Separate preliminary sales observations from the final technical survey.
Design and proposals / Site survey
Solar site survey workflow and field evidence
Give designers a reviewable survey package tied to the correct site, visit, evidence type, and survey version.
Record
01Solar site
02Field visit
03Site survey
04Survey finding
Current reviewSchedule and prepare the visit
Configured during assessment- 01Schedule and prepare the visitCurrent decision
- 02Capture guided site evidenceNext controlled handoff
- 03Submit the survey versionNext controlled handoff
- 04Review completeness and findingsNext controlled handoff
Why this workflow breaks
Incomplete roof, electrical, structural, access, and measurement evidence can force another visit or a later redesign. Preliminary sales observations also create confusion when they are mistaken for a final technical survey.
Solar1 starts by documenting the decisions and failure paths. Configuration follows only after the operating boundary is understood.
Workflow sequence
Keep the handoff visible from first review to accepted outcome.
- 01Schedule and prepare the visit
- 02Capture guided site evidence
- 03Submit the survey version
- 04Review completeness and findings
- 05Release to design or return for correction
What to configure
Specific controls, qualified by implementation.
Configure evidence requirements by system type, market, and approved template.
Record findings, missing items, media, and correction requests by survey version.
Route a reviewed survey to design only after configured checks are satisfied.
Assessment output
A shared definition of the records, owners, and acceptance checks.
Records in scope
- Solar site
- Field visit
- Site survey
- Survey finding
- Media asset
Roles in the decision
- Site surveyor
- Survey reviewer
- Solar designer
Checks before rollout
- Separate sales and technical survey templates.
- Define required evidence by installation scenario.
- Validate media permissions and correction loops.
Questions to settle
Questions to settle before configuring site survey.
What should a solar site survey capture?+
Your template may cover roof and electrical context, meter and service details, obstructions, access, equipment locations, measurements, and required media.
Can requirements vary by jurisdiction?+
Yes. Approved templates can reflect system and market differences, provided owners maintain and validate those requirements.
Does arrival time equal project labor?+
Not necessarily. Visit events and labor allocation should remain distinct until the installer defines its time and costing policy.
Next step