Completed survey case study
Battery storage case study: repeat retrofit jobs without the chasing
A repeat-account battery retrofit where the useful work was capturing the electrical checks, siting limits and cable-route detail before design and installation.
Overview
Project summary
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.
Survey scope
What was captured
Electrical checks
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.
Battery and inverter siting
Likely install positions, working-clearance limits, wall or cupboard constraints, and the practical issues that would affect whether the preferred location was realistic.
Cable and route detail
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.
Challenges
Constraints found on site
- Battery and inverter locations that looked simple at first glance but had clearance, access, or route issues once photographed properly.
- Electrical context that could easily trigger follow-up calls if the consumer unit, supply position, or nearby equipment were not recorded clearly on the first pass.
- Repeat jobs arriving week after week, which meant the installer needed the same layout every time rather than a different interpretation on each property.
Proof points
The checks that mattered before install
Electrical headroom
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.
Siting constraints
Preferred battery and inverter positions were checked against clearance, working access, wall/cupboard limits, and likely customer disruption.
Repeatable layout
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.
What Vertex delivered
One report design and install could read fast
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.
Outcome
What changed for the installer
Office
The account team could compare repeat properties from the same evidence layout instead of clarifying the basic electrical record each time.
Design
Battery position, inverter location, and cable-route questions were anchored to documented site evidence before design check.
Install
Install had clearer expectations about access, equipment position, and points that still needed checking on the day.