Site surveys /a/surveys
A field technician's view of every scheduled and completed roof visit. Designed to be filled on a phone, one-thumb-ready.
The survey list
Top right has a View All Surveys (Admin) toggle — admins see every technician's surveys; technicians see only their own. Three filters narrow the list:
- Search by customer name — free text.
- All Statuses — Scheduled / In Progress / Completed.
- All Technicians — admin-only; pick a specific tech.
Each row's action button is context-aware: Start Survey when status is Scheduled, View Survey once it's Completed.
Scheduling a survey
Surveys are scheduled from the Lead detail page, not from this list.
From Leads, open the lead and scroll to the Site Surveys card.
Pick a date and time in Survey Date, choose a technician from Assign Technician, and click Schedule.
The new entry appears under Survey History on the same card and in this list.
Filling out the survey on site
Click Start Survey to open the technician form. It has three cards:
1. Customer Details (read-only)
Auto-filled from the lead — name, mobile, address, monthly bill.
2. Technical Specs
| Field | What to enter |
|---|---|
| Assign Technician | Who is doing the visit. |
| Roof Area (SqFt) | Usable area after subtracting shaded zones, water tanks and AC outdoor units. A 1 kW system needs ~80 sq ft of unshaded space. |
| Shading | None / Partial / Heavy. |
| Connection Type | Single-phase or Three-phase, as printed on the customer's electricity bill. |
| Sanctioned Load (kW) | From the bill. |
| Existing monthly unit consumption (kWh) New | Estimated automatically from the monthly bill (roughly bill ÷ ₹8 per unit — a ₹5,000 bill shows 625 kWh). Replace it with the actual units from the bill if you have them. |
| Recommended kW (Auto-calculated) | Worked out from monthly consumption. Examples from the app: ₹3,000 bill → 3 kW, ₹5,000 → 4.5 kW, ₹10,000 → 9.5 kW. Override it if shading, roof area or sanctioned load push the practical size lower. |
| Location Details | Tap Get Location on site to capture latitude and longitude. |
| Status | Set to Completed once you leave site so the lead can move on to quotation. |
| Notes | Earthing condition, distance from meter to roof, MCB ratings, cable run constraints — anything the quotation team needs. |
Click Save Technical Specs to store the card.
3. Photo Gallery
Drag and drop photos, or tap to pick from your phone's camera or gallery. Capture the full roof, each shading source, the existing meter, the earthing pit and the cable-entry point.
Troubleshooting
Problem: survey rows show the date as 2026-06-18T15:57. Cause: the list shows the raw timestamp. Read it as 18 Jun 2026, 3:57 PM.
Survey done? Open the lead and click Create Quotation to draft the quote.