Template

PV Site Survey V3 for Sales

by Bilal Islam, from the Community

Streamline residential solar proposals with a structured PV site survey. Capture property photos, roof type and dimensions, azimuth, obstructions and scaffolding access. Document loft conditions, rafter depth and span, inverter and battery locations, and internet connectivity. Record electrical details including meter position, spare ways, DNO fuse rating, seals, and potential AC/DC cable runs. Includes notes and a declaration to ensure accurate handover from sales to installation teams.

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Commercial PV Site Survey Checklist
This commercial PV site survey checklist helps solar teams evaluate sites for feasibility and design. Capture customer details, utility tariffs, and energy usage, then conduct thorough external and internal inspections. Document roof type, pitch, azimuth, obstructions, scaffolding needs, and structural conditions. Record electrical service details, DNO fuse rating, meter, distribution boards, inverter location, and network connectivity. Plan AC and DC cable runs, safety interfaces, and required access. Add photos, sketches, and notes to support accurate estimates, compliance, and installation planning.
by Bilal Islam, from the Community
Downloads: 0
Get
Template
PV Survey Checklist for Solar Site Assessments
Streamline solar site assessments with this PV survey checklist. Record property details, roof condition, exposure, and measurements. Confirm loft access and roof pitch. Document orientation and shading. Plan panel layout and expected system output. Specify inverter, DC and AC isolation, and generation meter locations. Map cable routes. Review the electrical distribution board, earthing, and spare breakers. Verify DNO and energy supplier information. Evaluate scaffolding access and permits. Add photos, sketches, and notes. Summarize installation feasibility.
by Steve Jennings, from the Community
Downloads: 10+
Get
Template
Site Survey Checklist for Solar PV Projects
This site survey checklist helps teams plan solar PV projects safely and efficiently. It covers health and safety, access and egress, fire and emergency readiness, overhead hazards, and roof information including type, construction, height, slope, orientation, azimuth, and internal dimensions. Assess shading, rafter spacing, and capture photos. Plan electrical works with DC and AC cable routes and distances, main incomer, meter details (MPAN, serial, CT ratio), main distribution board, PVDB requirements, inverter locations, monitoring network, and AC connection point (phase and fuse rating). Account for scaffolding and plant: building height and age, scaffold location, ground conditions, access towers, door and walkway clearances, and suitable machinery (forklift or scissor lift) with platform height and site suitability.
by Chandana Shivamadappa, from the Community
Downloads: 0
Get
Template
Solar and Battery Site Survey Checklist
Assess site suitability for solar PV and battery storage with this comprehensive checklist. Record site details, roof type, pitch, orientation, shading, and evidence of asbestos; plan inverter and battery locations and mounting; document DC and AC cable runs, meter and connection points, and fuseboard information. Capture photos of access, roof, and equipment locations, note monitoring and backup requirements, and attach drawings and measurements to complete a pre-install survey.
by Oliver Cox, from the Community
Downloads: 10+
Get

Commercial PV Site Survey Checklist

This commercial PV site survey checklist helps solar teams evaluate sites for feasibility and design. Capture customer details, utility tariffs, and energy usage, then conduct thorough external and internal inspections. Document roof type, pitch, azimuth, obstructions, scaffolding needs, and structural conditions. Record electrical service details, DNO fuse rating, meter, distribution boards, inverter location, and network connectivity. Plan AC and DC cable runs, safety interfaces, and required access. Add photos, sketches, and notes to support accurate estimates, compliance, and installation planning.

by Bilal Islam, from the Community

Get

Template

PV Survey Checklist for Solar Site Assessments

Streamline solar site assessments with this PV survey checklist. Record property details, roof condition, exposure, and measurements. Confirm loft access and roof pitch. Document orientation and shading. Plan panel layout and expected system output. Specify inverter, DC and AC isolation, and generation meter locations. Map cable routes. Review the electrical distribution board, earthing, and spare breakers. Verify DNO and energy supplier information. Evaluate scaffolding access and permits. Add photos, sketches, and notes. Summarize installation feasibility.

by Steve Jennings, from the Community

10+

Get

Template

Site Survey Checklist for Solar PV Projects

This site survey checklist helps teams plan solar PV projects safely and efficiently. It covers health and safety, access and egress, fire and emergency readiness, overhead hazards, and roof information including type, construction, height, slope, orientation, azimuth, and internal dimensions. Assess shading, rafter spacing, and capture photos. Plan electrical works with DC and AC cable routes and distances, main incomer, meter details (MPAN, serial, CT ratio), main distribution board, PVDB requirements, inverter locations, monitoring network, and AC connection point (phase and fuse rating). Account for scaffolding and plant: building height and age, scaffold location, ground conditions, access towers, door and walkway clearances, and suitable machinery (forklift or scissor lift) with platform height and site suitability.

by Chandana Shivamadappa, from the Community

Get

Template

Solar and Battery Site Survey Checklist

Assess site suitability for solar PV and battery storage with this comprehensive checklist. Record site details, roof type, pitch, orientation, shading, and evidence of asbestos; plan inverter and battery locations and mounting; document DC and AC cable runs, meter and connection points, and fuseboard information. Capture photos of access, roof, and equipment locations, note monitoring and backup requirements, and attach drawings and measurements to complete a pre-install survey.

by Oliver Cox, from the Community

10+

Get

PV Site Survey V3 for Sales

About author

You might also like

Commercial PV Site Survey Checklist

PV Survey Checklist for Solar Site Assessments

Site Survey Checklist for Solar PV Projects

Solar and Battery Site Survey Checklist

You might also like

Commercial PV Site Survey Checklist

PV Survey Checklist for Solar Site Assessments

Site Survey Checklist for Solar PV Projects

Solar and Battery Site Survey Checklist