Free Fulfillment Tool
Installer Vetting Scorecard
Six domains decide whether an installation partner is safe to route volume to. Score a prospective partner against all of them, with the checks you cannot make after an incident flagged separately.
What should you verify before routing deals to an installer?
Six things, from primary sources rather than a capabilities deck: the contractor licence is active, correctly classified, and held by the exact legal entity on the agreement; general liability and workers' compensation are active and cover everyone who will be on the roof; bonding is in place where the state requires it; capacity is genuinely available rather than theoretically available; the workmanship warranty is written, term-specified and owed by an identifiable entity; and the business is financially durable enough to honour that warranty later.
The last two are the ones almost everyone skips, and they are the ones that decide what happens in year three, when a homeowner calls about a leak and the company that made the penetration is the only party who owes anything.
Score a prospective installation partner
Set the engagement conditions, then tick only what you have actually verified. Non-negotiable checks are flagged separately from the ones that are merely worth knowing.
Engagement conditions
Every unchecked item below is something you cannot verify after an incident. Close these before routing volume.
Licence and entity
0/4Verified from the state licensing board's public lookup, not from a number on a capabilities document.
Insurance and bonding
0/6Certificates issued by the carrier or broker, with you named as certificate holder.
Capacity and throughput
0/5Completed installs, not crew count. Headcount is an input; throughput is the output.
Workmanship warranty
0/5Distinct from module and inverter warranties, which are obligations of the manufacturers.
Financial durability
0/4Proxies, since you will not get audited financials. Worth asking directly rather than treating as impolite.
8 non-negotiable checks still open
- Licence confirmed active and unexpired on the state board lookup
- Classification covers solar and electrical work in this state
- Licence holder matches the exact legal entity on the agreement
- General liability certificate obtained, limits and dates checked
- Workers' compensation confirmed for everyone who will be on the roof
- Subcontracted crews confirmed covered, not just direct employees
- Workmanship warranty obtained in writing with a specified term
- The legal entity that owes the warranty identified
Licensing, bonding and insurance requirements are set by each state and do change. This is a general vetting framework, not legal advice or a substitute for your state's current requirements.
Informational use only, please verify before you rely on it
Contractor licensing, bonding and insurance requirements are set independently by each state and do change. This scorecard is a general vetting framework for residential solar, not legal advice and not a substitute for your state's current published requirements.
This tool is provided for general informational and educational purposes only. Its output is an illustrative estimate generated from the values you enter and from general assumptions that will not match every deal, market, lender, or homeowner. It is not tax, legal, accounting, financial, or professional advice, and it is not a quote, an offer, a credit decision, or a guarantee of pricing, approval, timing, savings, or eligibility.
You are solely responsible for independently confirming all information presented here including any figures, rates, fees, margins, timelines, tax treatment, and federal, state, local, or utility incentives, with the applicable lender, authority having jurisdiction, and your own qualified tax, legal, and financial advisors before acting on it, relying on it, or presenting it to a homeowner or any third party. Incentive programs, lender terms, and permitting requirements change frequently and vary by jurisdiction.
Seamless Home is not a tax advisor, law firm, lender, or licensed installing contractor, and makes no representation or warranty as to the accuracy, completeness, or currency of the information produced by this tool. To the fullest extent permitted by law, Seamless Home accepts no liability for any decision made or action taken in reliance on it.
Why informal vetting misses the failures that matter
The usual process is a conversation, a look at some completed jobs and a gut feeling. It does not produce bad partners, experienced operators have decent instincts. It produces unexamined partners, and the failures it misses do not surface during onboarding. They surface eighteen months later.
The pattern is consistent. Licence and insurance get checked, because they feel like the compliance items. Capacity gets discussed but not measured, so the throughput number is a crew count rather than completed installs. Warranty gets mentioned but not obtained in writing, so nobody can name the legal entity that owes it. And financial durability never gets raised at all, because asking feels impolite.
