Templates for each kind of job
Set up templates for installs, batteries, service calls, and anything else you sell. Each one includes the contract, payment schedule, and project steps that go with it.
Build accurate quotes in minutes.
Create quote templates with automatic pricing rules. Your reps quote faster, and each quote follows your pricing and protects your margins.
Automatic pricing rules
Prices update as your rep answers questions about the job, like panel count or roof type. No spreadsheets and no math mistakes.
Adders, discounts, and financing
Standard extras and discounts apply automatically when they fit. Show loan, lease, and cash options, with incentives and rebates included.
Margins you can count on
Quotes below your price floor go to a manager for approval before they reach the customer.
A preview of the project
See the project a quote will create, with all its steps, before the customer signs.
Also included
- Deposits and progress payments set on the quote
- Sales tax rules
- Quotes sent by email with a link to accept
- A heads-up when a customer opens a quote
- Expiration dates
- Choose how much price detail customers see
- Travel charges based on distance
Questions contractors ask
Does it work for service calls too?
Yes. Templates work for installs, service calls, repairs, and one-off jobs.
Can customers see just one total?
Yes. Show each line, totals by section, or a single price.
Can we offer financing?
Yes. Add loan, lease, and PPA options from popular lenders, and choose how to handle dealer fees.
See it on your own jobs
Book a 30-minute demo. We'll run one of your real jobs through solarOS, from the quote to the invoice.