Learn to use the Solar Site Design app, an innovative mobile application and online platform that significantly cuts the costs, time, and effort required for your next solar panel project.
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Solar Site Design App Tutorial
1. Step 1: Download the App
Learn to use the Solar Site Design app in 5 simple steps.!
2. Step be left behind App
Don’t1: Download the by your competitors.
There’s a reason a growing number of
contractors are suddenly leaping ahead of the
competition: Solar Site Design, an innovative
online platform that significantly cuts costs,
time, and effort by allowing you to…
•! connect quickly with the right
! engineers and manufacturers !
! for your specific project!
!
!
!
!
!
!
!
•! collaborate with your team !
! in real-time!
•! store all project documents online !
! for real-time edits and updates!
•! manage more projects with !
greater efficiency, ease, and success!
3. Step Does It Work?
How 1: Download the App
You survey the site and record the
details using either the:
SMARTPHONE APP
while on the job site!
!
or !
!
WEBSITE
on your office computer!
!
And we’ll do the rest!!
4. Step 1: Download the App
The Solar Site Design App in 5 Simple Steps
1.
2.
3.
4.
5.
Download the Solar Site Design app!
Register and login!
Create a new site survey report!
Submit a report !
Login online to view your drawing !
Other valuable tools and features:
•
•
•
•
View Your Survey Calendar
View Your Reports
View a Map of Your Sites
Contact Solar Site Design For Help
6. Step 1: Download the App
There are two ways to download the app depending on the type of operating
system your phone uses. To discover the type of operating system, tap on
the “Settings” icon for your phone and look in the “About” section.!
ANDROID PHONE USERS:
iPHONE USERS:
1. Tap on the “Play Store”
icon located on the home
screen of your phone.!
1. Tap on the “App Store”
icon located on the home
screen of your phone.!
7. Step 1: Download the App
ANDROID PHONE USERS:
iPHONE USERS:
2. Tap on the “Search” icon
located at the top right-hand
corner of the screen.!
2. Tap on the “Search” icon
located at the bottom of the
App Store. !
8. Step 1: Download the App
ANDROID PHONE USERS:
iPHONE USERS:
3. Tap on the search !
bar and then type in “Solar
Site Design.”!
3. Tap on the search bar and
then type in “Solar Site
Design.”!
Search
Bar
Search
Bar
9. Step 1: Download the App
ANDROID PHONE USERS:
iPHONE USERS:
4. Tap on the the Solar Site
Design icon in the list of apps.!
4. Tap on the “Free” button in !
the upper right-hand corner of !
the screen. !
10. Step 1: Download the App
ANDROID PHONE USERS:
iPHONE USERS:
5. Tap on the “Install” button !
to confirm your choice of app.!
5. The “Free” button will change !
to an “Install” button. Tap !
the “Install” button.!
11. Step 1: Download the App
ANDROID PHONE USERS:
iPHONE USERS:
5. Tap on the “Accept” button !
to confirm your choice of app.!
5. A “Sign In” screen will pop
up. Type in your Apple ID
password. !
TIP:
If you don’t
have a
password,
you’ll be
prompted to
set one up.
13. Step 2: Register / Login
When you open the app for the first time, !
tap on the yellow “Register” button !
!
located at the bottom of the screen. !
!
You will then be taken to the Registration
Screen.!
!
14. Step 2: Register / Login
Fill out the form provided on the Registration
screen shown here.!
!
Tap the white boxes and a keyboard will appear
to allow you to type in your information.!
!
The red asterisks * mean you are required to
provide the information in order to register.!
!
Don’t forget to scroll all the way down the
screen by touching the screen and swiping your
finger upward.!
!
TIP: You’ll use the same email address and password you
create here to login to both the app and the website online.
!
!
!
15. Step 2: Register / Login
When you’ve finished filling out the form, !
tap on the “Register” button !
!
!
at the bottom of the screen.!
!
!
16. Step 2: Register / Login
Now that you’ve registered, you can type in
your username/email address and password in
the white boxes and tap on the “Login” button!
!
to open the app.!
!
TIP: Forget your password? Just click on “Forgot Password”
located below the “Login” button on this screen.
!
19. Step 3: Create a Survey Report
After you login to the app, you’ll see the Home
Screen shown here to the left.!
!
Tap on the “New Site Survey” button!
!
!
!
in the upper left of the screen to begin creating
your survey report.!
!
!
TIP: To log back out, tap on the “Power” button
top right hand corner of the screen.
!
in the
20. Step 3: Create a Survey Report
The New Site Survey section of the app allows
you to enter all the information necessary to
create a complete solar site survey report.!
!
Remember that the more information you
provide here, the more time and money you’ll
save going forward. !
!
To begin, tap on the “Project Data” button!
!
!
!
located in the top row of buttons on the far
left.!
