Indicate if the homeowner communicated with you that they do not wish to proceed with the project
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Define the home type (e.g. single-story, two-story, etc.). This helps determine accessibility and the installation approach.
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Confirm the location of the main service panel or subpanel. If inside the home additional coordination with the homeowner may be needed for access during installation.
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Identify the brand of the main electrical service panel (e.g. Square D, Siemens, GE, Eaton). This is important for selecting compatible breakers and equipment.
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Record the amperage rating of the main breaker (e.g. 100A, 200A, 400A). This determines the available capacity for the solar system interconnection.
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Document the bus bar rating of the main service panel (typically 100A, 125A, 200A, 225A, or 400A).
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Verify if the grounding electrode conductor bond to the cold water pipe is visible and accessible. This is required by NEC for proper system grounding.
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Record the capacity any battery storage system proposed (e.g. Tesla Powerwall 13.5 kWh or Enphase IQ 10). Input 'N/A' if no battery is included.
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Indicate if aerial imaging via Scanifly or similar technology is needed for roof measurements and shading analysis.
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Confirm that all required site survey photos have been uploaded to the project management system (roof, electrical panel, proposed equipment locations etc.).
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Enter the date the site survey was conducted.
Section 2: Roof
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Contact your supervisor if there is no layout provided
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Indicate if any solar panels are planned for installation on structures other than the main roof (e.g. garage, carport, pergola, ground mount).
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Record the type of roofing material present (e.g. composition shingle tile, metal, TPO, etc). This determines the appropriate mounting hardware and installation method.
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Measure and record the pitch of the steepest roof section where panels will be installed. This affects safety requirements and installation difficulty.
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Determine if conduit or wiring needs to be run through the attic space. If unknown note for further investigation during installation.