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Features

Site Survey

Every technician fills in the same fields

Overview

A Standard Survey Form

The Site Survey module turns the information collected during a site visit into a standard form. It consists of two screens: the survey form and the list of saved reports. The survey is the input for both the proposal and the design.

Form Sections

  • Customer details — select an existing customer or create a new record
  • Electrical details — phase, main breaker rating, average monthly consumption and bill amount
  • Roof details — roof type, pitch, degree of shading, orientation, panel area and roof height
  • System preferences — requested capacity, panel and inverter preference, storage, DC and AC cable distances
  • Structural notes — condition of the supporting structure and reinforcement needs
  • Site photos added in order, with preview
  • Capturing the device location and opening it on the map
Capabilities

What You Can Do

Approval Workflow and Reports

  • Previous survey alert — notifies you if the same customer has been surveyed before
  • Pending, approved and rejected statuses, with a reason for rejection
  • Filters by category, sales representative, approval status and date range
  • Search by name, address, phone or representative
  • Deleted surveys kept in a separate list
  • Moving directly from the report to proposal preparation and installation planning
Business Value

Business Value

Survey quality no longer depends on the individual; every technician fills in the same fields. The team preparing the proposal does not need to call the site to ask for missing information. Since approval and rejection reasons are recorded, unsuitable jobs are eliminated early.

More Features

More of What PVAGE Does

Work Schedule & Calendar

Assign field jobs to your team, plan them on a map and follow up with email and SMS reminders.

Learn more

Warehouse & Inventory

Stock levels, goods in and out and weighted average cost; proposal items are deducted from stock automatically.

Learn more

Website Lead Acquisition

An embedded feasibility form and solar configurator on your website send leads straight to your customer list.

Learn more

3D Roof Design

Scaled roof drawing on satellite imagery, automatic panel placement, stringing and bill of materials, presented in a satellite-textured 3D scene.

Learn more
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