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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.

4.7/5 on Trustpilot · report and organised photos in the portal on completion · EPC by next morning in the standard flow.

What a usable solar survey report includes

The point is not just to collect photos. The report needs to show enough roof, access, and electrical context for a designer or installer to make the next decision without rebuilding the site visit from memory.

What strong looks like

Capture standards

  • Roof and shading evidence laid out clearly for design checks
  • Electrical evidence grouped for faster validation
  • Constraints and access points captured explicitly
  • Report layout that is easy for office and install teams to use
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 reports for office and design
  • Faster quoting with less chasing
  • Install teams start with clearer site context
  • Portal visibility across teams and roles

Evidence that reduces solar PV design delays

A strong solar panel survey makes constraints visible early: usable roof area, shading, cable routes, inverter position, battery context, and anything likely to change the quote.

Roof planes

Layout and obstructions

The report should show roof planes, dormers, vents, chimneys, roof lights, hips, valleys, edge constraints, and access limits so the layout can be checked quickly.

Electrical

Supply and routing context

Meter, cut-out, consumer unit, inverter location, battery location, and cable-route notes help the installer avoid quoting a route that cannot work cleanly on site.

Handover

Report structure

Evidence should be grouped by decision point, not dumped into a photo folder. The person designing or checking the job needs the right photo next to the right note.

Related pages and proof