What is a site survey and how do I create one

Name: Arkon One: What is a site survey and how do I create one
Duration: 51 s
Description: What is a site survey and how do I create one. A site survey records a visit to a property: the measurements to price (and, for solar, the roof and the customer's electricity use). It can then become a draft quote in one click.

Next lesson: How to create a quote from a solar survey →

What is a site survey and how do I create one. A site survey records a visit to a property: the measurements to price (and, for solar, the roof and the customer's electricity use). It can then become a draft quote in one click.

The steps, written out

Open Sales & Customers → Site surveys (Site surveys) and press New survey.
Choose the Customer and type the Site address (both required).
Set the Survey date and the Surveyor.
Enter the measurements and notes, then press Save.

Tip

Owner / Administrator, Office Manager, Sales & Estimating, Engineer / Document Control and Foreman can create and edit surveys.

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