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.

View sample report Get pricing

Checklist

What to capture on every heat pump survey

Emitter and room context that affects design assumptions.
Electrical evidence: CU, supply, and relevant constraints.
Cylinder and plant-room context where applicable.
Access, routing, and external siting constraints.
Notes grouped by decision point, not generic observations.

Best practice

How to avoid quote and design delays

Capture once, structure once

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

Document constraints explicitly

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

Keep everyone on one record

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

Vertex method

How Vertex handles it in real jobs

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

ASHP surveys Heat loss Deliverables Pricing View sample report Get pricing

Use it before design

When to check the survey is complete

The best time to catch weak evidence is before the design team starts work. Check the report against this list as soon as it arrives, especially on jobs with difficult access, tight cylinder space, limited electrical headroom or an awkward ASHP location.