Solar appointment preparation: a rep’s checklist

Prepare the right inputs

Open the existing customer and confirm the installation address, attendee, appointment purpose and unresolved question. Review available bills and photos before the visit; a billing address may differ from the site.

Sources: [1][2]

A practical example

• Before leaving: verify contact details, site address, existing solar, electrical phase, requested services and missing evidence.
• Illustrative visit: the customer mentions a recent switchboard upgrade. Reconfirm the old photos instead of carrying them unchanged into the offer. Record what still needs qualified review.

Keep these boundaries clear

A completed customer form is not an equipment compatibility check, accepted quote or reserved installation date. Mobile access does not establish offline support. Use a manager-approved practice record when rehearsing.

Sources: [1][2]

Put the checklist to work

Use one representative record to test the workflow before rolling it out across the team. Confirm what is supported in your plan and who owns unresolved work.

• Explore the related ArcSolar workflow →