Solar Panel Installation Work Order Form Template

Planning a solar installation project requires detailed coordination between contractors, property owners, and utility companies. This Solar Panel Installation Work Order template helps solar contractors, electricians, and construction teams capture all the critical information needed to assess, quote, and execute residential and commercial solar panel installations safely and efficiently.

What's Included in This Solar Installation Work Order?

This comprehensive template guides you through every phase of the solar installation process:

Property and contact information – Capture homeowner or business details, site address, and emergency contacts
Roof condition assessment – Document roof type, age, material, pitch, square footage, and structural integrity
Electrical service evaluation – Assess existing electrical panel capacity, voltage, amperage, and upgrade requirements
Solar system specifications – Define system size, panel type, inverter selection, battery storage, and mounting method
Interconnection details – Collect utility company information, meter type, and net metering requirements
Site accessibility and safety – Note access constraints, hazards, HOA requirements, and permitting needs
Project timeline and pricing – Set installation dates, payment terms, and deposit collection

Whether you're a solar installation company handling dozens of projects per month or an electrical contractor expanding into renewable energy, this form ensures nothing gets missed between the initial assessment and final grid connection.

Why Solar Contractors Choose Paperform

Solar installation projects involve multiple trades, complex permitting, and strict electrical codes. Paperform makes it easy for contractors, electricians, and project managers to create professional work orders that match your brand and collect every detail you need upfront.

Unlike generic PDF work orders that end up in email chains or filed away in folders, Paperform work orders can:

Accept deposits and down payments directly through Stripe, Square, or PayPal to secure the job before installation begins
Calculate pricing dynamically based on system size, panel selection, mounting complexity, and optional upgrades like battery storage or electrical panel replacement
Show conditional questions that only appear when relevant—for example, asking about roof reinforcement only when the customer has an older roof or tile material
Send automatic notifications to your installation crew, permitting coordinator, and electrician when a new work order is submitted
Integrate with your existing tools like project management software, CRMs, scheduling apps, and accounting systems

Streamline Solar Projects with Stepper Workflows

Once a work order is submitted, there's still a lot of coordination required: scheduling site surveys, ordering equipment, pulling permits, coordinating with utility companies, and managing installation crews. With Stepper, Paperform's AI-native workflow automation tool, you can turn every work order submission into an automated multi-step process.

For example, you could automatically:

Create a new project in your project management system with all the work order details
Generate a custom quote or proposal based on the system specifications and send it for eSignature via Papersign
Notify your permitting team to start the AHJ (Authority Having Jurisdiction) application process
Send a welcome email to the customer with next steps and timeline expectations
Update your inventory system to reserve panels, inverters, and mounting hardware
Schedule follow-up tasks for roof inspection, electrical panel upgrade, or structural engineering review

This means less manual data entry, fewer missed steps, and faster project turnaround from signed contract to energized system.

Built for the Solar and Electrical Trades

Whether you're a residential solar installer, a commercial renewable energy contractor, or an electrical contractor offering solar services, this template is designed around the real-world workflow of photovoltaic installations. It covers:

Residential installations – Rooftop solar for single-family homes, townhomes, and multi-family properties
Commercial projects – Larger ground-mount or rooftop systems for businesses, schools, and industrial facilities
Retrofit and upgrade jobs – Adding panels to existing systems, replacing aging inverters, or integrating battery storage
Off-grid and hybrid systems – Projects requiring battery backup, generators, or standalone power systems

The form is fully customizable, so you can add your company branding, adjust questions for your local permit requirements, or include additional fields for specialty services like HVAC load calculations or EV charger installations.

Professional, Secure, and Compliant

Paperform is trusted by over 500,000 teams worldwide and is SOC 2 Type II and GDPR compliant, ensuring your customer data and project information are protected. With custom domains, SSL encryption, and role-based access controls, you can confidently share work order forms with customers, subcontractors, and utility representatives.

Get Started in Minutes

You don't need to be a designer or developer to create a professional solar installation work order. Start with this template, customize the questions and branding to match your business, and start collecting work orders that keep your pipeline moving. From initial roof assessment to final interconnection approval, this form keeps every solar project organized and on track.