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Case study (privacy‑safe)

A smooth survey day

A generic walkthrough of what “good prep” looks like — so the visit is quick and the evidence is complete.

This is anonymised (no addresses, no personal data). The goal is to set expectations and reduce follow‑ups.

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

5 minutes that saves a lot of back‑and‑forth

You don’t need to “deep clean” or do anything intense — just make access and documents easy.

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 pack is for your job and installer workflow.

What happens after the visit

Fast delivery reduces uncertainty and helps your installer move forward sooner.

Portal

Survey pack available on completion

Your survey pack and organised photos are available in the portal as soon as the visit is complete.

EPC

By next morning

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

Calc

Delivered next day when needed

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

See how this connects to installer outcomes