Site Survey Complete Example
This webhook triggers when a site survey is completed and captures various details about the survey, the customer, and the system being installed.
| Value Name | Description | Value Type |
|---|---|---|
id | Unique ID of the site survey. | integer |
customer_id | Unique ID of the customer associated with the survey. | integer |
company_id | Unique ID of the company conducting the survey. | integer |
epc_company_id | EPC (Engineering, Procurement, and Construction) company ID. | integer |
survey_type_id | ID of the type of survey. | integer |
survey_type_name | Name of the survey type. | string |
survey_hash | Unique identifier for the survey. | string |
agent_name | Name of the agent completing the survey. | string |
agent_email | Email of the agent completing the survey. | string |
installDetails | Contains detailed information about the installation | object |
utility | Information about the utility provider | object |
survey_data | Includes details about the customer's site and preferences | object |
customer | An object containing comprehensive information about a customer, including personal details, contact information, and various associated metadata. Here is a detailed description of each key-value pair within the object. | object |
progress | Percentage progress of the survey completion. | integer |
files | Files associated with the survey (if any). | array |
enerflo_url | URL to view the survey in Enerflo. | string |
solarData | An object containing detailed information about the solar energy system being installed, including the system's components, costs, and financing details. Here is a detailed description of each key-value pair within the object. | object |
eventName | Name of the event, in this case, "site_survey_complete". | string |
"body": {
"id": 00000,
"customer_id": 00000,
"company_id": 0000,
"epc_company_id": 0000,
"survey_type_id": 0000,
"survey_type_name": "Enerflo Solar Optimus/PV Watts Deal",
"survey_hash": "123abc-ab23-414b-b0a1-987654bca",
"agent_name": "Enerflo Admin",
"agent_email": "[email protected]",
"integrations": [],
"installDetails": {
"id": 00000,
"epc_company_id": 0000,
"company_id": 0000,
"editor_company_id": 0000,
"office_id": null,
"epc_market_id": null,
"customer_id": 00000,
"survey_type_id": 0000,
"survey_id": 00000,
"site_survey_id": null,
"agent_id": 0000,
"agreement_id": 0000,
"created_at": "2024-08-28 16:56:19",
"updated_at": "2024-08-28 16:56:19",
"deleted_at": null,
"status_id": 1
},
"last_updated_section_id": 0000,
"completed_by_name": "",
"completed_by_email": "",
"user_completed_by_id": null,
"user_completed_by_name": "",
"user_completed_by_email": "",
"last_updated_by_id": 0000,
"last_updated_by_name": "Enerflo Admin",
"last_updated_by_email": "[email protected]",
"created_at": "2024-08-28T16:56:18+00:00",
"updated_at": "2024-10-24T18:39:58+00:00",
"utility": {
"utility_id": 000,
"utility_name": "Other",
"utility_short_name": "Other",
"tags": [],
"company_alias": null,
"crm_id": null
},
"external_customer_id": null,
"survey_data": {
"have_hoa": "0",
"bill_avg_power": "2",
"customer_notes": "",
"have_utility_bill": "0",
"solar_system_size": "",
"solar_design_notes": "",
"mobile_modular_home": "0",
"solar_mounting_type": "Roof",
"credit_score_select2": "Above 680",
"solar_decisionmakers": "1",
"solar_roof_condition": "Good",
"customer_utility_list": "293",
"solar_data_panel_count": "7",
"shading_concerns_toggle": "0",
"solar_design_array_tilt": [
{
"id": 1,
"value": "5"
}
],
"income_pre_qualification": "1",
"solar_data_inverter_count": "5",
"solar_data_production_apr": "",
"solar_data_production_aug": "",
"solar_data_production_dec": "",
"solar_data_production_feb": "",
"solar_data_production_jan": "",
"solar_data_production_jul": "",
"solar_data_production_jun": "",
"solar_data_production_mar": "",
"solar_data_production_may": "",
"solar_data_production_nov": "",
"solar_data_production_oct": "",
"solar_data_production_sep": "",
"homeowner_prequalification": "1",
"solar_data_consumption_apr": "5",
"solar_data_consumption_aug": "5",
"solar_data_consumption_dec": "5",
"solar_data_consumption_feb": "5",
"solar_data_consumption_jan": "5",
"solar_data_consumption_jul": "5",
"solar_data_consumption_jun": "5",
"solar_data_consumption_mar": "5",
"solar_data_consumption_may": "5",
"solar_data_consumption_nov": "5",
"solar_data_consumption_oct": "5",
"solar_data_consumption_sep": "5",
