Rep Site Survey Form

Rep Site Survey Form
Customer Name*
Street Address*
City*
State*
Zip*
Mission Objectives:
1. Make sure customer has a great experience and confidence in the company
2. Follow the checklist to get accurate information so install can be done accurately and efficiently
3. Communicate any issues on the site survey notes section in Salesforce
Attic
Photos of the size and spacing of the trusses. For metal roofs, we also need the size and spacing of the purlins. Do your best to get the spans as well for both the trusses and purlins.
1. Attic Pic 1 (Inside attic)*

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2. Attic Pic 2 (Other side of attic)*

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3. Attic Pic 3 (One more angle)*

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4a. Rafter Depth*

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4b. Truss size (length and width)*

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5. Rafter Spacing*

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VaultedNot Vaulted
Meter/Electrical Panel:
8. Photo (close up) of meter that is clear enough to see the number.*

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9. Photo (from a distance) of meter wall and what side of the house the meter is on.*

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10. Photo of white sheet inside electrical panel door. **We need this picture even if there is no white sheet, this way we know there is no white sheet*

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11. Photos (clear and up close) of the panel's other breakers.*

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12a. Photos (clear and up close) of panel’s main breaker and feeders.*

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12b. Zoomed out photo of panel’s main breaker and feeders as far back in the room as you can.*

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13a. Take a screenshot of the address of Google Maps and make a drawing of where the meter is and where the electrical panel is in relation to the meter. *

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Roof/Exterior:
14. Photo of the home from the street.*

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15a. Photo of the roof plane where the majority of the panels will be*

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15b. Photo of the secondary roof plane (if needed)

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15c. Photo of the third roof plane (if needed)

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15d. Photo of the fourth roof plane (if needed)

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16. Picture of any trees or obstructions.

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Estimated Age of the Roof*
If over 15 years we will send a site survey technician to evaluate the roof
Additional Notes or Concerns*
In none write "None"
Sales Rep Full Name *
Type It exactly as it is in Salesforce
Sales Rep Email *
Should be Empty:

Rep Site Survey Form

Attic

Meter/Electrical Panel:

Roof/Exterior: