Residential Solar Site Survey
The worksheet between interest and proposal: a goals interview with battery and EV branches, a 12-month kWh grid, roof and electrical qualification strips, and the trade’s real ritual — initialed utility-usage and site-access authorizations under explicit not-a-contract framing. Free assessment: no charges on this document by design.
- Goals interview — backup power reveals battery scope, EV plans reveal charging timeline
- A 12-month kWh grid, with the utility authorization as the fallback
- Roof age, facing, and shade strips; 100–150A service surfaces the panel-upgrade note
- Two initialed authorizations: utility data release and site access
- Explicitly not a contract — the free-assessment norm, kept honest
Free plan, no credit card required. Clones into your account as an editable draft.
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What's on the document
Sections
- 1A · WHAT ARE YOU AFTER?
- 2B · YOUR USAGE & UTILITY
- 3C · YOUR ROOF
- 4D · ELECTRICAL & PROPERTY
- 5E · AUTHORIZATIONS — initial each
Built-in pricing
Sample prices — edit every amount in the builder. Selections feed a live total.
Smart behavior
- Backup-power goal asks the battery scope
- EV plans ask the charging timeline
- Aging roofs surface the replace-first note
- HOA properties collect the HOA contact
- Undersized service surfaces the panel-upgrade note
More than a fillable PDF
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