Description
Contact customers to define solar system requirements, assess sites and production, and prepare accurate proposals, quotes, and cost estimates to support sales decisions.
- • Qualify project scope with sales and gather load, utility, and site data from prospects.
- • Prepare detailed proposals, quotes, and bid packages with itemized pricing and assumptions.
- • Select equipment and size systems based on energy needs, site conditions, codes, and budget.
- • Assess sites for solar suitability using tape measures, compasses, photos, and software.
- • Model energy production and savings considering climate, shading, tilt, and orientation.
- • Develop system layouts and energy solutions tailored to customer loads and budgets.
- • Maintain pricing tools and estimating templates, including incentives and financing options.
- • Collect and review utility bills and site information to identify customer needs.
- • Prepare or verify design drawings, specifications, and bills of materials for estimates.
- • Provide customers with cost breakdowns, timelines, warranties, incentives, and ROI analyses.
- • Explain technical details of solar systems, equipment, and services to customers or dealers.
- • Respond to quote requests and change orders; update estimates accordingly.
- • Coordinate handoffs with engineering, permitting, and installation teams to confirm scope and costs.
Related specializations
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Available on paid plans only
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Marketing & Sales
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Tasks & skills:
O*NET occupational data (work activities, skills, knowledge).
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This site includes information from O*NET by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license. Career Clutch has modified some of this information for student readability. USDOL/ETA has not approved, endorsed, or tested these modifications. O*NET® is a trademark of USDOL/ETA.
Last reviewed: Jan 2026
