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.
Table Of Contents1. Objective of site survey2. Site survey checklist3. Site survey form template4. Carrying out site survey5. Preparing the report6. Site survey report format
Main objective of a site survey is to gather customer details, site measurements and detailed requirements for solar installation project. All these details are very important for the solar project proposal.
A solar project site survey should answer following questions –
Accordingly, here’s a checklist of all the details that should be captured in a solar site survey form.
✅ Customer Information – Name, Company Name, Address, Contact Number etc. ✅ Site Information – Latitude & Longitude, Roof height, Free Space, Structure Type (RCC / Metal sheet) etc. ✅ Electrical Infrastructure – Sanctioned load, Connection type (single / 3 phase), Installed Capacity and Voltage of Transformers, Consumption load ✅ Additional Documents – Recent electricity bills, Single line diagram, Rooftop sketch, Site photos ✅ Financial Information – Customer’s requirements, budget, financing needs etc.
This site survey form will serve as a checklist of all the details that need to be recorded when meeting with the customer.
A customer’s budget or purchase urgency may not always be captured in the site survey form. Because, many 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. Accordingly, you can devote time and attention 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.
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 solar site survey app with following features would be useful –
FUZEN Solar CRM is connected to a mobile friendly site survey form. Site survey measurements, photos, updates sent by your sales team are immediately updated in your solar CRM dashboard.
Click here to try this site survey app for free.
A site survey app can make things convenient. But it should be well connected to your CRM and should have the features listed above.
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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
Details from site survey are subsequently used by the engineering and project teams, for design, analysis and proposals. They need a well structured site survey report to refer to.
Basic requirements of a solar power plant site survey report:
A solar site survey report should capture all required details from the customer’s side for creating a techno-commercial proposal. If your site survey app is connected to the CRM, site survey reports can be easily automated to make the whole process frictionless.
Any format should be fine, as long as the following key guidelines are followed –
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