!
TIP: To return to the home screen, tap on the home button
located in the top left corner of the screen.
!
21. Step 3: Create a Survey Report
Project Data is the first section you should fill
out when beginning a new site survey. !
!
Give your project a name and provide a basic
description of the site you are surveying. !
!
Remember that items marked with a red
asterisk * are required. !
!
TIP: Including site survey dates and estimated installation dates
will allow them to be included in your Survey Calendar which
can be accessed from the home screen of the app.
22. Step 3: Create a Survey Report
Add Video
Videos and photos can be extremely useful in
describing the site to other team members so
take advantage of this feature and add them to
your project data.!
!
Tap on grey “Video Camera” button !
!
to begin adding video to your survey report.!
!
23. Step 3: Create a Survey Report
Add Video
Tap on the !
Tap on the!
button to discard the
video. !
!
button to use your
phone’s camera to
record video.!
!
Tap on the !
button to watch the
video.!
!
Tap on the!
!
!
Tap on the circular red !
Tap on the square red !
button to return to the
Project Data screen.!
button !
button !
to begin recording. !
to end recording.!
button to upload it to
your project data. !
!
!
!
!
Tap on the !
24. Step 3: Create a Survey Report
Add Photos
You
should
now
see
an
image
represen2ng
the
video
you
just
added.
It
will
be
located
in
the
space
at
the
top
of
the
Project
Data
screen.
To
add
photos,
follow
the
instruc2ons
below.
Tap on grey “Photo
Camera” button !
!
to add still photos to !
your project data.!
!
You have three choices:!
!
!
allows you to take a !
photo with your phone !
camera.!
!
!
allows you to choose a !
previously taken photo !
from your phone’s !
photo library.!
!
!
allows you to return to !
the previous screen.!
!
25. Step 3: Create a Survey Report
Add Photos
To keep the photo you !
just took, tap on !
!
!
Tap on the !
To discard the photo !
!
To use a previously !
taken photo from your !
phone’s photo library, !
tap on the !
!
and take another one, !
button located on the !
tap on !
first photo screen !
with your phone’s !
Tap on the circular !
white button !
!
shown on the far left of !
camera.!
to snap a photo.!
!
this slide.!
button to take a photo !
!
!
26. Step 3: Create a Survey Report
Now that you’ve added video and photos, !
scroll down through the rest of the Project
Data form and fill in as much information as !
possible.!
!
When you’ve finished, tap on the !
button located in the top right-hand !
corner of the screen. !
!
TIP: Once you save the Project Data section, you can close the
app and come back at anytime to finish entering information
into this survey report.
!
!
27. Step 3
Create a Site Survey Report :
1. Project Data
2. Installation Data
28. Step 3: Create a Survey Report
Now that you’ve filled out and saved the !
Project Data section, let’s move on to the !
Installation Data section.!
!
Tap on the “Installation Data” button!
!
!
!
located in the middle of the top row of buttons.!
29. Step 3: Create a Survey Report
In the Installation Data section, provide as much !
information as possible about the structure !
type and electrical requirements associated !
with your site.!
!
To note the desired solar structure type, put a
check in the box beside Pitched, Flat, and/or
Ground Mount by tapping on the box.!
!
If you’d like to compare options, you may !
check the box next to more than one structure !
type.!
!
TIP: Remember to scroll down to see the complete form.!
!
!
!
!
30. Step 3: Create a Survey Report
Add video and photos to your Installation Data
in the same way you did in the previous
section. !
!
To save time, consider adding an image of the
building’s electric meter. !
!
When you’re finished filling out the form, !
!
tap on the
button located in the top
right-hand corner of the screen.!
!
!
!
!
31. Step 3
Create a Site Survey Report :
1. Project Data
2. Installation Data
3. Design Information
32. Step 3: Create a Survey Report
Now that you’ve filled out and saved your !
Installation Data, take a minute to enter your !
design information.!
!
Tap on the “Design Information” button!
!
!
!
located in the top the top row of buttons on !
the far right side.!
!
33. Step 3: Create a Survey Report
In the Design Information section, add as much !
information as possible about any site !
characteristics that might effect the solar design. !
!
Describe the surrounding terrain and any !
obstructions. !
!
Add video and photos to your Installation Data in !
the same way you did in the Project Data section. !
!
Remember to scroll down through the entire form.!
!
When you’re finished, tap on the
the top right-hand corner of the screen.!
!
button in !
34. Step 3
Create a Site Survey Report :
1. Project Data
2. Installation Data
3. Design Information
4. Pitched Roof Design
5. Flat Roof Design
6. Ground Mount Roof Design
35. Step 3: Create a Survey Report
Depending on the options you chose previously
in the Design Information section, tap on… !
!
Pitched Roof,
!
!
!
!
!
!
!
!
