Knowledge Hub

What happens during a proper solar consultation and site survey?

A guide to what a useful, pressure-free solar conversation should cover before anyone recommends a system, product, quotation or installation route.

The front garden of a British house seen from standing height, with a closed surveyor's folder and a tape measure resting on the low boundary wall and the front door standing open.

Why the consultation matters

Solar can look simple from the outside: panels on a roof, power into a home or site, and a saving on electricity. In practice, the right system depends on the location, how electricity is used, future plans and the constraints that a proper survey uncovers.

The purpose of the first conversation is therefore to establish whether a project deserves more detailed design work, not to push a standard package.

What should be discussed first

The strongest starting point is the customer’s objective. Reducing bills, preparing for an electric vehicle, supporting a business, improving resilience or lowering carbon impact can all lead to different design choices.

  • What outcome matters most?
  • How much electricity is used each year?
  • When is electricity used during the day and evening?
  • Are there future plans such as an EV, battery, heat pump, extension or business expansion?
  • What budget, disruption, aesthetics and maintenance preferences need to be respected?

What a site survey should check

A survey should turn a broad idea into a property-specific assessment. For a roof project, that means looking at orientation, dimensions, pitch, shading, roof condition, access, cabling routes and electrical equipment. For businesses and farms, the survey may also review meter arrangements, consumption data, roof ownership, operational disruption and network constraints.

What should be clear after the review

A useful outcome may be a recommendation to proceed, pause, phase the project, collect more data or rule out a particular option. That is still a valuable result because it avoids unsuitable purchases and unrealistic expectations.

  • The main options and their trade-offs.
  • What assumptions still need technical confirmation.
  • Whether solar-only, solar-and-battery, or a phased route is being considered.
  • What information is needed before costs and savings are modelled responsibly.

Questions to ask before deciding

  • Has the recommendation been built around the customer’s objective rather than a product?
  • Are the generation and savings assumptions transparent?
  • Has roof, electrical and grid suitability been checked or clearly marked as pending?
  • Is battery storage being modelled separately from the solar array?

Information and source control

Information correct as of: 17 July 2026

Sources available on request or reviewed during consultation.

Published

Still deciding whether solar is right for your property?

A guide can only take you so far. A free renewable consultation looks at whether solar genuinely suits your property, your usage and what you are trying to achieve, and we will tell you plainly if it does not.

The initial conversation is free to you. Where it makes sense to go further, the detailed design, the final technical advice and the quotation sit with a vetted delivery partner rather than with us.

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