How to create a quote from a solar survey
How to create a quote from a solar survey. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open the survey from Site surveys (the solar sizing must be filled in).
- Press Create quote from survey.
Tip
A draft quote is created with a Solar PV system line (quantity = the system kW, with the panel count in the description), plus the Permit & interconnection fees and Engineering / stamped plans lines when those catalogue items exist. The survey becomes Quoted and the button turns into Open quote. Review and send the quote as usual.