UK requirements guide

ASHP survey requirements in the UK

This is the evidence installer teams normally need before design starts and the job moves forward.

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Scope

Core ASHP survey requirements

Clear property context for emitter and zoning decisions.
Electrical and supply documentation for feasibility checks.
Plant-room and cylinder context where relevant.
Access, routing, and siting constraints captured first pass.
Evidence organised so people can act without ringing round for more detail.

Why it matters

Why the report layout matters in the UK

Faster quoting

Clear documentation makes first-pass quotes easier.

Cleaner design sign-off

Design decisions are easier when evidence and assumptions are explicit.

Fewer install-day surprises

Constraints are documented before teams are on site.

How Vertex delivers this

What Vertex sends back

One clear report, same layout each time, checked before release, with the constraints and unknowns called out plainly.

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Use it internally

Where this helps your team

Use this page as the minimum standard for survey evidence before an ASHP job is passed to design. If a report does not answer these points clearly, the next person in the chain is likely to spend time chasing photos, electrical context, siting assumptions or customer constraints.

For teams running volume, the important part is repeatability: the same evidence headings, the same report order and the same treatment of unknowns on every job.