FIELDFOLIO
New solar install
- Site and roof assessed
- Racking secure
- Modules up
- Inverter and wiring
- Disconnects and labels placed
- Commissioned
- Inspection ready
Checklists by trade
Solar job checklists
New solar install, battery storage install, new install milestone, energy audit upgrades and more. Here are the common steps for 12 solar jobs.
Pick the job you are on. Run down the steps. Print this page for the truck. In the app, pick solar as your trade and these jobs load as your checklist, next to your before, during and after photos.
New install
Battery storage install
- Location & clearances
- Battery mounted
- Wired to inverter / panel
- Commissioned
- Backup tested
- Customer shown
New install milestone
- Racking secure
- Modules up
- Inverter online
- AHJ ready
- Customer app
- As-builts
Energy audit upgrades
- Audit results reviewed
- Upgrades installed
- Tested
- Before / after readings
- Photos
- Report
Replace / 1-for-1 swap
Inverter replace
- System shut down
- Old inverter out
- New inverter mounted
- Wired
- Commissioned
- Monitoring OK
Panel / module swap
- System shut down
- Bad module removed
- New module set
- Connected
- Production verified
- Photos
Repair / service call
Panel / inverter service
- Shutdown safe
- Issue found
- Repair / swap
- Commission
- Production verified
- Monitoring OK
Low production call
- Monitoring reviewed
- Panels / shade checked
- Wiring checked
- Cause fixed
- Production verified
- Customer briefed
Roof leak at solar
- Array section checked
- Penetration found
- Resealed or reflashed
- Water test
- Photos
- Customer briefed
Renovation / remodel
Remove & reinstall (for re-roof)
- Array documented
- Modules removed & stored
- Racking removed
- Re-installed after roof
- Commissioned
- Production verified
Inspect / maintain
Solar panel cleaning
- Safety set
- Panels cleaned
- Inspected
- Production before / after
- Photos
- Next visit
Annual system check
- Monitoring reviewed
- Visual inspection
- Connections checked
- Inverter logs
- Photos
- Report
Use these as a base. You know the job best, so add or skip steps to fit it. You are responsible for the work and the customer info you collect. See the Terms.
Not sure which photos to take? See the solar job photo checklist. Want these as a print-ready book with a sheet per job type? That is a trade pack, on the pricing page.