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Completed survey case study

Detached ASHP survey with linked floor plans

A detached DE-area house with two ASHP siting options, clear electrical detail, and linked floor plans in the same record.

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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
DeliveryChecked PDF report issued through the Vertex Portal
What made this job notable

Why this detached job mattered

  • 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 digging through loose photo sets.
What Vertex captured

What was captured in the report

Room logic

Room-by-room detail with floor references and naming the team could follow quickly.

Electrical evidence

Incoming supply and consumer-unit detail kept with the rest of the useful technical evidence.

Floor plans

PlanUp-linked floor plans stayed with the same record for design.

Why structure matters

Why the report layout mattered

The team could jump straight to electrics, siting, and floor plans instead of scanning a long file for the one thing that mattered.

PlanUp reference 697191429 and the four floor-plan captures stayed in the same record, so people were not chasing extra context later.

Installer takeaway

What the installer got out of it

With more than one siting option on the table, the value was being able to review the job quickly without asking the surveyor to walk through it again.

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Quality check

Why the two siting options needed one report

The risk on this job was not simply choosing one ASHP location over another. The risk was that siting, route, floor-plan, and electrical evidence could be reviewed separately by different people. Keeping those facts together meant the installer could compare options without relying on memory from the visit.

That matters on two-storey detached properties because routing and access decisions often affect both design and install planning. The report gave the team a single record to challenge before the job moved forward, with evidence in one place.