For solar PV, battery and heat pump installers – quotes, customer payback and job tracking
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Renewable installers live or die on three things: quoting at a price that really covers materials, labour, scaffolding and fees with a proper margin; getting the VAT and the Boiler Upgrade Scheme (BUS) grant right; and keeping on top of every job – surveys, quotes, deposits, DNO applications, MCS certificates, BUS vouchers and final payments. This workbook does all three. A catalogue holds your costs and selling prices. The Quote Builder turns a list of components and the labour days for the job type into a price with margin, VAT (0% on energy-saving installations in homes until 31 March 2027), the BUS grant, deposit and the right grid connection route. The Payback sheet shows the customer their generation, savings, battery benefit, heat pump running costs and payback years. The Jobs sheet tracks up to 500 jobs and flags what needs doing next, and the Pipeline and Dashboard show your conversion, order book, installs and margin.
See how it works
The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.
Step 1
Every item you sell, with cost, markup, selling price, margin and VAT treatment. What you do: one line per item (up to 250).
Step 2
Price one job: components, labour, discount, margin, VAT, BUS grant, deposit and grid route. What you do: enter the job and pick the items.
Step 3
Customer savings and payback for solar (with and without battery) and heat pumps. What you do: enter the site and household details.
Step 4
Every job from lead to final payment, with stage, money and next action. What you do: one line per job (up to 500).
Who it is for
Quick start
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