Solar installer

Thistledown Point Solar · Solar installer · Meridian, ID

Kasimir Dalgleish is the project coordinator at Thistledown Point Solar, a residential solar installer in Meridian, and he uses this to bill each installation in two steps, get the contract signed before the crew rolls, and call on whichever invoices are still waiting on a check.

Construction and tradesBillingDocuments and e-sign4 tables · 7 views · 2 forms · 2 dimension sets · 1 dashboard · 1 digest · 2 documents · 1 notification · 1 stage rule set · 1 agent
Use this template

Install board

Installations
Proposal sent5
Sjoberg-Yamada - shop roof arrayTP-5224Dmitri Sjoberg-Yamada
Folau - barn roof arrayTP-5225Abernethy Folau
Adeyemi-Lund - battery add-onTP-5226Ngozi Adeyemi-Lund
Whitcombe - detached garage arrayTP-5227Saoirse Whitcombe
Baptiste - battery add-onTP-5228Imogen Baptiste
Contract signed6
Pemberton-Sauve - 5.8 kW roof arrayTP-5218Alaric Pemberton-Sauve
Obuya - 8.0 kW roof arrayTP-5219Philippa Obuya
Anandakrishnan - battery add-onTP-5220Priya Anandakrishnan
Taverner-Blythe - well pump arrayTP-5221Winnoc Taverner-Blythe
Ainsworth - garage roof arrayTP-5222Tobias Ainsworth
1 more
Installed4
Whitcombe - 7.4 kW roof arrayTP-5214Saoirse Whitcombe
Tsosie-Mercer - 10.8 kW ground mountTP-5215Harlan Tsosie-Mercer
Baptiste - 6.6 kW roof arrayTP-5216Imogen Baptiste
Lindqvist - battery add-onTP-5217Everett Lindqvist
Invoiced6
Sandoval-Park - 7.1 kW roof arrayTP-5208Lucinda Sandoval-Park
Folau - 12.0 kW ground mountTP-5209Abernethy Folau
Vandermolen-Okeke - 8.9 kW roof arrayTP-5210Rosalind Vandermolen-Okeke
Delacroix-Boyd - 6.8 kW roof arrayTP-5211Casimir Delacroix-Boyd
Adeyemi-Lund - 4.6 kW roof arrayTP-5212Ngozi Adeyemi-Lund
1 more
Paid in full7
Lindqvist - 8.4 kW roof arrayTP-5201Everett Lindqvist
Anandakrishnan - 6.2 kW roof arrayTP-5202Priya Anandakrishnan
Okafor-Reyes - 11.5 kW array with batteryTP-5203Gideon Okafor-Reyes
Taverner-Blythe - 9.1 kW ground mountTP-5204Winnoc Taverner-Blythe
Sjoberg-Yamada - 7.7 kW roof arrayTP-5205Dmitri Sjoberg-Yamada
2 more

Tables

Installations

28 sample rows · 16 columns

Every solar job from the proposal through the signed contract and the install to the last payment.

JobContract numberCustomerSystem sizeMountingContract totalStatus
Baptiste - battery add-onTP-5228Imogen Baptiste—Asphalt shingle$11,200Proposal sent
Whitcombe - detached garage arrayTP-5227Saoirse Whitcombe3.6Asphalt shingle$11,700Proposal sent
Adeyemi-Lund - battery add-onTP-5226Ngozi Adeyemi-Lund—Asphalt shingle$10,900Proposal sent
Folau - barn roof arrayTP-5225Abernethy Folau8.5Metal seam$26,400Proposal sent
Sjoberg-Yamada - shop roof arrayTP-5224Dmitri Sjoberg-Yamada6Metal seam$19,800Proposal sent
Ainsworth - garage roof arrayTP-5222Tobias Ainsworth4.2Metal seam$14,300Contract signed
Taverner-Blythe - well pump arrayTP-5221Winnoc Taverner-Blythe3.4Ground mount$13,600Contract signed
Anandakrishnan - battery add-onTP-5220Priya Anandakrishnan—Asphalt shingle$12,400Contract signed
Mukherjee - carport arrayTP-5223Bernadette Mukherjee3.9Metal seam$12,900Contract signed
Obuya - 8.0 kW roof arrayTP-5219Philippa Obuya8Tile$27,500Contract signed
Pemberton-Sauve - 5.8 kW roof arrayTP-5218Alaric Pemberton-Sauve5.8Asphalt shingle$17,900Contract signed
Lindqvist - battery add-onTP-5217Everett Lindqvist—Asphalt shingle$11,800Installed

16 more rows

Invoices

40 sample rows · 9 columns

The deposit and final invoices behind each contract and whether they are paid.

