The site visit showed panel work, and the proposal they liked is now wrong.
For example: The site visit shows the main panel needs work, and the proposal the homeowner already liked is now wrong.
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Generated image, not a real person.
What it costs
A second proposal built from scratch, and an awkward call about why the number moved.
What owners do today
Rebuild the proposal from the supplier sheet and the first version.
Keep the system apart from the site work
The system is the modules, the inverter, the racking and the monitoring. Site work is what this house needs: panel work, trenching, roof repairs. Keep them on separate lines, so something the site visit turns up changes one line and not the whole proposal.
Send the final number after the site survey
A proposal from satellite images is a starting point, and it should say so. Send the final number after the survey, once you have seen the panel, the roof and the attic.
Bill the stages your contract names
A solar project runs across weeks: survey, permit, install, inspection and interconnection. Agree the stages and what is due at each in the contract, then invoice each stage as it is reached, with paid to date and the balance on every invoice.
Your state may limit deposits and how far payments can run ahead of the work. Check before you set the stages.
Keep savings claims out of the price document
Savings, incentives and payback depend on things you do not control. If you discuss them, put them in a separate document with its sources, and check whether your state requires its own disclosure for solar sales. The proposal is what the homeowner pays you.
More guides: Price a job so it covers parts, labor and overhead; A weekly routine for who still owes you; Ask customers for reviews, and remember to; Get written approval for extra work; Switch software without losing your customer list; The first month on new software, week by week; Price good, better and best options; HVAC estimates and invoices; Plumbing estimates and invoices; Electrical estimates and invoices; Roofing estimates and invoices; Handyman estimates and invoices. All guides.
Estimates from your price book
Keep modules, inverters, racking and panel work in your price book.
Rebuild the estimate from it and send it to your customer.
Estimate: good, better and best on one quote
Check it yourself
- Every step in this guide works on paper or in a spreadsheet. Nothing here needs CONSTRUKTR.
- Every CONSTRUKTR feature named here is on the features page, with the plan it comes with.
- Watch the real dashboard and phone app work on a demo company.
Questions owners ask
Per watt or per module?
Either, as long as the proposal says which. Per module with the watts in the description lets the homeowner check the system size.
What if the survey changes the price?
Send a new estimate with the change on its own line and the reason, before any work. In CONSTRUKTR you rebuild it from your price book and send it to your customer.
How do I show a battery?
As its own option with its own total, next to the same system without it, so the homeowner sees exactly what the battery adds.
See it on your own jobs.
30 days free, no credit card required
Paid plans renew automatically. 100-day money-back guarantee on your first paid charge. Request a refund at support@construktr.ai. Cancel any time; access continues to the end of the paid period.