Three searches here describe three versions of one job: a contract template, a terms and conditions template and a quote template. They belong in one document pack, so we treat them together.
Quote template
A good quote answers the customer’s real questions in plain language.
- Customer and site details, and the date and validity period
- System size, panel and inverter model, battery model if any
- Total price, with GST shown
- The STC discount shown as a separate line, with the basis: the installation date, postcode zone and deeming period. See how to present the STC discount and what the discount means.
- Inclusions and exclusions: switchboard upgrade, metering, roof penetrations, scaffold
- Estimated install timeline
- Warranty details, with whose warranty it is
Contract and terms and conditions
The contract is where you protect both sides. Typical sections:
- Parties and licences. Business name, ABN, electrical licence and SAA accreditation.
- Scope and specification. What is being installed and where.
- Price and payment schedule. Deposit, progress and final payments. State rules may cap deposits.
- STC clause. Who assigns the STCs, what happens if the rate or eligibility changes, and what happens if a claim fails; see the STC clause and refund clause.
- Timeline and delays. Weather, approvals and network connection delays.
- Variations. How changes are priced and agreed.
- Warranty and defects. See warranty insurance.
- Cancellation and cooling-off. Required for many consumer sales; see cooling off.
- Complaints and dispute process.
The STC assignment form is separate
The customer also signs an STC assignment form that gives you, or your chosen agent, the right to the certificates. It is a separate document with specific content; see the STC assignment form guide and the solar form requirements.
Keep it readable
Consumer law can void unfair terms in standard-form contracts, and long, one-sided terms make disputes worse. Plain language protects you.
From the desk: do not copy another installer’s contract word for word. It may carry their state’s rules, their discount structure and a clause that does not match how you actually operate.
What this means for installers
Build the pack once: quote, contract, terms, assignment form and photo checklist. Then automate it in your quoting tool; see quote and proposal software. This page is general information, not legal advice, so have a solicitor review your final documents. Once jobs are installed, start trading and see the installers hub.