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Overview
During a site survey, our Site Surveyors will spend a maximum of 90 minutes evaluating the job site, focusing on the condition of the roof, the home's structural integrity, and the electrical system. As a Sales Representative, your role is vital in initiating the site survey scheduling process. To get started, ensure you have all the necessary information by asking the homeowner specific questions listed below. It is essential to have the homeowner present during the survey whenever possible.
- Did the customer request design specifications?
- What specific design specifications were requested?
- Did you design a specific layout with the homeowner?
- Are there any areas on the roof where you refuse to have panels placed?
- If so, do you realize these restrictions may impact your production?
- What roof areas do you refuse to have panels placed?
- Is the home pre-manufactured?
- Does the homeowner prefer Phone, Text, or Email for scheduling and updates?
- Verify the best contact phone number
- Will the customer be present?
- Will dogs be put away and gates unlocked
- Is the home in a HOA?
- Site Survey Notes
- Any Special Requests?
How to get a Site Survey Scheduled
Once the Sales Rep has collected the required information from the homeowner, please use our chat feature to reach out to an ESP Project Manager to proceed with scheduling the site survey. The Project Manager will ask the series of questions listed above. They will proceed to schedule the site survey, making every effort to accommodate the preferred date and time-based on our schedule availability. ESP provides three appointment windows - AM, Afternoon, and All Day - with an all-day availability preference for the fastest accommodations.
Site Survey Notifications
Both the Sales Representative and the homeowner will receive a notification when the site survey has been scheduled. A reminder notification will be sent to the homeowner the night before the survey, followed by a notification on the day of the appointment to inform them that the Site Surveyors are on their way
Site Survey Process Video
For more information on Site Surveys, check out this video!