Solar Proposal

Customer, site, energy, design, financing & agreement

01 Project & System Inputs type the blue values

Project Name Customer Sales Rep Date Project Type System Cost ($) System Size (kW DC) Sold PPW

Blue = you type itBlack = calculatedGreen = linked from another section

02 Equipment & Material List pick from the PTM data sheet library; the data sheets attach to the Proposal PDF

Modules (panels) Module Qty Inverter Inverter Qty Battery Battery Qty

Item	Equipment	Qty

Attach data sheets to the Proposal PDF

Qty left blank is calculated: modules from system size ÷ module watts, one microinverter per module, string inverters sized at about 1.3 DC/AC. Type a number to override.

03 Redline company cost basis, $/W

Component	Rate ($/W)	Cost $

04 System Adders rename any adder, change its rate, or add your own — set Apply to Yes to add it

Adder	Unit	Apply	Rate	Cost $

Set Apply to Yes to add an adder. $/Watt uses the system size automatically · $/Foot asks for the feet · Flat $ adds the rate once

05 Incentives & Credits switch on by Project Type

Incentive	Basis	Rate	Applies To	Credit $

NY Equipment Credit cap ($)

The federal residential credit (25D) ended for systems installed after Dec 31, 2025, so it is set to 0%. Commercial ITC (48E) still applies if the project meets the placed-in-service deadline. Check each program before you quote it.

06 Hard Costs & Margin overwrite with actual invoices when known

Cost Item	Amount $	Source

A Project & Customer start here; this carries over to the BOM

Project Name Customer Sales Rep Proposal Date Project Type Job Stage Stage Date Service Address Utility Utility Account # Rate Class Customer Email Customer Mobile Utility Connect Bayou Utility

Utility Connect pulls the customer's utility bills through Bayou or UtilityAPI: create a link, the customer logs in to their utility once, then click Pull Bill Data. Or pick the utility, type the account # and choose the rate class by hand.

B Site & Roof pick an address from the list to load the roof photo and Google solar data

C Energy Profile from the customer's utility bill

Annual Usage (kWh) Electric Cost ($)

Blended Rate ($/kWh) Solar Savings Rate ($/kWh) Excess Credit Rate ($/kWh) Fixed Charges Left on Bill ($/mo)

D System Design

System Size (kW DC) Module Wattage (W) Production Yield (kWh/kW) Mount Modules Inverters Battery Storage Battery Qty Battery Price ($ total)

Same equipment list as the BOM tab; changing it here changes the BOM and the data sheets too.

E Investment & Assumptions incentives are calculated on the BOM tab

System Price ($)

BOM Incentives ($) Other Rebates / Grants ($) SREC / REC Income Yr 1 ($) Utility Escalator (%/yr) Panel Degradation (%/yr) O&M Cost Yr 1 ($) Discount Rate for NPV (%)

F Financing cash or loan; the monthly payment goes on the proposal

Payment Method Lender & Loan Term (years) Credit Tier / Pricing Down Payment ($) Interest Rate (%) Est. Monthly Payment

✉ Send to Customer email the proposal as an attachment, or text a link to it

Proposal PDF (includes the shade report and equipment data sheets) Shade report as its own file too Message

G Agreement once the proposal is accepted, send the NY solar agreement through DocuSign

Agreement Packet Rep Email Municipality (town) Deposit ($) Install Window Start Install Window End Mailing Address (if different)

H Payments create Stripe invoices and collect payment; every invoice is kept with the job in Records

Invoice for Amount ($) Due in (days) Line on the invoice

I Site Survey Photos saved to Google Drive with the job, ready to share with the installer

Photo of Note (optional) Add photos

Photo checklist:

J Proposal Text

Why this design Incentive & program notes Next steps

System	Location	Job	Size kW	Status	Today kWh	Lifetime MWh	Last report

Homeowner approval for systems not under the PTM Solar installer account; the homeowner approves in Enlighten and it shows up here

Systems PTM Solar installed load through the Enphase Partner app; homeowner-approved systems load through the Kilowatt app. Data refreshes from Enphase at most every 10 minutes unless you click Refresh. Open Enlighten for full device detail.

Job	Sales Rep	Date	kW	Contract	Hard Costs	Margin $	Margin %	Paid / Invoiced	Stage	Margin

Saved jobs are shared with your whole team through Google Drive (BOM Files - Saved › _Job Log). Open a job to edit it, download its BOM or Proposal PDF, or delete it. Delete test jobs removes every job with "test" in the project or customer name. Deleting here doesn't touch PDFs already saved in Google Drive.

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