Solar Panel Assessment Form

Any personal information you provide in this assessment form will be handled securely and in accordance with UK GDPR requirements and applicable data protection laws. Please answer only the questions you know the answers to. It is not necessary to answer every question.

Client Details

Full Name Telephone Email Property Address Preferred Contact Method

Installation Details

Installation Company Installation Date Number of Panels System Size (kW) Battery Storage Purchased Using Finance? Finance Company

Sales Presentation

Problems Experienced

Documents Available

Money Expended

Installation Cost (£) Deposit Paid (£) Finance Payments (£) Outstanding Finance (£) Repair Costs (£) Roof Repairs (£) Survey Costs (£) Legal Costs (£) Property Value Reduction (£) Other Losses (£)

Describe Financial Losses

Initial Case Assessment

Have you complained already? Desired Outcome

CRM Intake Details (For internal company use only)

Lead Source CRM Status Internal Notes

Brief Explanation

Evidence Upload

Maximum 10 files.

GDPR Consent

I confirm that the information I have provided is true to the best of my knowledge, and I consent to it being processed, shared with relevant third parties where necessary for the assessment of my dispute, and to being contacted by telephone, email or post regarding my assessment and related services. Electronic Signature