InvoiceInstallationMilestoneAmountInvoice statusIssuedPayment due
TPS-4126Brzezinski - 9.6 kW array with batteryFinal$25,060SentSep 29, 2026Oct 14, 2026
TPS-4139Ainsworth - garage roof arrayDeposit$4,290SentSep 29, 2026Oct 14, 2026
TPS-4124Adeyemi-Lund - 4.6 kW roof arrayFinal$10,430SentSep 27, 2026Oct 12, 2026
TPS-4138Taverner-Blythe - well pump arrayDeposit$4,080SentSep 26, 2026Oct 11, 2026
TPS-4122Delacroix-Boyd - 6.8 kW roof arrayFinal$14,980SentSep 25, 2026Oct 10, 2026
TPS-4137Anandakrishnan - battery add-onDeposit$3,720PaidSep 15, 2026Sep 30, 2026
TPS-4120Vandermolen-Okeke - 8.9 kW roof arrayFinal$18,690OverdueSep 12, 2026Sep 27, 2026
TPS-4118Folau - 12.0 kW ground mountFinal$26,040OverdueSep 7, 2026Sep 22, 2026
TPS-4140Mukherjee - carport arrayDeposit$3,870OverdueSep 7, 2026Sep 22, 2026
TPS-4116Sandoval-Park - 7.1 kW roof arrayFinal$17,430OverdueSep 4, 2026Sep 19, 2026
TPS-4136Obuya - 8.0 kW roof arrayDeposit$8,250PaidSep 3, 2026Sep 18, 2026
TPS-4135Pemberton-Sauve - 5.8 kW roof arrayDeposit$5,370PaidAug 26, 2026Sep 10, 2026

28 more rows

Customers

18 sample rows · 10 columns

The households the company designs, installs and bills for.

CustomerPhoneEmailHome addressCityHomeMonthly power bill before solar
Abernethy Folau(208) 555-0119abernethy.folau@quillfeatherpost.net8120 Cinderpost RdNampaFarmhouse$251
Alaric Pemberton-Sauve(208) 555-0127alaric.pembertonsauve@quillfeatherpost.net715 Fernwhistle RiseStarTownhome$156
Bernadette Mukherjee(208) 555-0116bernadette.mukherjee@sagebrushlaneinbox.com3302 Quillfeather AveMeridianTownhome$142
Casimir Delacroix-Boyd(208) 555-0121casimir.delacroixboyd@meridianbenchmail.org2755 Harrowgate Spur LnMeridianSingle-family$176
Dmitri Sjoberg-Yamada(208) 555-0115dmitri.sjobergyamada@quillfeatherpost.net915 Wagtail Orchard DrKunaSingle-family$228
Everett Lindqvist(208) 555-0111everett.lindqvist@quillfeatherpost.net1180 Harrowgate Spur LnMeridianSingle-family$212
Gideon Okafor-Reyes(208) 555-0113gideon.okaforreyes@meridianbenchmail.org73 Ptarmigan Hollow CtEagleSingle-family$305
Harlan Tsosie-Mercer(208) 555-0125harlan.tsosiemercer@meridianbenchmail.org386 Ptarmigan Hollow CtEagleFarmhouse$287
Imogen Baptiste(208) 555-0126imogen.baptiste@cobaltmesamessages.net2048 Wagtail Orchard DrStarSingle-family$202
Leopold Brzezinski(208) 555-0123leopold.brzezinski@quillfeatherpost.net9034 Sorrel Flat WayNampaSingle-family$243
Lucinda Sandoval-Park(208) 555-0118lucinda.sandovalpark@cobaltmesamessages.net1604 Millrace TerraceBoiseSingle-family$198
Ngozi Adeyemi-Lund(208) 555-0122ngozi.adeyemilund@cobaltmesamessages.net417 Tamarisk Lantern WayKunaTownhome$129

6 more rows

Forms and booking

Request a solar quote

Form
Request a solar quoteA page for homeowners who want a price for panels on their roof or land.
What name should the proposal be made out to? *
Which number is best for a call back?
Where should we send the proposal?
What is the address of the home?
Which city is it in?MeridianBoiseEagleNampaKunaStar
What kind of home is it?Single-familyTownhomeFarmhouse
About what is your power bill in a typical month?
Ask for a proposal

New proposal

Form
New proposalWhat the coordinator fills in when a proposal goes out to a homeowner.
Which house and system is this proposal for? *
What contract number does it carry? *TP- and four digits.
Which customer is it for? *
How large is the system in kilowatts?
What will the panels be mounted on?Asphalt shingleTileMetal seamGround mount
What is the contract total?Deposit plus final.
Who coordinates the job?
Save the proposal

Dashboards

Billing at a glance

Invoices
Billed by invoice status
  • Paid$285,770
  • Overdue$66,030
  • Sent$58,840
  • Draft$63,140
Invoices by milestone
  • Deposit23
  • Final17
Billed by week
  • Mar 1, 2026$7,560
  • Mar 8, 2026$5,580
  • Mar 22, 2026$12,150
  • Mar 29, 2026$27,180
  • Apr 12, 2026$19,950
  • Apr 26, 2026$4,650
  • May 3, 2026$39,870
  • May 17, 2026$22,260

Also included

  • Installation agreementDocumentThe contract a homeowner signs to approve the system, the price and the install day.
  • Final invoice noteDocumentThe note that goes out with a final invoice, naming the amount and the day it falls due.
  • Install boardStage rules
  • Invoice overdueNotificationTells the permits and billing lead the moment an invoice slips past its due date.
  • Monday overdue listDigest