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Deliverables

What’s in a Vertex Survey Pack (and Why It’s Structured That Way)

A clear structure installers can hand off to design, install, and sign‑off.

View sample pack Download PDF See your logo in a sample

Exact contents depend on the scope agreed for the job — but the structure stays consistent.

Sample pack

See what you get before you book

Download a redacted sample pack (PDF) or view online. See your logo in a branded sample via the link below.

View sample pack (online) Download PDF See your logo in a sample
Section

Property overview → heat loss → heat emitters

Used for: design sizing, radiator checks, MCS/BUS evidence. Installers hand this to design team.

Section

Electrical + loft + cylinder location

Used for: cable runs, unit siting, noise calc inputs. Reduces callbacks for missing evidence.

Section

Photo documentation + thermal imaging

Used for: MCS sign-off, building control, audit trail. Grouped by category for fast lookup.

Typical structure

Built to reduce callbacks

Evidence is grouped by category and constraints are up front so your team finds answers quickly. Packs align with MCS and BUS evidence requirements where applicable.

Installer note

Reduce follow-ups by asking for EPC evidence early

  • Ask the homeowner if they have an EPC, insulation proof, or window specs
  • If they do, have them bring it on the day so you can photograph it during the site visit
  • It helps justify decisions and speeds sign-off conversations

Share: Survey day checklist.

Homeowner note

If you have EPC evidence documents, it helps

  • Latest EPC certificate/report
  • Insulation proof (loft/cavity/internal/external)
  • Window/door certificates or specs (e.g. FENSA/CERTASS)
  • Heating/hot water model details
  • Solar/battery certificates (e.g. MCS), if applicable

Please have them ready on the day so we can photograph them. Full list: Survey day checklist.

Overview

Property + job summary

  • What’s being surveyed and why
  • Key constraints highlighted early
  • Clear signposting to the right sections
Evidence

Photos grouped by category

  • Electrical evidence (where relevant)
  • Access / routing / constraints
  • Technology-specific site context (ASHP / Solar / Battery)
Measurements

Inputs that tie to decisions

  • Captured to the agreed scope
  • Assumptions made explicit
  • Presented in a repeatable format
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