Describe your solar intake process. Makeform creates a form for addresses, roof conditions, electricity use, photos, project goals, and site-visit availability.
Send solar assessment responses to Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose a prompt, tailor it, or send it to the builder. This example structure is not a solar recommendation.
Audience
Homeowners exploring rooftop solar
Format
Multi-step qualification form with uploads
Prompt size
273 chars
Example form structure
Multi-step qualification form with uploads
Service address and property ownership
Roof material, age, and shading
Monthly bill and annual electricity use
Recent utility bill and roof photos
Project timing and contact preference
Suggested routing tags
Review ready
Needs bill
Site visit
Ask for both annual electricity use and a recent bill upload; homeowners often know one but not the other.
Step 1
Identify
address, ownership, and property type
Step 2
Measure
bills, kWh, loads, and project goals
Step 3
Inspect
roof, shade, meter, and panel photos
Step 4
Route
review, follow-up, or site-visit queue
Better pre-site intake
A structured solar assessment gives reviewers property and usage details for focused follow-up.
Collect address, ownership, building type, roof material, age, stories, and known repairs together.
Pair cost or annual kWh with the utility, seasonal changes, EV plans, and large loads.
Tag complete submissions, request missing documents, or route site-visit scheduling.
Adapt the intake
Change fields and choices to match your installation process and service area.
Capture ownership, roof details, shading, usage, and project timing before a consultant calls.
Ask about outages, critical circuits, backup goals, and planned electrical loads when storage is relevant.
Request labeled roof, meter, and electrical-panel photos with notes about access and obstacles.
Branch into roof questions or open-land, distance, terrain, and trenching questions based on the owner's interest.
Build the workflow
Generate the structure, add real service details, and test it before sharing.
Describe your installations, service area, required property details, documents, and photos.
Add utilities, roof types, storage questions, and conditional installation paths.
Test on a phone and confirm uploads and optional questions work clearly.
Notify the team and route answers to your qualification workspace.
Choose an intake method
Collect consistent homeowner information before a technical site assessment.
Field guide
Gather remote details, flag gaps, and leave technical conclusions to the installer.
Contact & ownership
Separate contact and location fields. Ask whether another property decision-maker is involved.
Roof & site
Offer simple choices and an unsure option; homeowner answers still require site verification.
Electricity use
Accept annual kWh, monthly use, or a bill upload so reviewers can use available data.
Photos & documents
Request labeled images and never ask homeowners to climb roofs or open electrical equipment.
Goals & future loads
Ask about generation, backup power, electrification, and expected future consumption.
Access & follow-up
Use access, scheduling, and status fields to prepare follow-up.
Related tools
Connect property discovery with qualification, inspections, quotes, and follow-up.
Organize observations and photos when a broader property inspection is needed.
Open toolCreate a structured electrical inspection record for qualified team workflows.
Open toolRoute inquiries by service area, project fit, timing, and follow-up needs.
Open toolCollect general property questions before directing solar-specific prospects to assessment.
Open toolGather the scope and contact details your team requests before preparing pricing.
Open toolBuild a transparent input flow for rough quote calculations where your process supports them.
Open toolFAQ
Practical answers for solar installers designing a consistent homeowner intake process.
It is an intake questionnaire for property, roof, electricity-use, project-goal, and contact details. Installers can organize an initial review and identify gaps before a technical site assessment.
Include installation address, ownership, property type, roof material and age, stories, shading, utility, bill or annual kWh, timing, and contact preference. Optional fields include uploads, battery interest, EV plans, access, and appointments.
Yes. Add labeled uploads for a bill, ground-level roof views, meter area, and closed panel exterior. Mark optional requests and tell respondents not to climb roofs or open electrical equipment.
Yes. Show battery questions for backup-power interest and ground-mount questions for open-land projects. Conditional paths keep intake shorter while collecting relevant backup, terrain, distance, and land details.
No. It gathers homeowner-provided information for initial review. Roof condition, structure, electrical configuration, shading, production, permitting, and design may require records, measurements, specialist review, and a site assessment.
Offer monthly cost, annual kWh, monthly bill usage, or a bill upload. Ask about seasonal peaks and planned loads such as an EV, heat pump, workshop, or addition.
Yes. Makeform is unlimited free for generating, editing, publishing, and collecting responses. The paid tier removes the Makeform badge.
Send responses to a review queue, check address, energy, roof, and upload details, then mark each intake ready or incomplete. Contact the homeowner and schedule the next step.
Turn homeowner interest into structured intake.
