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Solar proposals and install contracts with system specs

Record system size, panel count, inverter specifications, roof condition, interconnection details, assumptions, and price. Use guided forms for residential installs, commercial systems, battery backup, and service calls; with an account, reuse the same details across documents.

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Estimates, work orders, reports, invoices, and other job documents for trade and service businesses. Download your first PDF before creating an account; the account includes 30 free days, then annual access to every document is $99 if you choose to subscribe.

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Common jobs

Choose a guided form for the work you quote, complete, document, and bill.

  • Solar installs
  • Battery installs
  • System upgrades
  • Inspection visits
  • Service calls

Recommended documents for solar installer work

Start with the document you need now; with an account, reuse the customer, site, scope, and pricing in the documents that follow.

Documents for Solar installer work

Solar Installers Proposal
Solar Installers Quote / Estimate
Solar Installers Work Order
Solar Installers Contract / Agreement

Documents useful for any service business

Change Order

See the document

Solar Installers Proposal

Pre-filled company details Totals computed automatically Ready to print or send
Solar Installers Proposal

Why this fits solar installers

  • System spec fields for panel count, wattage, inverter type, and estimated annual production
  • Proposal format with equipment, installation, permitting, and interconnection priced separately
  • Quote structure for rooftop, ground-mount, and battery storage configurations
  • Contract templates with warranty terms, production assumptions, performance measures, and maintenance terms
  • Work order fields for roof assessment, electrical tie-in, and inspection scheduling

Covers documentation for system design proposals, permit applications, installation records, and warranty obligations.

From quote to job closeout

With an account, carry the same customer, site, scope, and pricing details through every document from quote to closeout.

Step 1

Send the quote

Give the customer a clear scope, price, and schedule in an estimate, bid, or proposal.

Recommended document: Solar Installers Quote / Estimate

Step 2

Prepare the work

Reuse the approved quote details from your account in a work order, contract, or service report.

Recommended document: Solar Installers Work Order

Step 3

Record changes

If the scope, price, or schedule changes, record the change and customer approval before work continues.

Recommended document: Change Order

Step 4

Close the job

Finish with the service report, closeout document, and invoice the job requires.

Recommended document: Invoice

Frequently asked questions

Which documents can I prepare for a solar job?

Use a proposal for system specifications and production assumptions, a quote for equipment and labor pricing, a contract for agreed responsibilities and warranty terms, and work orders for installation tasks.

Can I include system specs and production estimates?

Yes. Solar forms include fields for panel count, wattage per panel, inverter specs, estimated kWh production, and offset percentage.

Can the contract record production and warranty terms?

Yes. Contract forms include editable sections for equipment and workmanship warranties, production assumptions, performance measures, and maintenance agreement terms.

Can I record financing or incentive information supplied for the project?

Yes. You can enter the financing method, incentive or rebate information, assumptions, and estimated net price provided for the project. The form does not determine eligibility, tax treatment, or actual savings; verify those details with the relevant provider or adviser.

How do I create my first document?

Choose a document, complete the guided form, and download the PDF. You can finish those steps before creating an account; the account adds saved jobs and reusable details.

What will the customer-facing document look like?

Each guided form generates a clean, consistently formatted PDF ready to send. Open the sample on the page to see its structure before you start.

How do I keep a job's documents easy to find?

Save estimates, work orders, and reports in your account, find them in history, and reuse customer and job details.

Choose the document you need

Complete the guided form and download the PDF before creating an account. An account then adds saved jobs and reusable details.

Choose a document →