Survey checks

Type of installation?

Is there any Asbestos present in the property

Is a sample required?

Has the Socket and See passed?

Socket and See readings

Is there a visible main earth

Is the existing shower compatible?

Has the mains water pressure been tested?

Flow rate & time of test

Has the customer been advised of one tap operation?

Installation type & Boiler

What boiler is being installed?

Will boiler clearances met?

Add media

Notes on boiler


Type of Flue?

What is the equivalent flue length?

Is 125mm flue required?

Number of elbows and extensions?

Have all flue clearances been checked?

Is an internal fix required?

Is a terminal guard required?

Is a plume kit required

What plume extensions and elbows are required?

Has pluming been explained to the customer?


Notes on flue


Where is the condense terminating?

If external what colour pipe is required?

Is a soak away required?

Is a condense pump required?

Is the condense terminating into a foul drain?

Notes on condense route

System Design

Is the cold feed and open vent configured correctly?

Does the system need to be sealed?

Is the system fully pumped?

Does the customer want new radiator valves?

Are we changing or adding any radiators?

If yes what size and location of radiators?

Has an auto bypass been fitted?

Are we replacing any existing components?

What type of cylinder are we fitting?


System notes

Gas pipework

Is a new gas run required?

Length of gas run?

Size of pipework for gas run?

Notes on gas run

Photo of gas meter
Water pipework
Number of lengths of pipe for hot and cold supplies

Hot and cold supply notes

Number of lengths of pipe for heating pipework?

Heating pipework notes

System Controls
What thermostat does the customer want?
What time control does the customer want?

Does the cylinder stat need replacing?

Does the system need frost protection?

Notes on system controls

Powerflush and system performance

Has the customer had any issues with the system?

Does the system require a power Flush?

Number of radiators on system?
Building work, Manual Handling & Working at Heights

Does the installation require scaffolding?

What size scaffolding is required?

Scaffold Location

Notes on Scaffolding

Is Specialist Building work required?

How many specialist build hours required?

Specialist building work

Notes on specialist building work

Is a double handed lift required?

Is there restricted access?

Is loft boarding and lighting required?


Is a new fused spur required?

Does the boiler require a pump over run?

Is there PEB at all services?

Notes on electrics

Photo of fuse board
Disconnect and remove
What are we removing?

Are we disconnecting anything and leaving it in place?

Notes on removals

What extras does the customer want?

Notes on extras

Is route clearance required?

Other Notes/Disruption

H.S.A Signature
Customer Signature
Please note that this checklist is a hypothetical example and provides basic information only. It is not intended to take the place of, among other things, workplace, health and safety advice; medical advice, diagnosis, or treatment; or other applicable laws. You should also seek your own professional advice to determine if the use of such checklist is permissible in your workplace or jurisdiction.