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Homeowners

What to Expect From Your Home Energy Survey

What to expect, how to prepare, and how we handle photos and privacy.

We are installer-first. If you are a homeowner, we can still coordinate directly and hand over cleanly to your chosen installer.

If your installer has booked a survey, this guide explains what to expect and how to prepare. Our lead surveyor has completed over 15,000 surveys — and we deliver fast: your survey pack and organised photos are available in the portal as soon as the visit is complete, the EPC is delivered by the next morning, and any required heat loss calculation is delivered the following day. If you are planning work yourself, you can request a survey directly. Guide pricing is available online and the final quote is confirmed before booking.

How to prepare Request survey

Quick actions: Request survey · Call · Survey day checklist

Your installer already booked? This page is your guide. Booking direct? Use “Request survey” above and choose “Homeowner (booking direct)” in the form.

Choose your route

Two clear ways to start

Route 1

My installer sent me here

Use this page to prepare for survey day, gather documents, and understand what we will capture.

Go to survey-day checklist

Route 2

I need a survey before speaking to installers

Request a quote directly. We can run the survey and provide structured evidence for installer handoff.

Request survey

Is your installer using Vertex? Ask them. If not, you can send them this page and they can get in touch.

What happens next

Simple next steps for homeowners

Whether you came through an installer or are booking direct, the process is the same: clear scope first, clear survey day, clear handoff after.

Step 1

Confirm route and scope

  • Installer-led: your installer sets scope and booking window
  • Booking direct: we confirm survey scope and quote before booking
  • No surprises: you know what the visit covers in advance
Step 2

Survey visit and evidence capture

  • Measurements, site photos, and technical notes only
  • No sales pressure during the visit
  • Sensitive areas can be flagged and reframed on request
Step 3

Structured handoff

  • Survey pack and organised photos available on completion
  • EPC delivered by the next morning in the standard flow
  • Your installer uses the pack for cleaner design/install decisions

Need to book direct? Use Request survey. Already booked via installer? Use the survey-day checklist.

Surveyor with iPad discussing survey with homeowner at a property with solar panels and heat pump

We capture evidence that helps your installer plan clearly and explain decisions confidently.

Why we exist

Clear, evidence‑led surveys for renewable installs

Heat pumps and solar installs need accurate measurements and clear photos. When that information is missing, jobs slow down: extra questions, unexpected changes, and sometimes a second visit.

Vertex is a niche service: we specialise in technical on‑site surveys for renewables. We focus on the details an installer needs to plan the work properly and explain decisions clearly.

What we do

We measure, photograph, and document

  • Measurements needed for the agreed visit (e.g., room sizes, access, clearances)
  • Photos that show what’s there and where things could go
  • Notes that help installers avoid surprises later
What we don’t do

Not a sales visit

  • This is evidence gathering, not a sales pitch — we don’t pressure you to buy anything
  • We don’t publish identifiable photos without your consent
  • Your installer remains your main contact for pricing and system options
On the day

What happens during a survey visit

The exact checks depend on what your installer asked us to capture, but the visit is typically focused on measurements, photos, and site notes.

Access

What helps us move quickly

  • Clear access to relevant areas (e.g., loft hatch, utility space, plant locations)
  • Access to the electricity meter and fuse box (if needed for the visit)
  • Outdoor access for location context where relevant
Photos

Photos are evidence, not marketing

  • Photos document important details (equipment, access, and where things could go)
  • They’re used for planning and quality checks — not for advertising
  • Sample packs are anonymised; client-identifiable content isn’t published without consent
Questions

Rescheduling or concerns

  • If you need to reschedule, contact your installer first
  • If access is limited, tell us early so we can plan the visit
  • Email us: info@vertex-surveys.co.uk
Preparation

A quick checklist (5 minutes)

This helps the visit run smoothly and reduces follow‑up questions later.

Inside

Make key areas accessible

  • Electricity meter and fuse box (if needed for the visit)
  • Boiler cupboard / utility space / plant areas (where relevant)
  • Loft hatch (if the visit includes loft checks)
Outside

Outdoor access

  • Back garden / side access (so we can check locations and possible routes)
  • Clear path to any existing external units or meters
  • Roof views if solar panels are part of the visit
Info

Helpful details (if you know them)

  • Any access restrictions (pets, locked gates, parking)
  • Known issues (damp, previous leaks, unusual electrics)
  • Where relevant: EPC / plans / photos of insulation/windows (your installer may already have these)
Documents

Documents that can speed sign-off (bring if available)

If you have any of these, we can photograph them on the day (during the site visit) — it helps avoid follow-ups and supports EPC/audit evidence. Photos of paperwork on your phone are fine.

  • Latest EPC certificate/report
  • Insulation proof (loft / cavity / internal / external)
  • Window/door certificates or specs (e.g. FENSA/CERTASS)
  • Heating/hot water model details (boiler/heat pump/cylinder)
  • Solar PV / battery / heat pump certificates (e.g. MCS), if applicable
  • Recent energy bills (optional): last ~12 months if easy to find

One link for survey day prep + documents: Survey day checklist.

Privacy

What we photograph (and what we don’t)

Photos are taken to document the property for design and install planning. We keep them focused on evidence, not personal items.

Typical

Examples of evidence photos

  • Electrical: meter and fuse box (where needed for the visit)
  • Existing heating / hot water equipment (where applicable)
  • Things that affect the job: access, clearances, possible routes, structural context
  • External areas relevant to what we’re checking
Avoid

We avoid unnecessary personal detail

  • We don’t photograph personal documents unless they’re relevant evidence you choose to show us (e.g. EPC/insulation/window certificates)
  • We keep images relevant to the job
  • If something sensitive is in shot, tell us and we’ll reframe
Contact

Who should you contact?

A simple rule of thumb: your installer manages the project. We help with survey-day access and privacy questions.

Installer

Contact your installer for

  • Rescheduling
  • Quote and system options
  • What’s included in your project
Vertex

Contact Vertex for

  • Access issues on the day (if your installer can’t be reached)
  • Clarifying what we need to complete the visit
  • Privacy questions about photos and handling

Email: info@vertex-surveys.co.uk

More to read: FAQ · For installers · Sample pack · Blog · Guides · EPC evidence.

Request survey (homeowner) Back to home
Booking

Request a homeowner quote

Tell us the postcode and what you’re planning. We’ll confirm what’s included and lead time before anything is booked.

What you get

A clear, evidence‑led report

  • Measurements and photos relevant to what we agreed
  • Clear structure so decisions can be explained confidently
  • Useful documentation for your installer (if you already have one)
What we need

A few key details

  • Postcode + property type
  • What you’re considering (heat pump / solar panels / battery / heat loss)
  • Any constraints you already know (access, planning, timing)

Choose "Homeowner (booking direct)" in the form — we'll confirm scope and pricing before you commit.

Request availability (homeowner) View sample pack