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Heat pump survey

Heat pump survey UK company for installer teams

Independent site surveys for ASHP and GSHP installers, covering the measurements, plant, cylinder, siting, access and electrical evidence needed before a quotation becomes firm.

Vertex confirms the scope first, carries out the visit and returns one checked report for the office, designer and installation team.

Price a live job View sample report
Pricing Public guide rates

Final scope confirmed before booking.

Delivery Report on completion

EPC next morning where included.

Standards MCS + heat loss ready

MIS 3005-D and MCS 020(a) context where in scope.

Coverage Full UK coverage

Postcode and lead time checked upfront.

Heat pump survey UK Air source heat pump survey Ground source heat pump survey Heat pump survey checklist Heat loss survey Renewable energy survey company
Choosing a provider

What to expect from a heat pump survey UK company

A survey company should make the next decision easier. Before booking, check what will be measured, how missing evidence is handled and whether the finished report is clear enough for your own team to use.

Scope

Agree what the visit must cover

ASHP, GSHP, EPC and heat-loss work are separate pieces of scope. We confirm what is included before the appointment enters the diary.

Evidence

See the report before sending a job

The sample shows how room data, plant, electrics, siting, photographs and assumptions are arranged. You can judge the handover before testing Vertex on a live property.

Booking

Confirm price and timing first

Postcode, property type, scope and lead time are checked before we commit the appointment or final price.

View sample report UK coverage Company checklist Price a live job
Common wording

Heat pump survey, air source heat pump survey or site survey?

Installer teams use different wording. The job is the same: capture enough site detail for the next decision before the quote, design or diary hardens.

Main route

Heat pump survey

This is the broad survey route before ASHP, GSHP, heat loss, or EPC scope is finalised.

Air source

Air source heat pump survey UK

The air-source route covers confirmed ASHP jobs that need the specific checklist, siting, and sound-input detail.

Site checklist

What a heat pump survey company should capture on site

The pages ranking above us are explicit about the evidence collected. This is the Vertex version: practical site detail, written for installer teams that need to quote, design, and install from the same record.

Room-by-room

Measurements that support heat loss

Room sizes, ceiling heights, glazing, emitters, construction assumptions, and floor-plan context are captured where the booked scope needs heat loss or design review.

Heat pump design support

Plant and cylinder

Existing heating made visible

Cylinder location, boiler or existing system context, plant space, and practical access notes are recorded so the office is not guessing from loose photos.

Siting and access

Outdoor unit or ground-source constraints

ASHP jobs need outdoor unit siting, boundary context, sound-input evidence where in scope, access, and service space. GSHP jobs need the broader ground and plant-space conversation kept separate.

Electrical

Supply, meter and consumer-unit context

Meter position, cut-out, consumer unit, spare ways, load context, and any obvious quote-changing constraint are grouped for the people who need to review the job next.

Heat pump survey checklist View sample report Price a live job
What happens

What happens during a heat pump survey?

The broad route is simple: confirm the right scope first, capture the useful site evidence on the day, then issue one report the office, designer, and installer can all use.

Before the visit

Confirm the right route

We confirm postcode, system type, scope, and whether the job also needs EPC or heat loss work before the survey is booked.

On site

Capture the site properly

The visit records siting, access, plant detail, electrical context, measurements, and the photos and notes that prevent follow-up calls later.

After the visit

Issue one usable report

The survey report lands on completion in the standard flow. EPC follows by next morning where in scope, and heat loss work follows next day where booked.

Sample report Heat pump survey cost Send a live job
Why installers outsource

Why many teams do not run this in-house

Most teams do not want to recruit surveyors, train them, check every report, and manage the callbacks just to keep installs moving.

Operations

Avoid the in-house survey overhead

You do not need to hire surveyors, train them, manage QA, buy more kit, and build admin around every postcode just to keep the diary full.

Quoting

Quote faster with fewer callbacks

The report is laid out so office teams can price the job without chasing missing photos, unclear notes, or “can someone go back and check that?” delays.

Shared record

Give everyone one clear record

One measured job record, one layout, one place to work from. No rebuilding the same job in three different places before install day.

Booking

Book only when the scope works

We confirm postcode, scope, lead time, and final price before booking. If the route is not right, you know before time gets wasted.

Inside the report

What your team gets from the heat pump survey

If the office can quote, design can review, and install can prepare from the same report, the job moves. If not, it does not.

Office teams

Quote from a complete record

  • Measurements, photos, and notes grouped clearly
  • Electrical and plant context visible in one place
  • Fewer callbacks to the surveyor before pricing goes out
Design teams

Start design without digging for basics

  • Heat loss inputs and floor-plan context where required
  • Siting, access, and constraint notes tied to evidence
  • Clearer inputs for emitter, plant, and layout decisions
  • Heat loss calculations UK input guide
Install teams

Know the site before you turn up

  • Unit location, pipe routes, electrics, access, and constraints
  • Photos next to the note that explains why they matter
  • Less improvising on install day
Proof first

Sample report upfront

The report structure is visible before the first booking, so the handover can be judged properly.

