{"id":11225,"date":"2017-06-02T14:13:17","date_gmt":"2017-06-02T14:13:17","guid":{"rendered":"https:\/\/www.process.st\/templates\/solar-panel-installation\/"},"modified":"2024-02-28T19:55:18","modified_gmt":"2024-02-28T19:55:18","slug":"solar-panel-installation","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/solar-panel-installation\/","title":{"rendered":"Solar Panel Installation"},"content":{"rendered":"<section id=\"introduction-to-solar-panel-installation\">\n<h2>Introduction to Solar Panel Installation:<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/oxda5pjw4ZvPiS0lgfxHfg.png\" alt=\"Solar Panel Installation - Process Street\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/oxda5pjw4ZvPiS0lgfxHfg.png\"> <\/a><figcaption>\n     Solar Panel Installation - Process Street<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>This solar panel installation checklist is designed to lead you through<strong> the steps necessary to install a series of solar panels on a residential or commercial property<\/strong>.&nbsp;<\/p>\n<p>The checklist walks through the overall steps in the process while detailing key considerations in the tasks. Within each task are<strong> form fields where you can upload information<\/strong> pertinent to the project.&nbsp;<\/p>\n<p>We've also included a final task which guides you through <strong>setting up your invoicing system with Process Street<\/strong> if you wish to use it.&nbsp;<\/p>\n<p>Solar power is a rapidly growing industry and unlike other traditional forms of energy generation, it can be directly harnessed by the consumer.&nbsp;<\/p>\n<p><strong>The price of solar panels are dropping worldwide<\/strong> and certain areas are seeing huge spikes in usage. Over the last 10 years, Europe has seen <a href=\"http:\/\/ec.europa.eu\/eurostat\/statistics-explained\/index.php\/Renewable_energy_statistics\" rel=\"nofollow noopener\" target=\"_blank\">solar power generation<\/a> jump from 0.1% of production to 10%. Many European countries are experiencing renewable energy outputs equal to entire nation demand on particularly hot or windy days.&nbsp;<\/p>\n<p>The US isn't far behind in the rise of solar with companies like Elon Musk's SolarCity vying for the industrial market and the globally high levels of consumer spending power meaning that individuals and <strong>families across America are able to install panels on their homes<\/strong> and contribute energy back into the national grid.&nbsp;<\/p>\n<p>We built this checklist with that consumer demand in mind, to help the small firms across America meet those needs.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"video-content\">\n<div class=\"iframe-container\"> <iframe src=\"https:\/\/www.youtube.com\/embed\/l7IeB-jtPkk?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div>\n<div class=\"description\">\n    Solar Panel Installation - EnergySage\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"enter-the-client-details\">\n<h2>Enter the client details<\/h2>\n<div class=\"text-content\">\n<p><strong>Use the form fields within this section<\/strong> to record all pertinent details&nbsp;relating to the client.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Client name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Client address <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Client phone number <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Date of contact <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Client desired project start date <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"assess-the-suitability-for-solar-power\">\n<h2>Assess the suitability for solar power<\/h2>\n<div class=\"text-content\">\n<p>The first step in a solar installation project is <strong>assessing the viability of solar energy generation<\/strong> for the particular location.&nbsp;<\/p>\n<p>There are some very easy steps which you will take:<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Is the roof in the shade?\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Which side of the roof receives the most sunlight?\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Is the structure stable enough to support panels?\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>These are some of the obvious considerations you must take into account when evaluating a site. However, you'll need to check a few more things too.&nbsp;<\/p>\n<p><strong>Use the form fields<\/strong> to document these measures.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Detail the suitability of the house's electrical panel <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Will the electrical panel need upgrading? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> What is the angle of the roof? <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> What is the size of the roof? <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What are the results of the Solar Pathfinder? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"apply-for-relevant-permits-or-permission\">\n<h2>Apply for relevant permits or permission<\/h2>\n<div class=\"text-content\">\n<p>Going through the process of installing solar panels involves an<strong> initial period of managing permissions and permits.