbacks, fire codes, and obstructions so your design does not get kicked back by the AHJ on permit review
- +Production estimation (kWh/year) is tied to real local irradiance data and matches post-install performance within a few percent — critical for honest sales
- +Proposal generator presents cash, loan, lease, and PPA side by side with monthly payment scenarios — the customer sees their real options at the kitchen table
- +Utility rate database is deep and auto-calculates 25-year savings against the customer’s actual current bill, not a generic regional average
Cons
- −Expensive — the full Aurora AX tier with Sales Mode runs $400+/mo per user once you layer in add-ons, and pricing is opaque until you book a demo
- −Design-heavy workflow assumes you have someone on the team who enjoys CAD-style work — steep learning curve for door-to-door sales reps
- −Install-side features (scheduling, project management, material tracking) are weak — you still need a separate tool for the actual build
- −Commission and pipeline tracking are basic — door-knocker-heavy orgs usually bolt on Enerflo or a separate CRM
- −Overkill for the 20-job-a-year installer — the price only makes sense if solar sales is your whole business
Key Features
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OpenSolar
Free
per month
Best for: Budget-conscious installers and solo sales reps who need real design without the Aurora price
Pros
- +Actually free — no paywalled tiers, no trial expiration, no feature gating for shading, layout, or proposals (revenue comes from partner hardware and financing)
- +3D design with shading analysis is legitimately competitive with paid tools for standard residential roofs — sloped, simple, no weird dormers
- +Built-in financing marketplace connects proposals to Sungage, GoodLeap, Dividend, and Mosaic loan products directly
- +Proposal output looks professional enough that customers do not ask “did you build this in PowerPoint” — clean production estimates and 25-year savings math
- +Zero barrier to entry — a new 1-person installer can be designing systems and generating real proposals the same afternoon they sign up
Cons
- −Shade analysis on complex roofs (heavy tree cover, cut-up hip roofs, multi-plane layouts) is weaker than Aurora’s LIDAR-backed modeling
- −Utility rate database is shallower than Aurora — some obscure munis and coop utilities are missing or out of date
- −Support is community-driven and email-based — no dedicated rep, no SLA, response times can stretch into days during busy season
- −No install-side project management — this is strictly a sales and design tool, not a CRM or operations platform
- −Because it is free, product direction is driven by hardware/financing partners, not paying customers — you get what you get
Key Features
Enerflo
Custom ($200-500+/user)
per month
Best for: Sales-heavy solar orgs that need a sales-to-install pipeline without gluing 5 tools together
Pros
- +End-to-end pipeline from door-knock to PTO — lead capture, design handoff, contract, credit app, site survey, permit, install, inspection, and monitoring in one system
- +Deep integrations with Aurora, OpenSolar, and Solo — you keep your preferred design tool and Enerflo owns the workflow around it
- +Commission and rep hierarchy tracking is purpose-built for door-to-door solar sales orgs with overrides, setter splits, and multi-tier management
- +Credit application flow connects directly to GoodLeap, Sungage, Sunlight, and Mosaic — no bouncing between tabs when a customer says yes
- +Permit and interconnection paperwork tracking with AHJ-specific templates saves days of admin work per project
Cons
- −Expensive once you add seats for setters, closers, ops, install, and finance — a 20-person org easily passes $5K/mo
- −Not a design tool — you still pay for Aurora, OpenSolar, or Solo on top of Enerflo
- −Configuration is heavy — expect a 4-8 week implementation with a dedicated admin before it actually runs smoothly
- −Small 2-person installer teams will drown in the feature set — this is built for 10+ person sales orgs
- −Mobile experience for install crews is not the strength — plan on a separate field app for install day
Key Features
Solo by Lightreach
$100–$250
per month
Best for: Proposal-first sales teams that want a lighter, faster alternative to Aurora
Pros
- +Proposal turnaround is fast — experienced reps can build and present a system in under 15 minutes at the kitchen table
- +Cleaner customer-facing proposal experience than Aurora — the output reads as a sales pitch, not an engineering report
- +Financing integrations cover the major loan products (GoodLeap, Sungage, Dividend) with monthly payment scenarios built into the proposal
- +Pricing is more transparent and affordable than Aurora at the per-seat level — real option for mid-size dealer teams
- +Good utility rate coverage for major US markets with 25-year savings math built into the customer view
Cons
- −Design accuracy on complex roofs is a step below Aurora — it is fine for standard pitched residential, weaker on commercial or cut-up roofs
- −Shading analysis is decent but not LIDAR-grade — if you design in heavy-canopy markets you may see proposal-vs-actual production gaps
- −Smaller installed base and ecosystem than Aurora — fewer YouTube tutorials, fewer hiring candidates who already know it
- −Integrations with install-side tools are thinner than Enerflo’s — still mostly a sales and proposal platform
- −Support and roadmap velocity lag behind Aurora — feature gaps take longer to close
Key Features
Energy Toolbase
$150–$400+
per month
