Resources for solar installers

A clearer solar proposal, from scope to handover

Give homeowners a proposal they can read and a system they know how to use. Adapt the scope template and work through the shared handover checklist.

Download scope template ↓Open handover checklist ↓

Illustration of a solar proposal discussion at a kitchen table

Before sending the quote

Solar proposal checklist for installers

This is an optional communication aid for your existing workflow. Use the official forms and project-specific agreements for required disclosures.

Define the equipment

List panel quantity, wattage, array size in kW DC, inverter models and the proposed layout. Identify any allowed substitutions and how the customer will approve them.

Separate price and scope

Show the cash price before incentives, the solar portion and separately priced storage or upgrades. Name exclusions and allowances, and explain when a site finding could change the price.

Explain the assumptions

Identify the usage period, anticipated load changes and rate plan behind the bill estimate. For storage, specify operating mode, reserve and covered circuits. Keep energy production and dollar savings as separate figures.

Name the next owner

For the site visit, applications, inspection and handover, name the responsible contact and the next update. Separate estimated dates from confirmed appointments.

Download the editable plain-text scope template · Reuse and adapt the CaSolar template in your proposals. No attribution required.

Pair it with the official California forms and license resources. Homeowners can use our quote checker to understand how the stated figures are compared.

A shared final walkthrough

Solar installation handover checklist

Homeowners and installers can check these items together. Tick an item when it has been received and explained. Any remaining item needs a named owner and a follow-up date.

Final equipment and scopePanel and inverter models, installed array size, any battery details and approved changes. Approvals and project recordsAvailable permit and inspection records, utility authorization and a list of anything still outstanding. Monitoring accessThe homeowner can sign in and knows where to find production, alerts and support. Battery walkthrough, if includedThe installer has explained reserve settings, covered circuits and what to expect during an outage. If no battery is installed, mark this item reviewed. Warranty and service contactsEquipment and workmanship documents, claim contacts and any maintenance terms. Follow-up and first billA contact for questions, a plan to review monitoring and an explanation of what to check on the utility bill.

Ticks stay in this tab only and are not sent or saved. This checklist records a discussion; it does not certify compliance or authorize system operation.

For the project sequence, see how solar installation works. For homeowner questions on warranties and support, see the CPUC Solar Consumer Protection Guide.