Build a Solar Proposal with AI

Learn why a proposal does more than a bare quote, how to price it and what goes in it. Four short modules, then Smoko builds your proposal template from your prices and past jobs.

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What you’ll learn

Four short modules you can work through between jobs. In the last one, Smoko builds your proposal template.

  1. Proposal Basics

    What a proposal is, why solar installers use one over a bare price and the slip-ups that leave customers guessing.

    1. What is a Proposal?
    2. Why It Beats a Quote
    3. Types of Proposals
    4. Mistakes to Avoid
    12 min

  2. Price It Right

    Cover every cost, set your margin, then price the jobs you want more of by the job with options and clear deposits.

    1. Know Your Numbers
    2. Markup vs Margin: What's the Difference?
    3. Price the Job, Not the Hour
    4. Give Them Choices
    5. Deposits and Payment Terms
    20 min

  3. What Makes a Proposal

    Open with their problem, then add a clear scope, proof from past jobs, your warranty and a follow-up plan.

    1. Start With Their Problem
    2. Scope of Works
    3. Photos, Reviews and Proof
    4. Guarantees and Warranties
    5. Follow Up and Close
    16 min

  4. Let's Implement: Build a Proposal

    Smoko turns your prices, photos and reviews into a proposal template you check and approve.

    1. Smoko Builds Your Proposal
    2. How to Edit or Improve with Smoko
    3. Approving Your Proposal Template

    Smoko builds your proposal template

    10 min

What Smoko sets up for you

In the last module, Smoko builds these for your business from our templates. Nothing goes live until you approve it.

Smoko’s setup listFor solar installers

Proposal template
A proposal layout with your business details, ready to reuse for every job.
Job options
A few priced versions of each job for the customer to choose from.
Scope of works
A clear list of what each job includes and leaves out, with brands and models.
Payment schedule
Your deposit and stage payments, written in plain words.
Proof section
Photos of your finished jobs and the reviews you pick to include.
Follow-up messages
Short texts and emails to send after a proposal goes out, ready for you to edit.

Questions solar installers ask

Do I have to stop giving quotes?

No. A proposal is a quote with more in it. It keeps your price and adds the options, scope and photos that help the customer understand what they're paying for.

Won't a proposal take longer than a quick quote?

The first one takes some setting up. After that you reuse the template for every job, and Smoko does the layout and drafting, so you're not writing each proposal from scratch at night.

What do I need to have ready?

Your usual job prices, your deposit and payment terms, your warranty, a handful of job photos and a few reviews. Smoko asks for anything that's missing.

Will Smoko send proposals to my customers without asking?

No. Smoko drafts your template and any follow-up messages and shows them to you first. Nothing goes live until you approve it, and you choose when each proposal goes to a customer.

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Build a Proposal for solar installers4 modules · 58 min

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