Best for: Commercial solar and storage — financing and economics modeling for projects where the math has to survive CFO review
Pros
- +Best-in-class economic modeling for commercial solar, storage, and solar-plus-storage — NPV, IRR, payback, bill savings, and demand-charge reduction all in one place
- +Handles complex commercial utility rate structures including time-of-use, demand charges, ratchets, and tariff riders that trip up residential tools
- +Storage dispatch modeling for ITC + SGIP + standalone storage deals is deeper than anything else on this list — critical for C&I proposals
- +ITC, MACRS depreciation, state incentives, and SREC revenue flow into the pro forma automatically — your CFO customer sees a credible model, not a marketing sheet
- +PPA and lease waterfall modeling built in — if you sell third-party-owned systems, this is where you build the deal
Cons
- −Not a design tool — no panel layout or shading analysis, so you still need Aurora or OpenSolar for the system design itself
- −Residential sales reps will find it dense and slow — it is built for analysts and project developers, not door-to-door closers
- −Learning curve is steep — plan on 2-4 weeks of ramp-up before a new user is building solid pro formas
- −Pricing is custom and scales with user count and modules — commercial-focused orgs can easily hit $10K+/year
- −Residential-only installers will never use 80% of the feature set — this is overkill for a sub-$2M residential shop
Key Features
JobNimbus
$25–$99
per month
Best for: Small solar installers ($500K-$3M) handling install, service, and warranty work with a lean team
Pros
- +Price is approachable — at $25-99/user/month it fits a 6-person installer without taking a bite out of the margin on every job
- +Install-side project management is solid — site survey, permit status, material delivery, install day, inspection, and PTO all trackable in one board
- +Mobile app is actually usable for install crews in the field — photos, signatures, punch lists, and time tracking work offline
- +Integrates with Beacon, ABC Supply, and major distributors for material ordering — same workflow your crews already know from roofing
- +Customer communication hub (texts, emails, photos) keeps the homeowner in the loop through the 8-12 week install-to-PTO cycle without sales calling them daily
Cons
- −Not a solar design tool — no shading analysis, no panel layout, no production modeling (you still need Aurora, OpenSolar, or Solo for the proposal)
- −No built-in utility rate database or financing proposals — the sales side of a solar deal does not live here
- −Reporting on solar-specific KPIs (kW sold, $/watt, PTO time) requires custom fields and some spreadsheet work
- −Crew commission tracking for sales reps and setters is not purpose-built for solar orgs with setter/closer splits
- −No native interconnection paperwork tracking — AHJ and utility submissions are managed as generic tasks, not a structured workflow
Key Features
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How to Choose the Right Software
Real Cost Analysis (Not Just Sticker Price)
Monthly subscription is only part of the cost. Here is what a 6-person residential solar installer ($1.5M revenue, 40 installs/year, 3 sales reps and 1 ops manager needing seats) actually pays on each platform in Year 1:
OpenSolar + spreadsheet (free tier)
$0/year for the design and proposal tool. Works for low-volume installers (under 30 jobs/year) who can run install tracking in Google Sheets and Trello. You will still pay for QuickBooks, e-sign, and a credit card processor separately.
OpenSolar + JobNimbus (3 install users)
~$75-150/mo = $900-1,800/year. Free design + a real install pipeline. This is the budget sweet spot for 30-60 installs/year. You give up Aurora’s design accuracy and the integrated credit app, but you keep your margin.
Aurora Solar (3 sales users)
~$450-900/mo = $5,400-10,800/year depending on tier (AX with Sales Mode runs higher). No onboarding fee, but expect 1-2 weeks of ramp-up on the design tool. This is the industry standard for a reason — the proposals close deals that OpenSolar does not.
Aurora Solar + JobNimbus (full stack)
~$550-1,000/mo combined = $6,600-12,000/year. This is what most healthy $1M-$3M residential installers actually run. Design accuracy, proposal quality, and install-side project management without paying dealer-platform pricing.
Solo by Lightreach (3 sales users)
~$300-600/mo = $3,600-7,200/year. Cheaper than Aurora at the per-seat level and faster to use in the field. Trade-off is weaker design accuracy and a smaller ecosystem.
Enerflo (6 total users)
~$1,200-3,000/mo + implementation = ~$20,000-45,000 in Year 1 for a 6-person org. Add Aurora on top for design. Enerflo only pays off once you have a real sales team and enough volume to justify the pipeline platform (300+ jobs/year is the common threshold).
Energy Toolbase (commercial focus)
~$300-800/mo per analyst seat = $3,600-10,000+/yearfor a small commercial team. This is not a residential tool — only buy it if you are actively developing C&I or storage projects where the financial modeling is the sale.
When Aurora’s Price Makes Sense
At 40 installs/year and $1.5M revenue, the delta between OpenSolar (free) and Aurora (~$7K/year) is meaningful. But Aurora’s proposals typically convert 3-6 percentage points better than generic tools because the design is more credible and the financing scenarios are cleaner. On a $30K average system, 3 extra closed deals per year ($90K in revenue, roughly $15K-25K in gross profit) pays for Aurora three times over. Do the math on your own close rate and average deal size before defaulting to “free is better.”
