What is the eV charger site survey form template?
Most EV charger quotes go wrong for the same few reasons: the panel has no spare way, the supply can't take another 32 amps without load management, the cable route is twice as long as it looked, or the customer needs permission from a landlord. Finding that out on installation day means a revised price and an unhappy customer.
This EV charger site survey template walks the surveyor through the visit in order. It records the customer, property, ownership and where the vehicle is parked, then the vehicle, its maximum AC charging rate, how many charge points are wanted and the features the customer cares about. The supply and panel page captures the phase, ratings, spare ways, earthing arrangement and other large loads, and asks the surveyor to judge capacity. The last page covers the mounting position, cable run and route, trenching, connectivity and approvals.
Panel and location photos are required, so the person writing the quote can see what the surveyor saw. Each survey is filed as a PDF with its photos in your FileIt vault.
- Best for
- Electricians, EV charger installers, solar companies and facilities teams adding workplace charging
- Filled in by
- The surveyor on site, or the customer with photos for a remote survey
- Time to complete
- About 10–15 minutes on site
- Includes
- Ownership and parking checks, charger features, supply capacity, cable route and trenching, required photos
Who uses a eV charger site survey form?
- An electrician surveying a driveway charger for a new EV owner
- A solar installer adding a charger that uses surplus solar power
- A business planning several workplace charge points in its car park
- An apartment building assessing charging for allocated bays
- A remote pre-survey where customers send panel photos first
- Deciding whether a supply upgrade or load management is needed before quoting
Questions on this eV charger site survey form
37 questions over 4 pages · includes file upload, conditional questions, multiple pages.
1 Customer & property
- Surveyor*
- Survey date*
- Customer name*
- Customer email*
- Customer phone
- Installation address*
- Property type* Detached house · Semi-detached or townhouse · Apartment or condo · Multi-unit residential car park · Commercial premises · Workplace car park
- The customer* Owns the property · Rents – landlord permission needed · Owns – HOA, strata or freeholder approval needed
- Where is the vehicle parked?* Private driveway · Garage · Carport · Allocated bay in a shared car park · On-street only
2 Vehicle & charger
- Vehicle make and model
- Vehicle's maximum AC charging rate 3.7 kW · 7.4 kW · 11 kW · 22 kW · Not sure
- A second EV planned in the next few years?
- Number of charge points*
- Charger style* Tethered cable · Untethered socket · Undecided
- Features wanted Off-peak scheduling · Solar surplus charging · Load balancing · App control · RFID or access control for shared use · Usage reports for billing
- Preferred charger make or model
3 Supply & panel
- Supply* Single phase · Split phase · Three phase · Not determined
- Main fuse or service rating (A)
- Panel or consumer unit make
- Panel rating (A)
- Spare ways or breaker spaces
- Earthing or grounding arrangement
- Other large loads on the supply Heat pump or electric heating · Electric shower or water heater · Electric cooking · Hot tub or pool · Solar PV · Battery storage · Another EV charger
- Supply capacity for the charger* Enough as it is · Enough with load management · Panel or supply upgrade needed · Needs the utility's assessment
- Photos of the meter, main fuse and panel*
4 Location & cable run
- Charger mounted on* External wall · Inside a garage · Post or pedestal · Carport post
- Mounting surface Brick · Block or concrete · Render · Timber or cladding · Metal · Not applicable
- Vehicle's charge port position
- Cable run from panel to charger (ft or m)*
- Wall or floor penetrations
- Cable route* Surface clipped or in trunking · Through the loft or attic · Under floor · Through the garage · Underground trench · Conduit on the outside wall
- Trench length (ft or m)* asked only when it applies
- Ground to dig through asked only when it applies
- Connectivity at the charger* Strong Wi-Fi · Weak Wi-Fi · Mobile signal only · No signal
- Photos of the charger location and cable route*
- Permissions, permits or utility notifications needed
- Notes for the quote
The eV charger site survey form, page by page
1 Customer & property
Surveyor, Survey date, the customer's name, email and phone and the Installation address come first. Property type and The customer record who owns the property; anyone renting or needing HOA, strata or freeholder approval sees a reminder to get written permission. Where is the vehicle parked? covers driveways, garages, carports and shared car parks, and choosing on-street only shows a note to check local rules before quoting.
2 Vehicle & charger
Vehicle make and model and Vehicle's maximum AC charging rate help size the charger. A second EV planned?, Number of charge points and Charger style — tethered, untethered or undecided — follow. Features wanted covers off-peak scheduling, solar surplus charging, load balancing, app control, RFID access and usage reports, with an optional preferred make or model.
3 Supply & panel
Supply records single, split or three phase. Main fuse or service rating, Panel or consumer unit make, Panel rating, Spare ways and Earthing or grounding arrangement capture the installation. Other large loads on the supply lists heat pumps, showers, cooking, hot tubs, solar, batteries and existing chargers. Supply capacity for the charger records the surveyor's judgement, and photos of the meter, main fuse and panel are required.
4 Location & cable run
Charger mounted on, Mounting surface and the Vehicle's charge port position set the location. Cable run, Wall or floor penetrations and Cable route follow; an underground trench asks for its length and the ground to dig through. Connectivity at the charger, required location and route photos, permissions or utility notifications and Notes for the quote close the survey.
Make the template yours
- Change the units in the cable run and trench labels to the one your team uses
- Edit the earthing placeholder to match your country's terms
- Add your standard charger models as a dropdown
- Remove the multi-unit and workplace options if you only do homes
- Send a customer version with only page 1 and photo uploads for remote surveys
- Add the design or quoting team's address to notifications
Tips for a better eV charger site survey form
- Photograph the main fuse rating and panel labels close up, not only the whole board
- Measure the cable route along the path the cable will take, not in a straight line
- Check the charge port position before choosing the mounting wall
- Test Wi-Fi at the charger location with your phone before relying on it
- Note other large loads — they decide whether load management is needed
Every response becomes a PDF in your vault
Each survey is saved as a PDF in the vault folder you choose, with every panel and location photo attached. The office is notified straight away, and a copy is emailed to the Customer email entered on the first page — turn off the respondent copy in the form's settings if surveys stay internal.
In the Responses table you can filter surveys by property type or supply capacity and export to CSV to track how many jobs need upgrades.
- Start from this template. It opens in the FileIt Forms designer — change any question, add pages, set the rules for when questions appear.
- Share it. Turn on a public link, or send it to people by email, each with their own link. They don’t need a FileIt account.
- Get the answers as PDFs. Each response is saved as a PDF in the vault folder you choose, with uploaded files attached — and listed in a Responses table you can export to CSV.
EV charger site survey form: frequently asked questions
Is this EV charger site survey template free?
Yes. It's a starter template in FileIt's Forms app, which is available on the free plan.
Does the form calculate the maximum demand?
No. The surveyor records the ratings, loads and their judgement of capacity. Load calculations stay with the installer.
Can customers fill it in themselves?
Yes. Send them the link or a personal link and ask for the photos; the surveyor can follow up on anything unclear.
Does it cover permits and regulations?
FileIt doesn't give legal or electrical advice. The form has a box to record permissions, permits or utility notifications, which vary by country and utility.
How many photos can be added?
Up to six for the meter and panel and up to eight for the charger location and cable route.
Do surveyors need a FileIt account?
No. Anyone with the link can complete the survey on a phone or tablet.