Those last two are the ones that decide the outcome. A workmanship warranty is worth exactly the durability of the company behind it, which makes "is this business financially sound" not a separate question but the same question, asked earlier.
Where Seamless Home fits. Seamless Home routes closed deals from sales organisations to installing partners in its network, so this vetting is work a sales organisation does not have to repeat market by market. The licensed installing contractor remains the contractor of record on every project, and coverage is confirmed per service area rather than promised as blanket availability.
Frequently Asked Questions
How do you vet a solar installation partner?+
Verify six things from primary sources rather than from a capabilities deck. That the contractor licence is active, correctly classified, and held by the exact legal entity you will contract with. That general liability and workers' compensation are active, with you named as certificate holder. That bonding is in place where the state requires it. That installation capacity is genuinely available rather than theoretically available. That the workmanship warranty is written, term-specified and owed by an identifiable entity. And that the business is financially durable enough to still exist when that warranty is called on.
Which installer vetting checks are non-negotiable?+
Five, and they cluster in licence, insurance and warranty. The licence must be active, in a classification that covers solar and electrical work in that state, and held by the entity on the agreement. General liability and workers' compensation must be confirmed for everyone who will be on the roof, including subcontracted crews. And the workmanship warranty must exist in writing with an identified legal entity behind it. Each of these is something you cannot verify after an incident, which is what makes it non-negotiable rather than merely important.
Why does the licence have to match the exact legal entity?+
Because the licence holder is normally the contractor of record. The party that pulls the permit, answers to the authority having jurisdiction, and carries responsibility for the installed system. A licence held by an affiliated company, a predecessor entity, or an individual rather than the contracting business does not cover the contracting business. It is the most commonly skipped check in installer vetting and one of the few that can invalidate the entire accountability chain.
How do you measure an installer's real capacity?+
Ask for installs completed per week over the last quarter rather than crew count. Crew count is a headcount; completed installs are throughput, and the ratio between them varies enormously between companies. Then establish what share of that throughput is already committed to other partners, what the current backlog in weeks is from notice to proceed to install date, and where your projects sit in the priority order when capacity is tight. That last question is far easier to ask before capacity is tight than after.
What is the difference between a workmanship warranty and a manufacturer warranty?+
They are separate obligations owed by separate parties. Module and inverter warranties cover product defect and, for modules, performance degradation. They are obligations of the manufacturers. The workmanship warranty covers the installation itself: mounting, penetrations, roof integrity at those penetrations, wiring and labour. It is owed by the installing contractor. When a homeowner calls about a leak, it is the workmanship warranty that answers, which is why the entity behind it matters more than its term.
Is a contractor bond enough protection?+
No, and it is not designed to be. A surety bond is a financial guarantee that pays a limited class of claimants up to a limited amount if the contractor fails to meet its legal or contractual obligations. Required amounts are set by state and are frequently modest relative to the value of work in flight. Verify a bond exists where the state requires one, then treat insurance, a durable workmanship warranty and the contractor's financial durability as the protection that actually matters.
How often should installer vetting be repeated?+
Licence and insurance status should be re-verified on a diarised schedule, because licences expire and policies lapse, being named as certificate holder on the insurance is what turns a one-day snapshot into an ongoing check. Capacity questions are worth re-running quarterly, since throughput and committed share move faster than anything else on the list. Warranty terms and financial durability warrant a look at contract renewal or on any ownership change.
Related resources
How to vet a solar installation partner
The long-form version of this scorecard: what to ask, and what the answers reveal.
Learn more →Solar warranty coverage checker
Map a specific system's warranty obligations to the entities that actually owe them.
Learn more →Installer network
How Seamless Home connects closed deals to installing partners, per service area.
Learn more →Stop vetting the same partners in every new market
Seamless Home connects closed deals to installing partners in its network and runs design, permitting and project management as inside operations, so the accountability chain is established before a deal is routed.
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