Solar Installation Quote
Pre-qualify solar leads by roof type, energy bill, and timeline.
What this form collects
Solar Installation Quote
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Solar quoting is a balance of qualification and education. The customer wants to know if their roof works, what they'll save, and whether the rebates are still available — and you want to know if they own the property, what their bill looks like, and whether they're a real prospect or a researcher who's three years away from buying. This template handles both sides: it educates while it qualifies, captures the bill amount, and books a roof-survey for serious leads.
Why solar installers need conversational qualification
Solar leads are notoriously over-shopped. Customers fill out four quote forms, get four phone calls, and disappear into a comparison spreadsheet. The first installer who gives a real number wins; the rest waste an estimator's afternoon driving out for nothing.
A chat that asks about roof orientation, household power bill, and ownership status filters out the tyre-kickers up front and captures the data needed for a desktop quote — so by the time an installer is on a call, they're talking to someone who already understands the rough investment.
What the solar quote form does
Bill-based system sizing
Asks for the customer's quarterly power bill and uses it to recommend a system size band — so the conversation starts at 'is a 6.6kW the right call?' instead of 'how big a system do I need?'
Rebate eligibility check
STC zone, owner-occupier vs landlord, single-phase vs three-phase — the chat captures the things that determine which rebates apply, and surfaces the eligible ones in the response.
Roof suitability triage
Asks about roof material, orientation, age, and any shading. Roofs that need restoration or have major shading issues get flagged for a phone call rather than auto-quoted.
Best for
Solar installation companies, battery-storage specialists, EV charger and solar combo installers, and CEC-accredited contractors handling residential and small-commercial work.
Common questions solar installers ask
How do I avoid quoting tenants on landlord property?
Ownership status is asked early. Tenants are politely told the system requires landlord approval and offered to invite the property owner — which captures multi-step leads instead of dropping them.
Can it factor in different rebate zones?
Yes — postcode determines STC zone and applicable state rebates. The quote in the chat includes a band that already accounts for your local rebate stack.
Does it integrate with our design software (OpenSolar, etc.)?
Lead data syncs to most CRMs (HubSpot, Pipedrive) and from there into OpenSolar, SolarPlus, or whatever design tool you use, via Zapier or webhook.
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