September
05
2010
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Checklist
Residential Sales Evaluation Checklist
Contact Information
First Name:
Last Name:
Address:
City:
State:
Zip:
Email:
Phone:
Decision Phase
Stage:
Researching
Ready to Purchase
Budgeting
Budget Expectations:
Motivations for Using Solar:
Financial Benefit
Aware of Incentives
Hedging Against Utility Increase
Environmental Benefit
Uninterruptable Power
Usage
Utility Provider:
Avg. Monthly Bill:
Avg. Annual Bill:
Any upcoming increases expected:
Yes
No
Net Metering Allowed:
Yes
No
Can you supply us with 1 year of energy bills:
Yes
No
Site Details
Do you own your home:
Yes
No
Do you belong to an HOA:
Yes
No
Are you aware of any zoning or neighborhood restrictions:
Yes
No
Verify Roof Type:
Composite Shingle
Tile
Wood Shingle
Metal
Membrane
Other/ Unsure
Verify Roof Condition:
Needs repair/ replacement
Fair
Excellent / New
Under Warranty
Other / Unsure
Age of roof:
Tech Pre-Qual Checklist
Size of Home in sq. feet:
Roof Area in sq. feet:
Dimensions:
Roof Orientation:
North
South
East
West
Roof Shading:
None
Some
A Lot
Other Mounting Options:
Grount Mount
Carport
Other
Briefly describe shading around house:
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