Site survey
Give designers a reviewable survey package tied to the correct site, visit, evidence type, and survey version.
Design and proposals
Solar design and proposal workflow planning
Keep technical and commercial assumptions traceable from the site visit through the proposal version accepted for delivery.
Record
01Site survey
02Design request
03Design version
04Equipment option
Current reviewCollect site evidence
Configured during assessment- 01Collect site evidenceCurrent decision
- 02Review design inputsNext controlled handoff
- 03Compare controlled optionsNext controlled handoff
- 04Prepare commercial scenariosNext controlled handoff
Three workflows to examine
Define the decisions before you configure the screen.
Explore site survey
Design versions
Preserve what changed between design options and which technical assumptions support the version selected for a proposal.
Proposal production
Connect each proposal scenario to the technical and commercial inputs that must survive acceptance and the operations handoff.
Operating context
The people and records that make this workflow real.
Roles
- Site surveyor
- Solar designer
- Sales representative
Records
- Site survey
- Design request
- Design version
- Equipment option
- Proposal package
Review sequence
- 01Collect site evidence
- 02Review design inputs
- 03Compare controlled options
- 04Prepare commercial scenarios
- 05Lock the accepted scope
Questions to settle
Questions teams ask about design and proposals.
Does Solar1 perform solar engineering?+
The assessment defines how design inputs, provider outputs, internal review, and engineering documents should be recorded; provider scope must be validated separately.
Can a proposal contain several options?+
Option structures can be mapped for equipment, storage, commercial terms, and other approved variables while keeping each version traceable.
What happens after proposal acceptance?+
The accepted design, equipment, pricing, and customer decision can become a controlled handoff snapshot after readiness checks are complete.
Next step