Installer guide

Energy surveys for installers: what good looks like

Installer teams lose momentum when survey outputs are hard to use. A strong survey process removes ambiguity before design starts.

15,000+ surveys completed across UK installer workflows · Pack and organised photos available in the portal immediately on completion of the visit · EPC by next morning in the standard flow.

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Operational guidance

What to capture before design starts

What strong looks like

Capture standards

Decision-ready photos grouped by route, access, and constraints
Measurements linked to design assumptions, not left as isolated notes
Clear callouts for anything still needing confirmation
A repeatable pack structure office, design, and install teams all recognise

Old way cost

Where teams lose time

Quote delays while teams chase missing context
Design friction caused by uncertain assumptions
Install-day surprises from incomplete handoff evidence

Vertex workflow

Why teams use Vertex

Cleaner office-to-design handoff
Faster first-pass quoting with less chasing
Install teams start with clearer site context
Portal visibility across teams and roles

Next steps

Related pages and proof

Deliverables Portal workflow Installer handoff case study Get installer pricing