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Case study (anonymised)

Battery storage upgrade survey with cleaner office-to-install handoff

Project type: battery storage retrofit | Location: UK regional (generalised) | Installer type: retrofit-focused team | Property type: terraced and semi-detached stock

Project summary

Installer teams needed consistent survey records across repeated battery upgrades so office and design users could process jobs without format drift.

What was captured

Electrical context

Incoming supply, consumer unit context, and relevant installation-zone evidence for planning decisions.

Placement context

Practical siting constraints and route considerations documented for design and install alignment.

Workflow tagging

Evidence grouped by purpose for quicker review across repeated jobs.

Constraints found on site

Repeatable pack structure with portal-led handoff

Deliverables followed one standard structure, passed internal QC before release, and were made available through one shared portal workflow.

How it helped installer workflow

Office

More predictable processing because each job followed the same evidence layout.

Design

Fewer loops on placement and electrical checks before installation scheduling.

Install

Cleaner briefs and fewer avoidable surprises on day-of execution.