Solar Survey Checklist
A technical survey is the foundation of any proper solar specification. Use this checklist to prepare - it helps your assessor produce an accurate, property-specific proposal.
Before the survey visit
Documents to gather
- Recent electricity bills (12 months if available)
- Smart meter half-hourly data export, if accessible
- Details of your current electricity tariff (unit rates and standing charge)
- Any planned building work - extensions, loft conversions, new outbuildings
- EV ownership plans - current vehicle, expected purchase date, typical mileage
Questions to consider
- What are your primary goals - lower bills, environmental, EV charging, backup power?
- Are you interested in battery storage now or potentially later?
- Do you expect to add a second EV within five years?
- Are there trees you plan to remove or plant that affect shading?
- Is your property listed or in a conservation area?
During the survey
A thorough survey typically includes both remote analysis and a site visit. Expect the assessor to examine:
- All usable roof sections - orientation, pitch, condition and obstructions
- Shading from trees, chimneys and neighbouring buildings
- Loft or roof space for inverter and cable routing
- Consumer unit location, condition and spare capacity
- Meter location and type (single or three-phase)
- Earthing arrangements and bonding, including TT supplies where applicable
- Preferred and alternative locations for battery and EV charger
- Monitoring options for solar generation, battery and charging data
- Export registration and DNO notification requirements, where relevant
- Scaffolding access and any parking restrictions
Access preparation
- Ensure loft access is clear if roof structure inspection is needed
- Identify where the assessor can view all roof elevations
- Confirm access to the consumer unit and meter cupboard
- Note any dogs, gates or access codes required
After the survey - what a good proposal includes
- Panel layout diagram specific to your roof
- Equipment list with manufacturer and model numbers
- Generation estimate with stated assumptions
- Itemised pricing including scaffolding and electrical work
- Warranty details for equipment and workmanship
- Proposed timeline and next steps
- Clear explanation of any caveats or conditions
Remember: A technical survey is required before specification. Remote quotes based on postcode or satellite imagery alone are not a substitute for site assessment.
Red flags to watch for
- Pressure to sign on the day without time to review
- No site visit or roof inspection offered
- Guaranteed savings or fixed payback periods
- Vague equipment specifications ("Tier 1 panels" without model details)
- No mention of electrical upgrades that may be needed