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Residential Solar Quote Tool settings

Reach these settings from Settings → Web Apps → Residential Solar Quote Tool. Every tab sits under the heading Residential Solar Quote Tool configuration. On the Overview tab, Hosted URL shows the tool's web address with a button to open it, so you can check a change immediately.

You need setup permissions to see these screens.

The tabs, in the order they appear:

The twelve Residential Solar Quote Tool configuration tabs: Overview, Content, Custom blocks, Explainers, Acceptance, Defaults, Hardware Packages, Extras, Pricing Presentation, Finance Options, Integration, and Older quotes

Overview​

Addresses, lead capture, and how packages are presented.

Hosted URL — Your tool's web address, with a button to open it and a link through to custom domain setup. Read-only here.

Protect prices and gentle nudge — Controls whether prices are gated behind contact capture. You choose which fields to ask for (first name, last name, email, phone), whether to protect prices at all, and whether to show the gentler save prompt instead. There is also an option to allow a URL parameter to override price protection, which is useful when you want a specific campaign to show prices freely.

Contact form fields — Whether phone number is optional.

Packages sorting — The default sort order your customers see.

Packages de-duplication — Collapses packages down so a customer is not shown several near-identical options from the same manufacturer.

Legal policy links — Informational. These are managed centrally under your business details rather than per tool.

Opt-in checkbox — Whether to include a marketing opt-in, its wording, and whether it is checked by default.

Content​

Customer-facing copy and imagery for the journey screens that are still driven from this tab rather than from custom blocks.

  • Quote tool noun — Whether the tool talks about a "quote", an "estimate", or something else. This word appears throughout, so it is worth setting first.
  • Banner text
  • Get started title
  • Address lookup text
  • Splash image
  • Unlock prices title and text — the price protection screen
  • Nudge save title and text — the gentler save prompt
  • Capture estimate subtext
  • What's included and What's not included — repeatable lists of title and description. These render on the summary section and are not moved to custom blocks.

Put equivalent marketing cards on Custom blocks rather than looking for a why-choose-us list here.

Custom blocks​

Add reusable content blocks to the start page and to individual steps of the quote tool.

The first four sub-tabs cover the whole page:

  • Start page — content at the top of the landing step, before the customer confirms their address
  • Above all sections — above every unlocked section
  • Below all sections — below every unlocked section
  • Footer — at the foot of the page

The remaining sub-tabs match the journey steps — Location, When you use power, Electricity bill, Roof, Solar output, Hardware packages, Tariffs, Savings, Savings over time, Add-ons, and Summary — so you can place a block next to the section it relates to.

Block types include Markdown, HTML, Video, and other self-contained marketing blocks.

If you previously used per-tool layout zones to inject header, footer, or sidebar content, that content now lives here. The separate Layout tab has been removed.

Explainers​

A step explainer is a modal your customer can open from Learn more on that step. You can also open it automatically the first time they reach the step.

Explainers belong on journey steps only. They are not available on the start page, or on the content that wraps the whole quote. Location (address and pin) is not configurable because that step finishes before the rest of the quote tool.

For each step you can set:

  • Title — the heading on the modal
  • Markdown above the video
  • Optional video — an upload or a URL
  • Markdown below the video
  • Button text — the dismiss button. Leave it blank to use Got it
  • Automatically open for customers when they reach this step
  • Close when the customer clicks outside the modal

Use Preview to see the modal as your customer will.

Once they have seen it, it will not open automatically again on that quote in the same browser. They can still open it from Learn more.

Acceptance​

Headed Edit acceptance settings. This configures the main call to action at the end of the journey.

You edit it as a live preview, clicking through to change each part. It uses the same acceptance system as proposals, so what you learn here applies there too. You can require contact details, agreement to policies, a digital signature, an appointment booking, and a card deposit — in any combination.

You can offer more than one way to accept — for example a site survey and a purchase — each with its own steps. Use Add another option. Your customer sees one card per path and can complete only one. A single path looks and works the same as it does today.

