Solar · Same day
What to write the day you send a rooftop solar estimate
A same-day note is optional. It is not one of the three scheduled follow-ups. Use it when you are not sure the rooftop solar estimate for $22,000 arrived, or when one point from the visit is easy to forget.
Names, prices, and companies on this page are examples.
Skip it if you already talked it through
If you handed over the paper and walked the job, another email that night is noise. Solar bids sit through utility approval, loan paperwork, and a spouse who has not read the production estimate.
What the recap should say
Name what the price includes: the panels and inverters for the usage we reviewed, racked on the south slope. Name what it leaves out: a roof replacement, if the shingles will not last the life of the array. Is the roof staying, or do you want a roofer's opinion before the array is designed? Do not put panels on a roof you already know needs replacement.
If you send it from QuoteLasso
The default schedule is three emails, at 2, 5, and 10 days. Day 10 is the last one. You can move the dates. Add the estimate by typing it in, forwarding the message, or importing a spreadsheet. The customer sees your business name and the address followups@quotelasso.com. A reply comes to your inbox and the remaining follow-ups stop. QuoteLasso does not send texts. During the 14-day trial, due emails can send on their own. After that, Free is manual. Starter is $79/month and Pro is $149/month.
Example email
Rooftop solar
Subject
Your rooftop solar estimate from Cho Solar
Hi Megan, I sent the rooftop solar estimate for $22,000 earlier today. It includes the panels and inverters for the usage we reviewed, racked on the south slope. It does not include a roof replacement, if the shingles will not last the life of the array. Is the roof staying, or do you want a roofer's opinion before the array is designed? Thanks, David Cho Cho Solar
Questions
Is this the last solar follow-up?
No. The default schedule is day 2, day 5, and day 10, and day 10 is the last email. This page is the same day note for a rooftop solar. Do not put panels on a roof you already know needs replacement.
What will the customer see if QuoteLasso sends the rooftop solar email?
The customer sees your business name and the address followups@quotelasso.com. A reply comes to your inbox and the remaining follow-ups stop. The words are yours. The sample on this page uses made-up names and the example price $22,000.
Send this kind of note on a schedule.
Add the estimate. QuoteLasso drafts the email in your words and, on the trial or a paid plan, can send it when it is due.
Start free trial14-day free trial, no card required. Then the Free plan, or upgrade if you want automatic sending.