Trades · free template

Solar Consultation Form

Qualify solar leads with roof type, energy usage, shading and ownership details before scheduling a site visit.

A ready-to-use home services & trades form for builders, electricians, plumbers and contractors: 15 questions, 2 pages, 3 conditional rules.

Questions: 15
Pages: 2
Layouts: classic · card
Conditional rules: 3
Typical time: 5 min

Preview it in the gallery

Searches this template answers

Also filed under

Estimates & quotes

Live preview and test console

This is the real form. Answer it to test the 2 conditional rules — nothing is sent or stored.

Page 1 of 2 — Property and energy details

Every question on this page is currently visible.

What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.

Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.

Who this template is for

Solar Consultation Form is built for builders, electricians, plumbers and contractors who need to scope a job and price it without a site visit for every enquiry.

Builders, electricians, plumbers and contractors working in home services & trades.
Teams who need to scope a job and price it without a site visit for every enquiry without writing code or paying for a custom build.
Anyone replacing quoting blind and travelling out for work that never lands with one structured record per enquiry.
Respondents are homeowners and site managers — the form asks them 15 questions across 2 screens.
Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of quoting blind and travelling out for work that never lands and turns each submission into a record your team can act on immediately.

5 questions are required, so submissions arrive complete instead of needing a follow-up email.
It collects a verified email address so replies and confirmations land.
It captures a phone number for urgent follow-up.
It captures a full postal address.
It captures a numeric value you can filter and sort on.
Conditional logic hides 3 questions until they are relevant — shorter forms convert better than long ones.
Splitting the form across 2 pages keeps each screen short and shows respondents how much is left.
Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

1Press “Use this template” — a fresh copy of Solar Consultation Form lands in your workspace, ready to edit.
2Rename or delete any question, and change what is required. Nothing here is fixed.
3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 3 conditional rules ship with it.

Features conditional validation: if “Do you own or rent this property?” is I rent this property, “Do you have landlord approval to install solar?” becomes mandatory before the form can be sent.
Features advanced show logic: if “Is any part of your roof shaded during the day?” is Yes, significant shading, the form dynamically exposes “What is causing the shading?”. Otherwise that question never appears.
Features advanced show logic: if “Have you received other solar quotes?” is Yes, the form dynamically exposes “What was the quoted system size or price?”. Otherwise that question never appears.
All 3 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

About this template

Solar consultations live or die on a handful of qualifying details that most contact forms skip entirely, which wastes a site visit on a house that was never viable to begin with. This form starts with roof type and approximate age, since a roof nearing the end of its life usually needs replacing before panels go on, and certain roofing materials complicate mounting. Average monthly electricity bill is asked directly because system size is calculated from usage, not from a homeowner's guess at 'a big system' or 'a small one' — a real number lets the consultant pre-size an array before the visit. Shading is asked as its own question, since trees or neighbouring buildings that shade the roof for part of the day can cut expected output enough to change the recommendation entirely. Home ownership status matters because renters and homeowners with active mortgages have different paths — some lenders require notification before adding panels, and landlords need separate consent workflows. Whether the household has previously received other solar quotes is included so the consultant can address specific competing numbers rather than starting from scratch. The result is a consultation booking that starts from real numbers instead of a blank slate.

What this form asks

Every question is editable — rename it, make it optional, or delete it entirely.

Page 1 — Property and energy details

Full namerequired
Email addressrequired
Phone number
Property address
Roof typerequired
Approximate roof age (years)
Average monthly electricity bill ($)required
Do you own or rent this property?required
Do you have landlord approval to install solar?

Page 2 — Roof condition and shading

Is any part of your roof shaded during the day?
What is causing the shading?
Have you received other solar quotes?
What was the quoted system size or price?
What's your main goal with solar?
When would you like a site visit?

15 questions in total.

How the form changes as it's filled in

This template ships with 3 conditional rules, grouped into 3 behaviours driven by 3 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.

Driven by “Do you own or rent this property?”

Makes answers required
If “Do you own or rent this property?” is I rent this property, “Do you have landlord approval to install solar?” becomes required before the form can be submitted.

Driven by “Is any part of your roof shaded during the day?”

Reveals questions
If “Is any part of your roof shaded during the day?” is Yes, significant shading, the form reveals “What is causing the shading?”.

Driven by “Have you received other solar quotes?”

Reveals questions
If “Have you received other solar quotes?” is Yes, the form reveals “What was the quoted system size or price?”.

Set it up step by step

1
Size the system from a real energy number
Ask for a monthly bill amount, not a subjective sense of usage — it's the single most useful input for a pre-visit estimate.
2
Rule out roof replacement first
A roof nearing the end of its life needs to be addressed before or during install — flag older roofs for a roofing referral before scheduling the solar visit.
3
Take shading seriously
Even partial afternoon shade can meaningfully cut output — don't let this surface for the first time during the site visit.
4
Confirm ownership before booking
Renters need landlord sign-off and different paperwork — catching this at intake avoids a wasted consultation.

Mistakes to avoid

Skipping the electricity bill question and sizing systems off a homeowner's guess.
Not checking roof age, then discovering mid-installation that the roof needs replacing first.
Booking a site visit for a renter without landlord approval already in hand.

What it pairs with

Most teams don't run this form on its own. These are the forms and systems it sits next to.

What to do with the responses

Pre-size a system estimate from the stated energy usage and roof details, then confirm final numbers during the site visit.

Works in both layouts

Browse classic templates Browse card templates

Forms that overlap this one

These pages cover the same subject ground as the solar consultation form, matched on the words people actually search for.

Privacy & compliance

This form takes money. Card details are handled by the payment provider and never stored in your response data — you keep the order details, not the card number.

Frequently asked questions

Should I check the roof's condition before this consultation?

For roofs over 15 years old, send a Home Inspection Request or Roofing Estimate Request first — many installers won't mount panels on a roof that will need replacing within a few years.

What if the customer doesn't know their monthly bill?

Ask them to check a recent statement before submitting, or accept a rough range — even an estimate is far more useful for sizing than no number at all.

Do I need an electrician involved separately?

Most solar installers handle the electrical connection themselves, but for panel upgrades or complex service changes, the Electrical Service Quote Form covers that scope separately.

How is this different from a general home improvement quote?

Solar sizing depends on energy usage, shading and roof specifics that a generic quote form doesn't capture — this form is built specifically to pre-qualify those factors before a costly site visit.

Is the Solar Consultation Form template free to use?

Yes. You can preview and test Solar Consultation Form on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.

What does the Solar Consultation Form template ask for?

It asks 15 questions across 2 pages, 5 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.

Can I edit the Solar Consultation Form form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic and card layouts, restyle it to match your brand, and set who gets notified on each submission.

How does the conditional logic in this home services & trades form work?

3 conditional rules ship with the template: Features conditional validation: if “Do you own or rent this property?” is I rent this property, “Do you have landlord approval to install solar?” becomes mandatory before the form can be sent. Features advanced show logic: if “Is any part of your roof shaded during the day?” is Yes, significant shading, the form dynamically exposes “What is causing the shading?”. Otherwise that question never appears. Features advanced show logic: if “Have you received other solar quotes?” is Yes, the form dynamically exposes “What was the quoted system size or price?”. Otherwise that question never appears. All rules are editable in the Logic tab.

Where do responses to the Solar Consultation Form form go?

Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.

Can I embed the Solar Consultation Form form on my own website?

Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.

More forms teams pair with the solar consultation form.

Related categories

All Home Services & Trades templates