&nbsp;<\/strong><\/p>\n<p>It is important to make sure that all necessary documents have been collected and submitted before beginning any work. The financial cost to the customer of purchasing and installing solar panels is significant and there shouldn't be unnecessary risks attached to that.&nbsp;<\/p>\n<p>What permits are required will vary nation by nation and state by state - town by town, even.&nbsp;<\/p>\n<p>Make sure you gather a detailed analysis of the legal process for your area.<\/p>\n<p><strong>Use the form field below<\/strong> to document whether all permits have been applied for<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Have permits been applied for? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Have permits been granted? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"choose-the-photovoltaic-system-type\">\n<h2>Choose the photovoltaic system type<\/h2>\n<div class=\"text-content\">\n<p>Choosing the panels is an important part of the process as these panels will sit on your client's roof for the next 20+ years.&nbsp;<\/p>\n<p><strong>It is vital you assess build quality and buy from a trusted supplier<\/strong>. Most solar panels have to adhere to certain industry standard performance tests and should generate between 200 to 350 watts. The higher the energy generation, better return they'll give your client.&nbsp;<\/p>\n<p>You should have a consistent supplier set up, but it is always worth checking up on the market - particularly with the rate of technological progress within the sector!<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Detail the panels you will be providing for this project <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"perform-a-risk-assessment-on-the-project\">\n<h2>Perform a risk assessment on the project<\/h2>\n<div class=\"text-content\">\n<p>Solar panels and renewable energy protect our planet, but they won't be able to do so unless you protect yourself.&nbsp;<\/p>\n<p>Make sure to <strong>run a risk assessment before any project begins<\/strong>.&nbsp;<\/p>\n<p><strong>Use the form field below<\/strong> to upload your risk assessment.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Upload your risk assessment <\/label> <\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"inspect-the-roof-for-stability\">\n<h2>Inspect the roof for stability<\/h2>\n<div class=\"text-content\">\n<p>If the roof is not stable then you put yourself in danger and you put the client in a precarious long-term position also, as they could find their roof collapsing in on them.<\/p>\n<p><strong>Use our subchecklist below<\/strong> to check certain considerations.<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Is the roof even and level?\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Are the tiles secured?\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      What is the condition of the roofing structure?\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Is the roof sufficiently protected from the weather?\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"select-the-location-of-the-inverter-and-install\">\n<h2>Select the location of the inverter and install<\/h2>\n<div class=\"text-content\">\n<p>A typical location for the inverter to be installed might be by an electrical panel in the garage. This kind of storage keeps it hidden with other utilities yet next to other important components in the solar system.&nbsp;<\/p>\n<p>Consideration needs to be given to the different kinds of inverters available which could be employed within this system. There are <a href=\"https:\/\/www.energysage.com\/solar\/101\/string-inverters-microinverters-power-optimizers\/\" rel=\"nofollow noopener\" target=\"_blank\">three principle types<\/a> of inverters to discuss: string inverters, micro inverters, and power optimizers.&nbsp;<\/p>\n<p>It is wise to <strong>discuss this with the client and explain to them the different options available<\/strong> along with the pros and cons of each.&nbsp;<\/p>\n<p><strong>Use the form field below<\/strong> to document your approach to the inverter.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Inverter selection and location decisions <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"build-any-scaffolding-or-support-systems-needed\">\n<h2>Build any scaffolding or support systems needed<\/h2>\n<div class=\"text-content\">\n<p>You can either construct your scaffolding yourself or have an external company come in to do so.<\/p>\n<p>Often, not much scaffolding is needed on small residential builds and a selection of harness options can compensate for large structures.&nbsp;<\/p>\n<p>You can see this in <strong>the video below<\/strong> from Solar City.<\/p>\n<\/p><\/div>\n<div class=\"video-content\">\n<div class=\"iframe-container\"> <iframe src=\"https:\/\/www.youtube.com\/embed\/zMl-82L3LqQ?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div>\n<div class=\"description\">\n    Two Solar Panel System Installations - Solar City\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"manage-the-wiring-from-the-roof-to-your-inverter\">\n<h2>Manage the wiring from the roof to your inverter<\/h2>\n<div class=\"text-content\">\n<p>Make sure all wiring from the inverter is safely led up to the roof so that it will be easily accessible once the panels are installed.