Guide
ASHP survey checklist: what we capture and why
A practical checklist of the evidence that helps installers design and install with fewer follow-up questions.
The goal of the survey isn’t “more data”. It’s the right evidence, captured in a consistent structure, so decisions can be explained later.
1) Location context
Photos and notes that make siting decisions clear (access, constraints, and what the installer is working around).
- Proposed external location context (wide + close-up)
- Access notes for install planning
- Anything that may constrain placement (documented clearly)
2) Measurements that tie to decisions
Measurements are only useful if they’re clearly linked to what they support. The pack should make that connection obvious.
- Measurements relevant to the booked scope
- Notes that explain what the measurement is being used for
- Constraints/assumptions made visible
3) Photos as evidence
Photos should be legible and labelled by category so the installer can find them quickly.
- Clear photos for key constraints
- Existing equipment/context where applicable
- Notes placed next to the evidence (not buried)