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Case study (privacy‑safe)

A smooth survey day

A generic walkthrough of what “good prep” looks like — so the visit is quick and the evidence is complete.

This is anonymised (no addresses, no personal data). The goal is to set expectations and reduce follow‑ups.

Survey day checklist Request survey

We photograph relevant documents on the day (for RdSAP audit evidence) — so if you have them, have them ready during the visit.

Prep

5 minutes that saves a lot of back‑and‑forth

You don’t need to “deep clean” or do anything intense — just make access and documents easy.

Access

Clear access to key areas

Loft hatch, meter location, boiler/plant area, and anything the installer will need to plan routing.

Documents

Have documents ready (if you have them)

EPCs, insulation proof, window certificates/specs, building regs sign‑offs (where relevant), and recent energy bills (optional).

Privacy

Photos are evidence

We don’t publish identifiable photos without consent. The pack is for your job and installer workflow.

Delivery

What happens after the visit

Fast delivery reduces uncertainty and helps your installer move forward sooner.

Portal

survey pack available immediately upon completion

Your survey pack + organised photos are available in the portal immediately upon completion of the visit.

EPC

By next morning

If an EPC is included, it’s delivered by next morning.

Calc

delivered the next day if needed

If a calculation is required, it’s delivered next day.

Request survey Back to homeowners