Site Envy
SITE ENVY
Field energy consultation intake
Step 1 of 9 — Customer & property
Customer & property
Basic details for the job file.
Homeowner
Renter
Utility & billing
Get the bill photo first — everything else on this step comes off it.
SCE
SDG&E
IID
FPL
Duke Energy Florida
TECO
JEA
OUC
Gulf Power
Lakeland Electric
Florida Public Utilities
Other
Yes
No
Utility bill required
All pages, front and back. Make sure the account number, rate plan, and usage graph are readable.
UTILITY BILL
Sample framing — account # & usage graph readable
Main panel & service
This is the section that determines electrical feasibility — take your time here.
Yes
No
100A
125A
150A
200A
Other
Rust or corrosion
Double-tapped breakers
Federal Pacific or Zinsco panel
Burn marks / heat damage
Open knockouts
Panel — closed door required if panel present
Before opening anything. Get the brand and amp rating on the door label in frame. If there's no panel on-site or it's not accessible, skip this photo and use the "Main panel found on-site?" field above to note why.
200A · SQUARE D
Sample framing — brand & amp label visible
Panel — open door required if panel present
Straight-on, breakers fully visible. This is what gets checked for double-taps and available slots. Skip if there's no accessible panel — note why above instead.
Sample framing — every breaker visible, straight-on
Utility meter required
Close enough to read the meter number. Note the condition of the meter can.
04821.6
Sample framing — meter number readable
Yes
No
Subpanel(s) if present
One shot of the box, one of the breaker directory if labeled.
Sample framing — box and directory both in frame
Roof & site conditions
For solar feasibility.
Comp shingle
Tile
Flat / foam
Metal
Trees
Neighboring structure
Chimney or roof vents
No significant shading
Every roof face — with azimuth required
Stand back and get the whole slope in frame for each orientation with sun exposure. Before each shot, check your phone's compass app and log the azimuth in the field above (e.g. "South 180°") — label which photo goes with which direction.
N
Sample framing — whole slope, log the azimuth
Existing solar/battery equipment required if customer already has solar or battery
Only if you marked "Yes" to existing solar/battery/generator back in Utility & Billing. Wide shot of the existing inverter, battery, and disconnects together — enough context to see how new equipment would tie in, plus any open wall space nearby.
INV BATT
Sample framing — inverter, battery & disconnects together
Potential equipment locations — full site walk required if no existing solar/battery
Only if there's no existing solar/battery yet. Treat this like a full site assessment, not one photo — walk the property and get a wide shot of every exterior wall or area that could realistically house new equipment: near the main panel, each side yard, the garage exterior wall, and any other open wall space. Include what's nearby (gas meter, AC disconnect, windows, walkways) that could restrict clearance in each shot.
PANEL OPEN WALL SPACE gas mtr
Sample framing — panel + open wall space + obstacles, repeat per area
Yes
No
Maybe
Garage interior if a candidate location
Wide shot of the wall you're considering — show the full wall from floor to ceiling, its distance from the main panel, and anything that would compete for the space (water heater, workbench, storage, garage door track). Batteries need clear wall space and proximity to the panel, so frame wide enough to judge both.
PANEL BATTERY WALL
Sample framing — floor to ceiling, panel in same frame
Yes
No
Attic access if available
The access point itself, plus a shot looking inside showing clearance and obstructions.
HATCH note clearance below
Sample framing — opening + looking inside
HVAC & air quality
Ties into the existing service line.
Ducted
Ductless
Yes
No
Maybe
HVAC units required
Outdoor condenser and indoor air handler. Get the brand/model plate if visible.
plate
Sample framing — unit + nameplate visible
Energy usage & load profile
Helps size the system correctly.
Pool / spa pump
EV or planned EV
Electric water heater
Electric dryer
Workshop / shop equipment
Yes
No
Goals & decision-making
Lower bills
Backup power
EV readiness
Air quality
Combination
ASAP
1–3 months
3–6 months
Just researching
Technician sign-off
Keep field notes factual — observed conditions only, no assumptions about sizing, cost, or root cause.
Review & submit
Check this over, then send it to the office.

Sent to the office

The intake has been submitted for review.