Heat pumps
ASHP and heat pump survey capture
The survey package supports key heat pump evidence: external siting, pipe route, cylinder area, electrical notes, access constraints, photos, and the details needed by design teams.
UK leading renewable survey provider
The new standard for UK renewable survey delivery
Full UK infrastructure, expert surveyors, guided capture, AI-assisted QC, clear PDF v2 reports and portal handover for installer teams.
CoverageFull UK infrastructure
PeopleExpert surveyors
QualityAI-assisted QC
HandoverPDF v2 + portal
Survey-only support
Report on completion
Portal delivery
Built for installer teams
Software is only one part of it. The real value is the full Vertex survey system: UK coverage, people, process, evidence, report pack, portal and quality control working together.
The standard
One system from booking to report
Surveyors, portal, PDF v2 reports and QC working around the same job record.
Survey infrastructure
Built around what installers actually need after the visit
Renewable surveys are easy to weaken with one missed photo, unclear note, or buried constraint. Vertex combines UK survey coverage, field surveyors, guided capture, report review, and portal handover so the evidence route stays consistent from booking through to final PDF.
- Before the visit scope, postcode, survey route, and expected output sit in the job record.
- During the visit the surveyor works through the evidence needed for that route.
- After completion auto-QC and review support help catch gaps before the report is issued.
Solar and battery
Roof, electrical, and battery context
Survey routes can guide capture around roof access, inverter location, consumer unit evidence, cable route, battery location, and site constraints.
Heat loss
Room-by-room consistency
For heat loss work, the process supports room information, photos, emitter notes, insulation context, and the evidence needed for a clearer design check.
National delivery
Full UK infrastructure for installer demand
Vertex is built for installer teams that need renewable survey capacity beyond one region. Coverage, booking, report delivery, and account visibility are handled as one operating system.
Survey-only focus
Independent survey evidence, not installation sales
Vertex does not sell or install heat pumps, solar panels, or batteries. The focus is survey evidence that helps installers quote, design, and deliver with fewer avoidable gaps.
Report pack
PDF, photos, measurements, constraints, and handover
The output is not loose notes. Installer teams receive a clear report pack backed by portal status, review checks, and the evidence needed for the next team.
Why Vertex leads
The provider installers use when survey quality has to scale
A renewable survey provider has to do more than attend site. The work has to be bookable, repeatable, checked, traceable, and useful to the teams that quote, design, install, and support the job afterwards.
ASHP and heat pumps
Siting, routes, cylinders, emitters, electrics, and constraints
Survey routes address the questions that slow heat pump jobs down. They show where equipment can go, what the route looks like, which evidence is missing and what the design team needs before the quote hardens.
Solar and battery
Roof, shading, inverter, cable route, and battery context
Solar and battery survey work has to make roof and electrical assumptions visible. Vertex packages roof evidence, access notes, consumer unit context, inverter position, cable routes, and battery location detail for the next stage.
Heat loss
Room-by-room evidence that can be checked
Heat loss work depends on measured inputs and visible assumptions. Vertex keeps room data, photos, emitter notes, insulation context, and report outputs clear enough for review.
Quality control
AI helps with structure. People still make the judgement.
AI is useful when it supports the survey standard rather than pretending to replace experience. It helps the team notice weak notes, missing evidence, and incomplete sections early enough to fix them.
Prompted notes
Cleaner handover from site
AI-assisted prompts help the surveyor turn site observations into notes that are easier for the reviewer and installer team to understand.
Completion checks
Gaps are easier to see
Auto-QC can support checks for missing photos, incomplete fields, unclear constraints, and areas that need manual review before issue.
Report review
People remain responsible
AI does not approve designs, certify compliance, or decide that a report is ready. People review exceptions, limitations, and unclear evidence before issue.
Data handling
External tools are used with controls
Configured AI providers may process the information needed for a feature. Email addresses and phone numbers are redacted where the task does not require them, and AI activity is logged for review.
The privacy policy explains the current AI-provider, redaction, and booking-intake position in more detail.
Portal handover
The PDF report and portal finish the package
Once the survey is complete and checked, the report pack is delivered through the Vertex Portal. The booking, status, downloads, and account access stay together so teams are not chasing old email chains.