Skip to main content
Deliverables

Survey packs built to speed up quoting, design review, and install preparation

Consistent pack structure, labelled evidence, clear floor plans, and portal delivery so office, design, and installation teams can move without rebuilding the same job context.

View sample pack See your logo in a sample See pricing

15,000+ surveys completed · pack on completion via portal · EPC by next morning · one clear pack standard across office, design, and installation teams.

Sample pack

This is what your team actually receives

A pack built to answer commercial and technical questions quickly: what was seen on site, what matters for design, and what the install team needs before day one.

Every page below is from a real Vertex pack. The structure stays consistent from job to job, so the next person does not have to decode a different PDF every time.

Floor plan panel used for design review in a Vertex survey pack Floor plan for design review Real pack evidence Cylinder location and clearance evidence panel from a Vertex survey pack Cylinder location and clearance evidence Real pack evidence Consumer unit overview panel from a Vertex survey pack Consumer unit capture Real pack evidence Incoming supply and cut-out evidence panel from a Vertex survey pack Incoming supply verification Real pack evidence Installer navigation layout for external unit placement and working space External unit zone and working-space context Real pack evidence
View full sample pack See your logo in a sample pack Why Vertex exists
Pack structure

Why the pack keeps paying back after survey day

The pack only matters if it helps the office price faster, helps design review sooner, and helps site teams walk in better prepared.

Consistency

One repeatable structure on every job

Sections, labels, and evidence layout stay consistent so office teams can quote faster, designers can move without delay, and install teams can work from one organised pack.

Navigation

Clickable table of contents and labelled sections

Property overview, heat loss, floor plan, heating, electrics, loft, plant location, cylinder, solar, EPC, photos, install reference, declaration, and thermal imaging are easy to jump between.

Delivery

Portal delivery with the right context around it

Packs land in the portal with the evidence grouped clearly enough for office, design, and installation teams to work from the same version of the job.

Read why Vertex exists View sample pack Get pricing
What’s included

What is actually inside each pack

Each pack follows a consistent structure so the office can quote, design can review, and install teams can prepare without guessing where the detail sits.

Section 1

Property overview & data dashboard

Satellite aerial cover, property photo, and a data grid showing 20+ fields: rooms, windows, radiators, floor area, property age, wall type, electrical supply phase, fuse rating, spare ways, heating type, UFH, surveyor name, and date.

Section 2

Room-by-room heat loss table

Complete heat loss calculation with measurements for every room. Wall areas, window areas, U-values, ventilation rates, and calculated heat loss per room. The numbers your design team needs to size the system.

Section 3

Floor plans & room count

Floor-by-floor room analysis with dimensions and layout context that helps design teams move faster and gives installers clearer spatial reference.

Section 4–5

Heating systems & electrical

Current heating system, boiler type, controls, radiator count, fuel type, underfloor heating status. Consumer unit location, phase, fuse rating, spare ways, meter location, energy supplier, smart meter status. Everything install teams need before site day.

Section 6–8

ASHP siting, cylinder & loft

ASHP mounting location assessment with clearance evidence. Cylinder positioning, dimensions, and installation access. Loft insulation depth, access assessment, and height measurements.

Section 9–10

Solar PV & EPC evidence

Solar panel placement analysis with roof orientation and shading context. EPC rating, energy bill data, and supplier information for compliance documentation.

Section 11

100+ labelled photos

Every photo captured during the survey, organised by category: property exterior, electrical, heating, loft, ASHP location, cylinder, pipework, access routes. Labelled and high-resolution. No ambiguity about what was recorded.

Section 12–14

Install reference, declaration & thermal imaging

Technical notes for the installation team. Customer-signed declaration for unverified claims. Thermal imaging analysis showing heat loss visualisation across the building fabric.

ASHP packs Solar packs Heat loss Portal Get pricing
Operational value

How the pack helps each team

The format is designed so each role can move quickly without re-questioning the same job data.

Office

Faster quote preparation

Clear evidence structure reduces internal chasing and shortens the gap between survey and quote issue.

Design

Quicker design review

Photos, measurements, and assumptions are placed next to decisions so design queries are resolved faster.

Install

More predictable install days

Install teams get practical context before site day, reducing avoidable surprises and last-minute redesigns.

Delivery confidence

How this fits live jobs

Fast delivery only matters when the structure is consistent and usable across office, design, and installation roles.

What you get

Structured pack on completion

Survey evidence is delivered in one consistent format, ready for quoting, design review, and install prep.

Timing

EPC next morning in standard flow

Where EPC is in scope, next-morning turnaround keeps downstream admin and compliance movement predictable.

Portal delivery

One shared job record

Office, design, and install teams access the same record, reducing follow-ups and duplicated file chasing.

Why this matters

What a good pack looks like in practice

The commercial difference is simple: either the next team can move immediately, or the job stalls while people chase what should already be there.

Weak pack

Fragmented notes and scattered photos

  • 10–20 pages, no navigation
  • Photos dumped without labels or categories
  • No heat loss table, no floor plans
  • No branding — generic PDF
  • Office has to ask for missing detail later
Vertex pack

Structured pack with labelled evidence

  • 14 navigable sections with clickable TOC
  • 100+ labelled photos grouped by category
  • Room-by-room heat loss, floor plans, thermal imaging
  • Your logo on every page, satellite cover
  • Design teams self-serve from the pack — fewer callbacks
View sample pack Pricing Portal Installer case study Case studies Get pricing

Try one live job and assess the pack properly.

See the pack quality, turnaround, and portal delivery in your own process before scaling volume.

Get pricing View full sample pack See pricing