Every pack is generated by a PDF engine we coded from scratch. 14 navigable sections. Satellite cover. Installer branding on every page. Heat loss tables, floor plans, thermal imaging, 100+ labelled photos, and room-by-room evidence — delivered on completion via portal.
15,000+ packs generated · survey pack available on completion via portal · EPC by the next morning · your logo, your branding.
Not a template. Not a form export. A 100–200+ page evidence pack generated by software we built from scratch.
Every page below is from a real Vertex pack. The same PDF engine generates every job, so quality is identical whether it is your first survey or your 500th.
No off-the-shelf form export. Our code transforms raw survey data into a structured, branded, navigable document — automatically, on every job.
Our PDF engine takes raw field data, runs it through structured transforms, embeds optimised images, renders 14 sections with navigation, and outputs a branded document — all automatically. No manual formatting. No copy-paste.
Property overview, heat loss table, floor plan, heating systems, electrical, loft, ASHP location, cylinder, solar PV, EPC, photo documentation, installation reference, customer declaration, and thermal imaging. Jump to any section instantly.
Upload your logo once. Every pack your team receives carries your branding on the cover and footer. Satellite aerial imagery on the front page. Your company name in the header. Professional output that looks like it came from your own system.
Every pack is generated from the same 14-section template. Here is exactly what each section contains.
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.
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.
Floor-by-floor room analysis with dimensions and layout context. Generated from survey data to support design handoff and PlanUp integration.
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.
ASHP mounting location assessment with clearance evidence. Cylinder positioning, dimensions, and installation access. Loft insulation depth, access assessment, and height measurements.
Solar panel placement analysis with roof orientation and shading context. EPC rating, energy bill data, and supplier information for compliance documentation.
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.
Technical handoff notes for the install team. Customer-signed declaration for unverified claims. Thermal imaging analysis showing heat loss visualisation across the building fabric.
The format is designed so each role can move quickly without re-questioning the same job data.
Clear evidence structure reduces internal chasing and shortens the gap between survey and quote issue.
Photos, measurements, and assumptions are placed next to decisions so design queries are resolved faster.
Install teams get practical context before site day, reducing avoidable surprises and last-minute redesigns.
Fast handoff only matters when the structure is consistent and usable across office, design, and install roles.
Survey evidence is delivered in one consistent format, ready for quoting, design review, and install prep.
Where EPC is in scope, next-morning turnaround keeps downstream admin and compliance movement predictable.
Office, design, and install teams access the same record, reducing follow-ups and duplicated file chasing.
Most survey companies hand over a basic form export or a few photos in a folder. Here is the difference.
See the pack quality, turnaround, and portal workflow in your own process before scaling volume.
