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2. Site assessment

Previous step — Goals and system type set your direction. Now check the site before you size: how much unshaded roof you have, where the equipment will go, and whether your electrical setup can handle it.

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Roof space and shade

A view from above is the fastest way to size up the roof. A satellite image shows how much area you have and where obvious shade falls — trees, neighbouring buildings, chimneys. Note what casts shade and whether it hits panels at midday, when solar output matters most. Allow for vents, skylights, and edge clearances your local rules may require — not every square metre of roof can take panels.

In Photonik Pro, enter the site address on the project, then open Panel Placement in System Design to view the roof on a satellite image and start checking usable area and obvious shade.

Shade and obstructions rated OK, marginal, or not OK: small obstructions and brief edge shade are fine; partial midday shade needs modelling or trimming; heavy tree shade across the array is a serious problem.

Sites with marginal to heavy shading may also benefit from microinverters or power optimisers — each panel works more independently than on a standard string inverter. Step 6 — Choosing an inverter covers when each option is worth the extra cost.

The quiz below tests whether removing a tree pays off in dollars — not just kilowatt-hours.

Roof type and material

Roof shape and covering affect mounting cost and who should do the work. The images below summarise the common cases and the trickier ones.

Common roof types for solar: metal pitched roofs are usually easiest to mount; tiled roofs are common but need care; flat roofs need tilt frames and row spacing.
Trickier roof situations: complex roof shapes break up usable space; fragile materials like slate and wood shake need specialist mounts; double-storey and steep roofs add access and scaffolding costs.

If the roof is near end of life, repair or re-roof before panels go on. Orientation and tilt are covered in Step 5 — Choosing and placing panels.

Where things go and cable runs

Sketch where the main pieces will sit and how power gets from the roof to the grid connection:

Panels → inverter → switchboard → meter

Equipment layout and cable runs: solar panels on the roof connect via DC cables to an inverter (and optional hybrid battery) inside the house, then AC cables to the switchboard, meter, and grid.
Panels, inverter, switchboard, and cable runs from roof to grid connection.

Ground mount

If the roof is too small, too shaded, or in poor condition, a ground-mounted array may work better. You need open land, clear sun, and a cable route to the house switchboard. Some ground-mount systems use a sun tracker that follows the sun across the sky through the day, so each panel captures more energy than a fixed mount — typically around 15–25% more over a year in sunny locations, and less where the weather is often cloudy. Trackers cost more to buy and maintain, so they are more common on larger ground arrays than on a typical home system.

Ground-mounted solar array on a fixed tilt rack in open land, with an inset showing an optional sun tracker.
Fixed ground mount vs optional tracker, and the cable run to the switchboard.

In a real job, site assessment rarely finishes in one visit. Some details come from the customer upfront; others appear after a roof inspection, a call to the distributor, or when the electrician opens the switchboard. Start with what you know and fill gaps as the job progresses.

In Photonik Pro, stay on the Project Details tab from Step 1. Click Show optional fields and capture what you have: meter and NMI, distributor and retailer, roof type and storeys, phase count, mains capacity, and whether the meter box or switchboard needs an upgrade.

Optional fields on Project Details in Photonik for meter, NMI, distributor, retailer, roof type, storeys, phases, and switchboard notes.
Project Details — optional fields for site and electrical notes.

In Photonik Pro, open Proposal & Documentation and select Site Plan when you are ready to sketch layout. You do not need a perfect plan on day one, but starting early helps you spot cable-run and equipment-space problems before you lock panel count.

Example Photonik site plan PDF with panel layout, PV strings, inverter, switchboard, and equipment legend.
Site plan — layout planning starts during site assessment.

Without Pro, use the panel placement calculator for a single-plane panel count once you know usable roof area. Step 5 — Choosing and placing panels covers full layout in Pro.

Site assessment quiz

Shading trade-offs — does removing a tree pay off on payback and long-term savings?

Prefer a full-screen view? Open this quiz on its own page.

Tariffs are illustrative only, in USD, not local currency.

Frequently asked questions

Can I install solar on a shaded roof?
Often yes, but expect lower output and a trickier design. Light or edge-of-day shade on a few panels is usually manageable. Widespread midday shade is a different story — you may need to trim trees, use a different roof face, choose equipment that handles partial shade better, or accept a smaller system. Model the shade before you commit; the quiz below helps with the tree-removal trade-off.
Will I need to upgrade my switchboard?
Maybe. Solar needs space in your main switchboard for new breakers and a connection point. If the board is old, full, or in poor condition, an upgrade before install is common. A licensed electrician can look at your board and tell you what is required where you live.
Continue to Step 3: Energy Profile

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