"solar_design_array_azimuth": [
{
"id": 1,
"value": "5"
}
],
"solar_data_system_production": "5",
"solar_data_system_consumption": "5",
"solar_design_array_count_drop": "1",
"solar_design_array_panel_count": [
{
"id": 1,
"value": "5"
}
],
"solar_design_array_solar_access": [
{
"id": 1,
"value": "5"
}
],
"img_solar_proposal_rooftop_design": ""
},
"customer": {
"company_id": 0000,
"office_id": null,
"creator_id": null,
"agent_id": 00000,
"setter_id": null,
"first_name": "Integrations",
"last_name": "Test",
"email": "[email protected]",
"mobile": "3367070007",
"secondary_first_name": null,
"secondary_last_name": null,
"secondary_mobile": null,
"secondary_email": null,
"address": "20422 Beach Blvd",
"city": "Huntington Beach",
"state": "CA",
"zip": "92648",
"county": "Orange County",
"lat": "33.66588270",
"lng": "-117.98813210",
"timezone": "America/Los_Angeles",
"details": null,
"external_id": null,
"lead_source": "API",
"meta_data": null,
"status_id": -1,
"lead_router_id": null,
"referral_id": null,
"deleted_at": null,
"language": "en_US",
"unit_number": null,
"initial_contact": 0,
"deleted_by": null,
"fullName": "Integrations Test",
"id": 0000,
"created": "2024-08-28T16:56:18+00:00",
"updated": "2024-10-24T18:39:58+00:00",
"fullState": "California",
"fullAddress": "20422 Beach Blvd Huntington Beach, CA 92648",
"status_name": null,
"integrations": {
"Enerflo V2": {
"EnerfloV2Customer": {
"integration_record_id": "321cba-cb95-4f6d-b29e-987654abc",
"record_type": "EnerfloV2Customer",
"enerflo_id": 0000,
"last_synced": "2024-10-03T20:02:19+00:00",
"updated_at": "2024-10-03T20:02:19+00:00",
"created_at": "2024-10-03T20:02:19+00:00"
}
}
},
"owner": {
"first_name": "Enerflo",
"last_name": "Admin",
"email": "[email protected]",
"valid_email": 1,
"phone": "1111111111",
"timezone": "America/Denver",
"is_active": 1,
"id": 0000,
"meta": {
"intercom_id": "123456789",
"allow_optimus": "1",
"valid_email_ts": "2024-10-02 23:49:45",
"has_valid_email": 1
}
},
"company": {
"company_name": "Enerflo Solar",
"company_phone": "1111111111",
"company_address": "W 200 S St",
"company_city": "Centerfield",
"company_state": "UT",
"company_zip": "84622",
"company_email": "[email protected]",
"company_timezone": "America/Denver"
},
"customer_notes": "",
"futureAppointments": [],
"customer_portal_url": "https://enerflo.io/us/123",
"customer_google_drive_folder": "https://drive.google.com/drive/u/1/folders/123abc",
"surveys": {
"Enerflo Solar Optimus/PV Watts Deal": {
"name": "Enerflo Solar Optimus/PV Watts Deal",
"type": "sales",
"id": 0000,
"install": {
"id": 00000,
"status": null,
"created_at": 4434610,
"updated_at": 4434610
}
}
},
"loan_application_details": {
"lender": "N/A",
"application_status": "N/A",
"application_date": "N/A"
},
"creator": null
},
"progress": 40,
"files": [],
"enerflo_url": "https://enerflo.io/survey/menu/123456",
"solarData": {
"system_size": 1.825,
"system_cost": 5775,
"system_production": 93,
"system_adder_cost": 0,
"total_system_cost": 5775,
"total_base_cost": 5775,
"panel": {
"id": 0000,
"company_id": 0000,
"name": "Test Module - REMOVE ONCE LIVE",
"model": "Enphase",
"manufacturer": "Enphase",
"width": 980,
"length": 1250,
"watts": 365,
"meta_data": null,
"solar_degradation": 0.54,
"spec_sheet_url": null,
"created_at": "2023-06-16 13:43:27",
"updated_at": "2023-06-16 13:43:27",
"all_offices": 0,
"all_markets": 1,
"all_dealers": 1,
"all_lenders": 1,
"active": 1,
"price_adder": null,
"crm_id": null,
"price_cost": null
},
"inverter": {
"id": 0000,
"company_id": 0000,
"name": "Sol-Ark: Sol-Ark-12K-P",
"model": "Sol-Ark-12K-P",
"manufacturer": "Sol-Ark",
"meta_data": null,
"max_efficiency": 0.96,
"created_at": "2024-03-20 20:05:05",
"updated_at": "2024-03-20 20:05:05",
"is_microinverter": 0,
"all_offices": 1,
"all_markets": 1,
"all_dealers": 0,
"all_lenders": 1,
"active": 1,
"price_adder": null,
"fixed_cost": "0.00",
"crm_id": null
},
"inverter_count": "5",
"total_loan_cost": 5775,
"ppw": 3.16,
"ppw_net": null,
"fed_tax_rebate": 1732.5,
"rebates": [],
"net_cost": 4042.5,
"finance_method": "Cash",
"finance_code": "Cash_0yr_0",
"finance_details": {
"apr": 0,
"term": 0,
"balance": 5775,
"termYears": 0,
"totalinterest": -5775,
"monthlypayment": 0,
"monthlypaymentInitial": 0,
"monthlypaymentAdjusted": 0
},
"finance_ppw": null,
"panel_type": false,
"down_payment": null,
"adders": []
},
"eventName": "site_survey_complete"
}
Updated about 2 months ago