Homeowners

If your installer has booked a survey

What to expect, how to prepare, and how we handle photos and privacy.

If your installer has booked a survey, this guide explains what to expect and how to prepare. Our experienced lead surveyor has completed over 15,000 surveys — and we deliver fast: your pack + organised photos are available in the portal immediately upon completion of the visit, EPC delivered by next morning; heat loss calculations delivered the next day if required. If you’re planning work yourself, you can also request a survey directly — pricing is POA and confirmed before you book (no obligation to proceed).

How to prepare Book a survey

Quick actions: Request survey · Call · Survey day checklist

Is your installer using Vertex? Ask them. If not, you can send them this page and they can get in touch.

Surveyor with iPad discussing survey with homeowner at a property with solar panels and heat pump

We capture evidence that helps your installer plan clearly and explain decisions confidently.

Why we exist

Clear, evidence‑led surveys for renewable installs

Heat pumps and solar installs need accurate measurements and clear photos. When that information is missing, jobs slow down: extra questions, unexpected changes, and sometimes a second visit.

Vertex is a niche service: we specialise in technical on‑site surveys for renewables. We focus on the details an installer needs to plan the work properly and explain decisions clearly.

What we do

We measure, photograph, and document

Measurements needed for the agreed visit (e.g., room sizes, access, clearances)
Photos that show what’s there and where things could go
Notes that help installers avoid surprises later

What we don’t do

Not a sales visit

This is evidence gathering, not a sales pitch — we don’t pressure you to buy anything
We don’t publish identifiable photos without your consent
Your installer remains your main contact for pricing and system options

On the day

What happens during a survey visit

The exact checks depend on what your installer asked us to capture, but the visit is typically focused on measurements, photos, and site notes.

Access

What helps us move quickly

Clear access to relevant areas (e.g., loft hatch, utility space, plant locations)
Access to the electricity meter and fuse box (if needed for the visit)
Outdoor access for location context where relevant

Photos

Photos are evidence, not marketing

Photos document important details (equipment, access, and where things could go)
They’re used for planning and quality checks — not for advertising
Sample packs are anonymised; client-identifiable content isn’t published without consent

Questions

Rescheduling or concerns

If you need to reschedule, contact your installer first
If access is limited, tell us early so we can plan the visit
Email us: dave@vertex-surveys.co.uk

Preparation

A quick checklist (5 minutes)

This helps the visit run smoothly and reduces follow‑up questions later.

Inside

Make key areas accessible

Electricity meter and fuse box (if needed for the visit)
Boiler cupboard / utility space / plant areas (where relevant)
Loft hatch (if the visit includes loft checks)

Outside

Outdoor access

Back garden / side access (so we can check locations and possible routes)
Clear path to any existing external units or meters
Roof views if solar panels are part of the visit

Info

Helpful details (if you know them)

Any access restrictions (pets, locked gates, parking)
Known issues (damp, previous leaks, unusual electrics)
Where relevant: EPC / plans / photos of insulation/windows (your installer may already have these)

Documents

Documents that can speed sign-off (bring if available)

If you have any of these, we can photograph them on the day (during the site visit) — it helps avoid follow-ups and supports EPC/audit evidence. Photos of paperwork on your phone are fine.

Latest EPC certificate/report
Insulation proof (loft / cavity / internal / external)
Window/door certificates or specs (e.g. FENSA/CERTASS)
Heating/hot water model details (boiler/heat pump/cylinder)
Solar PV / battery / heat pump certificates (e.g. MCS), if applicable
Recent energy bills (optional): last ~12 months if easy to find

One link for survey day prep + documents: Survey day checklist.

Privacy

What we photograph (and what we don’t)

Photos are taken to document the property for design and install planning. We keep them focused on evidence, not personal items.

Typical

Examples of evidence photos

Electrical: meter and fuse box (where needed for the visit)
Existing heating / hot water equipment (where applicable)
Things that affect the job: access, clearances, possible routes, structural context
External areas relevant to what we’re checking

Avoid

We avoid unnecessary personal detail

We don’t photograph personal documents unless they’re relevant evidence you choose to show us (e.g. EPC/insulation/window certificates)
We keep images relevant to the job
If something sensitive is in shot, tell us and we’ll reframe

Contact