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Installer checklist

Renewable survey provider checklist for installers

A practical way to judge a renewable survey provider before you rely on them for heat pump, solar PV, heat loss, EPC, or battery work.

The question is not whether somebody can visit the property. The question is whether the report helps your team quote, design, and install without rebuilding the job afterwards.

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What to check

Seven checks before choosing a renewable survey provider

These are the checks that matter before the first live job. If a provider is weak on these, the risk usually lands with the office, designer, or installer later.

1. Sample

Can you see a real report first?

A sample report should show the section order, photo structure, measurements, assumptions, and how constraints are written up.

2. Scope

Is each service route separated?

Heat pump survey, ASHP survey, solar PV survey, heat loss, EPC, and battery checks should not be blurred into one vague promise.

3. Pricing

Is guide pricing visible?

Guide pricing should be visible before booking, with the final quote confirmed after postcode, property, travel, and scope are checked.

4. QA

What happens when evidence is missing?

Weak evidence should be called out clearly. A report that hides unknowns just moves the risk into design or install.

5. Turnaround

When does the report land?

The provider should be clear about survey report delivery, EPC timing where in scope, and when heat loss work follows.

6. Handover

Can office, design, and install use the same record?

The report should be useful to the people quoting, the people designing, and the people fitting the system.

7. Proof

Is there public proof and case-study context?

Reviews, sample reports, and case studies help you judge the standard before giving a provider live customer work.

Apply the checklist

Use the checklist against the service you actually need

Heat pump

Heat pump survey

Check siting, access, plant, electrical evidence, heat loss links, and report structure.

Solar

Solar panel survey

Check roof evidence, shading, usable area, access, electrical route, inverter context, and battery notes.

PV

Solar PV survey

Check PV design handover, cable route, array constraints, inverter position, and battery-ready detail.

Heat loss

Heat loss survey

Check measured versus assumed inputs, desktop suitability, fabric assumptions, and room-by-room output clarity.

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Comparison guides

Checklist guides for the main survey types

Use these when you are comparing providers for one specific route and need a sharper set of checks.

FAQs

Provider checklist questions

Check the sample report, pricing route, turnaround promise, QA process, service scope, how missing evidence is handled, and whether the report is usable by office, design, and install teams.

Because the site visit only helps if the next team can use the output. A weak report format creates callbacks even when the surveyor captured useful evidence.

Yes. The final quote still depends on scope, property, travel, and extras, but guide pricing should be visible before booking so the installer can qualify the job properly.