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Solar guide

Solar panel survey guide for installer teams

Solar installs slow down when roof and electrical context is unclear. Better survey structure reduces guesswork and redesign.

15,000+ surveys completed across the UK · Pack and organised photos available in the portal immediately on completion of the visit · EPC by next morning in the standard flow.

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Guide

What a usable solar survey pack includes

What strong looks like

Capture standards

  • Roof and shading evidence structured for design checks
  • Electrical evidence grouped for faster validation
  • Constraints and access points captured explicitly
  • Pack layout that supports office and install teams
Where time is lost

Where teams lose time

  • Missing details forcing return questions
  • Quote delays while assumptions are reconstructed
  • Install-day uncertainty around access and routes
Why it helps

Why teams use Vertex

  • Clearer packs for office and design review
  • Faster quoting with less chasing
  • Install teams start with clearer site context
  • Portal visibility across teams and roles
Useful next pages

Related pages and proof

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