Scope of Work
Describe array location, panel/inverter models, mounting system, system capacity in kW, and performance expectations to avoid scope creep and support permit applications.
A clear, written agreement reduces disputes by allocating risk, defining performance expectations, and documenting payment and permit obligations.
Use this agreement whenever work affects roof structure, electrical systems, or property encumbrances that require express consent and clear assignment of responsibilities.
| Field | Configuration |
|---|---|
| Authentication | Email link plus optional SMS code for higher assurance |
| Conditional Fields | Show permit-related fields only when required by local rules |
| Attachments Required | Make roof survey, proof of ownership, and equipment specs mandatory |
| Reminders & Webhooks | Auto-reminder schedule and webhook to CRM or project platform |
Choose a solution that captures a complete audit trail and can deliver signed copies and records to project management and permitting systems.
Describe array location, panel/inverter models, mounting system, system capacity in kW, and performance expectations to avoid scope creep and support permit applications.
Specify total price, deposit amount, milestone payments, accepted payment methods, consequences for late payment, and any financing or PPA terms if applicable.
Assign responsibility for permit applications, fees, utility interconnection, and homeowner association approvals; include timeline obligations and permit contingency clauses.
State requirements for roof access, temporary equipment storage, safety measures, and owner obligations to clear pathways or arrange site access on scheduled dates.
List manufacturer warranties and installer workmanship warranty, define claim process, and specify who handles routine maintenance and when warranty obligations begin.
Limitations on contractor liability, insurance requirements, and indemnity language for property damage, code violations, and third-party claims.
Include a recent roof inspection or structural assessment that documents slopes, age, covering type, and any repairs required before mounting equipment.
Provide an electrical one-line diagram showing service size, proposed inverter connection point, and any required panel upgrades for interconnection review.
A recent utility bill verifies account ownership and supports interconnection and incentive applications that require proof of energy usage.
Deed, title report, or HOA authorization demonstrating the signer's authority to approve roof alterations and enter into the contract.
Local permitting often takes 2–6 weeks depending on jurisdiction and completeness of submissions.
Interconnection approval commonly requires 2–8 weeks after application, varying by utility workload and system size.
Panel and inverter delivery can take 2–12 weeks depending on model availability and supplier backlog.
Final on-site inspection is scheduled after installation; wait times vary from days to several weeks.
Manufacturer and installer warranties typically begin at final commissioning date or receipt of interconnection agreement.
Complete structural and electrical assessments and attach findings to the contract.
Submit required plans to the local authority having jurisdiction and confirm application completeness.
Coordinate shipment, staging, and any necessary storage prior to installation.
Pass code inspection and receive utility authorization for interconnection and commissioning.
| Criteria | Standard Install | Lease-to-Own |
|---|---|---|
| Ownership of Panels | owner | lessor |
| Payment Structure | upfront/milestone | periodic lease payments |
| Tax Incentive Eligibility | owner claims credits | lessor claims credits |
| End-of-Term Options | own or remove | purchase or renew |
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
The homeowner signs to authorize roof work and accepts payment obligations. Include proof of ownership and HOA approvals if applicable; lacking clear authorization can delay permits and invalidate the agreement.
Licensed installer signs to accept scope, schedule, and warranty responsibilities. The contractor should list license numbers, insurance coverage, and permit obligations to avoid disputes.
A homeowner hires a contractor for a 6 kW system with a fixed-price contract
A business signs a power purchase agreement for a rooftop system with a third-party owner