Interested in Solar Google Form Template

Intake & Onboarding6 minUpdated

A free Google Form template for solar providers to collect homeowner details, electric bills, roof conditions, and eligibility information.

Live form

Embedded Google Form. Scroll inside the frame to see all questions.

About this template

The Interested in Solar Google Form Template is designed for solar energy consultants, contractors, and clean energy providers who want to streamline residential lead generation. This comprehensive intake form captures essential pre-qualification details from homeowners, helping sales and engineering teams evaluate property suitability before scheduling a site visit.

The template collects critical technical and financial data points, including current electric utility providers, average monthly electric bill thresholds, summer bill spikes, home type, HOA restrictions, swimming pool presence, and roof characteristics such as overall condition and sunlight exposure. It also includes fields for contact details and electric bill documentation.

By gathering these insights upfront, solar professionals can quickly identify high-potential leads, prepare accurate preliminary estimates, and optimize their consultation schedules. Whether you are running digital marketing campaigns or generating door-to-door leads, this template provides a structured, professional onboarding experience that converts interested homeowners into scheduled consultations.

Key features

  • Pre-qualify residential solar leads instantly with targeted property questions.
  • Collect key utility details like electric bills and summer usage spikes.
  • Assess roof condition and sunlight exposure before site visits.
  • Streamline document collection for utility bills.
  • Customizable Google Form format built for quick deployment.

Use cases

  • Solar panel installation companies qualifying inbound website leads.
  • Door-to-door sales teams capturing prospect details on mobile devices.
  • Clean energy consultants offering free remote solar savings estimates.
  • Home energy audit programs assessing property renewable potential.

What this form collects

  • Full Name (Short answer)Enter your first and last name.
  • Phone Number (Short answer)Enter the best number to reach you with your solar quote.
  • Email Address (Short answer)Where should we send your preliminary solar savings report?
  • Home Address (Paragraph)Provide your full property address so we can analyze satellite solar exposure.
  • Your Electric Company (Short answer)Name your current utility provider (e.g., PG&E, Duke Energy, ConEdison).
  • Is your average electric bill over $90? (Multiple choice)Homes with bills under $90 monthly often see lower financial returns from solar investments.
  • Does your electric bill increase significantly during the summer? (Multiple choice)Let us know if air conditioning causes major seasonal spikes in your energy costs.
  • Home Type (Dropdown)Select the structure type of your residence.
  • Do you belong to a Homeowners Association (HOA)? (Multiple choice)Some HOAs have specific guidelines regarding panel placement and rooftop equipment.
  • Do you have a swimming pool? (Multiple choice)Pool pumps can significantly impact your home's total electricity consumption.
  • Roof Condition Status (Dropdown)Estimate the age and physical condition of your current roof.
  • Roof Sunlight Status (Multiple choice)How much direct sunlight does your roof receive throughout the day?
  • Electric Bill Upload or Details (Paragraph)Please paste a link to your file (Google Drive, Dropbox, etc.) or describe your average monthly kilowatt-hour usage and bill amount.

FAQ

How do I customize this solar assessment form?

Once you convert or open this template in Google Forms, you can easily add, remove, or edit questions to match your specific solar packages, financing options, or service regions.

Can homeowners upload their electric bills directly?

Yes, the form includes a designated field where prospects can either paste a link to their uploaded utility bill or provide details about their monthly energy usage.

Is this template mobile-friendly for field sales?

Absolutely. Google Forms automatically optimize for mobile devices, making it ideal for sales reps using tablets or smartphones in the field.

How do I receive notifications when a homeowner fills out the form?

You can configure Google Forms to send an email notification to your sales team instantly every time a new solar inquiry is submitted.

Get this form in your Google Drive

Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.

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