A service ticket quote and a system sale are not the same document.
A quote on a service ticket assumes the customer, the address and the work order already exist. A new system sale starts before any of that: a lead, a design, a price per watt, and a homeowner who has not agreed to anything yet. Forcing one into the other is how proposals end up in a spreadsheet, in someone's sent folder, and nowhere the rest of the company can see them.
Sales Estimates are their own document with their own numbering line. A rep builds the pricing — gross, adders, discount, net, and the resulting dollars per watt — generates the PDF, and emails a link. The homeowner opens it, reads it, and accepts, declines, or asks a question right on the page. Their signature and the moment they gave it are recorded. Staff get notified the second it lands.
Nothing is created behind your back on acceptance. SolarProjeX tells the people who need to know, and a human decides what the job actually looks like. The estimate stays attached to the customer either way, so a proposal that went quiet is still findable six months later.
What it does, point by point
- Its own numbering line, separate from invoices and service quotes
- Gross price, adders, discount, net price, and dollars per watt calculated as you type
- Branded PDF generated from the estimate, emailed as a secure link
- Homeowner accepts, declines, or asks a question from their phone — no login, no app
- Signature and timestamp recorded against the estimate
- Staff alerted on acceptance, with a named recipient list you control
- Estimates live on the customer record whether they close or not