Choosing a heat pump survey company is really a handover decision. The visit needs to give the office enough information to qualify the job, the designer enough evidence to avoid assumptions, and the installer enough context to avoid surprises on site.
Ask for report proof before booking
Before you compare prices, ask to see the report format. A strong heat pump survey report should show the evidence trail: plant position, access, existing heating, controls, electrical context, pipe routes, room notes, photos, constraints, and assumptions.
If a sample report is vague, the live report will probably be vague too. That matters because the real cost appears when your team has to chase missing information after the customer thinks the job has moved forward.
Separate heat pump, ASHP, and heat loss scope
A heat pump survey company should be clear about what is included. A site assessment, an air source heat pump survey, a ground source heat pump survey, and a heat loss survey are related, but they are not identical.
- Site assessment: location, access, existing plant, visible risks, and customer context.
- ASHP survey: outdoor unit siting, noise inputs, fabric notes, emitter context, and design evidence.
- Heat loss route: measured room data or a desktop route with clear assumptions.
- Electrical evidence: consumer unit, meter position, spare ways, isolator context, and possible cable routes.
Check the handover from survey to design
The best survey output is useful to more than one person. Office teams need enough detail to quote honestly. Designers need enough evidence to size and specify without rebuilding the job. Installers need enough practical context to plan the day.
For Vertex service scope, see the main heat pump survey page and the renewable survey provider checklist.
Check pricing and turnaround
Guide pricing should be visible before booking, with final scope confirmed before the diary moves. The provider should also explain when the report will land, what happens if evidence is missing, and whether heat loss, EPC, or sound checks are separate.
Installers can start with the guide price builder or review a sample report before booking.