QUOTING AND INVOICING FOR RENEWABLES INSTALLERS

Make technical systems and installation stages easy to approve.

Turn survey details into a structured quote for equipment, electrical work, commissioning and support, then invoice the project as it progresses.

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Every feature is included. £12 monthly or £120 annually, including VAT, after your trial.

Example QuotePilot draft quote and invoice using realistic renewables installers work.

Capture survey and property details

Explain equipment and installation clearly

Invoice deposits, stages and commissioning

MADE FOR THE WORK YOU QUOTE

Present a technical installation without losing the customer.

Structure the whole system

Separate panels, batteries, inverters, cabling, controls and labour into an understandable scope.

Quote staged delivery

Organise survey, installation, grid or electrical work and commissioning in the order they happen.

Keep changes auditable

Record customer responses and approved additions when survey findings change the specification.

ONE CONNECTED WORKFLOW

From first enquiry to paid invoice.

Keep the customer, scope, quote, visits and payment record together. Book a survey before quoting, then arrange work visits and follow-ups as the job progresses.

Capture the job

Customers send the details, measurements, notes and photos you need before pricing.

Build the quote

Use your own services, units, prices, VAT settings and reusable text to prepare the work.

Agree the scope

Send a branded quote link and PDF, then track acceptance or requested changes.

Book visits and schedule work

Keep visits to arrange in a to-book list, reserve dates and times, and review your bookings in the day or week schedule.

Invoice the work

Raise a deposit, stage, fix, percentage or remaining-balance invoice and record payment.

TRADE-SPECIFIC STARTER SERVICES

Start with familiar work, then make it yours.

Choose useful starter services for your trade, set your own pricing and add specialist services whenever you need them.

Solar surveys, PV panels, arrays, batteries, inverters, cabling, maintenance, fault finding, EV chargers and heat pumps.

Example QuotePilot draft invoice using realistic services and units for renewables installers.

COMMON QUESTIONS

Questions from trade businesses

Can I separate equipment from installation labour?

Yes. Use clear line items and sections for hardware, electrical work, access, commissioning and support.

Can I invoice at milestones?

Yes. Raise a deposit and later stage, percentage or remaining-balance invoices against the accepted quote.

Can I book surveys and work visits against the same job?

Yes. Request a visit to arrange later or book a date and time directly. Surveys can take place before quoting or during the work, and follow-ups can stay linked to a completed job. Completing a visit does not complete the whole job or mark an invoice as paid.