A survey report your team can use without guesswork before the job reaches site.
4.6/5 on Trustpilot · report on completion via portal · EPC by next morning · one report format your team gets used to fast.
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.
A good report saves time afterwards. A bad one creates calls, guesswork, and second checks.
Sections and labels stay put so people can move faster and work from one organised report.
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.
Reports land in the portal with clear labels, so everyone works from the same version of the job.
The layout stays consistent, so people are not hunting for the same answers in different places every time.
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 that helps design teams move faster and gives installers clearer spatial reference.
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 notes for the installation team. Customer-signed declaration for unverified claims. Thermal imaging analysis showing heat loss visualisation across the building fabric.
Each role should be able to open the report and get on with its part of the job.
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 delivery only counts if the report is still easy to use when it lands.
Survey evidence lands in one layout, ready for quoting, design, and install prep.
Where EPC is in scope, next-morning turnaround keeps downstream admin and compliance movement predictable.
Everyone accesses the same record, which cuts down follow-ups and duplicated file chasing.
The difference is simple: either the report is usable straight away, or the job stalls while people chase what should already be there.
See the report quality, turnaround, and portal delivery in your own process before scaling volume.
