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Floor plans for heat pump surveys: when they’re needed

Floor plans aren’t always required, but when they are, they remove ambiguity and make room-by-room context easier to use.

A good plan turns measurements into something a designer and installer can navigate without a second site visit.

When floor plans help most

  • When room-by-room context is needed (scope-dependent)
  • When properties are complex (extensions, split levels, unusual layouts)
  • When “what room is that?” would otherwise become a follow-up chain

What a useful plan includes

  • Clear room labels that match the pack
  • Dimensions captured for the booked scope
  • Notes where constraints affect install planning (access, routing, plant locations)

How it supports a cleaner handoff

  • Less back-and-forth during design
  • Easier to explain decisions to homeowners
  • Fewer surprises when the install starts