SITE SURVEY KNOWLEDGE
Discover the essentials of navigating home projects and setting clear expectations with our guide. Learn how to interpret site survey data effectively, ensuring informed decisions for successful outcomes.
SITE SURVEY RESOURCES
QUICK LINKS:
Site Survey.DOX
Site Survey Email Template -Closed Won projects
Step-by-step on how to download a Bill PDF online
Below is detailed information regarding what consultants must do for the site survey qualifications. for each one listed the consultant must provide the company.
01
Roof Photos
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Take a picture of each side of the roof.
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Take roof pictures for detached structures like a garage, even if the design has no panels for that space.
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DQ is a Cedar Shake roof


02
Rafter Photos
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Ask the customer for attic access and take pictures of the rafters.
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Use a tape measurer on the rafters.
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Take pictures of each attic space, including a detached structure like a garage, even if the design has no panels for that space.
03
Electrical Panel Photos
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Take a picture of the type of electrical panel.
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Take a picture of the entire panel with the door open.
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Ensure all writing is as clear as possible on the panel door. A separate picture should be taken of the door.
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Unscrew the panel to see the wires.
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DQ is a Fuze Box


04
Cold Water Grounding Photos
This is where water enters the house, usually by the water heater or water main.
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Take a picture of the area to judge NEC clearance
05
Utility Meter Photos
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Take a photo with the meter numbers visible and readable.
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The meter must have a 6 feet clearance.
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DQ if the meter is in the house.

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06
Service Line Conductor Photos
This is the wire or set of wires that transmit electricity from a transformer on a distribution line to a customer facility/home.
07
ComEd/ Ameren Bill Photos
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The numbers need to be visible for every part of the bill.
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The front and back need to be documented.
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We’re looking for the name, address, date, and account and meter number.
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For front page date, meter and account number to match the back.


08
Proof of Title Photos
Proof of Title must include the homeowner's (one who signs the agreement) full name and address.
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Property Deed
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Tax Document
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Homeowners Insurance (HOI)
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Trust? Proof as Authorized Signer
09
Sold Design Screenshot
Include screenshots with the sold design.
