Quote builder

What it's for

Quote Mode is for installers and mixed installer/operator orgs that put together commercial O&M proposals. It generates a tiered annual quote — fixed fee plus a reactive component — and produces a client-facing page that the prospect can review, ask questions on, and accept without anyone needing a SolarFleet login.

It's enabled by default for orgs where org_type is installer or mixed. Pure operators don't see the Quotes tab. You can flip the add-on on the billing page if your org type changes.

Pricing settings

Settings → Quote pricing is where you set the numbers your quotes are built from. Everything you configure here flows into every new quote you create — change a tier rate today and tomorrow's quotes pick it up.

• Tier rates. Per-kWp annual fees for each tier you offer (Bronze, Silver, Gold, or whatever you call them). Each tier has a different SLA, inspection cadence, and reactive-work allowance.
• Battery uplifts. Flat or percentage uplift when a site has battery storage.
• Modifiers. Per-feature toggles (thermal scans, monthly cleaning, OOH cover) that bump the headline fee.
• Add-ons. One-off line items the engineer can drop into a quote (e.g. "annual compliance pack").
• Mileage bands. Distance-from-base bands with per-mile or flat-fee pricing. The travel charge auto-applies based on the customer's postcode at quote time.
• SLA response times. Per-priority commitments (Critical / High / Medium / Low) that get baked into the client-facing quote.

Building a quote

1. Quotes → New. Enter the customer's company name (Companies House lookup auto-fills the rest), site postcode (drives EPC and roof-area autofill where available), and DC capacity in kWp.
2. Pick a tier. The fee recalculates instantly with mileage and modifiers applied.
3. Add any specific scope items — thermal scan in year three, an annual deep-clean, OOH cover for the brewery shift pattern.
4. Set the contract term (annual, 3yr, 5yr) and pick a billing discount if you're offering one.
5. Preview. The right-hand panel renders exactly what the client will see — your branding, the headline numbers, the SLA matrix, your terms.
6. Send. The platform generates a unique signed URL (/q/<token>) and emails it to the customer.

The client-facing page

The link opens at a public solarfleet.io/q/<token> URL — no login, signed token. The client sees:

• Headline annual fee, broken down by component.
• The full scope of what's included (tier features + your modifiers).
• SLA matrix — visible commitment for each priority level.
• A questions box (lands as a comment on the quote in your platform).
• An accept button that captures e-signature and timestamp.

The quote lifecycle

1. Draft — visible only to you, never sent.
2. Sent — email out, link active. Open rate captured on first viewing.
3. Viewed — client has loaded the page.
4. Accepted — signed; your team gets notified, and the quote converts into a contract entry. Auto-expires if not accepted within the validity window you set.
5. Expired / rejected — captured, with a note if the client gave one.

What's not in the quote builder (yet)

• Stripe checkout for quote acceptance — currently the platform records the signed acceptance and you handle invoicing separately. Stripe-first contract activation is on the roadmap.
• Multi-site quotes — each quote is one site today. Bulk-quoting for a multi-site portfolio is in design.