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Case study (privacy‑safe)

Survey packs the next team can use without re-questions

A real-world pattern we design packs for: the next person can move forward without chasing missing evidence.

A pattern we see on almost every job where the installer used a different surveyor first. Names changed to protect client privacy — but the sequence, the missing evidence, and the time lost are real.

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Delivery timing: pack + organised photos are available in the portal immediately on completion of the visit. EPC is delivered by the next morning. If a calculation is required, it is delivered the next day.

Surveyor with iPad and homeowner at property with solar and heat pump

Surveyor with homeowner at the property — the kind of clear pack structure this case study is about.

Situation

The failure mode we avoid

Most delays aren’t “slow work” — they’re missing evidence, unclear assumptions, or photos stored in the wrong place.

Problem

Evidence scattered

Photos exist, but aren’t grouped by purpose (access, routing, constraints), so the team still has to ask questions.

Problem

Assumptions undocumented

A designer can’t tell what was confirmed on site vs assumed later — so they pause or re-check.

Goal

Next person can act

The pack should make it obvious what matters, where it is, and what the next step is.

On site

What gets captured (and how it’s organised)

We capture once and structure it so it’s usable by people who weren’t there.

Evidence

Photos grouped by decision

  • Access + constraints
  • Routing + entry points
  • Clear “why this matters” notes
Clarity

Assumptions made explicit

  • What was confirmed on site
  • What’s still to be decided
  • Where extra info is required
Delivery

Fast delivery

  • Pack + organised photos: portal access immediately upon completion of the visit
  • EPC: delivered by next morning (when included)
  • Calculation outputs delivered next day when required
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Related proof

More real-world examples

Case studies hub ASHP + UFH case study Homeowner survey-day case study Resources View sample pack Get pricing