Other Factors to Weigh
- Design accuracy on your typical roof: Get a trial and run a design on a complex local roof — heavy tree cover, multiple planes, dormers. Compare the shade analysis output to a tool you trust. If the shade model is off by more than 5%, your production promises will not match reality at month 6.
- Utility coverage in your service area:Before committing to any proposal tool, check that it has your local utility’s current tariff — especially net metering 3.0 in California, TOU rates, and any obscure coop utilities in rural markets. Missing your main utility is a dealbreaker.
- Financing integrations that match your partners: If you are a GoodLeap dealer, make sure the tool has a live GoodLeap integration, not just a PDF export. The friction of re-typing a credit app kills deals at the table.
- Install-side handoff: Sales tools do not install solar. Budget for a second platform (JobNimbus, Enerflo, or similar) to manage permits, material, crews, and inspections. If you try to run installs out of a spreadsheet past 30 jobs/year, you will bleed margin on dropped handoffs.
- Commercial vs. residential: Do not try to sell commercial or storage with Aurora or OpenSolar alone — commercial buyers expect CFO-grade economics (NPV, IRR, demand charges, ITC, MACRS). Energy Toolbase is the right tool for that side of the business.
- Switching costs: Migrating historical jobs and sales pipeline between platforms is painful. Pick a stack you can grow into for 2-3 years. At 20 jobs/year, free tools work. At 60+, commit to Aurora + JobNimbus. At 300+, commit to Enerflo.
Frequently Asked Questions
I am a new 2-person installer doing 15-25 jobs a year. What should I use?
Start with OpenSolar (free) for design and proposals, plus either JobNimbus at $25-49/mo or a simple Trello board for install-side tracking. OpenSolar's shading analysis is credible enough for standard residential roofs and the financing marketplace gets you in front of real loan products. Do not spend Aurora money until you have the sales volume to justify it — that cash is better deployed into marketing and your first good crew lead.
Is Aurora Solar worth the price vs. free OpenSolar?
For a serious sales-driven installer doing 50+ jobs a year, yes. Aurora's LIDAR-backed shade analysis, utility rate depth, and side-by-side financing scenarios convert at a higher rate than OpenSolar proposals. On $30K average systems, 3 extra closed deals a year pays for Aurora three times over. For a low-volume installer or a solo rep doing simple roofs, OpenSolar is genuinely good enough and the money is better spent elsewhere.
Do I need Enerflo if I already use Aurora and JobNimbus?
Not until you have a real door-to-door sales team with setters and closers and enough volume (usually 300+ jobs/year) that commission tracking and credit app workflow become the bottleneck. A 6-person installer with 40 jobs/year does not need Enerflo — the Aurora + JobNimbus stack handles the full workflow cleanly. Enerflo is a sales-org tool, not a small-installer tool.
How do I handle commercial solar and storage proposals?
Residential proposal tools (Aurora, OpenSolar, Solo) cannot do the financial modeling commercial buyers expect — NPV, IRR, demand charge reduction, ITC + MACRS depreciation, SREC revenue, storage dispatch, and PPA/lease waterfalls. Energy Toolbase is the industry standard for that work. You still need Aurora or another design tool for the actual system layout, but the pro forma lives in Energy Toolbase. If commercial is 10%+ of your revenue, budget for it.
What about permit and interconnection paperwork — can software really help?
Yes. Aurora auto-generates the permit package (single-line diagram, site plan, cutsheets) directly from the design, saving 3-6 hours per job vs. assembling it manually. Enerflo goes further with AHJ-specific templates and structured tracking of submission, correction cycles, and approval. OpenSolar and Solo produce basic permit output but you will still assemble the final package manually. If your AHJ is slow or picky, Aurora or Enerflo pay for themselves on admin time alone.
Do I really need a separate tool for install-side project management?
If you are doing more than 30 installs a year, yes. Aurora, OpenSolar, and Solo are sales and design tools — they do not track permit status, material delivery, crew scheduling, inspection dates, or PTO handoffs. Running installs in spreadsheets at 40+ jobs/year means dropped handoffs, missed inspections, and longer PTO times that delay customer referrals. JobNimbus at $25-99/user/month is the cheapest real install-side tool for small solar teams and integrates with the same distributors your crews already use.
Can I switch solar software later without losing data?
Mostly yes for customer data, job history, and proposals (most platforms export to CSV or PDF). What you lose is harder to replace: templates, saved designs, configured utility rates, financing integrations, and your team's muscle memory. Expect 2-4 weeks of reduced productivity during any transition — and do not attempt it during busy season. The best move is to pick a stack you can grow into for 2-3 years. A growing installer should start on Aurora + JobNimbus instead of OpenSolar if you know you are headed past 60 jobs/year in the next 18 months.
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