Guides
Practical guides for running a solar business.
Playbooks and checklists you can use with or without software. Each one covers a part of the job where solar companies commonly lose time or money.
What are these guides? Short, practical playbooks on running rooftop solar operations, from first enquiry to AMC, written for owners, managers and team leads.
All guides
Choose the part of the job you want to tighten.
What to record on every rooftop solar job
A stage-by-stage checklist for a job file anyone can pick up.
Read the checklist → SurveyRooftop solar site survey checklist
Roof, shade, electrical, photos and a clear verdict.
Read the checklist → QuotationHow to build a quotation that survives approval
Rules-based bill of materials, margin control and revisions.
Read the guide → SalesLead follow-up rules that stop leakage
One owner, one next date, duplicate checks and call outcomes.
Read the rules → PartnersHow to run a channel partner programme
Lead ownership, status visibility and commission clarity.
Read the guide → MaterialsStock control for solar installers
Catalogue, stores, movements, reservations and counts.
Read the guide → CollectionsA weekly routine for pending collections
Milestones, receipts, balances and escalation.
Read the routine → After-salesA solar AMC and service playbook
Terms, tickets, warranty replacements and renewals.
Read the playbook → AccessWho should see what in a solar company
A starting point for each seat, with margins kept private.
Read the guide → Getting startedMoving a solar business off spreadsheets
A sensible order for switching without disruption.
Read the guide →Questions