Site surveys are indispensable to solar PV installation projects. Let’s look at site survey best practices, checklist and formats for solar site survey report.
Before you install solar PV panels at a site, you need to study and understand following factors –
That’s why you need to carry out a site survey before any solar PV project, to understand all the factors mentioned above. A report of this solar site survey helps later to create proposal and finalize scope of work for the project.
The site survey is usually done by sales people who also understand the technical details for solar installation. This also gives them an opportunity to interact with the customer, understand their requirements, budget, purchase urgency etc.
This site survey is also a good opportunity to understand a customer and his financial readiness for a solar PV project.
Accordingly, following details are often noted in a solar site survey form.
This site survey form will serve as a checklist of all the details that need to be recorded when meeting with the customer.
Note that, details of customer’s budget or purchase urgency are not always captured in the site survey form. That is simply because, most customers would not discuss the budget or payment terms before seeing a proposal.
But it would be very useful to at least get notional understanding of the budget and purchase urgency. So that accordingly time and attention can be devoted to that particular lead.
We recommend that you ask the customers when they want the installation to be done. That will give a better idea about purchase urgency and budget readiness. Record that in the site survey form.
Accordingly, we have prepared a standardized solar site survey form. It can be used as a starting template or a starting point. Then you can customize it based on your own operations and type of target customers.
Download site survey form as PDFGet this as a Google Form, in your Google Drive account
Site surveys are often carried out during the sales process for solar installation projects. At the sales stage, a visit to the customer will serve dual purpose of initial discussion with customer as well as an opportunity to record the site details.
Mobile friendly site survey apps can be used to record the details collected during this customer visit. A site survey app with following features would be useful in case of solar installation –
A site survey app can make things very convenient. But it should have the features listed above and should be well integrated with the CRM.
Once the site survey details captured by the sales team are required by the proposals and project teams. Therefore it is important to create a report of the details collected in the solar site survey.
Let us look at basic requirements of the solar site survey report:
A site survey report should capture all the required details from the customer’s side for creating a techno-commercial proposal. It would be better to automate the generation of this report by connecting the site survey app to CRM software.
Any solar PV installer will have their own format for site survey reports. But the general outline for such reports is fairly common. Any format should be fine, as long as the following key guidelines are followed –
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