Solar Installer

Residential solar and battery installers

Leads to permission to operate: surveys, permits, installs, utility approvals and margin.

Trades & field serviceConstruction and tradessolarpvinstallerpermitsbatteryrenewables
Use this template
☀️

Solar Installer

Homeowners become projects once they sign. Each project moves from survey to permission to operate; its permits and utility approvals sit underneath it. Start on the Dashboard: slipped installs and approvals waiting on an office come first.

Start here: how a system gets built

Dashboard

From signed contract to permission to operate

Pricing a system and reading the margin

Homeowners

Every household from first inquiry to signed, with their usage, roof and how they are paying.

Homeowners
HomeownerSales stageUtilityAverage electric bill (USD)Yearly usage (kWh)RoofRoof age (years)
Quintana householdSignedCity electric$16313,500Comp shingle6
Begay householdSignedRural co-op$1169,600Metal standing seam3
Haverford householdSignedCity electric$21017,400Concrete tile12
Mendelsohn householdSignedCity electric$1159,500Comp shingle9
Archuleta householdSignedCity electric$18115,000Comp shingle4
Okwuosa householdSignedRural co-op$15512,800Metal standing seam7
Rinaldi householdProposal sentCity electric$13511,200Comp shingle15
Thibodeaux householdSite survey bookedCity electric$17014,100Concrete tile8

5 more rows

Install projects

Each signed system from survey to permission to operate: size, price per watt, costs, margin and dates.

Install projects
ProjectStageHomeownerCrew leadSystem size (kW)PanelsBattery
Valdez-Holm 7.2 kWPTO receivedValdez-Holm householdTomas Okeke7.218None
Quintana 8.4 kWInterconnection pendingQuintana householdTomas Okeke8.421None
Begay 6.0 kW with batteryInspection passedBegay householdTomas Okeke615One 13.5 kWh battery
Haverford 10.8 kWInstall scheduledHaverford householdTomas Okeke10.827None
Mendelsohn 5.6 kWPermit approvedMendelsohn householdTomas Okeke5.614None
Archuleta 9.2 kWPermit submittedArchuleta householdTomas Okeke9.223None
Okwuosa 7.6 kW with batterySurvey and designOkwuosa householdTomas Okeke7.619One 13.5 kWh battery
Lindgren-Baca 4.8 kWPermit submittedLindgren-Baca householdTomas Okeke4.812None

1 more rows

Permits and utility approvals

Building permits, HOA approvals, inspections and the utility's interconnection, with who is waiting on whom.

Permits and utility approvals
ApprovalStatusProjectKindOfficeReference numberSubmitted on
Valdez-Holm building permitApprovedValdez-Holm 7.2 kWBuilding permitCity building departmentBP-26-04417Jun 23, 2026
Valdez-Holm final inspectionApprovedValdez-Holm 7.2 kWFinal inspectionCity building departmentBP-26-04417-FAug 10, 2026
Valdez-Holm interconnectionApprovedValdez-Holm 7.2 kWUtility interconnectionCity electric utilityIA-882310Aug 15, 2026
Quintana building permitApprovedQuintana 8.4 kWBuilding permitCity building departmentBP-26-05102Jul 23, 2026
Quintana final inspectionApprovedQuintana 8.4 kWFinal inspectionCity building departmentBP-26-05102-FSep 13, 2026
Quintana interconnectionSubmittedQuintana 8.4 kWUtility interconnectionCity electric utilityIA-884077Sep 17, 2026
Begay building permitApprovedBegay 6.0 kW with batteryBuilding permitCounty permitting officeCP-26-0388Aug 2, 2026
Begay final inspectionApprovedBegay 6.0 kW with batteryFinal inspectionCounty permitting officeCP-26-0388-FOct 1, 2026

7 more rows

Equipment stock

Panels, inverters, batteries and racking in the warehouse, what they cost and when to reorder.

Equipment stock
PartCategoryOn handReorder atUnit cost (USD)Added
400 W mono panel, black framePanels9660$168—
Microinverter, one per panelInverters8860$142—
Rapid shutdown deviceElectrical4030$38—
13.5 kWh home batteryBatteries22$8,900—
Aluminum rail, 14 ftRacking5440$61—
Flashed roof attachmentRacking210150$9.50—
Tile roof hookRacking3660$14—
AC combiner panelElectrical64$410—

1 more rows

What's inside

5 tables · 15 views · 1 form · 4 row actions · 1 agent

5 pages

  • Solar Installer
  • Start here: how a system gets built
  • Dashboard
  • From signed contract to permission to operate
  • Pricing a system and reading the margin

4 tables

  • Homeowners2 views · 13 sample rows
  • Install projects7 views · 9 sample rows
  • Permits and utility approvals4 views · 15 sample rows
  • Equipment stock2 views · 9 sample rows