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.

Illustration of solar suitability factors around a UK home

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 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.

Questions to ask before deciding

Information and source control

Information correct as of: 17 July 2026

Sources available on request or reviewed during consultation.