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Case study (anonymised)

Solar PV case study: clear roof and electrical detail

A two-storey family-home solar job for a regional installer, where roof detail and cable-route decisions needed to be clear before the design team picked it up.

Project summary

The installer needed the roof evidence, cable-route notes, and electrical context in one place so someone could make a decision without another call.

What was captured

Roof context

Roof orientation, pitch, obstructions, and access detail recorded for design.

Electrical evidence

Consumer unit and incoming supply detail captured before the install plan was set.

One report

Quote, design, and install teams all read from the same report instead of three different summaries.

Constraints found on site

Evidence that changed the handover

Roof evidence

Roof faces, access points, obstructions, and usable working context were captured in a format the designer could review without asking for a second photo set.

Electrical route

Consumer-unit, supply, and cable-route context were documented before layout and install assumptions were locked in.

Shared record

The same report supported quote, design, and install review, so each team was not working from a different summary of the site.

A report the team already knew how to read

The survey went out in the same layout used across the installer account, with a final check before issue and portal access for the people who needed it.

What changed for the team

Quoting

The office had roof, access, and electrical context in the first report rather than waiting for extra site clarification.

Design

The designer could review the constraints from one report before committing the layout assumptions.

Install

Install planning had a visible cable-route and access record before the job reached the diary.

Why this solar survey needed a organised handover

Solar PV survey evidence is easy to under-document because the visible roof is only one part of the job. The team also needed access context, cable-route evidence, electrical setup, obstructions, and a clear record of what could affect the final design.

This case proves the value of keeping the roof and electrical story in one place. The installer could review the site quickly and avoid treating a roof photo as a complete survey record.