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Electrical

Solar Site Survey

Capture roof, shading, and electrical service details for solar designs — photos, measurements, and panel capacity checks from any phone, offline. Free to start.

22 fields across 3 pages ~30 min to complete Works offline

Use this template with your own crew

Start a free trial, open it in the builder, and send it to a technician today. No card required.

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30 days free · no card · cancel yourself any time. No seat minimum.

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What happens when it's submitted

Solar Site Survey, on a phone and as a PDF

On the technician's phone. All 3 screens, in order — tap to step through them. Photos, signatures and repeat rows are captured on the device, and it all works with no signal.
YOUR LOGOSolar Site SurveyService ReportJOB #1042DATE10 Aug 2026CUSTOMERNorthside Prop…TECHNICIAND. ReyesINSPECTION DETAILSCustomerNorthside Property Gr…Site addressUnit 4BArrival location41.8781, -87.6298Roof coveringAsphalt shingleRoof age (years)72CANDIDATE ROOF FACESFACE (E.G. S…AZIMUTH (°)PITCH (°)USABLE AREA…Item 1121212Item 2242424Item 3363636ATTIC / FRAMING PHOTOPhoto 1Photo 2Photo 3SIGN-OFFTechnician signature10 Aug 2026DateYour Company · (555) 010-4477 · yourcompany.comPage 1 of 1
The PDF your customer receives. Your logo and your layout, with repeat sections tabulated and photos laid out — emailed the moment it's submitted.

Both panels are drawn from this template's actual fields, so they change when the form does. Sample values shown; branding and layout are yours to change in the PDF designer.

What's on the form

All of this is customizable to your process. Delete the fields you don't need, add the ones you do — and every lookup is powered by your customer list and your own data.

1

Site & structure

  • CustomerRequiredcustomer lookup
  • Site addressaccount field
  • Arrival locationGPS stamp
  • Roof coveringRequireddropdown
  • Roof age (years)number
  • Roof conditionRequireddropdown
  • Rafter/truss size & spacingtext
  • Attic / framing photophoto
2

Arrays & shading

  • Candidate roof facesrepeating section
  • Shading measured withdropdown
  • Shading sourcescheckbox
3

Electrical service

  • Main service size (A)Requirednumber
  • Main breaker rating (A)Requirednumber
  • Panel busbar rating (A)Requirednumber
  • Open breaker spacesnumber
  • Likely interconnection methodRequireddropdown
  • Panel photo — dead front off, label visibleRequiredphoto
  • Meter and service entrance photoRequiredphoto
  • Proposed inverter/BOS locationtext
  • Customer interested in battery storagetoggle
  • Surveyor notestextarea
  • Surveyor signatureRequiredsignature

Use this template with your own crew

Start a free trial, open it in the builder, and send it to a technician today. No card required.

Start free trial →

30 days free · no card · cancel yourself any time. No seat minimum.

Would rather ask a person first? Email us — a human answers.