Open the sample report

View sample report Deliverables Case studies
Provider check

What to ask a heat pump survey company before booking

The cheapest heat pump survey is not cheap if the design team has to chase missing siting, electrical, plant, heat loss, or access evidence afterwards. Ask whether the report is usable before you send the first live job.

Report proof

Can you see the report format first?

A sample report should make the section order, photo handling, measurements, assumptions, and final checks obvious before booking.

Scope

Is ASHP, GSHP, EPC, and heat loss scope separated?

The right provider should confirm what is included before the diary moves, especially where the job crosses heat pump survey, heat loss survey, and EPC evidence.

QA

How are missing details handled?

The report should state constraints and unknowns clearly. Pretending weak evidence is strong evidence just moves the problem to design or install day.

Provider checklist Heat pump company checklist Company overview View sample report Price a live job
Heat pump types

ASHP vs GSHP surveys

This section separates the ASHP and GSHP routes so the survey scope is clear before booking.

Shared outcome

Same commercial goal either way

Get one report your team can quote from, design from, and install from without rebuilding the survey in-house or losing time to avoidable follow-up.

Commercials

Commercials before the handover

Guide pricing, lead time, and booking steps are clear before the job moves across. That keeps qualification quick and avoids late scope surprises.

Pricing

Guide rates first

Guide pricing is published before enquiry. Final price follows scope, property type, travel, and lead time.

Turnaround

Report on completion

Survey report lands on completion in the standard flow. EPC is by next morning where it is in scope. Heat loss work follows next day where booked.

Booking

Approved before booking

Postcode and scope confirm the route, lead time, and quote. The job only moves once the installer approves it.

Heat pump survey cost View pricing Price a live job Contact Vertex
Proof before booking

Report, case studies, and reviews

The proof sits in the open before the first live job.

Sample report

The real report structure

Current report format with the sections your team will actually use.

Case studies

Real-job examples

Case studies show how the report handles the work teams actually price and install.

Trust

Live public reviews

Trustpilot feedback gives the proof a current public source.

View sample report Browse case studies Read Trustpilot reviews
Related routes

Heat pump survey routes

ASHP, GSHP, heat loss, cost, grant, and sample-report routes in one place.

Design input

Heat loss survey

For room-by-room heat loss evidence before system design moves forward.

Design support

Heat pump design support

For MCS 020(a), heat loss inputs, emitters, plant, cylinder, electrical and EPC/BUS evidence before design hardens.

Calculation guide

Heat loss calculations

For the inputs, assumptions, U-values, and evidence standards behind room-by-room outputs.

MCS renewal

MCS:2025 renewal checklist

For installer teams preparing job files, Technical Supervisor evidence, complaints records, and survey documentation before renewal.

Contact

Talk to Vertex

Send the postcode, service, and job notes if you want a confirmed route and quote.

FAQs

Frequently asked questions about heat pump surveys

Yes. Vertex supports ASHP and GSHP installer teams with site evidence, electrical context, access notes, plant detail and heat loss links. The office, design and installation teams receive one report they can use.

A heat pump survey is the site assessment that confirms the system route and captures the siting, access, plant, electrical and measurement evidence. It gives installers a usable report before pricing, design or booking moves forward.

A heat pump survey company should check the system route, unit siting, access, plant and cylinder space, electrics and room measurements. Heat loss requirements, the EPC position, site constraints and any assumptions should be clear before the design or quote is treated as firm.

A heat pump survey starts with scope and postcode confirmation. The visit then captures siting, access, electrical context, plant detail, measurements and evidence for any booked EPC or heat loss work. The report is issued on completion in the standard flow, with EPC by the next morning and heat loss work the next day where it is in scope.

A heat pump survey can include unit siting, ASHP noise inputs, room measurements, floor plans and electrical evidence. It can also record cylinder and plant locations, with the notes people need to move forward without chasing missing details.

Usually, yes. A heat pump site survey is the on-property assessment inside the wider heat pump survey route. It captures siting, access, electrical, plant, measurement, and evidence details before quoting or design moves forward.

Heat pump survey costs vary by scope, property, and whether you need survey only, survey plus EPC, or survey plus heat loss calculation. We show guide pricing online, then confirm scope, lead time, and final quote before anything is booked.

Survey reports are delivered on completion in the normal flow. EPC is delivered by next morning where it is in scope, and heat loss calculations are delivered next day where they are part of the booked service.

ASHP surveys focus on outdoor unit siting, noise requirements, electrical notes, and practical installation access. GSHP surveys include wider space and ground considerations alongside the wider heat pump installation requirements. Both routes are documented clearly so the next step is easier.

This heat pump survey route is for jobs where ASHP vs GSHP is not fully clear yet. If the system type is already confirmed, the air source or ground source pages give the more specific scope.

Yes. Depending on the booked scope, we can provide EPC work and heat loss calculations alongside the survey. We confirm exactly what is included before booking so your team knows what will land and when.

We provide heat pump surveys across the UK. Coverage is confirmed before booking so installer teams know the route works for the postcode, scope, and lead time before they commit.

Vertex provides the survey visit and finished report as well as the portal used to manage delivery. Your team receives measured evidence rather than an empty template to complete in-house.