01
Existing equipment
Ask about current panels, inverter or battery details when the customer knows them. Let them attach a photo or bill if your process needs it.
HomeWalk for Solar installers
Gather useful solar details before you quote.
Give a customer one guided link to share what they know about the property and their energy goals. Your team receives the context and photos together before assessing the system or arranging the next step.
A clearer starting brief
What your team can learn before preparing a quote
Choose the questions and photo requests that fit your process. Customers can share what they know; your team reviews the information and decides what to verify.
02
Roof and access context
Request ground-level views of roof areas, shading, meter location and access constraints. Customers should only take photos from places they can reach safely.
03
Household priorities
Capture what matters to the customer, such as bill concerns, backup priorities, usage patterns or the outcome they hope to achieve.
Customer observations
Useful context, without asking customers to be the expert.
Customer answers and photos provide context, not a system design. Your installer checks roof suitability, measurements, electrical requirements, system sizing and any applicable approvals before recommending or pricing work.
01Set up your request
Choose the customer questions, project details and safe photo requests relevant to this job.
02Send a private link
Your customer can open the walkthrough on a phone without creating a HomeWalk account or installing an app.
03Review before you quote
Bring the customer's answers and requested evidence together, then decide what needs professional assessment.
Example questions
Example questions for solar & batteries
These are starting points. Your business controls the questions and can adapt them to the job and the customer.
QUESTION 01
What prompted you to look at solar or battery storage?
QUESTION 02
Do you already have solar or other equipment installed?
QUESTION 03
Which areas of the property can be photographed safely from the ground?
QUESTION 04
What would you most like the system to help with?
Common questions
HomeWalk for solar installers
Does the customer need to assess their roof?
No. The walkthrough can collect observations and safe photos. Your team makes the technical assessment.
Can customers include existing system details?
Yes. They can share what they know and attach relevant photos or information when requested.
Does the walkthrough replace a site assessment?
No. It helps your team prepare by gathering context in advance; you decide what further inspection or measurement is needed.
Make the next quote easier to prepare
Start with a customer walkthrough.
Try HomeWalk on real requests with a 14-day free trial. Your customer can complete a HomeWalk without an account or app.