1
Booking the appointment
The process typically begins with a phone call or online enquiry where you describe roughly what you need, whether that's new windows, a front door, or a full house replacement. A convenient appointment is then arranged, usually within a week or two, for a surveyor to visit your home. There is no cost or obligation attached to this initial visit, and you are free to decide afterwards whether to proceed.
2
Measuring and assessing the property
During the visit, the surveyor measures each opening accurately and checks the condition of existing frames, lintels and surrounding brickwork. They will also assess access for installation, such as whether scaffolding is needed for upper floors, and note any structural considerations that might affect the project, such as a wall needing support for a wider door opening.
3
Discussing your priorities and specification
A good survey is also a conversation about what matters most to you, whether that's energy efficiency, security, noise reduction, or matching a particular aesthetic. The surveyor should explain the options available in plain terms, including glazing specifications, frame colours and hardware, so you can make an informed decision rather than feeling pressured into a particular product.
4
Explaining certification and compliance
Part of the survey process involves confirming that any proposed installation will meet current building regulations, including thermal performance and ventilation requirements. A FENSA or CERTASS registered installer self-certifies this compliance on your behalf, which should be explained to you clearly, along with what certificate you will receive once the work is complete.
5
Receiving your written quote
Following the survey, you should receive a fixed written quote, usually within a few days, itemising the specification, any remedial work identified, the total price and estimated lead time. This should be a fixed figure rather than a rough estimate, and any changes to specification after this point should be reflected in a revised written quote before work begins.
6
Deciding without pressure
A reputable installer should give you time to consider the quote, compare it against others, and ask any follow-up questions without applying pressure tactics such as time-limited discounts. Take the opportunity to clarify anything you are unsure about, including guarantee terms and payment schedule, before signing any contract.