Before you leave for the site
Confirm the address, contact person and the best time to visit. Open the enquiry so that what you record attaches to it.
Carry the same checklist every time. Consistency lets the quotation team compare surveys without guessing what was skipped.
The roof
- Roof type and condition, such as concrete, sheet or tile
- Usable area, with obstructions marked
- Orientation and tilt
- Parapet, water tank, staircase head room and other structures
- Load-bearing comfort for the mounting structure
Shade and sun
- Nearby buildings, trees and poles that can shade the array
- Times of day when shade falls on the usable area
- Photos taken from the proposed array position
The electrical side
- Sanction load, connection type and phase
- Meter location and condition
- Distribution board position and spare capacity
- Earthing condition and cable routes between roof and board
Access and logistics
- How material gets to the roof, such as stairs, lift or crane
- Safe working conditions on the roof
- Parking and storage for material at the site
Photos that help later
Photos are the survey's evidence. Group them by what they show so someone can find the meter photo or the shade photo without scrolling through a gallery.
- Roof overview and each section
- Shade sources
- Meter and distribution board
- Earthing points
- Access route
Capture the location of the visit with the survey, so there is proof that the surveyor reached the right site.
End with a verdict
A survey is only useful if it ends in a decision. Record one of three outcomes, so the next team knows what to do.
- Go, the site is suitable as surveyed
- Conditional go, the site works if named conditions are met
- No go, with the reason
Keep this
- Use the same checklist on every survey.
- Group photos by what they show.
- Finish with go, conditional go or no go.