Solar Site Survey Process

Once your sales rep has shared preliminary designs with the homeowner and closed the deal (nice job!), it’s time to conduct a solar site survey. This ensures that the preliminary design is feasible by confirming measurements and obtaining other relevant information required to plan the project.

The majority of a site visit is performed externally, meaning on the outside of the property, and can be done manually or remotely. If you’re doing manual site visits, this is when you’ll send an inspector up on the roof to double-check everything.

But if you (or your company) uses remote technology to perform site surveys, you may have the option to pull roof data based on high-res aerial imagery. And this method can be particularly effective at reducing the time from sale to installation.

So, we’re going to walk through the entire process of performing a residential site survey, whether you’re doing it manually or remotely. Here’s an overview of the steps involved:

- Gather information
- Pull satellite or aerial imagery
- Get prepared
- Assess the condition of the roof
- Take measurements and note obstructions
- Perform a shade analysis
- Take photos
- Assess the electrical system
- Gather information for structural analysis
- Upload info and photos to your system