If you want to judge the live structure first, open the sample survey pack preview. If you want the service route behind it, use Heat Pump Survey, Solar PV Survey, or Heat Loss.
What a survey pack PDF is
A survey pack PDF is the finished handover document built from a completed survey. Depending on the job, that might be a heat pump survey PDF, an ASHP survey pack, a solar PV survey PDF, a battery survey PDF, or a heat loss survey pack. The principle is the same: the next team should be able to price, design, or review the job without rebuilding the site visit from scratch.
What a survey pack PDF should include
| Section | What it should answer |
|---|---|
| Front page and summary | What the property is, where it is, what the current system is, and what the first watchpoints are. |
| Heat loss or room evidence | How the rooms, dimensions, windows, emitters, and assumptions fit together. |
| Heating and hot water | What is installed now, what is likely to change, and what could slow the design route down. |
| Electrical evidence | Supply details, consumer unit context, meter position, spare ways, and upgrade risk. |
| Photo documentation | Clear grouped evidence for access, routes, plant, elevations, and constraints. |
How different teams use the pack
- Estimating uses the survey pack PDF to decide whether the quote is grounded in real site evidence.
- Design uses the heat pump survey PDF or solar PV survey PDF to review room data, electrical context, and plant positions.
- Install teams use the pack to understand access, routes, outdoor-unit context, cylinder position, and the site details that are easy to miss in email summaries.
What makes a pack commercially useful
The difference between a complete-looking pack and a useful one is simple. A useful pack lets the next person make a decision without asking for another round of clarifications. That usually comes down to five things:
- A clean front page that tells the reader what matters first.
- Sections grouped by decision, not by upload order.
- Clear labels, units, and room references.
- Photo evidence that is readable, rotated correctly, and not buried in wasted pages.
- A delivery route that keeps the PDF and photos in the same place as the booking.
Where Vertex PDF v2 fits
Vertex PDF v2 is the current survey pack PDF system behind our pack delivery. It tightened the front page, added a Quick Find Guide, cleaned the table of contents, improved photo handling, fixed orientation problems, cleaned formatting, and made the finished pack easier to review in the portal or download when the booking reaches Ready.