QuotePilot

QUOTING AND INVOICING FOR RENEWABLES INSTALLERS

Make technical systems and installation stages easy to approve.

Turn survey details into a structured quote for equipment, electrical work, commissioning and support, then invoice the project as it progresses.

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Every feature is included. £12 monthly or £120 annually, including VAT, after your trial.

Example QuotePilot draft quote and invoice using realistic renewables installers work.

Capture survey and property details

Explain equipment and installation clearly

Invoice deposits, stages and commissioning

MADE FOR THE WORK YOU QUOTE

Present a technical installation without losing the customer.

Structure the whole system

Separate panels, batteries, inverters, cabling, controls and labour into an understandable scope.

Quote staged delivery

Organise survey, installation, grid or electrical work and commissioning in the order they happen.

Keep changes auditable

Record customer responses and approved additions when survey findings change the specification.

ONE CONNECTED WORKFLOW

From first enquiry to paid invoice.

Keep the customer, scope, quote, changes and payment record together from start to finish.

Capture the job

Customers send the details, measurements, notes and photos you need before pricing.

Build the quote

Use your own services, units, prices, VAT settings and reusable text to prepare the work.

Agree the scope

Send a branded quote link and PDF, then track acceptance or requested changes.

Invoice the work

Raise a deposit, stage, fix, percentage or remaining-balance invoice and record payment.

TRADE-SPECIFIC STARTER SERVICES

Start with familiar work, then make it yours.

Choose useful starter services for your trade, set your own pricing and add specialist services whenever you need them.

Solar surveys, PV panels, arrays, batteries, inverters, cabling, maintenance, fault finding, EV chargers and heat pumps.

Example QuotePilot draft invoice using realistic services and units for renewables installers.

COMMON QUESTIONS

Questions from trade businesses

Can I separate equipment from installation labour?

Yes. Use clear line items and sections for hardware, electrical work, access, commissioning and support.

Can I invoice at milestones?

Yes. Raise a deposit and later stage, percentage or remaining-balance invoices against the accepted quote.

Explore QuotePilot for another trade

Ready to spend less time piecing jobs together?

Try every QuotePilot feature free for 30 days. Keep your enquiries, quotes, invoices and customer responses connected.

Start 30-day free trial