• Survey Type

  • Name of Customer

  • Note: Please add customer name and initial of Designer in brackets next to it. eg: Andrew Monsey (M) - For surveyor

  • Install Address
  • Contact number for Customer (if applicable)

  • Email for customer (if applicable)

  • Conducted on

  • Prepared by

  • Is this a listed building?

  • In conservation area?

  • Electrical Provider and MPAN

  • Note:If customer does not know, please take a photo of his electricity bill - For surveyor


  • Number of stories

Roof details

  • Photos of property and Photos of Roof area where PV is installed

  • Select roof type 1

  • Select roof construction 1

  • Roof pitch 1 (approx)

  • Select roof type 2

  • Select roof construction 2

  • Roof pitch 2 (approx)

  • Sketch of roofs

  • Note: Estimated size of different roof tiles - For surveyor


  • Are there any obvious shading issues

  • Extent of shading

  • Note:Take a shading photo facing south from the base of the array - For surveyor

  • Shading Photo

Structural roof details

  • General condition of roof timber

  • Type of roof 1 build

  • Type of roof 2 build

  • Example of Roof construction - For surveyor

Notes for Designers

  • Notes:

Notes for Roofers

  • General Notes:


  • Note: Photos for scaffolding positioning under photos of property - For surveyor

  • Scaffolding comments


  • Type of Supply

  • Example of TT , TNC-S and TN-S -For surveyor

  • Presence of Earth Bonding

  • Picture of Earth Bonding

  • Property Clear of Overhanging Cables?

Main AC connection point

  • Select phase type of main AC connection point

  • Location of Consumer Unit

  • Location of Meter

  • Wiring Schematic (Solar + Alpha Wiring Schematic) - For surveyor

  • Wiring Schematic (Solar + Giv Wiring Schematic) - For surveyor

  • Wiring Schematic (Solar + Tesla Wiring Schematic) - For surveyor

  • Wiring Schematic (Solar Hybrid Wiring Schematic) - For surveyor

  • Wiring Schematic (EPS Wiring Schematic) - For surveyor

Inverter location and fixing detail

  • Photos of Proposed inverter location

  • AC Cable run notes:

  • DC cable route notes:

  • Communications run

  • Approximate length of SWA

Battery Location and Fixing

  • Note: Battery will require 300m allowance during placement. Moreover, if it is GivEnergy/Alpha Smile and the battery is going outside, we will require a canopy over it to ensure IP65 rating. -For surveyor

  • Photos of Proposed Battery location

  • EPS required?

  • EPS requirements:

  • Photos for EPS

  • Placement of Earth Rod

  • Earth Rod notes:

EV and iBoost

  • iBoost notes (supply and placement)

  • Photos of iBoost Placement

  • EV charger Cable route notes

  • Photos of EV charger Placement

Ground Mount

  • Ground Material

  • Length of cable

  • Customer to Trench?

  • Notes about trenching:

  • Notified the customer of planning permission?

  • Age of Property (approx

  • Structural survey comments

  • Structural survey Photos

  • Note: Attempt to get a wider loft photo-For surveyor

Any other information

  • Any other information

  • Any other sketches

  • Any other photos

  • System Size discussed

  • Battery Bank discussed

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.