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Homeowners

Your Home Energy Survey: What to Expect

A home survey should feel organised, respectful, and easy to understand. This page explains the visit, the information that helps, and the two main ways a survey usually starts.

You do not need technical knowledge before the visit. The main things that help are access, a few basic documents if you already have them, and knowing who is coordinating the job.

Two routes

Two common ways a survey starts

Most homeowners arrive here for one of these reasons.

Route 1

My installer booked this survey

Your installer is usually setting the scope, using the survey report for design and quoting, and staying your main contact for system options and price.

  • Know what to have ready before the visit.
  • Keep any access or timing issues visible early.
  • Contact your installer first for project changes or rescheduling where possible.
Route 2

I want a survey before speaking to installers

Some homeowners want site information first so they can speak to installers with clearer facts and fewer unknowns.

  • We confirm scope, lead time, and final quote before booking.
  • The resulting report can then be shared with installers you choose to approach.
  • The visit is still there to record the property, not sell to you.
Survey day

What usually happens during the visit

Access

Relevant areas are checked

That may include plant areas, loft access, the consumer unit, outdoor locations, and routes that could affect installation.

Evidence

Photos and notes are taken for planning

Photos are there to show access, existing equipment, room layout, roof context, and other job-critical details. They are not marketing photos.

After the visit

The output is easy to share

The aim is a clear record you can share with installers without repeated follow-up calls.

Preparation

What helps the visit run smoothly

ItemWhy it helps
Clear access to the areas being checkedIt avoids wasted time and helps the survey stay focused on the agreed scope.
Any existing EPC, plans, or recent paperworkIf you already have these, they can reduce later follow-up. If you do not, the visit can still go ahead.
Advance notice of pets, locked gates, parking issues, or timing limitsSmall practical details often make the difference between a smooth visit and a disrupted one.

How photos and privacy are handled

  • Photos are taken to document the property for technical planning.
  • They stay focused on the job, not personal possessions.
  • If something sensitive is in view, mention it and the surveyor can usually reframe the shot.
  • Sample material published on the site is anonymised.

Who to contact about what

If your installer arranged the survey, they should usually remain the first contact for project scope, system options, price, and rescheduling. Vertex is the right contact for access questions, privacy questions, or anything that affects the survey visit itself.

Ready to book? You can request a survey and we will confirm what is included before you commit.

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