A generic checklist misses what solar techs actually need to capture.
Field service forms built for HVAC or general home services don't ask the right questions for a PV install, a solar pool heat diagnostic, or a permit final inspection. Techs either skip fields that don't apply or miss ones that do.
SolarProjeX ships 13 solar-specific starter templates — PV install, DHW service, PV takedown/putback, pre-site survey, battery install, reroof coordination, discovery audit, and more — or your team can build a custom form with conditional logic so fields only appear when they're relevant. Multiple forms can stack on one work order for a visit that covers more than one job type, and required fields and photos gate the job from being marked complete until they're captured.
What it does, point by point
- 13 solar-specific starter templates, ready to assign to a job type
- Build custom forms with conditional logic — fields show only when relevant
- Stack multiple forms on one work order for multi-line service calls
- Required fields and photos block completion until they're captured
- Versioned templates with a draft/publish workflow, so a form can be revised without breaking jobs already using it