Build a Solar Quote Form That Sizes the System From Usage
Build a solar quote form that sizes each system from kWh use, prices it per watt, and saves every request in a database you own.
Build a solar quote form for my installation company that sizes a system from monthly kWh use and shows a price.
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What a Solar Price Depends On
Emergent turns your sizing math and price list into a solar quote form that puts a number on screen before the first call.
System size from monthly kWh use
Set how many kWh a month one kW of panels covers in your area, and your price per watt. The form sizes the system from the usage and shows the estimate before anything is sent.
Roof age and photos on every request
Ask for the roof material, its age, and photos taken from the yard. Set an age limit, and any roof older than that is held for a site visit, with no price on screen.
Panel upgrades as their own line
Ask for the amperage of the main electrical panel. Set a price for each upgrade you install, and a home that needs one gets that line under the system price on its quote.
Requests that reach the estimator
Email each request to the estimator who covers that area, with the usage, the roof answers, and the photos. The homeowner gets a copy of the quote by email once it is saved.
A request board with overdue flags
Every request becomes a row in a database you own, with its system size and status. Pick how many days a request can wait for a site visit, and late ones are marked Overdue.
Your code, exported to GitHub
On paid plans, export the full code to your GitHub repository. A developer can place the quote form on the solar installer's own website and keep building on it from there.
Four Installers, Four Quote Requests
From 1,000 kWh a month, an 8 kW system priced at $24,800
Ines Halloway uses about 1,000 kWh a month, and she enters that and her address on Copperleaf Solar's form. Copperleaf counts 125 kWh a month for each kW of panels, and the form sizes her system at 8 kW. At $3.10 a watt, she sees a $24,800 estimate before she submits. Her request is saved with her answers.
window.awbMockup = { systemSizing: "Build a solar quote form for my installation company, Copperleaf Solar. Ask for the address and the average monthly use in kWh. Size the system at 1 kW of panels for every 125 kWh a month, price it at $3.10 a watt, and show the estimate before the homeowner submits. Save each request with its answers.", olderRoofs: "Build a solar quote form for my company, Dunmore Solar Co. Ask for the roof material, the roof age in years, and up to 3 roof photos. If the roof is older than 15 years, show no price and say a site visit comes first. Email those requests to my estimator, Calla Renwick, with the photos attached.", electricalPanels: "Build a solar quote form for my company, Saltgrass Energy. Ask for the system size in kW and the amperage of the main electrical panel. Price systems at $3.00 a watt. Add a $2,400 panel upgrade for any home with a 100-amp main panel. Email the homeowner the quote with the system and the upgrade on separate lines.", requestBoard: "Build a request board for my solar company, Kestrel Valley Solar. Show every open quote request with the homeowner's name, how many days it has been open, and a status. Mark any request older than 2 days with no site visit booked as Overdue and put it at the top. Show New or Visit booked on the rest." };
Calla checks each roof that is older than 15 years
Dunmore Solar Co. will not price a worn roof from photos. Wendell Arbuthnot uploads 3 roof photos of his asphalt shingle roof, which is 18 years old. Any roof older than 15 years gets a site visit before a price. The form shows him no number. Calla Renwick, the estimator, gets his request by email.
On a 100-amp panel, Bettina's quote rises by $2,400
Bettina Molloy's house still has a 100-amp panel, and she says so on Saltgrass Energy's form. Her 7 kW system at $3.00 a watt comes to $21,000. Saltgrass adds a $2,400 panel upgrade to any home with a 100-amp main panel, and the form emails her a $23,400 quote that lists the system and the upgrade separately.
Overdue after 2 days with no site visit on the calendar
Joaquin Ferrante runs sales at Kestrel Valley Solar, where the board lists 3 open requests. Any request older than 2 days with no site visit booked is marked Overdue and moves to the top. Hollis Teague asked 4 days ago and sits first. Mirela Stanhope's 1-day-old request is New, and Arjun Whitlow's visit is booked.
How to Create a Solar Quote Form
Seven steps to put your sizing math, roof rules, and prices into a solar quote form, then build it with Emergent.
Pull the last 20 systems you sold and write each home's monthly kWh use next to the system size you installed. Divide one by the other to find the kWh a month that one kW covered. That figure becomes the form's sizing math.
Ask for usage in kWh, not dollars, because the sizing math runs on energy used rather than the amount paid. Add a short hint on where the number sits on the electric bill. A dollar field can stay as optional context for the first call.
Decide which roofs you will not price from a form. Pick an age limit, ask for the roof material, and require photos taken from the yard or the street. A roof past the limit goes to a site visit, and the form says that instead of showing a number.
List the work you add on top of the panels, such as a panel upgrade or a trench to a detached garage. Give each one its own question and its own price. The homeowner then sees what each extra adds to the system price.
Put the sizing figure, the price per watt, the roof rules, and the extras into one prompt. Emergent builds the solar quote form, the database behind it, and the request board. When the price per watt changes next quarter, type the new number into a prompt.
Decide where each request goes. Priced requests can email the estimator for that area, and roof holds can go to whoever books site visits. Send the homeowner a copy of the quote too, with each line written out the way your sales team explains it.
Run a test request for a house you already quoted by hand, then one with an old roof and one with a 100-amp panel. Compare each result with the number you gave, and adjust the sizing figure if a system comes out too large or too small.
Why Build Your Solar Quote Form With Emergent?
Describe your sizing math once, and every homeowner sees a number. Requests stay in your own database, with no response caps.
|
Jotform | Google Forms | Typeform | |
|---|---|---|---|---|
| How you build | Describe it in plain English | Templates, editor, AI generator | Editor, with Gemini drafting on some Workspace plans | Templates, editor, AI assist |
| Where responses live | A database table you own, plus any integration | Jotform account | Google Sheets | Typeform account |
| Response limits | No response caps | Monthly submission caps by plan; the form stops at the cap | No limit | Monthly response caps by plan; the form closes at the cap |
| Code ownership | Full code export to GitHub on paid plans | None | None | None |
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