What to capture during a PV site survey
A site survey should secure the information that will later be needed for technical assessment, quotation and project documentation.
Depending on the site, this can include:
- client information
- on-site observations
- site photos
- visit notes
- shading / horizon profile data
- first technical assumptions
- inputs for PV assessment and planning
Clear capture reduces follow-up questions and limits manual re-entry after the survey.
Structure the survey without scattered tools
In real projects, information is often split across photos, notes, messages and office tools.
A structured survey helps teams:
- centralize key information
- group notes, observations and photos
- link findings to PV assessment outputs
- avoid tool fragmentation
- retrieve the file quickly after the visit
The result is a project file that remains useful after the site work is complete.
Information to keep in the site file
After the site survey, the key elements should remain easy to find and reuse.
- client context
- photos
- constraints and remarks
- shading-related elements
- selected assumptions
- PV assessment base
- reports, exports and project notes
This makes it easier to restart the project in the office or hand it over to another team member.
What this avoids after the visit
The value of a site survey appears when the project continues after the field work.
- manual re-entry overload
- lost information
- slow retrieval of field observations
- poorly justified assumptions
- friction in next project steps
- delayed handover between sales, field and planning teams
The value comes from what remains usable after the visit.
For PV installers and technical sales teams
PV installers get faster site qualification and cleaner quotation preparation.
Technical sales teams and solar engineering firms get better structured site inputs for downstream analysis and project handover.
In both cases, the purpose is to make the transition from field survey to office work more reliable.
Outputs after the survey
After the site survey, several outputs can be useful depending on the project stage.
- PV assessment base
- PDF report
- site-data exports
- visit file with notes and photos
- working support for quotation and further planning
Role in the quotation workflow
For PV installers and technical sales teams, the site survey often supports a more reliable quotation process.
- faster qualification before quotation
- clearer understanding of site conditions
- better documentation for customer or internal discussions
- early identification of technical constraints
- cleaner handover to engineering or back-office teams
What a structured survey prevents
Without structure, site information often has to be reconstructed later from incomplete notes.
- missing photos or unclear field notes
- assumptions that cannot be justified later
- information loss between field and office
- duplicate data entry in several tools
- slower project continuation
Go further
FAQ
What should be captured during a PV site survey?
Field observations, photos, notes, shading elements and first assumptions for next project steps.
Why keep everything in one file?
It reduces information loss between site and office and makes project restart faster.
Does a site survey replace detailed engineering?
No. It prepares a clean first-level analysis before detailed engineering.
What can be reused after the visit?
The site file, PV assessment base, PDF report and exports.