For the service route behind this page, use Heat Pump Survey. For a live pack example, open the sample survey pack preview.
What is included in a heat pump survey pack
| Pack area | Typical content |
|---|---|
| Property summary | Address, property type, floor area, current heating, room count, window count, and key watchpoints. |
| Heat loss and room data | Room references, openings, emitter information, dimensions, and the basis for heat loss calculations where included. |
| Heating and hot water | Boiler or existing heat source, cylinder setup, controls, and obvious retrofit constraints. |
| Electrical section | Supply details, meter, cut-out, consumer unit photos, spare ways, and upgrade risks. |
| Location and access evidence | Outdoor-unit options, routes, clearances, loft context, access issues, and grouped photo documentation. |
What the office needs
The office usually needs a pack that makes scope clear fast. That means a front page that explains what sort of property it is, what the current heating route looks like, and where the obvious risks sit. A heat pump survey pack that starts well saves time before the quote even begins.
What design needs
Design needs the pack to hold together technically. Room references, emitter context, electrical evidence, cylinder position, and outdoor-unit location all need to be visible in one route. If those parts are scattered, the heat pump survey PDF becomes harder to trust even if the raw evidence exists.
What install teams need
Install teams need routes, access, plant positions, and the kind of practical site notes that stop surprises. That is why the photo documentation and installation reference parts of the pack matter as much as the calculation side. A heat pump survey pack is not only for design approval. It is also an install-prep document.
What usually goes wrong
- The pack has enough information, but it is grouped badly, so the next team cannot find it quickly.
- The electrical evidence is incomplete or photographed too loosely to be decisive.
- The cylinder or outdoor-unit discussion is described in words but not shown clearly enough in photos.
- The pack reads like an export log instead of a structured handover document.
That is the practical reason PDF v2 mattered. The pack is now cleaner at the front, better indexed, better grouped, and easier to use once it is delivered through the portal.