We build them with you
During setup, our team turns your price lists and job steps into templates.
Ready-made templates for quotes, projects, and reports.
Every solarOS account comes with templates for common install and service jobs. Use them as they are, or change the prices and steps to fit how you work.
Install and upgrade jobs
Each quote template holds the price lines, the scope, and the payment schedule. When the customer signs, solarOS creates the project with its steps in place.
Residential solar and battery install
Covers the site survey, design, permits, utility approval, install, inspection, and permission to operate. Deposits and progress payments are tied to each stage.
Battery retrofit
Add storage to an existing system. Covers the site check, permit and utility paperwork, install, commissioning, and monitoring setup.
Main panel upgrade
Covers the permit, the utility shutoff, and the inspection. Run it as its own job, or add it to a solar quote when the job needs one.
Service jobs
Each service template sets the price, the report the tech fills out, and when to bill.
Service call
A diagnostic visit with a trip charge. If the tech finds more work, create the repair quote straight from the report.
System inspection
A visit to check performance, safety, and condition. The tech fills out the inspection report, and you bill when the visit is done.
Panel cleaning
One cleaning visit, billed in full when it's done.
Annual inspection for plan customers
The visit a maintenance plan includes. You schedule it from the customer's plan, so there's nothing to quote.
Inverter replacement
Covers the warranty check, the return authorization, the swap, and recommissioning. The old and new serial numbers are saved with the system.
Remove and reinstall a system
Take a system off the roof for roof work, then put it back. You bill half after removal and half after reinstall. A written scope lists what's included.
Custom work
For one-off jobs. The accepted quote becomes a single work order with the quote's title, description, and scope. It's billed in full when done.
Field report templates
Each kind of job has its own report. It lists the questions to answer, the photos to take, and the outcome to pick, like Pass or Repair required.
Visit report
The default for any visit without its own report. The tech writes a summary of the work done on site.
Solar inspection report
Checks the panels, roof, wiring, and mounting, with voltage and inverter readings. It compares expected and actual output, with required photos. It ends with “Pass,” “Minor issues,” or “Repair required.”
Comprehensive system inspection report
Used for inspection visits. The tech tests the inverter, monitoring, and battery. Then they check everything from the array to the meter and record the system's specs.
Installation completion report
Confirms the install matches the design. It records commissioning tests, labels, and cleanup, with required photos from the array to the monitoring screen. It ends with “Ready for inspection” or “Return required.”
Final inspection report
Records the inspector and the city or county. Each electrical and structural item gets a pass or fail. Required photos cover the main panel, inverter, array, and labels.
Also in every account
- Project templates
- A project template for each job above, with its steps in order
- Types of work
- Installation, service, maintenance, inspection, repair, final inspection, custom work, system removal, and system reinstall
- Payment schedules
- Paid in full when the work is done, a 50-50 split, or a deposit with progress payments
- Maintenance plan
- A starter monitoring plan, ready for you to price and add to your plan shop
Templates for other jobs
AI drafts them for you
Describe a job, and the AI assistant drafts a quote, project, or report template for you to review.
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.