Your Solar Checklist

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- The Case for Solar
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Is Solar Right For You ▾

The Case for Solar Managing Risks

How to Get Started ▾

Permits and Zoning Site Assessment HOA & Deed Restrictions Grid Interconnection Your Solar Checklist

Financial Impacts ▾

Realistic ROI Net Metering Tax Incentives Offsets vs Elimination Home Insurance Home Equity

Environmental Impact ▾

Carbon Footprint Resilience Sustainability

Solar Reality Check ▾

Cold Weather Financing Roofing Warranty Operations

Home › How to Get Started › Your Solar Checklist

Phase 1: Preparation & Research

Gather at least 12 months of electricity bills to determine your average usage and help installers right-size your system. Conduct an energy audit (LED lights, insulation, sealing windows) to reduce the size of your solar system. Hire an independent roofer—not a solar salesperson—to inspect your roof. If replacement is needed within 5 years, do it before installing solar. Check HOA restrictions and research your utility’s Net Metering policy.

Phase 2: Quotes & Comparisons

Solicit multiple quotes — aim for at least three proposals from reputable installers. Vet installers for NABCEP certification, 3–5 years of local experience, and recent customer references. Compare equipment, warranties, inverter types, and financial details including incentives.

Phase 3: Planning & Permitting

Installers perform a site assessment to measure your roof, check shading, and verify electrical panel capacity. Installers submit building and electrical permit applications. Installers file utility interconnection paperwork to legally connect your system to the grid.

Phase 4: Installation & Activation

Prepare for installation day by clearing access to your roof and electrical panel. Installation typically takes 1–3 days including racking, panel mounting, and wiring. Your local building department must approve the installation before activation. Your utility must issue Permission to Operate (PTO) before the system is turned on.

Phase 5: Post-Installation

Notify your homeowners insurance company to update your policy. Collect manuals, schematics, warranties, and your final signed contract. Set up your system’s monitoring app to track production. Schedule periodic maintenance checks for debris, wiring, and system health.

Disclaimer: This resource is for educational purposes only and is not affiliated with any specific solar manufacturer or installation company. All information, including financial estimates and dollar amounts, is provided for general guidance and may not reflect current market conditions or your specific circumstances. To evaluate your property’s specific suitability and to receive accurate, binding quotes, please consult with a licensed, local solar installer.