Title Page

  • Conducted on

  • Prepared by

  • Client Name

Customer Details

  • Address

  • Postcode

  • What3Words (Please visit https://what3words.com and get the what3words for this address)

Property Details

  • Property Type

  • Number of Bedrooms

  • Age

  • Plans Provided (if yes, please forward via email, including questionnaire)

Electrical

  • What is the Fuse rating ( DNO PURPOSE )

  • Estimate Electrical Load (Amps)

  • Picture of Circuit Breaker

  • Incoming supply

  • Suggested Electrical cable run (Discuss with customer) and add Notes- distance, trenching etc

  • Location of Meter

Property Heating

  • Existing Heating

  • Fuel Source

  • Heat Emmitters

  • Current Boiler Location and Dimensions

  • Current Cylinder Location and Dimensions

  • Number of Bathrooms

New System

New System

  • How many days will this install Take

  • Preferred manufacturer

  • New Cylinder size

  • New Cylinder Type

  • New cylinder location

  • Please explain location of controller in relation to pump, cylinder and fuse box

  • Please note if the Monobloc is R290 then the location must meet r290 regulations, please confirm suitability of the location of the heat pump in accordance to the regulations

  • Proposed heat pump location

  • Any issues regarding placement and condensation? if yes please detail

  • Does customer require a quotation with radiator changes?

  • Distance of cylinder from pump

  • Is Trunking required

  • If yes Please Detail ()

  • Placement of contoller Unit(Picture)

  • Type and Size Pipes (Take pictures and draw pipe run and sizes)

  • Any material to be ordered?

  • Have you completed Sound assessment on HeatEnginer ?

  • Survey Pics

  • Drawings

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.