One structure your team learns fast.
Deliverables
Survey reports that are easy to read and easy to act on
A survey report your team can use without guesswork before the job reaches site.
Roof, electrics, heat loss and plant context.
The latest report stays in one place.
EPC by next morning where booked.
4.8/5 on Trustpilot · report on completion via portal · EPC by next morning · one report format your team gets used to fast.
Sample report
This is what your team actually receives
The report is there to answer the obvious questions quickly: what was on site, what matters for design, and what the install team needs before day one.
Every page below is from a real Vertex report. The layout stays the same from job to job, so people are not learning a new PDF every time.
Report structure
Why the report still matters after survey day
A good report saves time afterwards. A bad one creates calls, guesswork, and second checks.
Consistency
Same layout on every job
Sections and labels stay put so people can move faster and work from one organised report.
Navigation
Clickable table of contents and labelled sections
Property overview, heat loss, floor plan, heating, electrics, loft, plant location, cylinder, solar, EPC, photos, install reference, declaration, and thermal imaging are easy to jump between.
Delivery
Delivered where teams can find it
Reports land in the portal with clear labels, so everyone works from the same version of the job. Automated checks flag missing items before release, with unusual cases held for a person to review.
What’s included
What is actually inside each report
The layout stays consistent, so people are not hunting for the same answers in different places every time.
Section 1
Property overview & data dashboard
Satellite aerial cover, property photo, and a data grid showing 20+ fields: rooms, windows, radiators, floor area, property age, wall type, electrical supply phase, fuse rating, spare ways, heating type, UFH, surveyor name, and date.
Section 2
Room-by-room heat loss table
Complete heat loss calculation with measurements for every room. Wall areas, window areas, U-values, ventilation rates, and calculated heat loss per room. The numbers your design team needs to size the system.
Section 3
Floor plans & room count
Floor-by-floor room analysis with dimensions and layout context that helps design teams move faster and gives installers clearer spatial reference.
Section 4–5
Heating systems & electrical
Current heating system, boiler type, controls, radiator count, fuel type, underfloor heating status. Consumer unit location, phase, fuse rating, spare ways, meter location, energy supplier, smart meter status. Everything install teams need before site day.
Section 6–8
ASHP siting, cylinder & loft
ASHP mounting location assessment with clearance evidence. Cylinder positioning, dimensions, and installation access. Loft insulation depth, access assessment, and height measurements.
Section 9–10
Solar & EPC evidence
Solar panel placement analysis with roof orientation and shading context. EPC rating, energy bill data, and supplier information for compliance documentation.
Section 11
100+ labelled photos
Every photo captured during the survey, organised by category: property exterior, electrical, heating, loft, ASHP location, cylinder, pipework, access routes. Labelled and high-resolution. No ambiguity about what was recorded.
Section 12–14
Install reference, declaration & thermal imaging
Technical notes for the installation team. Customer-signed declaration for unverified claims. Thermal imaging analysis showing heat loss visualisation across the building fabric.
Team value
How the report helps each team
Each role should be able to open the report and get on with its part of the job.
Office
Faster quote preparation
Clear evidence structure reduces internal chasing and shortens the gap between survey and quote issue.
Design
Faster design
Photos, measurements, and assumptions are placed next to decisions so design queries are resolved faster.
Install
More predictable install days
Install teams get practical context before site day, reducing avoidable surprises and last-minute redesigns.
Delivery confidence
How this fits live jobs
Fast delivery only counts if the report is still easy to use when it lands.
What you get
Report on completion
Survey evidence lands in one layout, ready for quoting, design, and install prep.
Timing
EPC next morning in standard flow
Where EPC is in scope, next-morning turnaround keeps downstream admin and compliance movement predictable.
Portal delivery
One shared job record
Everyone accesses the same record, which cuts down follow-ups and duplicated file chasing.
Why this matters
What a good report looks like on a real job
The difference is simple: either the report is usable straight away, or the job stalls while people chase what should already be there.
Weak report
Fragmented notes and scattered photos
- 10–20 pages, no navigation
- Photos dumped without labels or categories
- No heat loss table, no floor plans
- No branding — generic PDF
- Office has to ask for missing detail later
Vertex report
Clear report with labelled evidence
- 14 navigable sections with clickable TOC
- 100+ labelled photos grouped by category
- Room-by-room heat loss, floor plans, thermal imaging
- Your logo on every page, satellite cover
- Design teams self-serve from the report — fewer callbacks
Try one live job and judge the report properly.
See the report quality, turnaround, and portal delivery in your own process before scaling volume.