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Solar site survey form template

This eight-step solar site survey form takes an installer’s surveyor through planning, system design, roof, system data, electrical, component locations and final checks, then records the customer’s details. Clone it into your Growform account and adapt it.

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What the form asks, step by step

This is a solar site survey checklist in form format. The live version above opens with a note that it is a specimen to adapt, and every step below appears in it.

  1. Step 1: “Is the property grade-listed, or in a conservation area?”

    Planning constraints come first, together with a Permitted Development checkbox.

  2. Step 2: “This survey is being carried out…”

    The surveyor records whether the survey is on-site or remote.

  3. Step 3: “General roof condition”

    Condition, exposure, pitch, slope length and gutter height sit alongside a roof loading checklist.

  4. Step 4: “Upload the system data here”

    One file upload holds the design pack or the shading report.

  5. Step 5: “Will permission from the DNO be required?”

    Nine electrical questions run from the network operator to earthing and bonding.

  6. Step 6: “Proposed location of inverter”

    Inverter, meter and isolator positions are recorded with a confirmation checkbox.

  7. Step 7: “The proposed installation will not result in non-compliance with the IET wiring regulations”

    Four compliance statements are confirmed with checkboxes before the survey is sent.

  8. Step 8: “Date of survey”

    The survey date, project reference, surveyor ID and the customer’s details close the record.

  9. After submitting

    The default thank-you message appears, which you would rewrite as a survey confirmation.

Who it’s for

This template is for solar installers and survey subcontractors who send a surveyor to the property after the sale and want the findings in one structured record rather than a notebook and a camera roll. It works as a solar site assessment checklist on a phone or tablet through a hosted link, with nothing to install. It is not a homeowner quote form. To capture and qualify solar leads from your website, start from the solar lead form template, which asks about sun, roof type and electricity spend before the address and contact details.

Why this structure converts

  • Each step covers one topic, from planning to the customer record, so the surveyor always knows where they are.
  • Yes/no items such as roof loading and Permitted Development are checkboxes, which are easier to audit than a paragraph.
  • The file upload sits after the roof step, so the design pack is attached while the roof is still in mind.
  • Four compliance checkboxes on step seven give every survey a clear sign-off that is easy to audit.
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Make it yours

  • Replace the specimen notice

    The first step carries a “specimen form, modify before use” paragraph. Replace it with your company name and the job reference, or pre-fill the reference from a link.

  • Turn free text into choices

    Inclination, slope length and connection method are free-text fields. Make the non-numeric ones button options so every solar site survey template you run is consistent and reportable.

  • Send it to your job system

    Connect the form to the software your installers already use, so each survey lands on the job record instead of in an inbox.

Send every lead where your team works

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Frequently asked questions

Who fills in this solar site survey form?

The installer’s surveyor fills it in, not the homeowner. All eight steps are for the person carrying out the survey, and the customer’s details are captured last as part of the record.

What does the solar site survey checklist cover?

It covers planning constraints, whether the survey is on-site or remote, roof condition, exposure, pitch, slope length, gutter height and structural checks, a system-data upload, electrical details from the network operator to earthing and bonding, component locations, four compliance confirmations, and finally the survey date, project reference, surveyor ID and the customer’s details.

Can a surveyor fill this in on a phone or tablet?

Yes. Share the form as a hosted link and it opens in the browser on any device. There is nothing to install and no login.

Can I add photos to the survey?

The template has one file upload for system data. Add further upload fields to the roof or electrical steps for photos of the roof, the consumer unit and the meter.

Where do completed surveys go?

Completed surveys go to your email by default. You can also send each one to the tools your team uses, for example a job record in your CRM or a row in a spreadsheet.

What happens next?

  1. Step 1: Clone this form template

    Clone this template into your Growform account (create one first if you don’t already have one).

  2. Step 2: Edit your form

    Get creative and adjust your form's theme options, questions or layout in the Growform form builder.

  3. 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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