Client Details
Owner name, preferred contact, mailing and service addresses, and any entity or DBA names used for contracts and permits.
A consistent Solar Energy Assessment Form improves accuracy, speeds underwriting and permitting, and reduces disputes by recording core facts up front. It creates an auditable record for customers, installers, and third-party reviewers and supports eligibility checks for incentives and utility interconnection.
Common participants fill, review, or rely on the assessment to make installation and financing decisions.
Each party uses the same core data but may attach industry-specific exhibits such as engineering reports, incentive applications, or interconnection forms.
Owner name, preferred contact, mailing and service addresses, and any entity or DBA names used for contracts and permits.
12-month usage summary, demand data if available, utility account number, and bill uploads to support sizing and incentive eligibility.
Roof area, orientation, pitch, material, shading description, obstructions, and accessible mounting locations with photographs.
Framing condition, attic access, load-bearing observations, and recommended engineering review if roof condition is uncertain.
Proposed system size (kW), estimated annual production (kWh), estimated savings, equipment list, and preliminary cost range.
Signature, printed name, date, and fields for customer acknowledgements regarding access, photos, and utility bill release.
| Field | Configuration |
|---|---|
| Authentication Method | Email link | SMS code optional |
| Field Types | Signature, date, dropdown, file upload |
| Conditional Fields | Enable for roof type and financing options |
| Reminder Cadence | 3, 7, and 14 day automated reminders |
Choose a platform that supports required formats, identity checks, and integrations for your back-office systems.
Verify the platform supports HIPAA if handling health-related or medical incentive data, and check for SSO, API access, and audit trails to meet compliance needs.
Typically within 7–14 business days of request
Customer provides within 10 business days to avoid delays
Commonly 7–21 business days after site inspection
Deadlines vary by lender and incentive program
Dependent on local jurisdiction processing times
Customer submits address, bills, and consent for access.
Auditor inspects roof, panel access, and shading.
Assessment with recommended system and cost estimate delivered.
Customer selects installer, financing, or declines the proposal.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
A mid-size project developer reduced paperwork for client onboarding and assessments.
A residential installer centralized assessments to multiple offices for consistent proposals.