---
title: What is an Installer Template?
description: An Installer Template is a template that is customized to a specific installer. The Installer Template is paired with the Installer Template company model.  This account type is set up with one Master
---

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July 14, 2025

# What is an Installer Template?

An Installer Template is a template that is customized to a specific installer. The Installer Template is paired with the Installer Template company model. 

This account type is set up with one Master Account that houses all the users, proposals, and all data, allowing reps to select from several installer templates underneath the Master Account.

Learn more about our Installer Template model [HERE](https://help.gosolo.io/the-sales-growth-company-model?hsLang=en). 

- [Getting Started with Solo](https://help.gosolo.io/getting-started-with-solo?hsLang=en)
- [Users & Permissions](https://help.gosolo.io/users-permissions?hsLang=en#main-content)

    - [Your Account](https://help.gosolo.io/users-permissions?hsLang=en#your-account)
    - [Managing Users](https://help.gosolo.io/users-permissions?hsLang=en#managing-users)
    - [User Permissions](https://help.gosolo.io/users-permissions?hsLang=en#user-permissions)
- [Customer Management](https://help.gosolo.io/customer-management?hsLang=en)
- [Solo Studio](https://help.gosolo.io/solo-studio?hsLang=en#main-content)

    - [DirectDesign](https://help.gosolo.io/solo-studio?hsLang=en#directdesign)
- [Proposals](https://help.gosolo.io/proposals?hsLang=en#main-content)

    - [Requesting a Proposal](https://help.gosolo.io/proposals?hsLang=en#requesting-a-proposal)
    - [Adjusting Your Proposals](https://help.gosolo.io/proposals?hsLang=en#adjusting-your-proposals)
    - [Sharing Proposals](https://help.gosolo.io/proposals?hsLang=en#sharing-proposals)
    - [Understanding the Proposal](https://help.gosolo.io/proposals?hsLang=en#understanding-the-proposal)
    - [Video Gallery](https://help.gosolo.io/proposals?hsLang=en#video-gallery)
    - [Roofing Proposals](https://help.gosolo.io/proposals?hsLang=en#roofing-proposals)
    - [Battery-Only Proposals](https://help.gosolo.io/proposals?hsLang=en#battery-only-proposals)
    - [Shade Reports](https://help.gosolo.io/proposals?hsLang=en#shade-reports)
    - [DXF](https://help.gosolo.io/proposals?hsLang=en#dxf)
- [SoloSign](https://help.gosolo.io/solosign?hsLang=en#main-content)

    - [SoloSign+](https://help.gosolo.io/solosign?hsLang=en#solosign)
    - [SoloSign Self Service](https://help.gosolo.io/solosign?hsLang=en#solosign-self-service)
- [General Owner Settings](https://help.gosolo.io/general-owner-settings?hsLang=en)
- [MissionControl](https://help.gosolo.io/missioncontrol?hsLang=en#main-content)

    - [Finance Options](https://help.gosolo.io/missioncontrol?hsLang=en#finance-options)
    - [Modules](https://help.gosolo.io/missioncontrol?hsLang=en#modules)
    - [Inverters](https://help.gosolo.io/missioncontrol?hsLang=en#inverters)
    - [Optimizers](https://help.gosolo.io/missioncontrol?hsLang=en#optimizers)
    - [Batteries](https://help.gosolo.io/missioncontrol?hsLang=en#batteries)
    - [Proposal Theme](https://help.gosolo.io/missioncontrol?hsLang=en#proposal-theme)
    - [Adders](https://help.gosolo.io/missioncontrol?hsLang=en#adders)
    - [Company Pricing](https://help.gosolo.io/missioncontrol?hsLang=en#company-pricing)
    - [Design Preferences](https://help.gosolo.io/missioncontrol?hsLang=en#design-preferences)
    - [Shade Report](https://help.gosolo.io/missioncontrol?hsLang=en#shade-report)
    - [Lender Priority](https://help.gosolo.io/missioncontrol?hsLang=en#lender-priority)
    - [DXF](https://help.gosolo.io/missioncontrol?hsLang=en#dxf)
    - [Company Settings](https://help.gosolo.io/missioncontrol?hsLang=en#company-settings)
- [Integrations & Partnerships](https://help.gosolo.io/integrations-partnerships?hsLang=en#main-content)

    - [API Documentation](https://help.gosolo.io/integrations-partnerships?hsLang=en#api-documentation)
    - [Webhooks](https://help.gosolo.io/integrations-partnerships?hsLang=en#webhooks)
    - [Palmetto LightReach](https://help.gosolo.io/integrations-partnerships?hsLang=en#palmetto-lightreach)
    - [GoodLeap](https://help.gosolo.io/integrations-partnerships?hsLang=en#goodleap)
    - [GoodLeap TPO](https://help.gosolo.io/integrations-partnerships?hsLang=en#goodleap-tpo)
    - [Sunlight Financial](https://help.gosolo.io/integrations-partnerships?hsLang=en#sunlight-financial)
    - [Sunlight SunSaver](https://help.gosolo.io/integrations-partnerships?hsLang=en#sunlight-sunsaver)
    - [Dividend](https://help.gosolo.io/integrations-partnerships?hsLang=en#dividend)
    - [Sungage](https://help.gosolo.io/integrations-partnerships?hsLang=en#sungage)
    - [Callpilot](https://help.gosolo.io/integrations-partnerships?hsLang=en#callpilot)
    - [Radicl](https://help.gosolo.io/integrations-partnerships?hsLang=en#radicl)
    - [Solar Insure](https://help.gosolo.io/integrations-partnerships?hsLang=en#solar-insure)
    - [Align Solar Protection](https://help.gosolo.io/integrations-partnerships?hsLang=en#align-solar-protection)
    - [Vivint](https://help.gosolo.io/integrations-partnerships?hsLang=en#vivint)
    - [Figure](https://help.gosolo.io/integrations-partnerships?hsLang=en#figure)
    - [Participate Energy](https://help.gosolo.io/integrations-partnerships?hsLang=en#participate-energy)
    - [SolarNexus](https://help.gosolo.io/integrations-partnerships?hsLang=en#solarnexus)
- [What's New](https://help.gosolo.io/whats-new?hsLang=en)
- [User Support](https://help.gosolo.io/user-support?hsLang=en#main-content)

    - [English Video Gallery](https://help.gosolo.io/user-support?hsLang=en#english-video-gallery)
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