Quoting a Solar, Battery and EV Package: A UK Installer's Scope Example

A customer asking for solar panels, a battery and an EV charger needs to know what the combined price includes. The equipment list is only part of that answer. Roof access, electrical work, network correspondence, reinstatement and handover can cross more than one package.

Build the proposal from the assessed design and confirmed site information. Give each technology its own scope, then identify the genuinely shared work once. If more than one business is involved, state whether the customer has one contract or separate agreements, and who owns each part of the delivery.

Use the battery survey record for an existing solar system and the EV survey checklist for the charger. A combined offer should preserve those findings rather than replace them with a package label.

Replace every generic label with the actual arrangement. Put a supplier specification or drawing reference alongside equipment choices so an order can be checked against the version accepted by the customer. Identify shared costs clearly enough that removing one package does not leave unexplained charges in the remainder.

Ask what the customer expects the system to do in everyday use. Solar generation, stored energy, charging schedules and backup are different functions. Price only the capabilities confirmed for the selected equipment and assessed arrangement.

• Base scope: functions included in the proposed design ___.
• Options: requested feature ___; assessment needed ___; separate price or pending proposal ___.
• Future work: what is included now to support it ___; what must be assessed later ___.
• Customer choice: selected option and accepted revision ___.

If you discuss savings, retain the customer's usage information, tariff assumptions and equipment basis behind the comparison. Do not turn a product illustration into a promised return. A customer may value a particular function without accepting an invented payback period.

Separate the customer's commercial agreement from the decisions made by property owners, designers and the network operator. UK Power Networks publishes a dedicated multiple-technology route alongside its individual guides. Use the actual operator's process and retain the response for the proposed arrangement.

A simple dependency record prevents an attractive installation date becoming an unsupported promise:

• Decision: compatibility, roof access, property consent or network action ___.
• Owner: named business or authorised person ___.
• Evidence: requested document/reference and actual response ___.
• Programme effect: work that can proceed, work waiting and next review date ___.

Agree which business coordinates the roof and electrical visits, when the site will be ready and who tells the customer about a delay. Book work against resolved dependencies rather than asking the customer to untangle different contractors' diaries.

Fictional commercial example, without example prices. The customer accepts solar and storage plus a charger beside the driveway. The accepted quote identifies the assessed route, reinstatement and the shared electrical work. Backup is not included because it was not part of the confirmed design.

Before work starts, the customer asks to move the charger to a detached garage. The installer records the request and arranges the assessment needed for the changed position. The revised proposal shows which original charger items are replaced, any additional route or civil work, the revised price and the effect on dates.

Retain the customer's agreement to that revision before ordering affected items or doing the extra work. Keep the solar and storage scope unchanged only where the responsible designer confirms that it is unaffected. Use the variation form and the EV quote example to keep that change understandable.

Show your own itemised prices and applicable tax treatment, along with the agreed deposit, stages and balance. Describe what each stage covers and how changes affect the bill. Confirm the payer and billing address rather than assuming the person opening the door is the contracting customer.

For a domestic agreement made at a customer's home, check the applicable pre-contract information, cancellation and early-start requirements. Business Companion explains those off-premises contract rules. Keep the actual notices and any required request or acknowledgement with the agreement; a signature on a technical handover record serves a different purpose.

The job-quote template and consumer-contract record guide help organise the documents. Set terms for the actual contract rather than copying a deposit percentage from another business.

At handover, list installed equipment, issued electrical records, commissioning evidence, relevant network and scheme documents, manuals and warranties. The IET's model forms distinguish the electrical records for their respective work; use the appropriate actual record rather than treating a package invoice as certification.

The solar and battery handover index can point to those originals. Include the charger documents and a support contact for each package. Record missing documents and the person supplying them.

Use Tradehand quotes for the agreed scope and your prices, and the job record for visits and shared documents. Add the services your business really offers during setup. For return visits, use the charger aftercare guide to keep diagnosis and warranty decisions separate.