Solar installation & service bookkeeper job description

A solar bookkeeper posts lender deposits, homeowner payments and distributor bills to the right install or service job, and reconciles the bank each month. They also chase money a solar office can easily miss, such as freight claims for cracked panels and maker payments for warranty labor.

Median pay, electrical contractors · BLS, May 2025

$27.13 an hour$56,430 a year

Annual pay: 10th percentile $35,920, middle half $45,760 to $66,130, 90th percentile $77,420. Source: BLS Occupational Employment and Wage Statistics, May 2025.

Reports to
Chief Financial Officer
Department
Finance/Accounting
Schedule
Weekdays, 8 a.m. to 5 p.m. · Office hours, with some overtime at month-end close; remote days may be possible
Also called
Full-charge bookkeeper · Accounting clerk · Accounts receivable specialist · Solar billing specialist

Solar installation & service bookkeeper job description template

This is our Role Blueprint, word for word. Replace the highlighted fields and adjust the example targets and pay to fit your company.

Download as Word file

Solar Panel Install & Service - Bookkeeper

Company Name:
[INSERT COMPANY NAME HERE]
Department:
Finance/Accounting
Reports to:
[Chief Financial Officer]
Location:
[INSERT LOCATION HERE]

1. Position Summary

Responsible for maintaining precise financial records and ensuring the integrity of transaction processing for our solar panel installation and service operations. Plays a vital role in managing accounts payable, receivable, and overall financial reconciliation to support company growth and operational efficiency.

2. Essential Duties and Responsibilities

  • Process all financial transactions in accordance with company policies and maintain accurate records.
  • Reconcile bank statements, vendor accounts, and customer payments with timely accuracy.
  • Manage accounts receivable and payable to ensure healthy cash flow.
  • Prepare detailed monthly, quarterly, and annual financial reports for management review.
  • Assist in the development and implementation of accounting procedures and process improvements.

3. Key Tasks / Daily Activities

  • Record daily financial transactions and update accounting software consistently.
  • Perform regular bank reconciliations and address any discrepancies immediately.
  • Monitor invoicing processes and engage with customers regarding payment issues.
  • Process vendor payments and resolve any billing discrepancies promptly.
  • Liaise with management to ensure timely reporting and compliance with financial regulations.

4. Key Performance Indicators (KPIs)

  • Completion of monthly reconciliations: 100% completed by month-end.
  • Financial record accuracy: Maintain error rate below 2%.
  • Accounts receivable turnover: Average collection period of 30 days or less.
  • Invoice processing efficiency: 90% processed within 24 hours of receipt.
  • Payment discrepancy rate: Less than 1% of total transactions.

5. Required Qualifications and Skills

  • Bachelor’s degree in Accounting, Finance, or related field, or equivalent work experience.
  • Minimum of 3 years’ experience in bookkeeping or accounting roles.
  • Proficient in accounting software (e.g., QuickBooks) and Microsoft Office applications.
  • Strong attention to detail with excellent analytical and organizational skills.
  • Effective verbal and written communication skills.

6. Preferred Experience

  • Previous experience in the solar panel installation and service industry or related home services field.
  • Familiarity with industry-specific billing practices and contract management.
  • Knowledge of renewable energy tax credits, incentives, and financing schemes.
  • Proven record of implementing efficiency improvements in financial processes.

7. Physical Requirements

  • Ability to sit for prolonged periods while working on computer systems.
  • Occasional lifting of files or office supplies up to 20 lbs.
  • Access to a quiet workspace with minimal distractions for focused work.
  • Minimal physical exertion required on a day-to-day basis.

8. Work Environment and Schedule

  • Standard office hours from 8:00 AM to 5:00 PM.
  • Occasional overtime may be required during month-end and financial close periods.
  • Minimal travel requirements, with potential for remote work flexibility.
  • Structured work environment with clear performance expectations.

9. Compensation and Benefits

  • Competitive hourly rate or salary range: $18 - $25 per hour or equivalent salary structure.
  • Performance-based bonus opportunities to reward excellence.
  • Comprehensive Health, Dental, and Vision insurance plans.
  • 401(k) plan with company matching contributions.
  • Paid time off and professional development programs available.

