An anonymised repeat-account battery retrofit where the useful work was not theory. It was capturing the electrical checks, siting limits, and cable-route detail before design and install started asking the same questions again.
The installer was running repeat battery-upgrade jobs and needed the same things confirmed every time: consumer-unit detail, incoming supply context, likely battery and inverter position, and a clean visual record of the route between them. The bottleneck was not lack of work. It was avoidable back-and-forth after the survey day.
Incoming supply, meter position, consumer-unit detail, spare-way context, and the photos needed to judge whether the electrical side was straightforward or already tight.
Likely install positions, working-clearance limits, wall or cupboard constraints, and the practical issues that would affect whether the preferred location was realistic.
The run between existing equipment and the likely battery location, with enough photos and notes to flag awkward routes before design and install were committed.
Supply position, consumer-unit context, spare-way evidence, and nearby equipment were recorded so the installer could judge whether the battery route was straightforward or tight.
Preferred battery and inverter positions were checked against clearance, working access, wall/cupboard limits, and likely customer disruption.
Each repeat job used the same report structure, making it easier for the account team to compare one property with the next without relearning the evidence format.
Each survey landed in the same layout, with the electrical checks, siting photos, and route notes in the same place every time. That meant the office did not need to reinterpret the survey, design did not need to hunt for key evidence, and install had a clearer picture before the job was scheduled.
The account team could compare repeat properties from the same evidence layout instead of clarifying the basic electrical record each time.
Battery position, inverter location, and cable-route questions were anchored to documented site evidence before design review.
Install had clearer expectations about access, equipment position, and points that still needed checking on the day.