A clear proposal explains
the plan and its assumptions.

1. Confirm the property and the usage.

Start with the actual building, not just an address pin. Review the roof against the available imagery and identify the faces included in the proposed system. A garage, detached building or addition can change the design conversation.

For electricity use, a full year is generally more useful than one unusual month. Record whether the figure comes from utility data, a bill, an annual total supplied by the customer or an estimate. If the household plans to add an electric vehicle or change its heating, keep that future demand separate from its historical use.

• Confirm the address, building and proposed installation areas.
• Record the electricity provider and relevant rate assumptions.
• Identify whether usage is measured, imported or estimated.
• Show planned future demand as a separate assumption.

2. Review the roof before treating it as capacity.

An aerial outline is a starting point. Roof pitch, direction, chimneys, skylights, trees and access requirements affect the useful layout. Review estimated faces and make corrections deliberately rather than equating the maximum number of drawn panels with an installation-ready design.

Make uncertainties visible to the team. If roof condition, shading or a boundary cannot be confirmed from the available information, record the question for the site visit. A neat drawing should never hide a missing measurement.

3. Identify the equipment and proposed layout.

Include the proposed panel and inverter choices, panel count and system size. If storage is included, identify the battery configuration and the backup scope being discussed. An equipment name alone does not explain which household loads will be supported during an outage.

When comparing alternatives, name them around the customer’s decision: a lower initial investment, a larger system or a storage option. Keep the selected alternative clear so the price and agreement refer to the intended design.

4. Separate generation from bill savings.

Annual solar generation and annual electricity use are useful comparisons, but they do not, by themselves, determine the future utility bill. Timing, fixed charges, export treatment and the applicable tariff matter. Label production and financial outputs as modeled estimates and keep their assumptions available.

Use the same selected design throughout the presentation. After editing the roof, equipment or panel count, allow the estimate to finish updating and review the saved figures before sharing the proposal.

5. Make the investment and scope explicit.

The customer should be able to find the proposed equipment, included work, exclusions, total price and payment schedule without hunting across several documents. If financing is offered, present its payment terms alongside the applicable qualifications and approvals.

• State the chosen system and any selected extras.
• Show tax treatment and the total being proposed.
• Explain payment timing and the selected cash or finance path.
• Identify survey, engineering and other conditions still to be completed.
• Use company-approved agreement terms that match the proposal.

6. Prepare the handoff while the context is fresh.

Keep the chosen proposal revision with the project. Capture outstanding questions, relevant photos, promised scope and the next owner. A signature moves the relationship forward; it does not confirm that roof condition, electrical work, permits or installation details have all been resolved.

A useful handoff gives the next person a clear starting point: what was sold, what was checked, what remains open and who is responsible for resolving it.