10. Company Culture and Overview

  • Inclusive and collaborative work environment that values innovation and continuous improvement.
  • Dedicated to employee growth, offering mentoring and development opportunities.
  • Committed to delivering exceptional customer satisfaction and operational excellence.
  • Encourages a culture of accountability, transparency, and teamwork to drive company success.

11. How to Apply

If you meet the above criteria and want to be part of a growth-oriented company focused on customer satisfaction, please send your resume to [INSERT EMAIL HERE] or apply online at [INSERT WEBSITE LINK HERE].

Need help filling this role? HireBus posts the ad, Iris interviews every applicant by phone before you do, and you decide who to hire. Start hiring now

Download as Word file

Solar Bookkeeper · Word (.docx) · No email needed

Hiring for more than one seat? Get all 22 Solar installation & service Role Blueprints free, from leadership to the field.

Email me the bundle

We’ll email you the download link, plus occasional hiring tips. Privacy.

What changes when the books belong to a solar company

At a solar company, money moves in from homeowners, lenders, freight carriers and equipment makers, and each one has its own paperwork and timing.

  • A crack noted on the receipt is not a claim

    Panels ship on pallets, and glass breaks. Under federal rules for interstate freight, writing damaged on the delivery slip is not enough. To count, the claim must be written, point to the exact shipment, hold the carrier responsible and state an amount, and it must arrive within the limit in the bill of lading. The carrier has 120 days to pay it, turn it down or offer a settlement in writing, or must write every 60 days to explain the delay. Track each claim until it's settled. Source: eCFR: 49 CFR Part 370, freight loss and damage claims.

  • Makers may pay for warranty labor

    Some inverter and battery makers pay installers for part of the labor to swap a failed part. Enphase's North America program, for example, pays only when Enphase diagnosed the part remotely and issued an RMA before the swap, the swap happened within two years of activation, and the claim went in within three months of the request. It also asks for a W-9. Log each swap the day it's done so no claim runs out of time. Source: Enphase: Labor reimbursement for warranty service, North America (effective February 1, 2026).

  • Cost each job by the watt

    Set up job costing so you can see cost per watt as well as the job total. Code panels, inverters, batteries, racking, wire, permit and utility fees and crew hours to the job, then divide by the system size. When one job runs high, the detail shows why: an extra roof plane, a main panel upgrade or a second trip.

  • Service visits bill three ways

    A service visit may bill the homeowner, a maker's warranty program, or nobody when it falls under your own workmanship promise. Agree with the service lead on a code for each type before the first call goes out. Then the books show what service really costs, and a warranty swap never lands on a customer's invoice by mistake.

How much solar installation & service bookkeepers make

The closest BLS group for solar installation & service bookkeepers is bookkeeping, accounting, and auditing clerks. Bookkeeping, accounting, and auditing clerks who work for electrical contractors earned a median of $27.13 an hour ($56,430 a year) in May 2025, according to the Bureau of Labor Statistics. That’s above the $50,670 median for bookkeeping, accounting, and auditing clerks in all industries. About 14,200 of the 1,373,680 bookkeeping, accounting, and auditing clerks in that survey work for electrical contractors.

Usually hourly, sometimes salaried. BLS puts the median wage for this job at electrical contractors above the template's highest hourly rate, so experienced people may want more.

Electrical contractors
All industries
10th–90th percentileMiddle halfMedianAnnual pay, May 2025. Source: BLS Occupational Employment and Wage Statistics.
Annual pay by percentile
Group10th25thMedian75th90th
Electrical contractors$35,920$45,760$56,430$66,130$77,420
All industries$36,000$43,520$50,670$61,470$74,550

BLS doesn’t publish pay for solar installers on their own. These figures cover electrical and wiring contractors, which include them. Post a real range for your market in the ad.

The pay line in the template above is an example from our Role Blueprint. Set yours from these figures and what local companies pay.

Skills to hire for, and what you can teach

Hire for these

  • Posting one deposit across several jobs without losing track of which job it paid
  • Monthly reconciliations of the bank, credit cards and lender accounts
  • Steady follow-up on open claims, refunds and past-due balances
  • Calm, polite phone calls with homeowners about money
  • Daily use of QuickBooks or another ledger, and solid spreadsheet skills

Teach these on the job

  • Your job stages, from signed contract to utility approval
  • How each of your lenders reports fees and funding
  • Freight claim steps with your distributors and carriers
  • Maker warranty portals and their claim forms
  • How a sold job moves from the CRM to the books

The daily work happens in the ledger (often QuickBooks), the bank's website and the logs that track open freight and warranty claims. Ask candidates how they would catch a payment that reached the bank but never reached the right job.

