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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 occupancy, tariffs, and 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. When you use power — How the household uses electricity across the day: home all day, in half the day, or out all day. They also say whether they charge a vehicle at home and how they heat with electricity, because both draw power at quite different times from the rest of the house.
  3. Electricity bill — Current costs, which anchor the savings case. Where your customer has told you about a vehicle or electric heating, the annual consumption figure includes an allowance for each one, broken out beneath it so they can correct either.
  4. Roof — They mark out their roof and where panels can go. Where the tool finds usable roofs on the building, it can fill them with panels for them to adjust.
  5. Solar output — The projected generation from the design.
  6. 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.
  7. Tariffs — Import and export rates.
  8. 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.
  9. Savings over time — Payback period and projected savings.
  10. 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.
  11. 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 — Year-one bill reduction and export, then before and after energy flows, then Levelised cost of energy (LCOE): the lifetime cost of each solar kWh compared with the site's import rate.
  9. Savings over time — Annual Investment Allowance first, for the year-one tax the purchase can shelter, then payback and projected savings. When they are claiming AIA, Year 1 tax relief is in the savings-over-time figures and chart. They can edit the tax assumptions on that quote.
  10. Add-ons
  11. Summary

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

Battery​

  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 Battery Quote Tool does not look up an Energy Performance Certificate from the pin — the next section is their existing solar setup.
  2. Existing solar setup — Whether they already have solar, how many panels, whether they are on the feed-in-tariff (FIT) scheme, and (if not on FIT) whether they would consider replacing the existing inverter. A retrofit alongside existing panels has different hardware rules from a standalone battery. Systems on FIT are only offered AC-coupled options.
  3. Hardware packages — They compare the packages you have assigned to this tool. A Storage capacity slider and Include backup gateway? sit above the cards and change which systems appear.
  4. Add-ons — Optional extras. This step only appears when there is at least one extra available for that quote.
  5. 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.

Build a battery quote walks through these sections from your side of the same tool.

Heat pump​

  1. Location — Your customer searches for their address, then confirms the exact position of the property by dropping a pin on a satellite view.
  2. EPC — The tool looks for an Energy Performance Certificate, or the customer can proceed without one.
  3. Property — Property characteristics used to estimate heat loss, which drives the size of heat pump required.
  4. Grant — Whether they qualify for the available grant scheme in principle. This is labelled according to the applicable scheme for their location.
  5. BUS grant or HES grant — Whether to include the grant on the price. Scottish properties see the Home Energy Scotland grant instead of the Boiler Upgrade Scheme.
  6. Hardware packages — Sized to the estimated heat loss, with the cylinder sized to household occupancy.
  7. Savings — Indicative running-cost comparison against their current heating, when the setup supports it.
  8. Add-ons — Optional extras. This step only appears when there is at least one extra available for that quote.
  9. 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.

Build a heat pump quote walks through all nine from your side of the same tool.

Air conditioning​

  1. Location — Your customer searches for their address, then confirms the exact position of the property by dropping a pin on a satellite view.
  2. Rooms — Which rooms need cooling, room by room: size, floor, sunlight, and whether the room is a conservatory. That determines the indoor units and the outdoor capacity needed. If you have outdoor location selection switched on, they also name where each outdoor unit should go.
  3. Hardware packages — They compare the packages you have assigned to this tool, sized to the rooms they added.
  4. System design — How the outdoor units connect to the indoor units. This is informational; exact units and locations are confirmed on survey. You can hide this step from the tool's Defaults if you would rather not expose it.
  5. Add-ons — Optional extras. 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.

Build an air con quote walks through these sections from your side of the same tool.

Boiler​

  1. Location — Your customer searches for their address, then confirms the exact position of the property by dropping a pin on a satellite view.
  2. EPC — The tool looks for an Energy Performance Certificate, or the customer can proceed without one.
  3. Property — Property characteristics used to estimate heat loss, which drives the size of boiler required.
  4. Current boiler — What they have now. This step only appears when the property's main fuel is mains gas, oil, or LPG and the heating is a boiler with radiators or underfloor heating.
  5. New boiler — What they want, including whether it stays in the same place as the old boiler when that applies.
  6. Keep kit — Whether to keep the existing cylinder or loft tank. This step only appears on a like-for-like system or regular replacement.
  7. Boilers — The boiler options you offer, sized to the property.
  8. Add-ons — Optional extras. This step only appears when there is at least one extra available for that quote.
  9. 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.

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

Build a boiler quote walks through these sections from your side of the same tool.

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.

You can also offer more than one way to accept on the same quote — for example a survey path and a purchase path. Your customer picks one card and completes that path only. If you leave a single path, the summary looks as it does today.

Protecting your prices​

You do not have to show prices to anonymous visitors. The Residential 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​