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Retrofit guide

Retrofit assessment (ECO4): survey guide for installers

Retrofit programmes move faster when evidence is captured once and organised for everyone who touches the file.

15,000+ surveys completed across the UK · Pack and organised photos available in the portal immediately on completion of the visit · EPC by next morning in the standard flow.

Guide

Survey output that supports retrofit delivery

What strong looks like

Capture standards

  • Evidence grouped for practical decision-making, not just record keeping
  • Assumptions and constraints surfaced before downstream teams act
  • Documentation packaged for programme and compliance review
  • A repeatable format that reduces ambiguity for the next team
Where time is lost

Where teams lose time

  • Repeated clarifications between teams
  • Slow quote movement while evidence is reconciled
  • Higher risk of install-day surprises
Why it helps

Why teams use Vertex

  • Clearer packs for office and design review
  • Faster quoting with less chasing
  • Install teams start with clearer site context
  • Portal visibility across teams and roles
Useful next pages

Related pages and proof