Helios Contract Form

Owner Personal Details
Owner Full Name

First NameLast Name
Owner Email
example@example.com
Owner Phone
Please enter a valid phone number.Format: (000) 000-0000.
Address

Street Address

Street Address Line 2

CityState

Zip Code
How did you meet this person?
Setter
What's their name?
YesNo
Installer & Energy Details
Installer
Energy Contract
Battery & Solar Details
Tesla Powerwall 3 (1707000-11-y)
Tesla Powerwall 3 Expansion (1807000-20-y)
KW
kWh
Which Battery (PIIS)
Which Battery (Bella)
Which Battery
# Of Battery
System Storage (Tesla Powerwall)
System Storage (Franklin WH aPower2)
High FireLow Income
Panel Brand
PIIS Solar Panel Brand
Bella Solar Panel Brand
Solar Modules (OCS)
Modules
Inverter
# Of Panels
Panel Wattage
Total System Size
Annual System kWh Production
NoYes 200/175AYes 400AmpOther
Project Details
Approximate Start Date

YearMonthDay
Date
Approximate Completion Date

YearMonthDay
Date
YesNo
Sales Notes
Inverter's
EV?
Other Adders
Payment Details
Contract Price
E.g. 12300.00
Discount/Lease Factor
Net System Cost
Line Item (PIIS)
Payment 1
Payment 2
Payment 3
Payment 4
Total Prepayment Amount (HDM)
Total Prepaid PPA Discount (HDM)
Total Prepayment Amount (THRIVE)
Total Prepaid PPA Discount (THRIVE)
Payment 1 (Site Survey, Shading Report, Plan Package)
Payment 2 (Delivery of Equipment & Materials)
Payment 3 (Instalation of Equipment & Materials)
Payment 4 (Final Inspection and Competition)
Line Item (OCS)
Payment 1(OCS)
Payment 2(OCS)
Payment 3(OCS)
Payment 4(OCS)
Line Item (Bella)
Payment 1(Bella)
Payment 2(Bella)
Payment 3(Bella)
Payment 4(Bella)
Checked
YesNo
Rebate Amount
Net Cost
YesNo
Financing ApprovalSupporting Docs2 Week Client Follow Up
Project manager
Roofing Price
Contractor Details
Contractor Full Name

First NameLast Name
Contractor Email
example@example.com
Contractor Phone
Please enter a valid phone number.Format: (000) 000-0000.
Contractor HIS License
YesNo
Contractor Name (2)

First NameLast Name
Contractor Email (2)
example@example.com
Contractor Phone (2)
Please enter a valid phone number.Format: (000) 000-0000.
Additional Comments
Should be Empty:

Owner Personal Details

Installer & Energy Details

Battery & Solar Details

Project Details

Payment Details

Contractor Details