Conduct Solar Site Surveys and Assess Installation Feasibility Using Mobile Data Collection

In solar infrastructure projects, inaccurate site observations and delayed updates often slow down execution, leading to redesign and cost overruns. Traditionally, teams rely on manual notes, scattered spreadsheets, or calls, which reduces accuracy and visibility.

To address this, companies are now conduct solar site surveys using mobile data collection and digital mapping workflows. This approach allows real-time capture of rooftop conditions, shading levels, land locations , and installation feasibility. Transforming fragmented inputs into a structured and review-ready system platforms like  MAPOG can be used.

Key Concept: Digital Mapping for Solar Site Assessment

Before you conduct solar site surveys, organize site data in an Excel or CSV file. Typically, this includes attributes such as Site id , address , building type etc all can be  visualized.

Additionally, include accurate coordinates and assign a Unique ID to each location. As a result, data remains consistent and can be auto-plotted on maps. 

Step-by-Step Guide to Conduct Solar Site Surveys

Step 1: Create a Solar Site Survey Project

To begin with, store all site data in an Excel sheet. This file becomes the base for managing surveys without duplication.

Creating excel file for data

Next, log into MAPOG and open the Survey dashboard.

opening mapog dashboard survey section

Then, under Mobile Data Collection, click on Create New.

creating new survey by clicking cretae new

Afterward, define details such as title, description, duration, project type and frequency whether it’s one time or weekly etc.

write description , tittle and  select the date for survey


Then, create a custom location type named “Solar Site Assessment”, by clicking create new in  location type to add attributes to your map.

create new location type by clicking create new

and then choose point geometry, and assign a color. Add attributes like address and building type using select or multiselect formats. Importantly, enable contributor access so field teams can update data directly. Finally  save.

selecting geometry type and creating new attributes

Now add the template from the list and select it , Now  allow settings for adding locations & edit them, then save and continue.

enable add more location & edit location

Step 2: Add Structured Questions

Now, move to the Add Question section.

adding questions for surevy form

Here, clicking on add question, include questions like “Installation Site Type” or “Shading Condition” using formats such as text, select, multiselect, and image upload. These questions will be used  during survey  by the team members for technical data and proof identity  of the sites .

creating survey form with different answer type

Furthermore, predefined options can be added for select fields just click on the select in answer type  and then write the options by clicking on manage options when done click save. As a result, field teams can submit both technical details and visual proof, improving data accuracy. When done with the question form click next .

writing options and saving it with manage option

Step 3: Upload Survey Locations

Subsequently, browse & upload your prepared Excel or CSV file using the  Add New Location by Uploading CSV/Excel option.

adding new locations through csv file

During upload, ensure each point has a Unique ID to avoid duplication.

selecting site id

Then, match columns with attributes and assign coordinates correctly.

matching lattitude and longitude

Once uploaded, locations will automatically appear on the map, enabling quick visualization.

adding locations to the users

Step 4: Assign Teams and Areas

Next, go to the Add User section.

clicking add user option

and  then click add  member and add new user, write the email address and select their role  whether admin or other.

add email address and selecting role whether admin or others


Now select the members from the dropdown and add them by clicking invite.

inviting through email for to conduct solar site surveys

After that, assign locations to users. Using the map option, draw boundaries to allocate survey zones to specific engineers.

Assigning locations to the members

Additionally, apply color coding for clarity. 

colour coding

Click on the filter option to assign unassigned points & filter points according to the attributes, whether assigned or unassigned this helps to find data when there are large data sets.

filtering data to conduct sular site surveys

Step 5: Launch and Monitor Surveys

Once setup is complete, Go to the draft section and click Start Survey.

all locations assigning and starting survey to conduct solar site surveys

Field teams will receive assigned locations in the MAPOG Contributor App, where they can add new locations for the survey, by searching locations they can confirm sites and add details of the sites.

adding new locaytion site through mobile collection app


After saving, survey form will open and now they can provide all gathered details like roof area , sunlight exposure etc, upload site images, and then submit or save drafts  . 

submitting survey form question to conduct solar site survey

Meanwhile, managers can track statuses like submitted, pending, or draft from the overview dashboard. Use filter option to  filter out the points either by status or whom it answered by.

filtering locations whether submitted or not

In addition, admins can review submissions in review section.

checking survey form to  Conduct solar site surveys


You can check status pending , draft submitted or you can reopen the task again and also  add comments, and finalize records.

assigning , reopening or accepting form to Conduct solar site surveys

Data can also be exported as CSV for further analysis.

exporting data through csv file to Conduct solar site surveys

You can also add the survey data to a new map or existing map by clicking open map editor .

can share map to new or existing map with Conduct solar site surveys


Industry Applications & Benefits

In solar projects, poor coordination often leads to delays and inefficiencies. However, digital solar site surveys improve accuracy and planning.

For example, teams can assess shading, rooftop conditions, and orientation before installation, reducing risks. Similarly, developers can evaluate multiple sites simultaneously, improving decision-making.

Furthermore, centralized dashboards and real-time updates enhance collaboration and ensure faster project execution.

reviewing graphical representation of Conduct solar site surveys


Conclusion

Modern solar projects require efficient and accurate survey methods. By using mobile data collection and digital mapping, companies can improve visibility, reduce delays, and streamline workflows.

Ultimately, MAPOG tools enable seamless coordination from site assessment to approval, making solar installation planning more efficient and scalable.

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