Prepare records and access for a solar appointment
Use this checklist for administrative preparation only. It does not assess the roof, approve access or certify the electrical condition of a solar system.
Gather information without approaching equipment
Find existing manuals, installation records and earlier reports. Note missing details honestly. Do not climb onto the roof, enter a ceiling space or handle equipment to fill a gap. Ask the provider which information is needed for the appointment.
Describe the reason for the request and any observation already made from an ordinary safe position. A reported output change or damaged component may need a different professional assessment from routine cleaning.
Confirm the appointment responsibilities
Identify the person providing entry and the person who can approve the scope. Explain relevant occupied areas, pets and property-management arrangements. Ask what preparation is required and retain the provider’s instructions.
After attendance, save the description of completed work and any limitation. Assign a next step to an unresolved recommendation rather than marking it complete because the appointment occurred.
Your preparation record
Tick only the preparation tasks completed. This does not certify the appliance.