Solar Maintenance and Warranty Manager
Give a client one report for all their sites: service plans, visit months and warranty end dates.
A property group with six rooftops doesn’t want six reports. It wants one that shows which site needs a visit in which month and which warranties end soon. This tool is for installers and maintenance companies that look after several systems for one client.
Add a row for each site: when it went in, how it’s mounted, which inverter and battery it has, what the conditions are like, and the warranty lengths. You get a summary of all the sites, a list of professional visits by month and a watch list of warranties ending within a year. The PDF adds a service plan and a warranty table for each site. Nothing is uploaded.
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Plans are a common routine and warranty dates come from the lengths you type in. Equipment manuals and each warranty document come first. Data as of October 2026.
How this tool works
What it builds
The front of the PDF holds the summary of all sites, the visit months and the warranty watch list. After that, each site gets its own pages. The service plan uses the same plan builder as the Solar Maintenance Scheduler, so the jobs match: a monthly app check, panel looks from the ground, a yearly or two-yearly professional visit in the install anniversary month, and extra jobs for ground mounts and batteries. Instead of a ZIP code, each site has a Conditions setting (mild, dusty or dry, trees and pollen, coastal or snowy winters), because sites in one report can be in different places.
The warranty dates use the same rules as the Solar Warranty Tracker. Each site has up to four lines: panels, inverter or microinverters, the battery if there is one, and the installer’s workmanship. Each is counted from the site’s install date. For a site that needs more lines, use the Tracker.
Tip: name the sites the way your client does, such as Elm Road warehouse, not by a job number. The client reads this report, and you don’t.
What it doesn’t do
- It has no shared list. Your entries stay in this browser on this device. If two people need the same list, one of you holds it and shares the PDF.
- It doesn’t send reminders. The PDF is a printout, and the flags show when you open the tool.
- It doesn’t use local weather. The Conditions setting sets the plan, not a ZIP code lookup.
Where the numbers come from
- Service intervals follow the sources listed on the Solar Maintenance Scheduler page: the NREL operations and maintenance guide, Solar Victoria and the Trojan Battery guides.
- Typical warranty lengths follow EnergySage. Every length in your report is what you type in.
Questions
How many sites can I add?
There’s no set limit. A list of dozens works, though the PDF gets long, with a few pages for each site.
Why does each site have Conditions instead of a ZIP code?
The sites in one report can be in different places. One setting per site (mild, dusty or dry, trees and pollen, coastal, snowy winters) gives the same kinds of checks without a location lookup for each.
Can I use it for a single site?
Yes, but the Solar Maintenance Scheduler and the Solar Warranty Tracker are simpler for that. The Scheduler can also use a ZIP code to find the cold months.
Can my team edit the same list?
No. The list lives in one browser on one device. There’s no account and no shared list, so share the PDF instead.
Is my client’s information safe?
It stays in your browser, and nothing is sent to us. Anyone who uses the same browser profile on that computer can open it, and the PDF holds the client’s name, so treat both like any client file.
Can I put my logo on the report?
Yes. Upload a PNG or JPG. It stays in your browser and is printed at the top of the PDF.
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