Enter technical site visit notes
Project notes complement measurements and photos with information not included in the calculations. They keep technical site visit observations alongside the solar assessment.
Open notes
Section titled “Open notes”- From the project, open Overview → Visit file → Complete.
- Select Project notes.
- Enter text in the three available sections.
| Section | Information to record |
|---|---|
| General notes | Apparent roof condition, building occupancy and site characteristics |
| Watch points | Areas to avoid, difficult access, obstacles and items to check |
| Next steps | Additional measurements, document requests, checks and appointments |
These examples help organize your notes; they are not a mandatory Azimutis checklist.
Saving
Section titled “Saving”Notes save automatically on the device, including offline. Check the save indicator when finished. If saving fails, keep your text and verify that it has been saved before closing. A restored connection enables synchronization with the portal; it does not replace local save confirmation.
You can return to complete notes after the visit, including from the web portal when the project data is available there.
Include notes in the PDF
Section titled “Include notes in the PDF”When preparing the report, enable Client information and notes in the Site visit file section.
Do not use notes for numerical calculation inputs such as capacity, consumption or prices. Enter these in Project settings so the analyses use them.