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PV+ Service Report
Customer-friendly solar evaluation • photos • recommendations
v18 • Zapier PDF + Email Automation
Preview Customer Report
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Submit to PV+ Ops
Simple:
Fill only what you inspected → Preview → Submit. Submissions are captured in Netlify Forms.
To email
info@service4solar.com
automatically: Netlify → Site → Forms →
Notifications
→ add email notification. (One-time setup.)
1) Job Info
Technician
Date
Work Order (WO #)
Time In
Customer / Site
Customer Email
Site Address
Reference ID:
—
Status:
Draft
2) System Snapshot (for customer)
PV System Size (kW DC)
Battery Size (kWh)
Inverter / Controller
Monitoring Status
Select…
Online / Reporting
Online / Not Reporting
Offline
Plain-English Explanation (customer)
System Health
—
Enter a score below
Performance
—
Expected vs Actual (if known)
Health Score (0–100)
Priority Level
Select…
Green (Good)
Yellow (Service Recommended)
Red (Service Needed)
Expected annual production (kWh/yr)
Actual annual production (kWh/yr)
These visuals help a non-solar customer understand what’s good, what needs attention, and why.
3) Inspection Sections (fill only what you touched)
Open a section → fill details → upload photos. The customer report shows only sections with info/photos.
Main Panel
Main Panel Manufacturer / Model
Main Breaker Rating (A)
Main panel notes
Photo prompt: Main panel interior
Photo: PV breaker / interconnection point
Subpanel / Load Center
Subpanel Location
Subpanel Main (A)
Subpanel notes
Photo prompt: Subpanel interior
Inverter / Controller
Inverter / Controller Location
AC Disconnect Present?
Select…
Yes
No
N/A
Inverter notes
Photo prompt: Inverter nameplate
Photo prompt: Inverter overall
Roof / Array / Racking
Array notes
Photo prompt: Array overview
Photo prompt: Roof penetrations / flashing
Photo prompt: Racking / grounding / bonding
Battery / Backup
Battery Brand / Model
Critical Loads
Battery notes
Photo prompt: Battery/LoadHub overall
Deficiencies / Code References
Observed issues
Code references (optional)
9) Summary & Recommendations (customer-facing)
Summary
Recommendations
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