SITE ENVY
Field energy consultation intake
Step 1 of 9 — Customer & property
Customer & property
Basic details for the job file.
Customer name *
Service address *
Phone
Email
Homeowner or renter?
Homeowner
Renter
HOA name (if any)
Home square footage
Number of occupants
Planned home changes (next 1–2 years)
Utility & billing
Get the bill photo first — everything else on this step comes off it.
Utility provider
SCE
SDG&E
IID
FPL
Duke Energy Florida
TECO
JEA
OUC
Gulf Power
Lakeland Electric
Florida Public Utilities
Other
Rate plan (from bill)
Average monthly bill ($)
Existing solar, battery, or generator on-site?
Yes
No
Utility bill
required
What to capture
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
Take photo
Choose from library
Main panel & service
This is the section that determines electrical feasibility — take your time here.
Main panel found on-site?
Yes
No
Panel amperage
100A
125A
150A
200A
Other
Panel brand
Visible issues (check all that apply)
Rust or corrosion
Double-tapped breakers
Federal Pacific or Zinsco panel
Burn marks / heat damage
Open knockouts
Panel access notes
Panel — closed door
required if panel present
What to capture
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
Take photo
Choose from library
Panel — open door
required if panel present
What to capture
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
Take photo
Choose from library
Utility meter
required
What to capture
Close enough to read the meter number. Note the condition of the meter can.
04821.6
Sample framing — meter number readable
Take photo
Choose from library
Subpanel present?
Yes
No
Subpanel(s)
if present
What to capture
One shot of the box, one of the breaker directory if labeled.
Sample framing — box and directory both in frame
Take photo
Choose from library
Roof & site conditions
For solar feasibility.
Roof type
Comp shingle
Tile
Flat / foam
Metal
Roof age (if known)
Roof face azimuths
Shading concerns
Trees
Neighboring structure
Chimney or roof vents
No significant shading
Preferred equipment location
Every roof face — with azimuth
required
What to capture
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
Take photo
Choose from library
Existing solar/battery equipment
required if customer already has solar or battery
What to capture
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
Take photo
Choose from library
Potential equipment locations — full site walk
required if no existing solar/battery
What to capture
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
Take photo
Choose from library
Garage a viable battery location?
Yes
No
Maybe
Garage interior
if a candidate location
What to capture
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
Take photo
Choose from library
Attic access available?
Yes
No
Attic access
if available
What to capture
The access point itself, plus a shot looking inside showing clearance and obstructions.
HATCH
note clearance below
Sample framing — opening + looking inside
Take photo
Choose from library
HVAC & air quality
Ties into the existing service line.
HVAC system age
HVAC brand
Ducted or ductless?
Ducted
Ductless
Comfort complaints / air quality notes
Interested in HVAC upgrade as part of a broader plan?
Yes
No
Maybe
HVAC units
required
What to capture
Outdoor condenser and indoor air handler. Get the brand/model plate if visible.
plate
Sample framing — unit + nameplate visible
Take photo
Choose from library
Energy usage & load profile
Helps size the system correctly.
Major electric loads
Pool / spa pump
EV or planned EV
Electric water heater
Electric dryer
Workshop / shop equipment
Interested in EV charging (Level 2)?
Yes
No
Planned electrification
Goals & decision-making
What prompted interest in this consultation?
Primary goal
Lower bills
Backup power
EV readiness
Air quality
Combination
Other decision-makers
Timeline for decision
ASAP
1–3 months
3–6 months
Just researching
Prior quotes received?
Technician sign-off
Keep field notes factual — observed conditions only, no assumptions about sizing, cost, or root cause.
Technician name *
Visit date *
Additional field notes
Review & submit
Check this over, then send it to the office.
✓
Sent to the office
The intake has been submitted for review.