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Installer guide

Heat pump survey checklist installers can use before design sign-off

Built for repeatable survey quality across jobs, not one-off documentation.

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Checklist

What to capture on every heat pump survey

Best practice

How to avoid quote and design delays

Capture once, structure once

Use one repeatable structure so teams can review faster across multiple jobs.

Document constraints explicitly

Call out constraints clearly so design teams do not need to infer from scattered photos.

Handoff through one workflow

Keep office, design, and install roles aligned through one portal record.

Vertex method

How Vertex structures this in live delivery

Vertex packs are standardised, QC checked before release, and delivered through a shared portal workflow for predictable handoff quality.

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