Case study (anonymised)

ASHP retrofit handoff: structured pack for faster design decisions

Project type: ASHP retrofit | Location: North of England (generalised) | Installer type: regional MCS installer | Property type: detached family home

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Project typeASHP retrofit survey

LocationNorth England (generalised)

Installer profileGrowing regional installer team

Property typeDetached retrofit property

Overview

Project summary

The installer required evidence that design and install teams could use without follow-up calls. Previous jobs had slowed because site constraints were present but not structured for handoff.

Survey scope

What was captured

Structure

Floor plan context, room-level evidence, and route constraints grouped by decision point.

Electrical

Consumer unit, incoming supply, and service-related photos captured in the same pack structure.

Heating context

Emitter and cylinder context documented for design review and installer briefings.

Challenges

Constraints identified on site

Access and routing constraints that could have delayed first-pass design.
Clearance points around existing plant requiring explicit visual evidence.
Potential handoff ambiguity between office and design roles if records were not standardised.

What Vertex delivered

Pack structure aligned to installer workflow

The survey was delivered in the same structured format used across jobs, with internal QC before release and portal-led handoff for office, design, and install teams.

See deliverables Portal workflow

Outcome

How it helped installer operations

Office

Less chasing for missing context and faster quote readiness.

Design

Cleaner first-pass review because evidence was grouped by decision points.

Install

Better install-day predictability through clearer pre-install constraints.

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