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Case study (anonymised)

Solar PV survey handoff for faster quote and design movement

Project type: Solar PV survey | Location: Midlands and North (generalised) | Installer type: multi-crew regional business | Property type: two-storey family home

Project summary

The installer needed one pack that design and operations could use immediately across roof review, cable route planning, and booking decisions.

What was captured

Roof context

Roof orientation, pitch context, obstructions, and access constraints documented for design review.

Electrical evidence

Consumer unit and incoming supply context captured for pre-install electrical planning.

Handoff structure

Evidence grouped by workflow so quote, design, and install teams can read one consistent narrative.

Constraints found on site

Evidence-led pack with repeatable structure

Survey outputs were released in the same standardised format used across installer accounts, with QC checks before issue and portal visibility for all roles.

Operational result

Quoting

Office team could progress quote preparation without waiting on extra evidence chases.

Design

Design team resolved constraints from first-pass pack review with fewer clarification loops.

Install

Install planning had clearer pre-site context, reducing avoidable day-of surprises.