Complete the technical site visit file
The site visit file brings together information needed to prepare the PV project: customer details, site observations and photos. It complements the horizon profile survey and analysis results.
Open the file
Section titled “Open the file”- Open a project in Azimutis.
- Go to Overview.
- In the Visit file card, choose Complete.
- Select Client info, Project notes or Site photos.
The counter, for example 0/3 completed, shows progress across the three sections. It is not a count of photos or completed fields.
You can also open the file from the PDF preparation screen using Complete the site visit file.
The three sections
Section titled “The three sections”Customer information
Section titled “Customer information”Enter the customer, contact and site address. The fields and their uses are described in Enter customer information.
Project notes
Section titled “Project notes”Add general observations, constraints identified during the visit and next steps. See Enter visit notes.
Site photos
Section titled “Site photos”Photograph site features or add existing images, then assign categories. See Add site photos.
Saving and progress
Section titled “Saving and progress”Customer information and notes save automatically on the device, including offline. Wait for confirmation before leaving the section. This local save is separate from synchronization, which sends data to the portal when a network connection is available. If saving fails, keep your input and check that it has been saved before closing; a restored connection alone does not confirm a successful local save.
The counter treats a section as filled once it contains:
- Client info: at least one completed field;
- Project notes: at least one note;
- Site photos: at least one photo.
3/3 completed means that all three sections contain something. It does not validate the completeness or quality of the information. Review the content before sharing the report.
Include the file in the PDF report
Section titled “Include the file in the PDF report”When preparing the PDF report, select the relevant elements: Client information and notes, Site photos, and survey photos if needed.
The site visit file and horizon survey serve different purposes: the former documents the visit and installation context; the latter records obstacles affecting solar access.