A solar installation that passes the DISCOM inspection but has loose connectors or poor earthing comes back as a complaint in the first monsoon. A solar installation checklist, signed step by step, makes quality repeatable across teams. Download the Word version below. Approvals and inspections follow your state DISCOM's rules.

Solar installation checklist: before the job

  • Site survey done: shade, roof type and strength, orientation, load and sanctioned load
  • Design and bill of material approved by the customer
  • Material checked against the BOM on delivery
  • Safety: harness, ladder, PPE, roof edge protection

Structure and modules

  • Structure fixed as per design; anchors sealed against leaks
  • Tilt and orientation as designed
  • Modules mounted with correct clamps and torque; no standing on modules

Electrical

  • DC cables of the specified size, UV-resistant, clipped and routed in conduit
  • Connectors of matching type, properly crimped
  • DC and AC distribution boxes with specified protection
  • Inverter mounted with ventilation clearance
  • Earthing and lightning arrester installed and connected
  • Labels on cables, boxes and isolators

Testing and commissioning

  • Polarity and string voltage checked before connecting the inverter
  • Insulation and earthing checks as per your procedure
  • Inverter commissioned, monitoring configured
  • First-day generation recorded

Handover

  • Customer walkthrough: isolators, display, what to do in a fault
  • Documents: warranties, single-line diagram, test sheet, service contact
  • AMC offered with the solar AMC contract format

Survey to AMC in one record

ServicePilot takes a solar lead through site survey, quotation and installation job, then the AMC, on the same customer and site. See the solar plant maintenance checklist for visits after handover.

In ServicePilotSee lead management software in ServicePilotHow ServicePilot handles this for your business, with a free demo.