Form library · Construction and handover
Solar site survey checklist
For surveyors gathering information for a solar installation design. Record proposal and access, roof and surroundings and installation interfaces. Try the form below, see every question or download a blank PDF or Word copy.
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See it on this phoneEvery question is editable. Add this form to your account, then change the wording, add or remove questions and options, and make it fit your own jobs.
What safety issues affect a solar survey?
HSE roof-work guidance requires planning for falls and fragile surfaces. Government solar fire research also identifies installation-related issues. Survey information must feed competent design and safe installation planning.
Last updated . Facts checked by the SiteSurvey team on 6 October 2026 against HSE roof work and Government research on solar panel fire incidents.
Try the solar installation site survey form live
Answer a few questions and watch it adapt. Your answers are not saved, and any photos you add are deleted within the hour.
This is the real form as your team would use it: questions appear as you answer, scores work themselves out and you can add photos and signatures. No sign-up needed.
Want to see one filled in? See a completed solar installation site survey report (PDF), made by SiteSurvey from a fictional site visit.
Fill it in on a phone or tablet
Your team completes the solar installation site survey on site in the SiteSurvey app on iPhone, iPad and Android phones and tablets. The project name and address fill in for them, it works without signal, and it syncs when the device is back online with photos kept against the question they answer.
Customers and subcontractors do not need the app: send them a link and they can fill it in from any browser.
Every question in the solar installation site survey template
A solar installation survey recording roof observations, shading, access, electrical interfaces, design information gaps and specialist review needs. 6 sections and 32 questions. Follow-up questions and guidance appear only when an answer calls for them, so the person on site never sees the ones that do not apply.
Make it your own: every question is editable
This is a starting point, not a fixed form. Once it is in your SiteSurvey account you can reword any question, add or remove questions, sections and answer options, and add your own logo, so it fits the way your team works and the jobs you do.
Details you only enter once
Add this form to a project in SiteSurvey and it fills in what the project already knows, so nobody on site retypes it and every form on the job uses the same names. Anything filled in can still be changed.
- Project: the project name
- Site or premises address: the site address, from the space or the project
- Client or organisation: the project's customer
Record details and scope
- ProjectShort answer
Filled in from the project in SiteSurvey.
Fills in from the project name - Site or premises addressShort answerFills in from the site address, from the space or the project
- Client or organisationShort answerFills in from the project's customer
- Record date*Date
- Person completing the record*Short answer
- CheckThis is a preliminary site evidence record, not structural approval, an electrical design, generation forecast, planning consent or permission to access a roof.
- CheckHSE roof-work guidance requires planning for falls and fragile surfaces. Government solar fire research also identifies installation-related issues. Survey information must feed competent design and safe installation planning.
Proposal and access
- Proposed array area and client requirements*Short answer
- Site plan and roof drawing referenceShort answer
- Survey access method and excluded areas*Notes
- Roof age, construction and available recordsShort answer
Roof and surroundings
- Roof or site areaRepeat for each roof or site area. Each one asks:
- Area ID and orientation*Short answer
- Observed dimensions, pitch and measurement methodShort answer
- Visible condition and fragility concerns*Notes
- Obstructions, shading and observation timeNotes
- Area photos from safe accessPhotos
Installation interfaces
- Structural assessment needed and engineer reference*Notes
- Supply, meter, equipment location and cable route observationsNotes
- Fire access, separation and emergency information to resolveNotes
- Planning, building control and network permission referencesNotes
Design handover
- Missing information and specialist surveys*Notes
Identify information the designer still needs and distinguish measured facts from assumptions. Refer structural and electrical decisions to the appropriate competent person.
- Designer receiving the surveyShort answer
- Constraints to carry into designNotes
Actions and review
- Are further actions required?*Choose one
- Yes
- No
- Further actionRepeat for each further action. Each one asks:Shown when “Are further actions required?” is “Yes”
- Action and evidence reference*Notes
- Person responsible*Short answer
- Target dateDate
- Action status*Choose one
- Open
- In progress
- Completed
- Completion evidence*NotesShown when “Action status” is “Completed”
- Outstanding limitations and information to pass onNotes
- Record status*Choose one
- Ready for review
- Further work needed
- Work or use stopped
- Reviewed byShort answer
- Review dateDate
- Author signature*Signature
- CheckSigning records the information entered. It does not itself certify legal compliance, remove a limitation or authorise unsafe work.
Scope and responsibility
This is a preliminary site evidence record, not structural approval, an electrical design, generation forecast, planning consent or permission to access a roof.
What a useful entry looks like
Missing information and specialist surveys
Identify information the designer still needs and distinguish measured facts from assumptions. Refer structural and electrical decisions to the appropriate competent person.
Roof construction evidence and the proposed connection details remain unconfirmed. These gaps are listed for the design team's review before design completion.
Fictional example of record wording. Use the actual evidence and approved arrangements for your job; this is not a completed report or an instruction to carry out the work.
See it filled in
A completed solar installation site survey report, made by SiteSurvey from a fictional site visit: every answer, the photos, the guidance that applied and the sign-off, ready to send as a PDF.
Solar Installation Site Survey FAQs
How should I record “Missing information and specialist surveys”?
Identify information the designer still needs and distinguish measured facts from assumptions. Refer structural and electrical decisions to the appropriate competent person.
Does this calculate panel output?
No. It records inputs and constraints. Energy modelling and array design require a separate design process.
Can roof strength be confirmed visually?
No. Record the evidence and structural review required; visual observations do not prove load capacity.
How is this different from solar maintenance?
It concerns a proposed installation and design handover, rather than servicing an installed array.
What are the limits of this template?
This is a preliminary site evidence record, not structural approval, an electrical design, generation forecast, planning consent or permission to access a roof.
Can I complete this form on site and share the record?
In the SiteSurvey app the form works offline, with photos and signatures recorded against the questions. Share the completed record as a PDF or a link. Dates and action owners are recorded fields; this form does not send reminders or update other systems.
Related
Related templates
Templates that go with the solar installation site survey form
A premises energy walk-through with consumption evidence, occupancy, plant and controls, observed opportunities, estimates and follow-up ownership.
A thermal imaging record linking image references, camera settings, operating conditions, measured temperatures, interpretation and survey limitations.
A solar PV maintenance record with array identification, safe access, visible module and cable condition, inverter information and specialist test references.
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