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Heat pump survey

Heat pump survey and site assessment for UK installers

Heat pump surveys for ASHP and GSHP jobs, with site evidence, guide pricing, heat loss links, and a clear route before anything is booked.

One measured report your team can use from quote to design and install.

Get pricing View sample report

Guide pricing shown online. Report on completion. EPC by next morning where it is in scope. No lock-in.

4.6/5 on Trustpilot · MIS 3005-D + MCS 020(a) aligned · UK-wide coverage confirmed before booking.

For jobs still being qualified between ASHP and GSHP.

For confirmed systems, see the air source heat pump survey, ASHP survey, ground source heat pump survey, heat loss survey, or heat loss calculations pages.

If you are pricing oil or LPG replacements, use the BUS £9,000 oil and LPG grant update to see what is publicly confirmed before you quote the higher grant as settled.

If you are comparing heat pump survey software or apps, the real question is whether the finished evidence report is usable. The portal shows how Vertex delivers that record after survey day.

Search route

Heat pump survey, heat pump site survey, and pre-installation survey are the same decision stage

The phrase changes by installer, but the job is the same: confirm the property, capture the evidence, and make sure the office and design team have enough to move forward.

Main route

Heat pump survey

Use this page when the job still needs the broad survey route before ASHP, GSHP, heat loss, or EPC scope is finalised.

Air source

Air source heat pump survey UK

Use the air-source route once the job is confirmed as ASHP and needs the specific checklist, siting, and sound-input detail.

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.

See the 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

See the sample report before you commit

If the structure does not look useful to your team, do not book. That is why the sample report is easy to review before you commit to anything.

Open the sample report

View sample report See deliverables Review case studies
Heat pump types

ASHP vs GSHP surveys

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

GSHP

Ground source heat pump surveys

  • Ground and loop-space considerations added to the scope
  • Plant location and installation planning context
  • Documented evidence for quoting and design
  • Go to the GSHP survey page
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.

Turnaround and pricing

Pricing, delivery, and booking are visible before you commit

You should be able to see the likely price range, delivery promise, and booking path before you hand the job over. That makes it easier to qualify the route quickly and book with fewer surprises.

Pricing

Guide pricing first

Check the guide price before you send the job over. Final price is confirmed once scope, property type, and travel are clear.

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

No lock-in booking path

You send postcode and scope. We confirm route, lead time, and final quote. Nothing is booked until you approve it.

Heat pump survey cost View pricing Get pricing Contact Vertex
Proof before booking

See the sample report, the case studies, and the live public reviews first

This is the low-risk start. Review the output, review the proof, then decide whether to send one live job.

Sample report

See the structure your team will actually use

Anonymised real report, not a vague mock-up. Your team can see the format before booking.

Case studies

See how this looks on a real job

Use the case studies to check whether the report quality matches the work your team actually prices and installs.

Trust

Read the live public reviews

Use the Trustpilot feed and the public review page as current proof instead of relying on stale quoted testimonials alone.

View sample report Browse case studies Read Trustpilot reviews
Related routes

Choose the right heat pump route

Choose the route that reflects the system type, scope, and design information already known.

Design input

Heat loss survey

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

Calculation guide

Heat loss calculations

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

Pricing

Heat pump survey cost

Check the exact heat-pump pricing route first, then send over the exact scope.

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

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

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

A heat pump survey can include unit siting, noise inputs for ASHP jobs, room measurements, floor plans where required, electrical evidence, cylinder and plant location photos, and 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 is primarily the survey and report-delivery route, not just a blank tool. If you are comparing heat pump survey software, apps, or templates, the key question is still whether the evidence, measurements, and finished report are clear enough for the office and install team to use.

Coverage

Heat pump surveys across England, Scotland, and Wales

The main heat pump survey page brings scope, pricing, and report detail together. We confirm postcode, job type, and lead time before booking so the route is clear before anyone commits.

Before booking

What we confirm first

Postcode, property type, survey scope, and lead time. That is the check that matters before the diary moves.

Best route

Pick the right service page

Use the ASHP page for air-source jobs, the GSHP page for ground-source work, and this page when you need the wider heat-pump survey route.