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Sales Audit for Install Checklist

by Kon Flaherty, from the Community

Downloads: 10+
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This Sales Audit for Install checklist supports solar site assessments during a home visit. It guides sales reps to capture key details for a smooth installation: switchboard photos, meter numbers, potential meter moves or upgrades, trenching and switchboard works, inverter make and model, proposed inverter location and Wi‑Fi availability, PV array location and orientation, roof surface photos, draft panel layout, estimated cable runs from panels to inverter and inverter to board, ceiling access type, and any roof concerns. It also prompts notes on extra items, signage location, and proof of Wi‑Fi signal. Use this template as a starting point and tailor it to your installation standards.

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Digitize any process, procedure or policy
Eliminate mistakes made by paper-based processes
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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

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.