Build a battery quote
Follow this through once and you will have a complete battery quote: whether the property already has solar, a package sized to that setup, and a summary ready to send.
The Battery Quote Tool is one long page. Sections unlock as you complete them and stay on screen, so you can scroll back to anything you have already answered. Add-ons only appears when extras apply to this quote, so a given quote can be shorter than the list below.
This is the same tool your customer uses on your website. Working through it yourself is also the fastest way to see what they will be asked.
Before you start
- Have the property address to hand. Nothing meaningful happens until the quote has one and a pin on the map.
- Battery Quotes must appear in your Instant Quotes list. If it does not, batteries are not switched on for your account.
- At least one hardware package needs to be assigned to the tool, or you will reach the packages section with nothing to choose.
Start with the address and the pin
The Battery Quote Tool asks for the property before the quote exists.
- Go to Instant Quotes → Battery Quotes.
- Click + Create new battery quote. A dialog titled Create instant quote opens, with the quote type set to Battery.
- Click Edit on the address. Type the address into Search for a UK address here, pick the property, and click Save address.
- Click Set pin. Drag the map so the marker sits over the property, then click Continue.
- Click Create.
You can also pick a project or a contact in that dialog. Choosing a project fills the address and the contact from the project. Choosing a contact fills the address only when the address is still empty.
The pin is the property this quote is for. The Battery Quote Tool does not look up an Energy Performance Certificate from the pin — the next section is the existing solar setup.
Clicking Create creates the quote and opens it on Existing solar setup.
Get the pin right first time. You can change the address or move the pin later from Settings, but doing so clears everything from Existing solar setup onwards. On a quote you have already built out, that is most of the work.
Find your way around
The sidebar on the right lists every section that applies to this quote, with the quote's reference at the top and the price as it stands at the foot. Each entry summarises what you have answered — the solar setup, the package — so it doubles as a check on the quote so far. Click any entry to jump to that section. The PDF button below produces a printable version. On a narrow screen the sidebar becomes a bar across the top instead.
Along the top sits the row of controls you get in every quote tool, and your customer does not.
Settings is where you link the quote to a contact and correct the address or the pin. Share gives you the quote's web address and the email templates for sending it. Both are covered in Quoting on a customer's behalf. Under that row, Last updated opens the Activity log for the quote.
Every section ends with a Next step button, except Hardware packages, where choosing a package is the confirmation. Once you have clicked Next step the section shows Step complete, and if you go back and change something it offers Save changes instead.
Existing-solar answers stay on the page until you click Next step on that section. Leave without that button and those answers are gone.
Existing solar setup
The card is headed Your existing solar setup. The answers here decide which packages the tool can offer: a retrofit alongside existing panels has different hardware rules from a standalone battery.
Do you have an existing solar system? is the first question. Next step stays disabled until you have answered enough of what follows.
No existing solar
Click No, then Next step. The tool will offer packages that do not assume panels already on the roof.
Existing solar
Click Yes. Three further answers appear:
- How many panels do you have? — the count on the roof today. The field starts at 8; change it to match the property.
- Are you on the feed-in-tariff (FIT) scheme? — systems installed before 2019 may still be on FIT.
- Would you consider replacing your existing inverter? — only asked when the answer to FIT is No.
If they are on FIT, the tool only recommends AC-coupled battery systems. Changing the DC side of a FIT system can put those payments at risk, so the inverter-replacement question is hidden and the packages stay AC-coupled.
If they are not on FIT, say whether replacing the existing inverter is acceptable. Yes opens hybrid options that replace it; No keeps AC-coupled systems that sit alongside it.
You do not need a panel wattage. The customer-facing form never asks for one.
Click Next step once the answers are complete. Changing them later after this section is complete clears the chosen package and everything after it, because the package list is rebuilt from the new setup.
Hardware packages
The card is headed Tailored hardware packages. Two controls sit above the cards and change which systems appear:
- Storage capacity — a slider for the preferred minimum usable storage. The tool accounts for depth of discharge when it recommends hardware.
- Include backup gateway? — No preference, Yes, or No. A backup gateway switches the property to battery power during a grid outage.
These two update the package list as soon as you change them. That is different from Existing solar setup, which waits for Next step.
Each card shows a system, an estimated price, and a monthly figure if you offer finance. Details opens the full specification.
Click Choose package on the one you want. That choice completes this section — there is no Next step button here.
While you are building the quote yourself, each card also has Hide package, Customise package, and View pricing calculation. Your customer does not see those controls.
Hide package takes that option off this quote. A 1 package hidden control then appears in the top bar; click it to open Restore hidden packages and put it back.
Customise package lets you change the products, quantities, and price for this quote only.
View pricing calculation shows how the estimated price was built.
Add-ons
If your account offers extras that apply to battery quotes, they appear next under Additional options available for your system, and you confirm them as you would any other section. If it does not, the quote goes straight to the summary.
Summary
The last section is the quote as your customer will read it: the chosen package and any add-ons itemised with a price each, and What's included and What's not included lists if you configured them.
Below the price sits your call to action — contact details, terms, a signature, an appointment, or a deposit, depending on how the tool's acceptance is configured. You cannot accept on your customer's behalf; acceptance is switched off while you are working inside the quote, so they have to open the link themselves.
Send it to your customer
Click Settings to link the quote to a contact, then Share to copy the web address or send it by email. Both are covered step by step in Quoting on a customer's behalf.
Check it worked
- Look down the sidebar. Every section that applies has a summary line under it, and Summary is reachable.
- Open PDF in the sidebar and check the printable quote reads the way you would want it to arrive.
- Find the quote in Battery Quotes. It carries the Created by Admin tag, and Has Contact Info once you have set a recipient.
- Open the shared web address in a private browser window. That is exactly what your customer sees.
Related
- What your customer sees — the same sections from their side
- Battery Quote Tool settings — every configuration tab
- Quoting on a customer's behalf — setting a recipient, sharing, and emailing a quote
- Find and follow up on instant quotes — working the list once the quote is out