Site assessments recorded inside the proposal
Roof, switchboard, meter and existing system in a Forms block, roof photos marked up, and the panels that fit typed into the sizing sheet.
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- Building QuoteCloud since 2013
With QuoteCloud a solar installer records the site visit inside the proposal: a Forms block captures roof type, storeys, switchboard, meter, existing system and battery location (Business plan), roof photos are marked up in the image editor, and the panels that fit each face are typed into the sizing sheet, which caps the system at the roof.
A high-angle technical drawing of a roof for a fictional business, Tallowwood Solar & Storage: a hip roof with north, west and east faces, a north arrow, dimensions, a vent and a neighbour's tree shading the east face from 4 pm. Beside it, a tablet shows the proposal's site form being filled in: terracotta tile at 22 degrees, single storey, room for a solar main switch, single-phase smart meter, no existing system, the battery on the garage wall, and an EV planned next year. Then nine panels appear on the north face and six on the west, and the sizing sheet's Roof tab shows 15 panels fit.
What Sienna found, where the installer will read it
Sienna fills in the site form on her tablet during the visit: roof, storeys, switchboard, meter, existing system and where the battery goes. The answers live in a Forms block inside the proposal, not in a notebook in her car.
She marks up the roof photo in the image editor, the vent to keep clear and where the array starts, and adds her notes. When the Penhaligons sign, Callum's crew gets all of it in the signed proposal.
- Forms block fields (Business)
- Marked-up roof photo (Starter and up)
- Kept with the signed proposal
Forms block: Business plan
Forms in documentsYour site, as we found it
Forms block · filled in at the site visit
- Roof
- Terracotta tile, 22° pitch · north and west faces free of shade after 9 am
- Storeys
- Single storey
- Switchboard
- Room for a solar main switch · no asbestos backing
- Meter
- Single phase · smart meter
- Existing system
- None
- Battery location
- Garage wall, out of direct sun
- EV now or soon?
- Planning one next year
Forms block: Business plan
North face, from the street
- Array, 9 panels
- Vent: keep 300 mm clear
Sienna's notes
- West face takes the other 6 panels.
- Switchboard has room for a solar main switch.
- Battery on the garage wall, away from the hot water unit.
What to record at a solar site visit
The questions that change the price or the install day, as fields and photos in your template.
Roof and pitch
Material, pitch and which faces are clear, with a marked-up photo of each.
Storeys and access
Single or double storey, and anything that needs scaffold or a crane.
Switchboard
Room for a solar main switch, and anything that needs replacing first.
Meter and supply
Single or multi-phase, and the meter type, as a choice field.
Battery location
A wall out of direct sun, with a battery photo.
Plans for an EV
If a charger is coming, leave room on the circuit and offer it as a tick.
The panels that fit, typed into the sheet
Sienna types how many panels fit each face into the sizing sheet's Roof tab. The sheet compares that with the size the bills call for and quotes the smaller, so a proposal never promises more panels than the roof holds.
If your job system needs the site details too, Zapier's Form Submitted on Document trigger can pass the form's answers on, for example to an install job (an illustrative Zap).
- Roof!C5 =SUM(C2:C4): panels that fit
- Roof!C7 =MIN(C5,C6): panels quoted
- Form answers onward through Zapier
Spreadsheet block: Essentials and up
CRM, accounting & job systemsRoof tab
=MIN(C5,C6)
Roof
| Row | A | B | C | D |
|---|---|---|---|---|
| 1 | Roof face | Pitch | Panels that fit | Shade & notes |
| 2 | North | 22° | 9 | Clear after 9 am |
| 3 | West | 22° | 6 | Clear until late afternoon |
| 4 | East | 22° | 0 | Vent and a neighbour's tree: not used |
| 5 | Panels that fit | 15 | Typed by Sienna at the visit | |
| 6 | Sized from the bills | 15 | System tab | |
| 7 | Panels quoted | 15 | The smaller of the two | |
- Typed in
- Installer's assumption
- Estimate
- Connected to the price table
Put your site form in the proposal
Free for 14 days, no credit card required. Send us your site checklist and we'll convert it with your proposal template during the trial.
