Site surveys - Solarflow CRM
Site surveys /a/surveys
A field technician's view of every scheduled and completed roof visit. Designed to be filled on a phone, one-thumb-ready.
The survey list
Top right has a View All Surveys (Admin) toggle — admins see every technician's surveys; technicians see only their own. Three filters narrow the list:
- Search by customer name — free text.
- All Statuses — Scheduled / In Progress / Completed.
- All Technicians — admin-only; pick a specific tech.
Each row's action button is context-aware: Start Survey when status is Scheduled, View Survey once it's Completed.
Scheduling a survey
Surveys are scheduled from the Lead detail page, not from this list.
From Leads, open the lead and scroll to the Site Surveys card.
Pick a date and time in Survey Date, choose a technician from Assign Technician, and click Schedule.
The lead's status auto-moves to Survey Scheduled and the new entry appears under Survey History on the same card.
Filling out the survey on site
Click Start Survey from the list (or from the customer's lead page) to open the technician form. It has two cards:
1. Customer Details (read-only)
Auto-filled from the lead — name, mobile, address, monthly bill.
2. Technical Specs
| Field | What to enter |
|---|---|
| Roof Area (SqFt) | Usable area after subtracting shaded zones, water tanks, AC outdoor units. A 1 kW system needs ~80 sq ft of unshaded space. |
| Shading | None / Partial / Heavy. Even partial shading on bypass-diode boundaries can wipe out string output. |
| Connection Type | Single-phase or Three-phase. Match what's printed on the customer's electricity bill. |
| Sanctioned Load (kW) | From the bill. PM Surya Ghar net-metering caps may apply to systems above the sanctioned load. |
| Recommended kW (Auto-calculated) | Derived from bill amount. Editable — override if site constraints (shading, roof area, sanctioned load) push the practical size lower. |
| Status | Set to Completed once you leave site so the lead can move on to quotation. |
| Notes | Earthing condition, distance from meter to roof, MCB ratings, cable run constraints — anything the quotation team needs to size BOS correctly. |
Photo upload
The form accepts multiple photos from your phone's camera or gallery. Capture: the full roof (wide), each shading source, the existing meter, the earthing pit, and the cable-entry point. Photos save against the survey record and surface on the quotation and project pages.
Troubleshooting
Problem: survey rows show date as 2026-05-06T10:00. Cause: the list currently renders the raw ISO timestamp. Read it as 6 May 2026, 10:00 AM; logged as known issue.
Problem: Assigned Tech shows "Unassigned" even after I picked a technician on the lead page. Cause: assignment isn't currently propagating to the survey list — the survey is still yours to start, but the column won't reflect it. Logged as known issue.
Survey done? Open the lead and click View/Edit Quotation to draft the quote.