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"prepare-the-roof-for-solar-panels\">\n<h2>Prepare the roof for solar panels<\/h2>\n<div class=\"text-content\">\n<p>Preparing the roof for solar panels will hopefully only require adding racking to the roof.&nbsp;<\/p>\n<p>Of course, if the roof is in a terrible condition it may need to be renovated which adds significant time to the job. You can use our <a href=\"https:\/\/www.process.st\/templates\/roof-installation-process\" rel=\"nofollow noopener\" target=\"_blank\">roof installation process<\/a> to guide you through that process.<\/p>\n<p><strong>Check out this video below<\/strong> for some examples and demonstrations of installing solar racking and flashing.<\/p>\n<\/p><\/div>\n<div class=\"video-content\">\n<div class=\"iframe-container\"> <iframe src=\"https:\/\/www.youtube.com\/embed\/Nk4fzvw92y4?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div>\n<div class=\"description\">\n    Kinetic solar racking and mounting\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"mount-the-panels-on-the-roof\">\n<h2>Mount the panels on the roof<\/h2>\n<div class=\"text-content\">\n<p>This is the task everyone most associates with the process but it is likely one of the easier parts.&nbsp;<\/p>\n<p>Make sure you are safe working at heights and <strong>be careful not to damage the solar panels<\/strong> in the process.&nbsp;<\/p>\n<p>The panels should be <strong>firmly secured with a 10cm space<\/strong> between the roof and the panel to allow for cooling.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/llnC6IJUzyNB41w-NT5Ajw.jpg\" alt=\"Mount the panels on the roof\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/llnC6IJUzyNB41w-NT5Ajw.jpg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"connect-your-panels-to-the-inverter\">\n<h2>Connect your panels to the inverter<\/h2>\n<div class=\"text-content\">\n<p>Select on the <strong>dropdown form field below<\/strong> to confirm you have connected every panel to the system.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Every panel is connected to the system <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"run-postinstallation-checks\">\n<h2>Run post-installation checks<\/h2>\n<div class=\"text-content\">\n<p>Now that the installation process is largely complete, run through these basic checks to confirm the project has been done successfully.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Check the polarity is plus on plus, minus on minus\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Protect the battery in a box to avoid short circuiting\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Make sure the cooling space between panel and roof is 10cm\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Provide the panels are angled for maximum efficiency\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Double check the panels are not in shade\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Check there is easy access to the controller\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       7\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Make sure controller wiring is organized and clear\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       8\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Check all cables are weatherproofed\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       9\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Provide all wire thickness\/length is correct for output\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"add-a-power-meter-to-measure-output\">\n<h2>Add a power meter to measure output<\/h2>\n<div class=\"text-content\">\n<p>An optional, but recommended, extra is to add a power meter to the client's system in order for them to be able to more accurately measure their energy generation.&nbsp;<\/p>\n<p>Discuss the option with them and<strong> record the details in the form field below<\/strong>.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Notes on adding a power meter <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Power meter installed <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"invite-a-local-government-representative-for-inspection\">\n<h2>Invite a local government representative for inspection<\/h2>\n<div class=\"text-content\">\n<p><strong>Use the email widget below<\/strong> to notify the local government institution that the build is finished and ready to be inspected.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"invite-an-electrical-company-representative-for-approval\">\n<h2>Invite an electrical company representative for approval<\/h2>\n<div class=\"text-content\">\n<p>Use the email widget below to contact the local electrical company so that your client can start contributing to the grid.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"plan-an-annual-cleaning-procedure\">\n<h2>Plan an annual cleaning procedure<\/h2>\n<div class=\"text-content\">\n<p>Talk with your client about the maintenance&nbsp;requirements for solar panels and help them set up a system for managing it.&nbsp;<\/p>\n<p>This can be a secondary service your company offers as an upsell or it could be a simple process you help the client build independently.<\/p>\n<p>Either upload the process below or<strong> include a link to it if you're using Process Street to build it.