MAP GOALS AND SITE CONTEXT
Describe the project without an address, bill, account number or technical conclusion.
Home & Property · FREE PREPARATION PACK
Home solar goals, site-context and proposal-comparison workbook
Solar proposals are easier to compare when every provider receives the same non-sensitive map of household goals, energy-use context, roof and site questions, planned property changes, requested proposal details, ownership or payment-model questions and handoff expectations. This helpful preparation resource from PickYourPro.ai keeps design, production, savings and eligibility conclusions with qualified providers and current official sources.
Download free PDF ↓Ready for proposals? Start a request ↗
Preparation and proposal comparison only, not solar design, engineering, roof, structural, electrical, utility, interconnection, permitting, tax, incentive, financing, contract, savings, production, safety or legal advice. Qualified providers and relevant authorities must assess the property, define technical work and confirm current requirements and written terms.
START HERE
How to use this resource
Use neutral labels such as Property A, Roof Area A, Goal A and Proposal A. Record broad observations and questions, not an address, account number, bill image, meter identifier, access code or private financial information. Give each provider the same brief and ask them to explain the assessment they propose, the written system and work scope, owner and provider responsibilities, assumptions, exclusions, warranties, monitoring and closeout.
Open the PDF in a form-capable viewer, save a copy, then fill it in. Reopen your saved copy to check your answers. You can also print the blank pages and write by hand. Your answers are not submitted to PickYourPro.ai.
DEFINE SYSTEM AND RESPONSIBILITIES
Ask each provider to document its assessment, proposal scope and handoffs without using this sheet as a design.
CHECK PROPOSAL READINESS
Tick what is organized. These checks do not approve design, production, savings, incentives or agreement terms.
QUESTIONS FOR THE SOLAR PROVIDER
Record the answer and where it appears in the proposal or supporting documents.
COMPARE THE SAME SOLAR BRIEF
Use Provider A and B. Clarify unlike site, system or agreement assumptions before comparing proposals.
USE IT RIGHT NOW
Solar preparation checklist
- Use the same non-sensitive goals and property-context brief with every provider.
- Separate observed roof or site context from provider-led suitability conclusions.
- List energy-use and planned-change categories without bills or account details.
- Ask each provider to define its proposed assessment and information needs.
- Request written system, installation, responsibility and exclusion details.
- Keep ownership, lease, power-purchase or other agreement questions distinct.
- Compare warranties, monitoring, service, closeout and future handoffs.
- Leave production, savings, incentives and local approvals unresolved until verified.
Questions for the solar provider
- What property, roof, shade, electrical and usage review do you propose before final scope?
- What system components, locations, work, assumptions and exclusions will be written down?
- Who handles utility, permit, inspection, interconnection and other coordination steps?
- How does the proposed ownership or payment model assign equipment and service responsibilities?
- What production estimate, monitoring approach and warranty terms are included, and what assumptions support them?
- What installation, activation, documentation, training, service and future-property handoffs are included?
Write down the answers and any exclusions. If two proposals describe different work, clarify the difference before comparing their totals. Leave unanswered points blank until the professional confirms them.
A CLEARER NEXT STEP
Ready to hear from pros?
Create an account on PickYourPro.ai only if you choose, then start a Solar request. Share a non-sensitive goals, site-context and proposal brief so participating pros can compete with proposals. Compare proposed assessment, system and work scope, ownership or payment model, responsibilities, warranties, monitoring, timing, exclusions and fit. A provider-led site and records review may be needed before a final proposal.
Start a new request ↗Participation and availability vary. A provider-led site, roof, electrical, usage and private-record review may be needed before a final proposal.
Keep the useful part.
The worksheets are free to use whether you hire through PickYourPro.ai or elsewhere. No account is needed to download them.
Download the five-page pack ↓One request. Every pro’s best offer.
More help with your next step
Official references and scope
These are original planning prompts, with AI assistance, prepared by PickYourPro.ai. Official links checked October 26, 2026. This pack has not been independently reviewed by a licensed specialist.
- U.S. Department of Energy: Solar Energy Resources for Consumers ↗
Official DOE consumer-resource hub checked October 26, 2026. It separates homeowner, rooftop-potential, installer-selection and related solar topics. This workbook does not calculate suitability, output, savings or system size.
- Federal Trade Commission: Solar Power for Your Home ↗
Official FTC consumer guide checked October 26, 2026. It supports comparing written system details, ownership or agreement structure, warranties and ongoing responsibilities. This workbook does not restate tax, financing, utility, permit or contract rules.
Linked organizations do not endorse PickYourPro.ai. Report a correction.