About this template
A Solar Assessment Form is an essential tool for solar contractors, energy consultants, and installation companies evaluating a property's suitability for photovoltaic systems. This form captures critical preliminary data from prospective clients, including current electricity providers, monthly utility spending, average energy usage in kWh, and vital structural details about the roof such as material type, shading levels, and directional orientation.
By gathering these specifications upfront through an easy-to-complete digital form, solar providers can streamline their initial site feasibility studies and accurately pre-qualify leads before dispatching technicians for on-site inspections. This ensures faster turnaround times on preliminary quotes and better alignment with homeowner expectations.
Doc2Form makes it effortless to deploy this assessment directly into Google Workspace. With zero complex setup, your team can start collecting structured homeowner inquiries instantly, keeping all incoming property data neatly organized in a connected Google Sheet for seamless estimation and follow-up.
Key features
- Capture complete property and energy data in a single submission
- Collect monthly electricity bills and usage metrics upfront
- Assess roof orientation, shading, and material type remotely
- Schedule preferred contact times to streamline sales outreach
- Store all assessment responses directly in Google Sheets
Use cases
- Residential solar panel feasibility evaluations
- Initial consultations for home energy audits
- Pre-qualifying inbound leads for solar installation sales teams
- Collecting utility and roof specs for preliminary quote generation
What this form collects
- Full Name (Short answer)Enter your first and last name.
- Email Address (Short answer)We will use this to send your preliminary solar assessment report.
- Phone Number (Short answer)Enter the best number to reach you for follow-up questions.
- Property Address (Paragraph)Enter the street address where the solar panels would be installed.
- Electricity Provider (Short answer)Name of your current electric utility company.
- Average Monthly Electricity Bill (Short answer)Enter your estimated average monthly spend in USD (e.g., $150).
- Average Monthly Electricity Usage (in kWh) (Short answer)Check your latest utility statement if unsure.
- Roof Type (Dropdown)Select the material that best describes your roof.
- Roof Shading (Multiple choice)How much shade does your roof receive during peak sunlight hours?
- Roof Direction (Dropdown)Which direction do your primary roof slopes face?
- Preferred Contact Time (Multiple choice)When is the best time for our team to contact you?
- Additional Notes or Questions (Paragraph)Share any specific energy goals, electric vehicle plans, or questions you have for our team.
FAQ
What information does a solar assessment form collect?
It gathers client contact details, current electricity provider information, average monthly power bills, energy usage in kilowatt-hours, and key roof characteristics like pitch, direction, and surrounding shade.
Who should use this solar assessment template?
This template is ideal for solar installation contractors, clean energy consultants, roofing specialists offering solar integration, and sales teams qualifying residential or commercial properties.
How can I customize the questions on this form?
Because this template integrates directly with Google Forms, you can easily add, edit, or remove questions, adjust multiple-choice options, and reorder sections to match your exact evaluation workflow.
Can homeowners attach photos of their roof or electric bill?
Yes, you can easily add file upload prompts or request that clients paste links to relevant documents if you need to review utility statements or roof images prior to the site visit.
Where is the submitted assessment data stored?
All responses are automatically routed to a connected Google Sheet, giving your team instant access to organized data for generating quotes and scheduling consultations.
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.