&nbsp;<\/strong><\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Cleaning process upload <\/label> <\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"build-a-process-to-track-grid-revenue\">\n<h2>Build a process to track grid revenue<\/h2>\n<div class=\"text-content\">\n<p>Help explain to your client how best to track their revenue to ensure they aren't being given a bum deal.&nbsp;<\/p>\n<p><strong>You could use Process Street to help them build an ongoing process to monitor their solar revenue.<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"send-invoice-to-the-client\">\n<h2>Send invoice to the client<\/h2>\n<div class=\"text-content\">\n<p><strong>Congratulations on a successful construction project.<\/strong>&nbsp;<\/p>\n<p>The contractor can use the <a href=\"https:\/\/www.process.st\/templates\/creating-an-invoice\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street invoice generator template<\/a> to send their invoice to the client.&nbsp;<\/p>\n<p>This invoice can be<strong> sent automatically from this checklist<\/strong> by clicking to complete the task.&nbsp;<\/p>\n<p>You can use <a href=\"http:\/\/zapier.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Zapier<\/a> to connect this task in this template to your invoice so that you can automate the sending process.&nbsp;<\/p>\n<p>In Zapier, select \"Make a Zap\" and search for Process Street. It will prompt you to create a trigger - select \"New Task Checked\". It should then prompt you to connect your Process Street account to your Zapier one. You simply follow the link <strong>Settings &amp; API tab of the organization manager&nbsp;<\/strong>on the pop-up.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ltbC3sbPvVDYxajpc2FP6w.png\" alt=\"Send invoice to the client\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ltbC3sbPvVDYxajpc2FP6w.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Follow the steps provided by Zapier and it should connect the two accounts together. From here it will let you search for the template you want to run the Zap from, and choose the task you want to hook it up to.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gascZK8JC2aIUx1MudJHVQ.png\" alt=\"Send invoice to the client\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gascZK8JC2aIUx1MudJHVQ.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>After you've selected those options you can test that step and <strong>your trigger should be set.&nbsp;<\/strong><\/p>\n<p>Next, you can create the action to be initiated by your trigger. You can use a third party system like <strong>WebMerge or you can use Zapier's built-in email service<\/strong> to generate HTML emails. Either of these solutions can be used to generate and send your invoice.<\/p>\n<p>To read more about these steps and how to create the invoice <a href=\"https:\/\/www.process.st\/invoice-generator\/\" rel=\"nofollow noopener\" target=\"_blank\">check out this article<\/a>.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"sources\">\n<h2>Sources:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/energy.gov\/energysaver\/installing-and-maintaining-home-solar-electric-system\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/energy.gov\/energysaver\/installing-and-maintaining-home-solar-electric-system<\/a><\/li>\n<li><a href=\"https:\/\/www.wholesalesolar.com\/solar-information\/diy-solar\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/www.wholesalesolar.com\/solar-information\/diy-solar<\/a><\/li>\n<li><a href=\"http:\/\/geekbeat.tv\/the-complete-guide-to-installing-a-pv-photovoltaic-solar-panel-system\/\" rel=\"nofollow noopener\" target=\"_blank\">http:\/\/geekbeat.tv\/the-complete-guide-to-installing-a-pv-photovoltaic-solar-panel-system\/<\/a><\/li>\n<li><a href=\"https:\/\/www.thesolarco.com\/solar-energy\/solar-panels\/how-are-solar-panels-installed\/\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/www.thesolarco.com\/solar-energy\/solar-panels\/how-are-solar-panels-installed\/<\/a><\/li>\n<li><a href=\"http:\/\/www.citylab.com\/navigator\/2016\/04\/want-solar-panels-on-your-roof-heres-what-you-need-to-know\/476805\/\" rel=\"nofollow noopener\" target=\"_blank\">http:\/\/www.citylab.com\/navigator\/2016\/04\/want-solar-panels-on-your-roof-heres-what-you-need-to-know\/476805\/<\/a><\/li>\n<li><a href=\"https:\/\/www.theguardian.com\/us-news\/2017\/mar\/01\/solar-panel-home-installation-energy-environment-explainer\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/www.theguardian.com\/us-news\/2017\/mar\/01\/solar-panel-home-installation-energy-environment-explainer<\/a><\/li>\n<li><a href=\"https:\/\/www.scientificamerican.com\/article\/installing-solar-panels\/\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/www.scientificamerican.com\/article\/installing-solar-panels\/<\/a><\/li>\n<li><a href=\"http:\/\/www.solar-nation.org\/what-is-the-process-of-installing-solar-panels-on-your-roof\" rel=\"nofollow noopener\" target=\"_blank\">http:\/\/www.solar-nation.org\/what-is-the-process-of-installing-solar-panels-on-your-roof<\/a><\/li>\n<li><a href=\"http:\/\/news.energysage.com\/solar-panel-installation-guide-what-should-you-expect\/\" rel=\"nofollow