Alpha

Calendar

Plan visits, surveys and installations.

Selected day

My Leads

Select an assigned lead to start or continue its survey.

Assigned Leads

ALPHA / SURVEY TEAM

Surveyors

Invite surveyors and manage access to assigned leads.

Invite surveyor

Registered Surveyors

Pending Invitations

Welcome

Alpha Energy Group Installer Portal

My Jobs

ALPHA / INSTALLER NETWORK

Installers

Invite and manage Alpha installer accounts.

Registered Installers

Pending Invitations

ASHP

Air Source Heat Pump Property Survey

Customer

Customer nameInstallation / property address

TelephoneEmail

Survey date

Property

Property typeOwnership / occupancyCurrent heating systemNumber of bedroomsEPC statusEPC notes / reference

Heat Pump Installation

Proposed heat pump / outdoor unit locationProposed cylinder / tank location

Mounting methodTank/cylinder-to-heat-pump distance (m)

Installation notes

Room-by-Room Survey

Photos

Add site photographs from your camera, photo library or files. Captions are optional.

Proof of Address

📎 Take Photo / Upload File

No file selected

General Survey Notes

Notes

Step 1 of 6

Customer & Site

Customer name Site address

Email Phone number

Survey date

Customer utility bill Photo, image or PDF. This can be added later.

📎 Browse / Take Photo

No file selected

Electrical Supply

Supply type Cut-out size

Earthing arrangement Consumer unit / fuse board notes

Cut-out photo📷 Add photo(s)

Fuse board photo📷 Add photo(s)

Roof & Proposed Array

Roof material Roof condition

Orientation Roof pitch (°)

Shading / obstructions?

Proposed PV System

Panel quantity Panel power (W)

Proposed system size: —

Proposed mounting photoAdd a description/orientation below.📷 Add photo(s)

Photo note

Attic photo📷 Add photo(s)

Inverter, Battery & EV

Proposed inverter location Proposed battery location

Inverter / battery location photo📷 Add photo(s)

Location note

EV quoted?

Access & Scaffolding

Scaffolding access Number of scaffold tiers Additional access / site notes

Technical Notes & Review

Optional PV / DNO technical details

Inverter make / model

Inverter AC rating (kW)Battery capacity (kWh)

Battery max discharge (kW) Proposed export limit (kW) DNO route

General survey notes

Additional site photos Add any extra photos the surveyor feels are useful. These will automatically flow onto the PDF photo pages. 📷 Add additional photo(s)

When saved, the survey can be exported as an Alpha-branded PDF from the survey details screen. Incomplete surveys can still be saved as drafts using Exit Survey → Save Draft & Exit.

Alpha Energy Group

Alpha Registration

From first enquiry to final handover.

Calendar

Selected day

My Leads

Assigned Leads

Surveyors

Invite surveyor

Registered Surveyors

Pending Invitations

Welcome

My Jobs

Installers

Registered Installers

Pending Invitations

Air Source Heat Pump Property Survey

Customer

Property

Heat Pump Installation

Room-by-Room Survey

Photos

Proof of Address

General Survey Notes

Customer & Site

Electrical Supply

Roof & Proposed Array

Proposed PV System

Inverter, Battery & EV

Access & Scaffolding

Technical Notes & Review