Title Page

  • Customer name

  • Postcode

  • Conducted on

  • Prepared by

  • Location
  • What is the Estimated annual consumption or annual payment for electricity

  • What is the Utility rate, tariff and any notes?

  • Please ask the customer to send in any electricity bills they may have?

  • Please ask the customer to send in any blueprints, schematics or building information which could assist with the application of solar PV?

  • Is the customer aware that a solar installation requires access to the building (roof and plant room). This could cause some inconvenience however we will endeavour to work around schedules. This is not always plausible as we are subject to other variables like weather - but any co-operation will be greatly appreciated!

Site survey

External Inspection

Access

  • Does the site have parking?

  • Does the site have enough space to establish a compound?

  • Will rain cause any disruption to the site , preventing access?

  • Can we keep the kit at the property (ie deliver kit prior installation – somewhere safe to store it)

  • Does the site have access for artic lorries and plant to be delivered?

Target Roofs

  • Picture(s) of front of property?

  • Picture(s) of rear of the property?

  • Picture of side profile(s) (if possible)?

  • How many stories is the building?

  • Picture(s) of Target Roof(s) (Wide-angled)?

  • Picture of ground below target roof(s) ?

  • Close up picture of target roof(s) (from multiple angles if possible)?

  • Where would the scaffolding go on the customers property?

  • Would we need to put scaffolding in the neighbours property?

  • What kind of scaffolding is required?

  • Are their any obstructions for the scaffolding?

  • Any concerns with scaffolding(Is there any driveways its going to block, is the road permit only) etc?

  • Will the scaffolding have to go on a load-bearing roof

  • Is their any signs internally or externally that the roof will not be able to bear the load of the roof

  • Roof Tile Type? (Dropdown : Concrete, Rosemary, Slate, Flat, Metal, other)

  • Are they skylights on the roof?

  • Will need to net building insides

Roof measurements

  • Are they any obstructions on the roof? (veluxes, vents, stacks etc)

  • measurements for the roof

    sketch.jpg
  • Sketch out target roof on a piece of paper and take a picture of the sketch. Make sure to include any obstructions on the roof (ie- veluxes , pipes etc as well as they measurements)

  • A:

  • B:

  • C:

  • D:

  • E:

  • F:

  • G:

  • Azimuth of target roof(s)?

  • Roof(s) pitch (degrees) ?

  • Pictures of any obstructions (trees) etc

  • Loose or missing tiles on the roof?

  • Any signs of sagging?

  • Any Roof guarantee in existence?

  • Any existing damage or signs of rot?

  • Any existing leaks?

  • Any asbestos present on the property?

  • Is their an asbestos report?

  • Are they any issues you can see on target roof?

Internal Inspection

  • Is there a loft?

  • Photo(s) of the whole loft?

  • Photo(s) of close-up of rafters?

  • Photo(s) of the felt (especially anywhere where they are tears and breaks)?

  • Has the loft been converted into a living space?

  • Is their more than 1 loft?

  • Has the loft Been boarded to walk on?

  • Is the felt in good condition?

  • Any signs of bats, birds, butterflies or door mice within the loft space?

  • Roof structure type?

  • Rafter depth(mm)?

  • Rafter thickness(mm)?

  • Rafter span(mm)?

  • Longest rafter span (mm)?

  • Would we need to conduct a structural survey?

Electrical Inspection

  • Rough system size

  • Is there a permanent means of access to electrical equipment?

  • Is there a permanent means of access to the roof?

  • Photo(s) of whole electric system(Fuse, Meter, Bonding, dB etc) ?

  • Photo(s) of the surroundings of the electric system?

  • Photo(s) of the electricity meter?

  • Photo(s) of existing dB (showing board rating and current circuit ratings)?

  • Can we use the existing dB for solar?

  • Photo(s) of any other Switchgear?

  • Would a additional board be required for solar?

  • Inverter Location(s) - Annotate location with relevant spacings?

  • Distance between inverter and PoC (point of connection)?

  • What is the location of the electric meter relative to the property?

  • What is the rating of the DNO fuse?

  • Close up photo(s) of the main fuse?

  • Close up photo(s) of the main meter?

  • Is there another location for the inverter to go?

  • Does the customer have a fire alarm system?

  • Take photo(s) of the main fire alarm panel and provide notes of where it is relative to the property? (Can the customer add an interface for the FFG)?

  • Is there plenty of space around the inverter for us to install AC isolator and generation meter?

  • Internet speed test for potential battery/Inverter location

  • Inform the customer they may need to purchase a WIFI booster to get internet access in the loft

  • Is there plenty of space around the PoC to install MODBUS meter, FFG and kill switch?

  • Can we hardwire the internet to the inverter?

  • Video of cable run for internet?

  • Does the customer want Bird barrier ?

AC Cable Run

  • Describe the AC run?

  • 30 second video of potential AC run?

DC Cable Run

  • How will we bring the DC cable entry?

  • Location of DC entry point

  • 30 second video of potential DC run:

  • Notes (What will we need for this job)

  • What additional miscellaneous equipment which we might need (cable tray, ladder etc)

Declaration

  • I confirm I have talked through with the customer all the above and have walked through Battery/Inverter locations, cable runs, roof layout and structural calcultaions

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.