Installer guide

Heat pump survey checklist installers can use before design sign-off

Use it to catch the things people usually end up chasing after the visit.

Checklist

What to capture on every heat pump survey

Best practice

Use one repeatable layout so teams can review faster across every job.

Call them out clearly so nobody is trying to infer the awkward bit from scattered photos.

If everyone sees the same job record, fewer things get lost.

Vertex method

Same layout each time, clear notes, obvious constraints, and a final check before the report goes out.