Solar Quote Comparison Checklist

A buyer-stage checklist for comparing solar proposals on scope, equipment, price, savings assumptions, warranties, incentives, and contract terms.

A buyer-stage checklist for comparing solar proposals on scope, equipment, price, savings assumptions, warranties, incentives, and contract terms.

Quote review checklist

Use this before signing to compare proposals on equal scope, assumptions, and contract terms.

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System design

Price and scope

Savings assumptions

Incentives and approval

Warranty and ownership

A solar quote checklist helps you compare proposals on equal terms. The goal is not to pick the cheapest price immediately. The goal is to see which quote is complete, realistic, and matched to the property.

Use this checklist after you have at least two proposals or before signing any contract.

System design

Confirm each quote shows:

  • Number of panels.
  • Panel brand and model.
  • Total DC system size.
  • Inverter type, brand, and model.
  • Battery brand, model, usable capacity, and power rating if included.
  • Racking or mounting system.
  • Monitoring platform.
  • Roof layout or site plan.
  • Equipment locations.

Do not compare proposals only by panel count. Compare system size, estimated production, equipment quality, and scope.

Production estimate

Ask for:

  • Estimated annual kWh production.
  • Monthly production estimate.
  • Shade assumption.
  • Roof direction and tilt assumption.
  • System losses assumption.
  • Degradation assumption.
  • Tool or model used.

Production estimates are not guarantees. They are planning assumptions. A useful quote explains the model and the conditions behind the number.

Price and scope

Separate:

  • Gross cash price.
  • Financing price.
  • Battery price.
  • Roof work.
  • Electrical upgrades.
  • Meter work.
  • Permits.
  • Utility or network application.
  • Monitoring subscriptions.
  • Removal and reinstallation terms.

If one installer includes electrical work and another excludes it, the cheaper quote may not be cheaper.

Incentives and tax treatment

Check:

  • Which incentives are included.
  • Who receives each incentive.
  • Whether the incentive is guaranteed or estimated.
  • Required documentation.
  • Expiration dates.
  • Eligibility assumptions.
  • Tax-credit limitations where relevant.

Do not let an incentive estimate hide the true gross project cost.

Savings assumptions

Review:

  • Current electricity rate.
  • Export credit or feed-in tariff.
  • Net metering or net billing treatment.
  • Time-of-use schedule.
  • Direct self-consumption estimate.
  • Battery operating mode.
  • Annual electricity price escalation.
  • Household load changes.

If a proposal assumes high future electricity inflation or perfect battery use, ask for a conservative scenario.

Warranties and service

Confirm:

  • Panel product warranty.
  • Panel performance warranty.
  • Inverter warranty.
  • Battery warranty.
  • Workmanship warranty.
  • Roof penetration coverage.
  • Labor coverage for warranty replacement.
  • Monitoring and fault-response process.
  • Installer service area.
  • Transferability if the home is sold.

A strong equipment warranty is less useful if labor, diagnosis, or installer support is unclear.

Contract and ownership terms

Read:

  • Legal seller.
  • Installer of record.
  • Cancellation rights.
  • Payment milestones.
  • Change-order rules.
  • Timeline assumptions.
  • Permit responsibilities.
  • Utility approval responsibilities.
  • Default terms.
  • Dispute process.
  • Transfer process if the home is sold.

For leases, PPAs, or financed systems, review escalators, total payments, buyout terms, liens, roof access rights, insurance, and end-of-term options.

Utility and approval path

Ask:

  • Which utility or network rules apply.
  • Which rate schedule is assumed.
  • Whether export approval is guaranteed or pending.
  • Whether a meter change is needed.
  • Who handles interconnection.
  • When permission to operate is expected.
  • What happens if the utility changes requirements.

Solar is not fully complete until approval, inspection, and operation requirements are satisfied.

Red flags

Be careful when a proposal:

  • Guarantees a zero bill without tariff detail.
  • Treats tax credits as automatic cash rebates.
  • Refuses to provide a cash price.
  • Hides equipment models.
  • Gives no production method.
  • Ignores roof condition.
  • Pressures immediate signing.
  • Omits utility approval.
  • Combines solar and battery economics without separate numbers.

Final comparison step

Put every quote into the same table:

QuoteSystem sizeGross cash priceNet costAnnual productionMain exclusionsFinancing notes
Installer AEnter kW or kWpEnter priceAfter incentivesEnter kWh/yearList exclusionsCash, loan, lease, PPA
Installer BEnter kW or kWpEnter priceAfter incentivesEnter kWh/yearList exclusionsCash, loan, lease, PPA
Installer CEnter kW or kWpEnter priceAfter incentivesEnter kWh/yearList exclusionsCash, loan, lease, PPA

Then decide which proposal remains strongest under conservative assumptions.

Continue with How To Compare Solar Quotes, Solar Panel Cost Calculator, and Solar Payback Calculator.

Sources

Homeowner-first guidanceClear solar explanations without sales pressure. Structured learning pathsMove from solar basics to costs, equipment, batteries, and ownership. Practical decision supportCosts, equipment, batteries, and quotes made easier to compare.