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Case study (privacy‑safe)

A smooth survey day

What actually helps on survey day: easy access, a few documents ready, and no surprises.

This page is anonymised and practical. It is here to show what makes the visit run smoothly.

Survey day checklist Request survey

We photograph relevant documents on the day (for RdSAP audit evidence) — so if you have them, have them ready during the visit.

Prep

Five minutes of prep helps a lot

No need to overthink it. Just make the key areas and any useful paperwork easy to reach.

Access

Clear access to key areas

Loft hatch, meter location, boiler/plant area, and anything the installer will need to plan routing.

Documents

Have documents ready (if you have them)

EPCs, insulation proof, window certificates/specs, building regs sign‑offs (where relevant), and recent energy bills (optional).

Privacy

Photos are evidence

We don’t publish identifiable photos without consent. The report is for your job and your installer.

Delivery

What happens after the visit

After the visit, the useful thing is knowing when each output lands.

Portal

Survey report available on completion

Your survey report + organised photos are available in the portal immediately upon completion of the visit.

EPC

By next morning

If an EPC is included, it’s delivered by next morning.

Calc

Delivered next day when needed

If a calculation is required, it’s delivered next day.

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Related proof

See how the same survey helps the installer next

Case studies hub Installer case study ASHP + UFH case study Resources View sample report Request survey