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
Built for the jobs you run every day
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.
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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Choose a guided form for the work you quote, complete, document, and bill.
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
Documents useful for any service business
See the document
Covers documentation for system design proposals, permit applications, installation records, and warranty obligations.
With an account, carry the same customer, site, scope, and pricing details through every document from quote to closeout.
Step 1
Give the customer a clear scope, price, and schedule in an estimate, bid, or proposal.
Recommended document: Solar Installers Quote / Estimate
Step 2
Reuse the approved quote details from your account in a work order, contract, or service report.
Recommended document: Solar Installers Work Order
Step 3
If the scope, price, or schedule changes, record the change and customer approval before work continues.
Recommended document: Change Order
Step 4
Finish with the service report, closeout document, and invoice the job requires.
Recommended document: Invoice
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.
Yes. Solar forms include fields for panel count, wattage per panel, inverter specs, estimated kWh production, and offset percentage.
Yes. Contract forms include editable sections for equipment and workmanship warranties, production assumptions, performance measures, and maintenance agreement terms.
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.
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.
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.
Save estimates, work orders, and reports in your account, find them in history, and reuse customer and job details.
Complete the guided form and download the PDF before creating an account. An account then adds saved jobs and reusable details.
See the documents used by related trades and service businesses.