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ASHP guide

What is included in a heat pump survey?

A heat pump survey should do more than confirm that a property is suitable in broad terms. It should capture the site evidence needed for quoting, system design, planning checks, and installation planning, with the limits of the agreed scope made clear.

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Guide

What a strong heat pump survey usually includes

What strong looks like

Capture standards

  • Unit siting photos, boundary context, and access notes for planning and practical installation decisions
  • Electrical evidence, hot water context, and routing notes where the booked scope requires them
  • Heat loss inputs, emitter context, and floor plans where these are part of the agreed work
  • Comprehensive labelled photos with assumptions and constraints recorded beside the evidence
Where time is lost

Where teams lose time

  • Enough photos to show the property, but not enough context to support real design decisions
  • Missing notes around access, routing, or boundaries that only become a problem later
  • Unclear scope boundaries that leave teams guessing what has and has not been checked
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

ASHP surveysThermal imaging guideHeat loss inputs guideGet pricing