The quote request form for solar and electrical installers: 12 things to get right

Updated October 20, 2026 · For solar, battery, EV charger and electrical installers

For most installers, the quote request form is the most important part of the website. It is where a visitor becomes a lead. A good form is short, asks the questions that actually shape a quote, and tells people what happens next. This checklist covers what to include and what to leave out.

1. Ask for the town or postal code first

It tells you straight away whether the job is in your service area and which crew or schedule it belongs to. A short text field is enough; a long address can wait until you book a site visit.

2. Name, phone and email, and say which one you'll use

Ask for a name, a phone number and an email address, and tell people how you will reply, for example "We'll call or email within one business day." Then do what you said.

3. A short list of job types instead of a blank box

Tick boxes or a dropdown such as solar panels, home battery, EV charger, panel upgrade, generator or backup power, repair, and other. It sorts enquiries for you and helps people who aren't sure what to call the job.

4. Ask whether they own the home

Owners can approve the work; tenants usually need the owner involved. One yes-or-no question saves a wasted call, and you can still help tenants by explaining what to ask their landlord.

5. One or two questions that shape the quote

For solar, roughly how old the roof is and which way it faces. For a charger, whether the panel is in the garage or the basement. For a battery, whether they already have solar. Keep it to the questions you'd ask on the first call anyway.

6. Make photo uploads optional

A photo of the electrical panel, the meter or the roof can save a site visit. Make it optional so people without a photo still send the form, and say what kind of photo helps.

7. A free-text box for anything else

Some people want to explain their situation in their own words. One open box at the end, clearly optional, catches the details your other questions missed.

8. Leave out what you don't need yet

Every extra required field costs you enquiries. Don't ask for a budget range, a full address, a utility account number or a date of birth on the first form. You can collect those once you're talking.

9. Say what happens after they press Send

A thank-you page or message that explains the next steps, such as a reply within one business day, a call to confirm details, and a site visit or photo review, reassures people that the form worked.

10. Put a phone number next to the form

Some people would rather call. A tap-to-call number beside the form, with your hours, gives them that choice without leaving the page.

11. Be clear about how you'll use their details

A short line under the form, such as "We only use your details to reply to this request," plus a link to your privacy page. If you also want to send newsletters or offers, ask for that separately with its own unticked box.

12. Test it on a phone and check the inbox

Fill in the form yourself on a phone, check that the message arrives, isn't in spam and shows every field, and repeat after any change. A form that quietly stops sending costs more than a slow one.

A simple starting form

If you want a starting point: town or postal code, name, phone, email, job type, do you own the home, one job-specific question, an optional photo and an optional message. That's nine fields, and only five of them need to be required.

See also the solar installer checklist, the electrical contractor checklist and the battery and EV charger checklist.