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Free template

Solar estimate template, from the site survey.

Every component on its own line, a battery the homeowner can strike out, and the paperwork costs out in the open. Fill it in from your survey and utility bills.

Estimate

No. E-118
Your Solar Co.
Street address, City, ST
Phone · email
License no. (if your trade needs one)
Prepared forTom and Ellen BrandtJob address
Job8.4 kW rooftop system with battery, south and west faces
Date · Valid forDate · 30 days
ItemQtyUnitRateAmount
Solar modules, 420 W
Make and model
20each$310.00$6,200.00
Microinverters20each$215.00$4,300.00
Racking and mounting
Flashed attachments, composition shingle
20panel$95.00$1,900.00
Battery storage unit
Optional: backs up essential loads
1each$11500.00$11,500.00
Conduit and wiring60ft$12.00$720.00
Installation labor8400watt$0.85$7,140.00
Permitting and interconnection
Building, electrical, utility application
1each$850.00$850.00
Monitoring setup1each$150.00$150.00
Subtotal$32,760.00
Tax (0%)$0.00
Estimate total$32,760.00
Deposit to book (10%)$3,276.00
Valid for 30 days. System size and production are estimates from the site survey and 12 months of utility bills, not a guarantee.
Deposit at signing, then milestones at installation and at permission to operate (PTO).
Incentive and tax credit eligibility is for the homeowner to confirm with their tax preparer. HOA approval, if needed, is the homeowner's.
Many states exempt residential solar from sales tax. Add tax if yours doesn't.
Build it by chat in Redline

Click any text to change it. Rates and the tax rate are examples, so put in your own. Totals update as you type.

Why it's laid out this way

  • Modules and inverters per unit so the panel count drives the price
  • Labor per watt, the way most installers think about it
  • The battery on one line, so it's easy to show the price with and without it
  • Permits, interconnection and monitoring priced out instead of buried
  • A small deposit at signing, with the milestones in the terms

Or build it by chat

Tell Redline "quote the Brandts 20 panels at 420 watts, micros, battery, 10% deposit" and it builds the itemized quote, then saves it to their file once you've checked it. To show it with and without the battery, the quote composer in Money (Solo) lays out good, better and best. Move their job to Quoted in the job pipeline so the ones waiting on a decision don't slip.

There's no customer approval link or e-signature in Redline today, so the contract still goes through your usual paperwork. See how Redline works as a solar CRM.

Quote the next system in one message.

Redline is free to start. Describe the array and it lays out the lines and the deposit.

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