Flat Roof Mount, and/or Ground Mount Design.!
36. Step 3: Create a Survey Report
Add video and photos as previously described and provide as much descriptive !
information as possible about the roofs, building, and surrounding space. !
!
Remember, with each item of information you add, you save time and money.!
!
When you’re finished entering data, on each individual screen, tap the
button located in the top right-hand corner.!
!
37. Step 3: Create a Survey Report
When you’ve finished filling out all the New Site !
Survey sections, tap on the!
!
button located in the top right-hand !
corner of the screen. !
!
Or…
!
You can close out the app on your phone, and !
finish entering information at any time using !
either the phone app or by accessing the Solar !
Site Design website on your computer.!
39. Step 4: Submit a Report
When you’ve finished filling out all the sections !
on the New Site Survey screen and saved !
the information, tap on the !
!
button located in the lower part of the screen.!
!
When your feasibility drawing has been !
completed, you will be notified via email from !
the Solar Site Design team. !
41. Step 5: View Your Drawing
To view your Solar Site Design Feasibility Drawing, login to the !
website at www.solarsitedesign.com or, in the notification email you
received, click on
as shown here.!
42. Step 5: View Your Drawing
To view your drawing on the Solar Site Design website, go to
www.solarsitedesign.com !
Click on the “Login” !
button located in the
top right-hand corner
of the screen. !
!
When prompted,
enter the same
username/email
address and
password that you
created for the app
on your phone. !
43. Step 5: View Your Drawing
Once you’ve logged in, click on the
the “Project Drawing PDF Download” icon
tab, and then click on
located here.!
44. Step 5: View Your Drawing
Here is an example of the !
type of feasibility drawing
you’ll receive. It includes:!
!
•
Various options for solar
panel layout!
•
Total system size!
•
Total number of panels
required!
•
Satellite image
representation of
appearance of panels !
!
!
But the drawing is only the
beginning of what Solar Site
Design has to offer. Login to
the website and learn how we
can help you streamline your
process from beginning to
end.!
45. Step take a moment to explore this app’s
Now, 1: Download the App
other valuable tools and features
•! View
!
Your Survey Calendar!
!
•! View Your Reports!
!
! !
•! View a Map of Your Sites!
!
! !
•! Contact Us For Help!
!
47. Other Features: View Your Calendar
The “Survey Calendar” feature helps you keep track of the dates you
visited sites and estimated installation dates for all your solar projects.!
From the home !
screen, tap on the !
Tap on individual !
days to see dates !
“Survey Calendar” !
you visited sites and !
!
view scheduled !
!
installations. !
!
button!
to open your !
calendar.!
!
To view previous and !
past months, tap on !
the arrows located !
to the right and left !
of the title of the !
month. !
!
Tap on the !
button to return to !
the home screen.!
49. Other Features: View Your Reports
Your “My Reports” feature allows you to view and edit your survey!
From the home !
screen, tap on !
the “My Reports” !
button!
!
!
!
to open the !
Survey Reports !
feature.!
!
On the “My Reports” !
screen, you will see !
listed all saved !
survey reports !
(incomplete as well !
as submitted !
reports).!
!
To view details !
about a report, tap !
on the arrow button!
!
!
located to the right !
of the project name.!
!
50. Other Features: View Your Reports
At the bottom of the “My Reports” screen, you will !
notice a menu of buttons for navigating reports.!
!
!
!
!
Tap on the “New Site” button to create a New
Site Survey. !
!
Tap on the “Incomplete” button to add
details to a saved but unfinished site survey.!
!
Tap on the “Report History” button to view
and delete past reports.!
!
To return to the home screen, tap on the “Home” !
button
the screen.!
!
in the top left-hand corner of !
52. Other Features: View Map of Sites
The “Map View” feature allows you to see satellite images of the !
locations of your projects and zoom in for detailed views of the !
properties.!
From the home !
screen, tap on the !
“Map View” button.!
!
To see detailed aerial !
views of the site, !
Tap on the individual !
red pins to see the !
zoom in on the pins !
specific site each !
fingers across the !
screen.!
represents.!
!
!
by pinching your !
!
54. Other Features: Contact Us For Help
On the “Contact Us” screen, you will find several ways to communicate with !
the support staff at Solar Site Design.!
Call the phone number listed here to !
speak with an actual human being.!
!
Tap here to email your questions or
offer suggestions and feedback.!
!
Tap here on the FAQ button to visit
the website and watch an instructional
video.!
!
!
!
!
!
From the home screen, !
tap on the “Contact Us”
button. !
55. That’s it!
We hope the tutorial answered all your questions, but if not, feel free to contact
us anytime. We want to help you take advantage of all the app’s features and
our services at Solar Site Design. !
For more information, check us out at:
www.solarsitedesign.com
Google Plus
@solarsitedesign