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.

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.

Request survey Back to homeowners

Related proof

See how the same survey helps the installer next

Homeowner prep

The visit starts faster when access is ready

A smooth survey day depends on simple preparation: access to meters, loft hatch, plant space, paperwork, and the areas the installer needs to understand. That preparation helps the surveyor spend time on evidence rather than waiting for basic access.

Installer handover

The homeowner detail becomes technical evidence

Documents, access notes, and clear site photos help the installer later. EPC evidence, insulation proof, cylinder space, electrical equipment, and route constraints are all easier to review when captured during the visit.

Delivery

The report can move while the job is fresh

Fast portal delivery matters because the office and design team can act while the customer, surveyor, and installer still remember the job clearly. That reduces the chance of avoidable back-and-forth later and keeps the next action tied to the actual visit.

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