Vertex evidence standard

Renewable survey evidence standard for UK installers

A renewable survey is only useful if the office, designer and installer can act on the same evidence without rebuilding the site visit from loose photos.

This is the Vertex standard for heat pump survey, air source heat pump survey, solar survey, solar panel survey, solar PV survey, battery survey and heat loss survey work across the UK.

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Heat pump survey Air source heat pump survey Heat loss survey Solar survey Solar panel survey Solar PV survey

The standard

What every survey pack should make clear

The report should show what was measured, what was supplied, what was assumed and what still needs checking. That separation is what turns a survey visit into useful installer evidence.

Measured

Site facts captured in a repeatable format

Room measurements, roof evidence, plant context, meter positions, access restrictions and visible constraints are grouped so the next person can follow the job quickly.

Supplied

Installer or homeowner information separated

Drawings, customer notes, existing documents and design assumptions are kept separate from site-captured evidence, so review teams can see the source of each input.

Assumed

Unverified points are visible

A useful survey does not hide weak evidence. Unknowns, assumptions and quote-changing constraints should be visible before the install date moves.

By survey type

How the standard applies across renewable surveys

Each survey type has its own checks, but the evidence principle is the same: capture the details that change quote, design, grant or installation decisions.

Heat pump

Heat pump survey evidence

Plant, cylinder, access, room measurements, existing heating, electrical context, ASHP or GSHP route and heat loss links need to sit in one usable job record.

Air source

Air source heat pump survey evidence

Unit siting, boundary context, MCS 020(a) inputs where in scope, electrical evidence, plant detail and supporting photos need to be easy to review before design moves.

Heat loss

Heat loss survey evidence

Room-by-room dimensions, glazing, fabric assumptions, ventilation context, emitter notes and calculation assumptions need to be visible, not buried behind one headline number.

Solar

Solar survey evidence

Roof planes, shading, access, obstructions, meter and consumer-unit evidence, inverter location, cable-route context and battery-ready notes need to be grouped for design handover.

Solar panel

Solar panel survey evidence

The panel layout needs visible roof constraints, usable area, access notes, obstructions and electrical route context before the array is treated as fixed.

Solar PV

Solar PV survey evidence

PV design teams need roof, shading, orientation, DNO, inverter, cable route and battery context in one place, not spread across emails and unnamed photos.

Proof

The standard has to show up in the report and portal

Vertex combines surveyor capture, PDF v2 reporting, portal delivery and AI-assisted QC so installer teams can see the job status, download the pack and review the evidence consistently.

PDF v2