noopener\" target=\"_blank\">http:\/\/news.energysage.com\/solar-panel-installation-guide-what-should-you-expect\/<\/a><\/li>\n<li><a href=\"https:\/\/www.sunrun.com\/how-it-works\/solar-design-and-installation\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/www.sunrun.com\/how-it-works\/solar-design-and-installation<\/a><\/li>\n<li><a href=\"http:\/\/www.energy.wsu.edu\/Documents\/SolarPVforBuildersOct2009.pdf\" rel=\"nofollow noopener\" target=\"_blank\">http:\/\/www.energy.wsu.edu\/Documents\/SolarPVforBuildersOct2009.pdf<\/a><\/li>\n<li><a href=\"http:\/\/macsen-pv.iter.es\/pub\/documentos\/documentos_Basic_Tech_Solar_Training_manual_FEF_08_ENG_84e8a4fd.pdf\" rel=\"nofollow noopener\" target=\"_blank\">http:\/\/macsen-pv.iter.es\/pub\/documentos\/documentos_Basic_Tech_Solar_Training_manual_FEF_08_ENG_84e8a4fd.pdf<\/a><\/li>\n<li><a href=\"http:\/\/www.energy.ca.gov\/reports\/2001-09-04_500-01-020.PDF\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/www.templateroller.com\/template\/2209546\/a-guide-to-photovoltaic-pv-system-design-and-installation-california.html<\/a><\/li>\n<li><\/li>\n<li><a href=\"http:\/\/www.energy.ca.gov\/reports\/2001-09-04_500-01-020.PDF\" rel=\"nofollow noopener\" target=\"_blank\">http:\/\/www.energy.ca.gov\/reports\/2001-09-04_500-01-020.PDF<\/a><\/li>\n<li><a href=\"http:\/\/unesdoc.unesco.org\/images\/0013\/001332\/133249e.pdf\" rel=\"nofollow noopener\" target=\"_blank\">http:\/\/unesdoc.unesco.org\/images\/0013\/001332\/133249e.pdf<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"related-checklists\">\n<h2>Related checklists:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/www.process.st\/templates\/solar-panel-installation\" rel=\"nofollow\">Solar Panel Installation<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/roof-installation-process\" rel=\"nofollow\">Roof Installation Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/pool-construction-process\" rel=\"nofollow\">Pool Construction Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/electrical-inspection-checklist\" rel=\"nofollow\">Electrical Inspection Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/site-inspection-checklist\" rel=\"nofollow\">Site Inspection Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/construction-proposal-template\" rel=\"nofollow\">Construction Proposal Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/construction-progress-report\" rel=\"nofollow\">Construction Progress Report<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction to Solar Panel Installation: Solar Panel Installation - Process Street This solar panel installation checklist is designed to lead you through the steps necessary to install a series of solar panels on a residential or commercial property.&nbsp; The checklist walks through the overall steps in the process while detailing key considerations in the tasks. [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":11226,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"22","template_description":"Run this solar panel installation checklist when you start working with a new client","template_id":"ot6bWhCVf43Y3usJZkpMjg","task_0":"Introduction to Solar Panel Installation:","task_slug_0":"introduction-to-solar-panel-installation","task_1":"Enter the client details","task_slug_1":"enter-the-client-details","task_2":"Assess the suitability for solar power","task_slug_2":"assess-the-suitability-for-solar-power","task_3":"Apply for relevant permits or permission","task_slug_3":"apply-for-relevant-permits-or-permission","task_4":"Choose the photovoltaic system type","task_slug_4":"choose-the-photovoltaic-system-type","task_5":"Perform a risk assessment on the project","task_slug_5":"perform-a-risk-assessment-on-the-project","task_6":"Inspect the roof for stability","task_slug_6":"inspect-the-roof-for-stability","task_7":"Select the location of the inverter and install","task_slug_7":"select-the-location-of-the-inverter-and-install","task_8":"Build any scaffolding or support systems needed","task_slug_8":"build-any-scaffolding-or-support-systems-needed","task_9":"Manage the wiring from the roof to your inverter","task_slug_9":"manage-the-wiring-from-the-roof-to-your-inverter","task_10":"Prepare the roof for solar panels","task_slug_10":"prepare-the-roof-for-solar-panels","task_11":"Mount the panels on the roof","task_slug_11":"mount-the-panels-on-the-roof","task_12":"Connect your panels to the inverter","task_slug_12":"connect-your-panels-to-the-inverter","task_13":"Run post-installation checks","task_slug_13":"run-postinstallation-checks","task_14":"Add a power meter to measure output","task_slug_14":"add-a-power-meter-to-measure-output","task_15":"Invite a local government representative for inspection","task_slug_15":"invite-a-local-government-representative-for-inspection","task_16":"Invite an electrical company representative for approval","task_slug_16":"invite-an-electrical-company-representative-for-approval","task_17":"Plan an annual cleaning procedure","task_slug_17":"plan-an-annual-cleaning-procedure","task_18":"Build a process to track grid revenue","task_slug_18":"build-a-process-to-track-grid-revenue","task_19":"Send invoice to the client","task_slug_19":"send-invoice-to-the-client","task_20":"Sources:","task_slug_20":"sources","task_21":"Related 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