You send the postcode and scope. We confirm the job. We visit. You get the report.
We confirm scope and lead time before booking. Report and organised photos are ready when the visit is complete; EPC follows next morning in the standard flow.
Four steps. Nothing clever hiding in the middle.
Tell us what you need and the postcode. We’ll confirm scope, lead time, and next steps.
We capture evidence photos, measurements, and constraints to the agreed scope.
You get the report and organised photos, ready to use.
If questions come up, we can clarify what was captured and what’s included.
Clear ownership keeps the job moving. Everyone knows what needs to happen before booking, on survey day, and after delivery.
See deliverables, the portal page, and FAQs for deeper detail.
The job should not move into the diary until the scope is clear enough for the survey to be useful. That means the service type, postcode, property size, likely outputs, access issues, and any known deadline are checked before Vertex confirms the booking.
A heat pump survey, solar survey, battery storage survey, EPC, and heat loss calculation do not all require the same inputs. We confirm the route first so the visit captures the right evidence.
Coverage is checked against the live diary and travel route. If the job needs a specific delivery window, that needs to be visible before the appointment is offered.
The best process is clear before survey day: office review, design check, installer handover, customer copy, portal access, and any follow-up route if a clarification is needed.