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Solar proposals and install contracts with system specs

System size, panel count, inverter spec, roof condition, interconnection, incentive tracking — solar proposals with the fields every install needs. Use guided forms for residential installs, commercial systems, battery backup, and service calls, then reuse the same details across every document.

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  • No credit card
  • PDF in 2 minutes

Paperwork built for trade and service businesses — from first quote to final invoice. $99/year after your free month, one plan, no per-seat billing. Works alongside your existing CRM, dispatching, and accounting tools.

$99 per year after your free month · No credit card · One plan, no per-seat · Cancel anytime

Common jobs we help you document

Use guided paperwork for the jobs you quote, run, and close every week.

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

Recommended solar installer forms

Start with the document you need now, then reuse the same customer, site, scope, and pricing across the rest.

Solar installer paperwork

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

Invoice
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Receipt
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Change Order
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Sample document

Solar Installers Proposal

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Solar Installers Proposal
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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 covering warranties, production guarantees, 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.

Generate your proposal →

From quote to change order to invoice

A simple paperwork flow for clear scope, cleaner approvals, and faster payment.

Step 1

Win the job

Start with a clear quote, estimate, bid, or proposal so the client sees the scope, price, and timing.

Recommended form: Solar Installers Quote / Estimate

Step 2

Run the work

Turn the approved job into work orders, contracts, reports, and crew paperwork without retyping the same details.

Recommended form: Solar Installers Work Order

Step 3

Handle changes

If scope or price changes, document it before extra work continues so everyone stays aligned.

Recommended form: Change Order

Step 4

Finish and get paid

Close the job with the final bill and supporting paperwork so you can get paid with less back-and-forth.

Recommended form: Invoice

Frequently asked questions

What documents does a solar installer need?

A proposal with system specs and ROI projections, a quote with equipment and labor pricing, a contract with warranty terms, and work orders for installation phases.

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.

Do the contracts cover production guarantees?

Yes. Contract forms include sections for equipment warranty, workmanship warranty, production guarantees, and maintenance agreement terms.

Can I include financing options and available incentives in the proposal?

Yes. The solar proposal supports sections for financing (cash, loan, PPA, lease), federal ITC, state rebates, utility incentives, and estimated net cost to the homeowner.

Is it really free to try without signing up?

Yes. Open any document, fill the guided form, and download the PDF with no account required. Create an account only when you want to save jobs and reuse details across the paperwork flow.

Will the paperwork look professional enough to send to customers or GCs?

Yes. Every document generates as a clean, send-ready PDF with consistent formatting. Download the sample on the page to see the exact layout before you commit.

Do I need to replace my CRM, dispatching, or accounting software?

No. documentorium is the paperwork layer only. Keep the scheduling, CRM, dispatch, and accounting tools that already work for your business.

Pick the paperwork you need

Try the form, download the PDF, and start free when you want to save history and reuse details across the rest of the job.

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