British Gas Survey

• Customer name

• H.S.A name

• Customers Address
  Address

• Job Number

• Conducted on

  Date

• Visit Completed By

Customer information

• Customer availability

• Parking

• Primary customer

  Private

  Landlord

  Other

Specification

• Boiler

  Notes

  N/a

• Flue

  Notes

  N/a

• Condensate

  Internal fix

  External fix

• Gas

  Notes

  N/a

• Water pipework

  Notes

  N/a

• Building work

  Notes

  N/a

• Working at height / Access

  Notes

  N/a

• Disruption

  Notes

  N/a

• Main earth / Socket & See result

  <1 ohm

  <2 ohms

  <100 ohms

  <200 ohms

  >200 ohms

• Suspect material at property

  Yes

  No

  N/a

• Water pressure (if applicable)

• Cleanse and protection

  Power cleanse

  Power flush

  disconnect and flush

• Correct A/B pack sold

  Yes

  No

  N/A

• Job changes (ASPs)

  Yes

  No

  N/a

Controls

• Heating / Hot water controls

  Use existing

  HIVE

  Other

• Hive - log in details received

  Yes

  No

  N/a

HSA paperwork

• H&S + tech guide - completed and left

  Yes

  No

  N/a

• Boiler & control screen prints left

  Yes

  No

  N/a

• Full set of HSA photos provided

  Yes

  No

  N/a

• ARF form left (if applicable)

  Yes

  No

  N/a

FCA Compliance

• BG folder left with customer

  Yes

  No

  N/a

• Has only BG approved paperwork been used

  Yes

  No

  N/a

• Is the quote free of manual amendments (Inc discounts)

  Yes

  No

  N/a

• Finance - Has the HSA given the customer a satisfactory explanation of the loan, term and costs

  Yes

  No

  N/a

• Has the HSA explained about the payment collection (Cash only)

  Yes

  No

  N/a

Miscellaneous

• Heavy lifting required

  Yes

  No

  N/a

• Is there any work to undertake by the customer (prior to install)

  Yes

  No

  N/a

• Waste storage location

• Other

  Media

• Other