Defaults​

The assumptions and behaviour of the solar-specific parts of the journey. This is the most technical tab, and the one that most changes the quality of an automated design.

Initial cost and usage assumptions — Whether the customer enters an annual cost or a unit rate, the default unit rate, daily standing charge, a consumption figure per occupancy pattern, extra kWh for vehicle charging and electric heating, and the default electricity supply type. The occupancy figures are used before the customer answers the electricity bill step. These defaults matter because most customers do not know their own figures and will accept whatever you put in front of them.

Annual Generation Calculation — Whether annual generation follows the MCS irradiance tables, and which provider supplies the half-hourly generation shape.

Self-Consumption Calculation — MCS electrical energy storage certification, and an Export Tariff in pence per kWh. Leave the export field as it is; the current tool's savings use the tariffs the customer picks on the Tariffs step.

Tune the Battery Recommendation — Scale the recommendation, hide the information card, or override it to a fixed capacity. The current tool sweeps usable capacity using the half-hourly load and generation simulation. Charge and discharge C-rates and the thresholds below decide when extra battery is still worth recommending.

Savings — How many years to show, the assumed annual energy price increase, and whether it compounds. Whether to show the savings chart on older quotes is on Older quotes.

Generation degradation — How much generation falls each year (0% unless you change it). Applied to the multi-year bill chart and savings over time; the first-year figures stay as they are.

caution

The savings assumptions are shown to customers as projections. Set them to figures you are comfortable defending.

Hardware Packages​

An assignment tab. Pick which packages from your library this tool offers, and drag them into order — the order here is the "Recommended" order your customer sees. Manage in library takes you to the packages themselves.

See Hardware packages.

Extras​

An assignment tab for optional upsells. Pick Extras adds them. Order matters here too, and Manage in library takes you to the extras themselves.

If you have no extras assigned, your customers skip the Add-ons step entirely.

Pricing Presentation​

How the price is displayed, without changing how it is calculated.

Round pricing — Round displayed prices.

Pricing prefix and suffix — Text either side of the number, such as "from".

No VAT label — What to show when VAT does not apply.

Range pricing — Show a range rather than a single figure, with lower and upper percentages. Useful when you want an indicative price without committing to the pound.

Finance button image and pop-up override — The finance call to action and its explanatory content.

Finance only — Show only monthly finance figures rather than a total price.

Discount code — Whether customers can enter a discount code, and whether one is pre-applied and shown on packages.

Finance Options​

An assignment tab. Pick and order the finance options this tool offers. Manage in library takes you to the options themselves.

Integration​

Analytics, tracking, and custom scripts.

Custom head and body HTML snippets — For anything you need to inject.

Simplified cookie consent — Use the built-in consent banner.

Google Tag setup — Enter a Measurement ID rather than hand-writing the tag, then choose whether to track page views.

Conversion events — Which actions are reported as conversions: help requested, callback requested, survey requested, and saved.

Additional non-conversion events — Optional tracking for reaching each screen. Useful for finding where customers drop out.

Meta Pixel — Equivalent setup, with page view tracking and the same four conversion events.

Older quotes​

These settings only change quotes that are still open in the previous experience. Do not use this tab to configure the current tool.

Defaults for older quotes — The MCS self-consumption method pill, whether to hide electricity supply type, a single annual consumption figure, minimum and maximum panel counts, default panel orientation (and whether to hide that selector), and whether to show the savings chart.

Protect prices and gentle nudge — Same settings as on Overview, stored in the same place. Shown here so you can adjust legacy open quotes without leaving this tab.

Copy for older quotes — Same unlock and nudge titles and body copy as on Content. Only quotes still open in the previous experience use these values.

Tabs you will not find​

The Residential Solar Quote Tool has no deposit or calendar tab. Deposits are configured on the Acceptance tab as part of the call to action, and appointment booking is set up there too.

It also no longer has a Layout tab. Header, footer, and sidebar-style content zones from the old layout editor are now Custom blocks on the tabs above. What's included and What's not included stay on the Content tab because they render from there on the summary.

What's next​