Installer guide

What installers need from surveys to keep jobs moving

They need one report that answers the obvious questions before the chasing starts.

View sample report Get pricing

Core requirement

One report people can actually use

Same layout every job so nobody wastes time hunting around.
Photos and notes tied to the decision they answer.
Clear constraints on electrics, space, access, siting, and emitters.
Unknowns called out plainly instead of buried in the report.
One record that the people pricing, designing, and fitting it can all work from.

What fails in weak surveys

Typical blockers

Photos with no order

You can get 80 photos back and still not answer the main question.

Notes that explain nothing

A label is not enough if the implication for design or install is missing.

A different layout every time

Teams burn time relearning where the useful bits are on each job.

What good looks like

What a usable report gives you

Office can price it. Design can review it. Site can turn up knowing the awkward bits before the van leaves.

ASHP surveys Solar surveys Heat loss Deliverables Case studies Pricing See a real report first Get pricing

Useful output

The report should make the next action obvious

After the report is read, the team should know whether the job can be quoted, whether design needs extra information, whether the customer needs a conversation or whether the install plan needs changing.