Original installation year (affects warranty, inverter age, and compatibility).

Total solar array size (in kW or kWp, e.g., 6 kW, 10 kW).

Panel brand/model and quantity (if known).This is a checkbox.

String inverter, microinverters (e.g., Enphase), or power optimizers (e.g., SolarEdge)?

Brand/model (e.g., SolarEdge HD-Wave, Enphase IQ7/IQ8, SMA Sunny Boy).

Is it a hybrid inverter (storage-ready) or standard grid-tied?

Capacity/rating (e.g., 5 kW, 7.6 kW)..

Monitoring platform/app (e.g., Enphase Enlighten, SolarEdge Monitoring, brand-specific portal) and access/login if possible (some installers review production data remotely).

Average monthly electricity bill or annual kWh usage (from utility bills).

Recent production data: Annual/monthly solar output (kWh) from your monitoring app.

Peak daily usage and patterns (e.g., high evening use? Time-of-use rates?).

Priorities: Backup power during outages (whole-home or essential loads like fridge, lights, medical devices)? Maximize self-consumption? Arbitrage time-of-use rates? Off-grid capability?

Critical loads list: What appliances/systems must stay powered (with wattage/amps if known, e.g., well pump 1,500W, AC unit 3,500W).

Main electrical panel amperage (e.g., 200A) and type (e.g., breaker panel brand like Square D, location: garage, basement, exterior).

Any existing subpanel or critical loads panel?

Utility interconnection agreement details (e.g., net metering status, export limits).

Location specifics: Roof type/orientation (for reference), available space for battery (indoor garage/utility room preferred for most; outdoor rated options exist).

Any HOA rules, local codes, or known permit requirements.

Budget range and desired battery capacity (e.g., 10–13 kWh for basics, 20+ kWh for more backup).

Brand preferences (if any) or features like app monitoring, warranty length.

Existing incentives/warranties still active?

Inverter: Full view of the inverter(s), close-up of the nameplate/label (shows model, serial, specs), and any wiring/connections visible.

Electrical panel(s): Cover on and off (if safe), showing main breaker rating, available breaker spaces, busbar, and labels.

Solar array/roof: Wide shots of panels (for layout/condition), roof type, and any shading issues.

Current monitoring/setup: Screenshots from your solar app showing recent production/consumption graphs, system overview, or inverter status.

Potential battery location: Multiple angles of proposed indoor/outdoor spot(s), including floor/wall space, nearby outlets, ventilation, distance to panel/inverter.

Utility meter and connections: Electric meter, any subpanels, and paths for new wiring (helps estimate trenching or conduit runs if needed).

Overall home exterior: Relevant yard/garage views for access (e.g., for equipment delivery).

 If your system has microinverters (one per panel), photos of a sample panel or junction box can help.