Photos from the visit
The roof, the board and the wall, as the crew will find them
Photos from the visit in a gallery block, captioned, inside the proposal the household signs.
Image editorPhotos from the visit
North face from the street Switchboard: room for a solar main switch West face and the garage wall
From the site visit to the signed proposal
What your assessor does once the template has the form, the photo pages and the Roof tab.
Open the proposal
Start it from your template on the tablet before the visit.
Fill in the form
Roof, storeys, switchboard, meter, existing system, battery spot.
Photograph and mark up
Each face and the board, marked up in the image editor.
Type the panels that fit
Into the Roof tab; the sheet caps the system.
Price and send
The connected lines are priced; send or sign it at the kitchen table.
Site assessment questions
Can I do a solar site assessment inside the proposal?
Yes. Add a Forms block to your proposal template with the fields you need, such as roof, storeys, switchboard, meter, existing system and battery location. The assessor fills it in on site and the answers stay with the proposal the household signs. The Forms block is on the Business plan.
Can I mark up roof photos?
Yes. Add photos as image or gallery blocks and mark them up in QuoteCloud's image editor with arrows, shapes and labels, from the Starter plan. Use it to show where the array goes, what to keep clear and where the battery sits.
Does QuoteCloud analyse shading or design the layout?
No. QuoteCloud records what your assessor finds and runs the formulas in your sheet. It doesn't analyse shading, design the array or inspect for compliance; the panel count per face is your assessor's figure.
Can the site details go to my job management system?
Through Zapier. The Form Submitted on Document trigger can start a Zap that passes the form's answers to another app, such as a job in your field service system where it has a Zapier connector. Set it up and test it with your own systems.
Do the form answers fill in the sizing sheet automatically?
We don't claim that. In our sample the assessor types the panels that fit each face into the sheet's Roof tab, and the sheet caps the system at the roof. Ask us about your own set-up during the trial.
Everything a solar business sends
From the sizing sheet to the signed install, for every kind of solar job.
-
Residential solar proposalsBills, sizing, roof photos, panels, inverter and datasheets in one proposal the household reads, signs and pays a deposit on.Explore
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Sizing calculators that price the proposalYour sizing spreadsheet as a block in the proposal: cells set price lines' descriptions and unit prices, and the total comes back for payback.Explore
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In-home sales & tablet signingSize it at the kitchen table, change the battery as you talk, and both homeowners sign on your tablet.Explore
- Battery add-ons & retrofitsA battery sized from exports and evening use, offered as a choice of sizes, added to a new system or an existing one.
- EV charger quotesA charger as an option in the solar proposal or its own quick quote, paid in full or with a deposit on signing.
- Solar, battery & EV packagesSolar only, solar + battery, or the lot: packages the homeowner chooses inside the proposal, with the price following.
- Rebate & incentive linesAny rebate or incentive as a line you enter, worded your way and tagged as your figure: never calculated by QuoteCloud.
- Commercial solar proposalsLarger systems sized from interval data, approvals on big totals, two directors signing and an install programme.
- Deposits & installation programmesA deposit on signing through Stripe or PayPal, and the steps to switch-on as a programme in the proposal.
- From website enquiry to proposalYour website calculator or enquiry form creates a proposal from your template through the API, Zapier or Make.
- CRM, accounting & job integrationsHubSpot, Pipedrive, Xero, QuickBooks, simPRO and ServiceM8, connected the way each one really connects.
- Solar templatesReal QuoteCloud solar proposal and quote templates, ready for your sizing sheet and price book.
- QuoteCloud implementation for solar retailersYour sizing spreadsheet rebuilt as a block, your price book loaded, payments connected and consultants trained.
- FAQAnswers to the questions solar retailers, battery installers and EV charger installers ask most.
Site details that reach the install crew
Free for 14 days. No credit card required.