Solar & Battery
Workflow templates for solar and battery installers, covering solar installation quotes, site assessments and shading surveys, battery site assessments, and proposal and system design approvals. Installation pre-start checklists, solar PV commissioning, battery commissioning and handover, installation photo evidence packs, fault and underperformance requests and maintenance inspections are included too.
Benefits
- Get customer approval on the system design before install day
- Build a photo evidence pack for every installation
- Log faults and underperformance against the original job
Common Use Cases
Solar & Battery Templates(10)
Solar installation photo evidence pack Workflow
Captures a complete photographic evidence record for each solar installation, routes it through an office completeness check, loops back to the installer for missing photos if needed, and notifies the customer once the record is confirmed complete.
Battery installation site assessment Workflow
Captures a battery installation site inspection, routes the report through solar designer review (with a revision loop back to the inspector), emails the approved report to the customer, and triggers a quote task when a battery installation is recommended.
Solar proposal / system design approval Workflow
Collects a solar proposal (site details, panel layout, equipment spec, pricing), sends it to the customer for approval via an external form, loops back to the designer for revisions if changes are requested (up to 3 times), and on approval confirms the design with the customer and tasks the office to collect the deposit, order equipment and book installation.
Solar site assessment and shading survey Workflow
Captures a solar site assessment and shading survey from an inspector, routes the report through designer review (with a revision loop back to the inspector), emails the approved report to the customer, and triggers a quote or closes the record depending on whether a system is recommended.
Solar maintenance inspection report Workflow
Captures a solar/battery system inspection, routes the report through service manager review (with a revision loop back to the inspector), emails the approved report to the customer, and triggers a repair/cleaning quote task when recommended.
Solar PV commissioning checklist Workflow
Captures a solar PV commissioning checklist, routes failed tests to a rectification loop, hands the system over to the customer with a summary email, and follows up with a satisfaction survey.
Battery commissioning and handover Workflow
Captures a battery commissioning test form, routes failed tests to installer rectification (with retest loop), then progresses through Commissioned and Handed Over statuses, sending the customer a handover summary email and a follow-up feedback request.
Solar installation pre-start checklist Workflow
Captures a pre-start safety checklist for solar installation jobs, routes based on the safety result, and manages the stop-work/clearance loop with the supervisor until the site is confirmed safe to start.
Solar fault / underperformance service request Workflow
Intake and triage workflow for solar/battery fault and underperformance service requests: captures the issue, books a technician visit based on urgency, records diagnosis and repair outcome, and notifies the customer through to completion or follow-up quoting.
Solar installation quote request Workflow
Manages a solar quote request from initial intake through site inspection, quoting, customer acceptance, deposit collection, job scheduling, installation completion, and post-job feedback collection.
Frequently Asked Questions
What Solar & Battery workflow templates are included?
Solar & Battery includes templates for solar installation quote requests, site assessments and shading surveys, battery installation site assessments, proposal and system design approvals, installation pre-start checklists, solar PV commissioning checklists, battery commissioning and handover, installation photo evidence packs, fault and underperformance requests, and maintenance inspection reports.
Who are the Solar & Battery templates for?
They're designed for solar PV and battery installers and the electricians who work with them. Customers request quotes and approve system designs through forms, and installers record checklists, readings and photos on their tasks.
Can I change a solar template to suit my business?
Yes. Publish the template and it runs straight away, with no installation. Describe the change in plain English — for example, add a battery size option or an extra roof photo — or edit the steps in the workflow editor. Earlier versions are kept.