Installer requirements

Pre-install survey requirements before the job gets booked in

Before design sign-off or install booking, the report needs to show the things people normally end up chasing.

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Requirements

What should be obvious before install booking

Room layout and property context that design can follow quickly.
Electrics and supply shown clearly, not mentioned in passing.
Access, routing, siting, and space constraints called out plainly.
Assumptions and unknowns separated from confirmed facts.
One layout that looks the same from job to job.

Best practice

The checks that stop late surprises

One layout every time

If teams know where to look, they make decisions faster.

Obvious gaps flagged before release

Missing evidence is cheaper to catch before the report goes out.

One shared record

Office, design, and site should be looking at the same job, not three versions of it.

What Vertex sends

Clear enough to move the job on

One report. Same layout each time. Clear photos, plain notes, obvious constraints, and the bits that still need a decision.

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Before booking

Do not leave the awkward checks until install week

A pre-install survey should expose the practical issues early enough for the office to deal with them. That includes access, space, electrical limits, siting, customer expectations and any evidence that still needs confirming.