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What your customer sees

This page walks through what your customer actually does in each quote tool. It is worth reading before you configure a tool, because most settings only make sense once you know which screen they affect.

Remember that steps unlock progressively and some are skipped when they have nothing to show, so a given customer may see fewer steps than are listed here.

Solar​

The residential solar journey, with the roof designer at its heart.

  1. Location — Your customer searches for their address, then confirms the exact position of the property by dropping a pin on a satellite view. The pin matters: everything about the roof is derived from it.
  2. Roof — They mark out their roof and where panels can go. Depending on your settings this can be substantially automated, with the tool proposing roof shapes and panel layouts for them to adjust.
  3. Hardware packages — They compare the packages you have assigned to this tool, in the order you chose. They can re-sort by price or name.
  4. Savings — What the system is projected to save, optionally including a chart projecting forward over a number of years with an assumed rate of energy price inflation.
  5. Add-ons — Optional extras: bird guards, immersion controllers, EV chargers, mounting upgrades, and any extras you have configured. This step only appears when there is at least one extra available for that quote.
  6. Summary — The full quote with its price, finance options if you offer them, and the call to action where they give you their details, accept, sign, or book a survey.

Commercial solar​

A longer journey, because a commercial buyer is making an investment decision rather than a purchase.

  1. Location
  2. Usage profile — How the site consumes energy across the day.
  3. Electricity bill — Current costs, which anchor the savings case.
  4. Roof
  5. Solar output — The projected generation from the design.
  6. Hardware packages
  7. Tariffs — Import and export rates.
  8. Savings
  9. Return on investment — Payback period and return, which is usually the number that decides a commercial job.
  10. Add-ons
  11. Summary

Build a commercial solar quote walks through all eleven from your side of the same tool.

Battery​

  1. Location
  2. Existing solar setup — Whether they already have solar and what it consists of, since a retrofit alongside existing panels has different requirements from a standalone battery.
  3. Hardware packages
  4. Add-ons
  5. Summary

Heat pump​

  1. Location
  2. Property — Property characteristics used to estimate heat loss, which drives the size of heat pump required.
  3. Grant eligibility — Whether they qualify for the available grant scheme. This is labelled according to the applicable scheme for their location.
  4. Hardware packages — Sized to the estimated heat loss, with the cylinder sized to household occupancy.
  5. Savings
  6. Add-ons
  7. Summary

Air conditioning​

  1. Location
  2. Rooms — Which rooms need cooling, room by room. This determines the indoor units and the outdoor capacity needed.
  3. Hardware packages
  4. System design — How the units are arranged. You can hide this step if you would rather not expose it.
  5. Add-ons
  6. Summary

Boiler​

  1. Location
  2. Property
  3. Current boiler — What they have now.
  4. New boiler — What they want.
  5. Keep existing kit — Whether existing components are retained.
  6. Boilers — The boiler options you offer.
  7. Add-ons
  8. Summary

Several of the middle steps here are optional depending on your configuration, so a boiler journey can be considerably shorter than the list above.

The Summary step and accepting a quote​

Every tool ends the same way, and this is where a quote becomes a lead.

The summary shows the price and whatever finance presentation you have configured. Below it sits the call to action, which you control in detail on the tool's Acceptance tab. Depending on how you set it up, your customer can:

  • Leave their contact details
  • Agree to your terms and policies
  • Sign digitally
  • Book an appointment — a survey or site visit
  • Pay a deposit by card

You can require as much or as little of this as suits how you sell. A tool set up only to capture contact details is a lead generator; one set up to take a signature and a deposit closes jobs without a phone call.

Protecting your prices​

You do not have to show prices to anonymous visitors. The Solar Quote Tool can require contact details before revealing prices, which converts browsing into leads at the cost of some drop-off.

There is a middle option: leave prices visible but enable a gentle prompt encouraging your customer to save their quote, which captures their details without gating the number. Which performs better depends on your market, and it is worth trying both.

What's next​