Path-Q Solar

How can I prepare for an installer visit so the solar assessment is accurate?

Answer

Provide recent electricity-use records, make the roof, attic, electrical panel, meter, and proposed equipment areas accessible, and tell the installer about roof work, shading, ownership, future loads, and backup goals before the visit.

Key points

  • Gather recent bills, interval data if available, and information about seasonal or planned changes in use.
  • Provide roof age, repair, leak, renovation, and structural records, plus relevant plans or inspection reports.
  • Ensure safe access to the electrical panel, meter, attic where appropriate, and likely inverter or battery locations.
  • Identify trees, additions, obstructions, service limitations, and any concerns about roof access or property damage.
  • Prepare a list of goals such as bill reduction, backup, future expansion, or preserving roof space.

What it depends on

  • Availability and quality of property and usage records
  • Safe access to relevant site areas
  • Completeness of information about roof, electrical, ownership, and future plans
  • The installer’s stated survey scope

Risks and trade-offs

  • An incomplete visit can lead to inaccurate sizing, exclusions, change orders, or delays.
  • Unsafe or inaccessible areas may require a separate assessment or professional inspection.
  • Disclosing future load changes is important even if they are not reflected in current bills.

Information you may need

  • Recent bills and usage data
  • Roof, structural, electrical, and renovation records
  • Ownership, lease, association, insurance, or access restrictions
  • Future electrification, expansion, and backup priorities

Your next step

What to do next

Ask the installer for a pre-visit checklist, assemble the records, clear safe access to relevant areas, and request a written list of any items that could not be verified.

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SQ01087