- Confirm the installation address.
- Select the intended solar package and exact panel model.
- Load the available roof view and proposed array.
- Review and refine panel placement using the offered controls.
- Check panel quantity, orientation, roof boundaries and visible obstacles.
- Confirm the proposal matches the quoted equipment.
Assess and quote
Use Roof Vision and roof design
Turn selected solar equipment into a reviewed roof proposal.
Open: the solar step’s Roof design area, when included in your plan.
Related topics
4. Understand the homeFeature availability and demo screensCreate and send a quoteCollect site informationManage customer recordsWas this page helpful?

