Solar Site Survey App
Solar Site Survey App helps solar contractors capture site intake details, track open surveys, and review survey records and reports in one place using Jotform’s no-code app templates.
Solar Site Survey App helps solar installers and field teams capture consistent site intake details, manage active survey work, and keep survey records organized in one place. Use it to launch a new survey from the field, revisit open surveys during ongoing projects, and present a clear survey report view for office follow-up. It’s a practical fit for residential and commercial site visits where photos, measurements, notes, and customer details need to be gathered quickly and reviewed later without digging through emails or scattered files.
Built with Jotform, this app template supports fast data collection and smoother workflow handoffs between the field and the office. With Jotform’s no-code app builder and drag-and-drop interface, you can tailor the experience to your process, connect the app to your survey form and survey records table, and share a self-service link with your team so everyone works from the same up-to-date information.
Connected Assets
This template collects and utilizes data from the assets listed below. These assets can be customized to align with your specific requirements.
It’s used to run solar site surveys from a single hub, including starting a new survey, monitoring open surveys, and reviewing survey records and a survey report view for follow-up and documentation.
Include a site intake survey form, a place to view survey records, and a reporting page for quick access to completed submissions. Many teams also add fields for customer details, site notes, and attachments to match their onsite checklist.
Use it when your team performs recurring onsite assessments and needs a consistent way to collect information in the field, keep in-progress surveys visible, and reduce delays when handing details to project coordinators or sales operations.
Solar installers, survey technicians, operations managers, and office staff can all use it. It also works for subcontractor crews who need to submit standardized site intake information to a central team.
It helps standardize how surveys are captured, keeps open work easy to find, and maintains a clean record of past surveys for reference. This can improve internal coordination and make it easier to deliver consistent customer follow-ups.
Yes. In Jotform’s no-code app builder, you can rearrange pages like New Survey, Open Surveys, and Survey Report, update labels, and add or remove elements so the navigation matches your field workflow.
Yes. You can share the app with a link or QR code so technicians can submit site intake details onsite and office teams can review survey records and survey reports without switching tools.
Survey responses are stored in your connected Jotform form and can be viewed as survey records through linked data views, making it easier to find specific clients, open a record, and reference past submissions when needed.
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