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Compliance guide

MCS certification: survey documentation that holds up

Compliance friction usually starts with inconsistent evidence. A repeatable structure reduces rework at audit and review stages.

15,000+ surveys completed across the UK · Pack and organised photos available in the portal immediately on completion of the visit · EPC by next morning in the standard flow.

Guide

Documentation standards that support MCS work

What strong looks like

Capture standards

  • Photos, measurements, and notes linked by purpose
  • Assumptions and exceptions called out in plain language
  • Evidence packaged for office, design, and compliance review
  • Portal delivery preserving one current version of each pack
Where time is lost

Where teams lose time

  • Evidence stored across emails and fileshares
  • Unclear link between survey output and design decision
  • Inconsistent documentation quality across teams
Why it helps

Why teams use Vertex

  • Clearer packs for office and design review
  • Faster quoting with less chasing
  • Install teams start with clearer site context
  • Portal visibility across teams and roles
Useful next pages

Related pages and proof