Purpose:
This questionnaire helps determine project fit and gathers the information needed to begin professional solar design assistance. Please answer accurately and completely. Incomplete or inaccurate information may delay or limit service.
 

1. Full Name
(Homeowner or responsible party)

2. Email Address

3. Phone Number

4. Project Address
(Full address including city and state)

5. State / Jurisdiction
(Where the system will be permitted)

6. Which best describes you?
☐ Licensed electrician
☐ Contractor (non-solar)
☐ Engineer / technical professional
☐ Experienced DIY homeowner
☐ Other (please explain)

7. Have you previously pulled permits for electrical or structural work?
☐ Yes
☐ No

8. Who will be performing the installation?
☐ Me (homeowner)
☐ A licensed electrician
☐ A contractor
☐ Combination

9. Are you comfortable following electrical and building code requirements?
☐ Yes
☐ No

If you answered “No,” this service is likely not a good fit.
 

10. System Type (select all that apply):
☐ Grid-tied residential solar PV
☐ Battery backup (grid-interactive)
☐ No batteries (PV only)

11. Confirmations (required):
☐ This is NOT an off-grid system
☐ This is NOT an RV or mobile system
☐ This is a residential project

12. Is there an existing solar system on the home?
☐ No
☐ Yes (please describe)

13. Main Service Panel Size:
☐ 100A
☐ 125A
☐ 200A
☐ Other / Unsure

14. Utility Provider:
(Example: SCE, PG&E, Duke Energy, etc.)

15. Roof Type:
☐ Composition shingle
☐ Tile
☐ Metal
☐ Flat
☐ Other

16. Roof Age (approximate):
☐ 0–5 years
☐ 6–10 years
☐ 11–20 years
☐ Unsure

17. Primary goal of the system:
☐ Offset most or all usage
☐ Prepare for future EV
☐ Add battery resilience
☐ Reduce utility bills
☐ Other (explain)

18. Desired system size (if known):
(kW or number of modules)

19. Equipment preferences (if any):
(Modules, inverters, batteries, brands, etc.)

20. Are you open to equipment recommendations if your preference is incompatible or non-compliant?
☐ Yes
☐ No

21. Do you know your AHJ (city or county building department)?
☐ Yes (name it)
☐ No

22. Has any permit application already been submitted?
☐ No
☐ Yes (attach documents below)

23. Have you received plan check comments or a rejection?
☐ No
☐ Yes (attach below)

Please upload the following if available:

• ☐ Utility bill (most recent)
   
• ☐ Site plan or plot plan
   
• ☐ Roof layout or aerial image
   
• ☐ Electrical panel photos (open & closed)
   
• ☐ Existing plans or drawings
   
• ☐ Plan check comments (if any)
   

(Missing documents may delay work.)

Please read carefully and confirm:

☐ I understand That Solar Guy provides consulting and design assistance only
☐ I understand That Solar Guy does not install or supervise installation
☐ I understand I am responsible for final permit submission and construction
☐ I understand permit and inspection approval is not guaranteed
☐ I understand inaccurate information may require revisions or additional fees

24. Desired project timeline:
☐ ASAP
☐ Within 30 days
☐ 30–60 days
☐ Flexible

25. How did you hear about That Solar Guy?
☐ Search
☐ YouTube
☐ Referral
☐ Other

26. Anything else you think I should know about this project?
(Open response)

☐ I confirm the information provided is accurate to the best of my knowledge and understand this intake does not constitute engineering, installation, or permit filing services.

You can score leads internally on:

• Experience level
   
• Completeness
   
• Attitude toward responsibility
   
• Equipment rigidity
   

“Thank you for submitting your intake. If your project is a good fit, you’ll receive next steps within 1–2 business days.”