Before you install solar PV panels at a site, you need to study and understand following factors –
Typically a site survey is done 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 are also technically conversant. This also gives them an opportunity to interact with the customer, understand their requirements, budget, purchase urgency etc.
Hence, along with the technical parameters listed above, site survey is also used as an 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.
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 both these fields be added to your site survey form.So that, at least notional values of budget and urgency should be recorded in the site survey report.
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:
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 –
Your email address will not be published. Required fields are marked *
Join our mailing list to receive updates from our team