Real survey case study (anonymised)

Detached ASHP survey with two-storey PlanUp handoff

A real detached-house survey from the DE area showing how structured floorplan references and electrical capture improve installer review speed.

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Property snapshot

Survey record baseline

Property typeDetached house, 2 floors, 14 rooms (5 bedrooms, 2 bathrooms)

Age band2012-2022

Heating baselineGas boiler regular system at time of survey

ElectricalSingle phase, 80A main fuse, consumer unit in entrance/garage area

Plan referencePlanUp ID 697191429 with 4 floorplan captures in the survey record

Survey recordID 968b1eff-a3a1-45ef-a44d-ee84db60f44d (anonymised public write-up)

What made this job notable

Two ASHP siting entries and clear electrical context

Two ASHP location entries were captured in one survey, including recorded 5m and 10m runs to consumer unit positions.
Meter location and consumer-unit position were documented as separate evidence points to reduce design ambiguity.
The record included 4 floorplan captures, allowing room references to be reviewed without searching through unstructured photo dumps.

What Vertex captured

Installer-ready structure for handoff

Room logic

Room-by-room assessment structure with floor references and consistent naming.

Electrical evidence

Incoming supply and consumer-unit context grouped with the same navigation pattern used across jobs.

Floorplan handoff

PlanUp-linked floorplan captures were available in the job record for design handoff flow.

Why structure matters

Faster review for office, design, and install teams

This record shows why Vertex is positioned as a renewable survey system, not a generic export. Teams can jump to electrics, ASHP siting, and floorplan sections directly, instead of searching a long linear document.

PlanUp reference (697191429) and the 4 floorplan captures were available in one workflow, so the survey record supported technical decisions without extra information-chasing loops.

Installer takeaway

Detached retrofit jobs benefit from structured section logic

When detached properties include multiple siting options, structured navigation reduces re-questions and keeps quote/design review moving. The value is not only data capture, but how the information is organised for use.

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