Free solar work order template

A solar work order for the install crew: array layout, roof access and safety, attachment points, electrical run, panel location and inspection prep.

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5 linesFilled in for solar
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Customer and site
Work order details
Tasks and materials
DescriptionQtyUnit
qty
qty
qty
qty
qty
lines on this work order
5
Work order, Rooftop solar install
$0.00Subtotal
$0.00Tax
5Lines to price
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Your business name

Work order

Number
WO-1001
Customer and siteCustomer name
JobRooftop solar install
DescriptionQtyUnit
Set fall protection and roof anchors1each
Install flashed attachments per layout1set
Mount racking and panels20each
Run conduit to disconnect and panel1set
Label system for inspection1each
Site notes
Layout per the approved plan set. Conduit runs down the east wall to the garage panel. Homeowner's car out of the garage by 8.
Instructions
Follow the permitted layout. Photograph attachments and flashing before panels go on.
Work done as written (crew lead)
Customer
Date

What a solar work order is for

Solar installs combine roofing and electrical work on one day, with fall protection and live electrical. The work order carries the approved layout, the attachment plan, the conduit route and the safety requirements, so the crew installs what was permitted and the inspection passes. It also records the photos the roof warranty depends on.

What to put on a solar work order

  • Approved array layout.
  • Roof access and fall protection.
  • Attachment points and flashing.
  • Conduit route and panel location.
  • Equipment list.
  • Inspection prep.

A worked example

Install day. Prices are hidden.

LineQtyUnitPrice
Set fall protection and roof anchors1eachYour price
Install flashed attachments per layout1setYour price
Mount racking and panels20eachYour price
Run conduit to disconnect and panel1setYour price
Label system for inspection1eachYour price

The layout must match the permit plan. Note any change and call the office before installing it.

Line items solar installers use

Line itemUnitHow to write it
Solar panels, installedeachBrand, model and wattage per panel.
Inverter or microinverterseachString inverter or one per panel.
Racking and roof attachmentssetAttachment type and flashing.
Electrical: conduit, disconnect, wiringsetRun from array to panel.
Main panel upgradeeachIf the existing panel cannot take the backfeed.
Battery storageeachBrand and capacity.
Monitoring systemeachApp or portal for production.
Engineering and designeachPlan set for permit.
Permit and inspectioneachBuilding and electrical.
Utility interconnection applicationeachPaperwork to connect to the grid.
Roof repair before installsquareIf the roof will not outlast the panels.
Panel removal and reinstalleachFor reroofing later.
Panel cleaningeachMaintenance visit.

How to fill it in

  1. Fill in the customer, the site and the date.
  2. Add who is assigned, the arrival window and access.
  3. List the tasks and materials in the order the crew will need them.
  4. Put gate codes, pets and anything to protect in the site notes.
  5. Print it for the truck or send it to the crew's phone as a PDF.

Free tools for solar

The same work order for other trades: appliance repair, auto detailing, carpet cleaning, chimney, house cleaning, commercial cleaning, concrete, drywall, electrical, fence, flooring, garage door, general contractor, gutter, handyman, hvac, irrigation, junk removal, landscaping, lawn care, locksmith, moving, painting, pest control, plumbing, pool service, pressure washing, remodeling, roofing, septic, snow removal, tree service, waterproofing, window cleaning.

FAQ

What should a solar work order include?

The approved layout, fall protection, attachments and flashing, conduit route, equipment and inspection prep. A crew that works from the permit set rarely fails inspection.

Why photograph attachments?

Once panels are on, attachments cannot be seen. Photos support your roof warranty and the inspection. They also help if a roof leak shows up years later.

What if the layout must change on site?

Call the office. Changes may need a revised plan for the permit. Installing something different from the permit can fail the inspection.

How do I share solar work orders?

Save as PDF and text the crew lead, or keep it on the job in Koira. Photos from the job can attach there too.

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Free Solar Work Order Template (PDF and Word) | Koira