Case study (privacy‑safe)

Survey → design handoff without re‑questions

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

This is a generic, anonymised walkthrough (no customer data). It shows how an evidence‑led pack supports installer workflows.

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Truth constraints: pack + organised photos are available in the portal immediately upon completion of the visit. EPC delivered by next morning. delivered the next day if a calculation is required.

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

Surveyor with homeowner at the property — the kind of handoff we design our packs for.

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 handoff

Pack + organised photos: portal access immediately upon completion of the visit
EPC: delivered by next morning (when included)
delivered the next day if a calculation is needed

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