Solar Installation Project Planner Template
The Solar Installation Project Planner Template below is free to preview and install in Zealos. Plan residential or commercial solar installations from site assessment through interconnection and monitoring.
Preview: Solar Installation Project Planner
Solar Installation Project Planner
Project Overview
Field | Value |
|---|---|
Customer Name | [Name] |
Site Address | [Address] |
System Type | [Residential / Commercial / Ground Mount] |
System Size | [XX.X kW DC] |
Panel Model | [Manufacturer — Model] |
Inverter Model | [Manufacturer — Model (string / micro / hybrid)] |
Estimated Annual Production | [XX,XXX kWh] |
Estimated Offset | [XX% of current usage] |
Contract Value | [$XX,XXX] |
Utility Company | [Utility Name] |
Project Phases
Site assessment complete (roof condition, shading analysis, electrical panel evaluation)
Engineering design complete and stamped
HOA approval obtained (if applicable)
Utility interconnection application submitted
Building permit application submitted
Building permit approved
Equipment procured and delivered
Roof work / mounting system installed
Panels installed and wired
Inverter and electrical connections complete
Building inspection passed
Utility inspection and meter swap complete
Permission to Operate (PTO) received
System commissioned and monitoring activated
Customer walkthrough and handoff complete
Financial Summary
Item | Amount |
|---|---|
System Cost (before incentives) | [$XX,XXX] |
Federal ITC (30%) | [-$X,XXX] |
State / Local Incentives | [-$X,XXX] |
Net Cost to Customer | [$XX,XXX] |
Financing (if applicable) | [Loan / Lease / PPA — terms] |
Estimated Monthly Savings | [$XXX] |
Simple Payback Period | [X.X years] |
Key Contacts
Role | Name | Phone | Notes |
|---|---|---|---|
Sales Rep | [Name] | [Phone] | |
Project Manager | [Name] | [Phone] | |
Installer Lead | [Name] | [Phone] | |
Electrician | [Name / Company] | [Phone] | [Licensed #] |
Utility Contact | [Name] | [Phone] | [Account #] |
Inspector | [Name / Jurisdiction] | [Phone] |
Typical timeline: 4-8 weeks from contract to PTO for residential, 8-16 weeks for commercial. Permitting and utility timelines vary significantly by jurisdiction.
About this template
Solar installation projects require careful coordination of site assessment, engineering, permitting, procurement, installation, inspection, and utility interconnection. This planner tracks the entire process from initial site survey through system commissioning, ensuring nothing falls through the cracks in a process with many regulatory touchpoints.
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