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Deliverables

What’s in a Survey Pack

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

View sample pack Download PDF

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

Typical structure

Built to reduce callbacks

We group evidence by category and put constraints up front so answers are fast to find.

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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