Solar installation & service bookkeeper interview questions

Two of the 6 questions we'd ask, and what a strong answer sounds like. Ask every candidate the same questions, and rate each answer on your own before you compare notes.

  1. Situational · Unsticking funding

    Funding for [12] jobs is stuck because the loan partner says documents are missing. What do you do?

    A strong answer: Lists what's missing for each job, works with the office and project managers to get it, resubmits and reports the cash impact.

  2. Behavioral · Solving reconciliation puzzles

    Tell me about a reconciliation that took a while to solve, such as loan partner funding that didn't match deposits.

    A strong answer: Explains the steps that found the cause and the fix that prevents a repeat.

All 6 questions and the work exercise

Solar installation & service bookkeeper KPIs

The template's numbers are a rough start. After a few closes, reset them to fit your books and your lenders' timing.

Completion of monthly reconciliations
List every bank, card and lender account on a close checklist and date each one when it ties out. Any item still unexplained at close goes on the report with an owner's name beside it.
Financial record accuracy
Pull a sample of the month's posted entries and note how many needed a fix from the CFO or the outside CPA, such as a payment on the wrong job or a bill on the wrong cost line.
Accounts receivable turnover
Measure days from final invoice to cash by payer type: homeowners paying cash, lenders funding a stage, and makers paying warranty claims. Each group pays on its own clock, so blend them only in the summary.
Invoice processing efficiency
Time-stamp each vendor bill when it arrives and when it is entered and approved. Match distributor bills to the job's equipment list before entering them.
Payment discrepancy rate
Count payments that don't match their invoice, such as short pays, duplicates or deposits with no job, against all payments posted that month, and note the cause of each.

Career path

  1. Accounts payable or billing clerkEnters distributor bills and posts customer payments.
  2. BookkeeperKeeps the full books and the claim logs.
  3. Staff accountant or controllerCloses the books each month and reports job costs.
  4. Chief financial officerOwns cash, lender relationships and financial planning.

Other roles in a solar installation & service business

All 22 are in the free Solar installation & service Role Blueprint Super Bundle, as Word files you can edit.

Email me the bundle

We’ll email you the download link, plus occasional hiring tips. Privacy.

Solar installation & service bookkeeper FAQ

What lifting does a solar bookkeeper do?

The template's lifting line covers office tasks: hauling a carton of closed job files or signed contracts to storage, bringing in a case of printer paper, or moving the day's mail and checks. The rest is desk work on two screens. Tell candidates where old records are kept, on site or off, so they know what the file room asks of them.

How much does a solar installation & service bookkeeper make?

Bookkeeping, accounting, and auditing clerks who work for electrical contractors earned a median of $27.13 an hour ($56,430 a year) in May 2025, according to the Bureau of Labor Statistics. The middle half earned between $45,760 and $66,130 a year. Pay also depends on your local market, experience and overtime.

What hiring exercise works for a solar bookkeeper?

Hand them a short, made-up week: one lender deposit that covers two jobs, a distributor bill for a pallet with a cracked panel, a maker's labor payment and a refund to a customer who canceled. Ask them to post it, then tell you what they would chase next. Strong candidates ask which job each line belongs to before they post anything.

Can a solar bookkeeper work from home?

Often, for much of the week. Lender portals, bank feeds and the ledger work from anywhere. Someone still has to open mail, scan paper checks from homeowners and pull signed paperwork, so set office days or name who covers those tasks. Give a remote bookkeeper their own login to each portal, never a shared one.

Who should call a homeowner about a late final payment?

Check the job before anyone calls. Many late payments hide an open problem: the system failed inspection, the utility hasn't turned it on, or the monitoring app shows nothing. Those go to operations or the project manager first. When the job is truly done and the customer is simply behind, the bookkeeper calls, keeps it short and friendly, and logs the promise to pay.

Sources

Start Hiring Now.

Tell us who you need to hire. Compare plans, then work with HireBus to set up your first role.

Start Hiring Now
He had no industry knowledge… he's sold over 300K.Kaylan Barry, Paint Denver

Plan details, setup costs, and advertising spend · See pricing