Solar eligibility checker form template
This five-step solar eligibility checker asks about home ownership, the monthly electricity bill, roof shade and ZIP code, followed by the contact details. You can clone this template into your Growform account and change the questions to suit your market.
What the form asks, step by step
Homeowners who ask “do I qualify for solar” can answer these questions from memory. The form does not calculate savings or decide eligibility, so your advisors review the answers and make that decision.
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Step 1: “Do you own your home?”
Owners, renters and buyers are separated by the very first answer.
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Step 2: “What is your average monthly electricity bill?”
Bill bands indicate whether solar is likely to make financial sense.
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Step 3: “How much shade does your roof get?”
Heavy shade is worth knowing about before you schedule a site visit.
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Step 4: “What is your ZIP code?”
The ZIP code shows whether the home is inside your service area.
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Step 5: “Where should we send your results?”
Name, email and phone come last.
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After submitting
The homeowner is told that a solar advisor will review the answers and be in touch, and no verdict on eligibility is shown.
Who it’s for
Solar installers and the agencies that generate leads for them use this form on landing pages for paid campaigns. It is a qualifying form and not a solar savings calculator, so no figure is promised to the homeowner. Each submission gives your advisors the ownership status, the size of the electricity bill, the shade on the roof and the ZIP code. They decide who qualifies and call those homeowners first.
If you would rather open with a price request, the solar quote form template is the better starting point.
Why this structure converts
- Ownership is asked first, because it is the simplest question and an important one for installers.
- The bill is chosen from four bands, so nobody needs to find a statement.
- Shade is described in everyday words, with “Not sure” available to anyone who cannot judge it.
- The ZIP code is the only typed answer before the contact step.
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Make it yours
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Add a roof question
Installers who price by roof can add a step for roof type or age, with buttons for shingle, tile, metal and flat.
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Show renters a different ending
The template thanks everyone in the same way. Add a second ending with conditional logic so that renters receive a polite message explaining why you cannot help.
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Record consent
If you sell leads or call by phone, add a consent checkbox to the contact step and enable TrustedForm to keep a record of it.
Frequently asked questions
Does the checker tell homeowners whether they qualify?
No. The form collects four answers and the contact details, and your team decides who qualifies. The thank-you message says that an advisor will review the answers.
Is this a solar savings calculator?
No. The template performs no calculation and promises no savings figure. It asks for the bill as a range so that your advisor can discuss real numbers on the call.
What decides solar eligibility?
Installers usually look at ownership, electricity use, roof condition, shade and location. The template asks about four of these, and you can add a roof step for the fifth.
Can I send solar leads to my CRM?
Yes. Growform connects to Salesforce, HubSpot, SalesRabbit and other systems, so the answers from each homeowner arrive with the contact record.
What happens next?
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Step 1: Clone this form template
Clone this template into your Growform account (create one first if you don’t already have one). -
Step 2: Edit your form
Get creative and adjust your form's theme options, questions or layout in the Growform form builder. -
Step 3: Share or embed your form
Share a link to your form, or embed it in your existing website. Receive new submissions by email or send them to 7,000+ apps via Zapier.
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