How to Read the Pricing Page

The Pricing page prices one option at a time. A band across the top says which option you are editing and shows its quote ex GST, price per watt, margin and certificates. Below it, a money card shows where the revenue goes, the cost sections hold the lines you edit, and the Margin and Certificates cards finish the quote. Everything you type lands on the figures straight away. Site, tariff and finance are shared by every option, so options always compare like with like.

Where the Money Goes

The money card splits the revenue into the three things it pays for:

• Customer pays. The quote ex GST: what the customer is invoiced, with the upfront certificates already taken off.
• Arrives after install. The certificates (STCs, battery STCs, VEECs and PDRS) that come off the customer's price but that you claim after the install. They are part of your revenue and carry a "claimed after install" marker so the cash timing is clear.
• Margin. Revenue less costs, in dollars, as a share of revenue and as a share of cost.

The bar underneath draws revenue above costs so you can see at a glance what is left. When the margin is zero the card says the option is priced at cost and links to the Margin card. Show the figures opens the same numbers as a table.

Costs

Each cost section is a tile with its subtotal, its dollars per watt and its share of cost. Open a tile to edit its lines in $ or $/W, or to paste rows from a spreadsheet. Equipment and Battery are core sections that hold the design-stage hardware (Battery appears when the option has one). Installation, project costs and logistics can be removed and restored, and Add a cost section creates your own for anything else, such as cranes or network fees.

Pricing templates (on the money card) load a saved set of lines and rates, or save the current ones for the next job. Each template shows how it would move this option's price before you apply it. Applying opens a preview: for each section the template carries, choose Replace, Keep mine or Add rows (only the lines you don't have yet). Lines from Convert to Proposal stay unless you tick that section's box, sections the template doesn't have are kept, and margin and certificate settings never change. Undo is offered straight after.

Margin

The Margin card has two controls:

• One rate puts a single percentage across the whole quote. Per line item lets each line carry its own, with a default for new lines.
• Markup on cost adds the percentage on top of cost: 20% on $10,000 adds $2,000. Margin on sell is your share of the sell price: 20% means the $10,000 cost is 80% of the sell price, so the sell price is $12,500 and you keep $2,500.

Margin is applied before certificates come off, so you earn it on the work and the schemes then discount the customer's price. The money card shows it both as a share of revenue and as a share on cost.

Certificates

There is one card for each scheme that can apply: STCs, battery STCs, LGCs, VEECs (Victoria) and PDRS (NSW). Eligibility is worked out automatically for the option and the card says why when a scheme does not apply:

• STCs cover the first 100 kW for installs before 1 October 2026 and the first 1 MW from that date. The balance above that earns LGCs. If you choose mid-scale STCs, the same 1 MW applies, so a system under that earns no LGCs.
• Battery STCs apply to a battery of 5 to 100 kWh when the new and existing solar together are 100 kW or less. The card appears only on an option with a battery, and reads "Doesn't apply" when the battery or solar is outside that range.
• LGCs are annual income paid to the customer, so they show as a $/yr figure and are never taken off the quote or counted as your revenue.

The on and off switches are this option's own, so one option can claim a scheme another leaves out. Prices and the install year are marked Shared: change one and every option re-runs. The last card, Quote ex GST, adds it up: before certificates, less the upfront certificates, and the price per watt ex GST.

If the upfront certificates come to more than the sell price, the quote reads $0 rather than a negative figure. That usually means a cost line is missing. What each scheme is and how the certificate maths works lives in Australian solar incentives explained.

Why STCs can legitimately read $0

If existing on-site solar has already used the small-scale allocation, the new system creates no STCs. The card reads None and gives the reason. That production is not lost: past the ceiling the system earns LGCs instead.

Across options

The Across Options card lists every option's quote ex GST next to this one. A star marks the headline option, the one the customer link leads with. Duplicate as variation copies the option so you can try a change without touching the original price. When you change a price line, an in other options too? choice lets you carry that one change to the options you tick. The Shared by Every Option card lists what stays the same everywhere: site, bill and usage, tariff and finance, and certificate settings.

If the customer has already seen an option (in a sent link or an A4 export), a notice tells you the quoted price is changing and offers to make it a variation, so a quoted price never moves under them.

Replacement costs

The Replacement Costs card sets what a mid-life battery or inverter replacement costs. It is charged in the year it falls due inside payback and NPV, and is never part of the quote. Leave a cost blank and it fills in automatically: the battery from its quoted price, the inverter from the system size.