Solar Quote Checklist

Build a printable checklist for sales appointments and contract review.

Show cash price and financed principal separately. List exact panel, inverter and battery model numbers. State first-year production and degradation assumptions. Name the SDG&E rate and export assumptions used. Identify roofing, electrical, trenching and permit work included. Explain workmanship and roof-penetration coverage. Name the party responsible for service and warranty labor. Provide the contractor license number and legal business name. Explain cancellation, change-order and delay terms. Remove unsupported 2026 federal homeowner-credit assumptions. Specify battery usable capacity, continuous power and backed-up circuits.

Important limitation

The checklist is educational and is not a substitute for legal, tax, financial or engineering advice.

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Photo: “Solar panels on a roof,” Pujanak, public domain via Wikimedia Commons.

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General educational information only. Estimates and match scores are not quotes, guarantees, legal advice, tax advice, financial advice or engineering recommendations. Verify current rules, rates, licenses and contract terms.