TUTORIAL 03 · PRE-SALES
Running Site Inspections and Logging Status
Turn a site visit into a structured record attached directly to the deal - so the proposal can be built from real findings, not a technician's memory.
CrmLeaf TeamUpdated July 202615 minField Technicians & Sales Reps
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STEP 1 OF 7
Schedule a Site Visit From the Deal
Why it matters: Scheduling from the deal itself means the visit is already linked - no separate calendar entry to reconcile later.
- Open the Deal and click Schedule Site Visit
- Choose a date, time, and assigned technician
- The deal automatically moves to the Site Visit Scheduled stage
WHAT YOU SEE WHEN DONEthe deal shows a scheduled inspection date and assigned technician.
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STEP 2 OF 7
Open the Inspection Form on Mobile
Why it matters: Technicians fill this out on-site, on their phone - not from memory back at the office at the end of the day.
- Open the CrmLeaf mobile app and go to Today's Visits
- Tap the scheduled deal to open its Inspection Form
WHAT YOU SEE WHEN DONEthe Inspection Form opens pre-filled with the client's address and deal reference.
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STEP 3 OF 7
Log Roof Condition & Shading Analysis
Why it matters: These two fields are what actually determine system feasibility - getting them right on-site avoids a costly redesign later.
- Select roof condition: Good, Fair, or Needs Repair
- Log shading analysis by time of day, or attach a shading tool reading
- Note roof orientation and pitch
WHAT YOU SEE WHEN DONEroof condition and shading fields are filled with specific, on-site observations.
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STEP 4 OF 7
Capture Site Photos
Why it matters: Photos give your design and sales team context no written note fully captures, and protect against disputes later about site condition.
- Tap Add Photo and capture the roof from at least two angles
- Photograph the electrical panel and meter location
- Photos attach automatically to the deal's Files tab, tagged Site Photo
WHAT YOU SEE WHEN DONEat least three site photos appear on the deal's Files tab.
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STEP 5 OF 7
Record Electrical Panel Capacity
Why it matters: Panel capacity determines whether a service upgrade is needed - missing this detail is one of the most common causes of a mid-project surprise.
- Log the panel's amperage rating
- Note whether a service upgrade appears necessary
- Flag any visible code violations for the design team to review
WHAT YOU SEE WHEN DONEpanel capacity and upgrade recommendation are recorded on the inspection form.
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STEP 6 OF 7
Mark Inspection Complete
Why it matters: This is the trigger that moves the deal forward - an inspection sitting in draft doesn't advance the sale.
- Review all fields for completeness
- Tap Submit Inspection
- The deal automatically advances to the Inspection Completed stage
WHAT YOU SEE WHEN DONEthe deal stage updates to Inspection Completed, timestamped.
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STEP 7 OF 7
Trigger the Proposal Stage
Why it matters: This is the handoff moment most likely to stall a deal if it's manual - automating it protects your fastest-to-close window.
- Confirm the assigned sales rep receives a notification that inspection is complete
- Open the Proposal tab and click New Proposal → From Inspection to begin same-day
WHAT YOU SEE WHEN DONEa proposal draft exists, pre-filled with this inspection's findings.
You've completed this tutorial
Inspection logged. Next: turn these findings into a client-ready proposal.
Next: Solar Proposal CreationContinue learning
Keep going with the next tutorials in the Solar CRM series.