Solar Project Intake Checklist

The complete list of documents you need to collect from customers before designing a residential or commercial solar system.

Free template — used by 500+ solar EPCs

Residential Solar Intake Checklist

Utility Bill

  • Most recent utility bill (last 30 days)
  • Utility account number
  • Service address confirmation

Usage Data

  • 12-month usage history PDF
  • Interval data file (optional, 15-min)

Rate Schedule

  • Current rate schedule / tariff name
  • Net metering eligibility

Authorization

  • Signed utility authorization form
  • Property owner confirmation

Site Documents

  • Site/roof photos (aerial if available)
  • Electrical panel photos (front and inside)
  • Shading obstructions photos
  • Roof age documentation

Commercial Solar Intake Checklist

Utility Data

  • 12-month utility bills
  • 15-minute interval data (CSV)
  • Peak demand by month
  • Current rate schedule / tariff

Site Documents

  • Roof plan / CAD drawings
  • Single-line electrical diagram
  • Panel schedule
  • Structural drawings or report

Business Documents

  • Property owner authorization
  • Tenant/landlord agreement
  • Building permit history
  • HOA/commercial association approval

Use this checklist automatically in SolarIntake

Send customers a branded portal link. They upload. You get notified.