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Retrofit guide

Retrofit assessment (ECO4): survey guide for installers

Retrofit programmes move faster when evidence is captured once and organised for everyone who touches the file.

4.8/5 on Trustpilot · report and organised photos in the portal on completion · EPC by next morning in the standard flow. · 3 min read

Guide

Survey output that supports retrofit delivery

What strong looks like

Capture standards

  • Evidence grouped around the decisions the next team must make
  • Assumptions and constraints surfaced before downstream teams act
  • Documentation packaged for programme and compliance review
  • A repeatable format that reduces ambiguity for the next team
Where time is lost

Where teams lose time

  • Repeated clarifications between teams
  • Slow quote movement while evidence is reconciled
  • Higher risk of install-day surprises
Why it helps

Why teams use Vertex

  • Clearer reports for office and design
  • Faster quoting with less chasing
  • Install teams start with clearer site context
  • Portal visibility across teams and roles
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