Title Page

  • Document No.

  • Client

  • Address
  • Conducted on

  • Prepared by

Existing Boiler

  • Make and Model of existing boiler?

  • Picture of existing boiler (provide clear photos of boiler and surrounding areas)

  • Type of existing boiler?

  • Does the existing boiler work?

  • Age of existing boiler?

  • Location of existing boiler?

  • Picture of boiler location

  • Is the boiler wired into an existing fuse spur?

  • Picture of existing electrical connection/fuse spur

  • Can the water and heating be controlled separately?

  • Existing heating/water controls

  • Is there an existing room thermostat?

  • Picture of existing room thermostat

  • Existing flue type

  • Length of existing flue

  • Where does the flue terminate?

  • Picture of flue termination

  • Is the existing flue termination over 2.1m from the ground?

  • Size of existing gas supply to the boiler?

  • Picture of existing pipework to boiler

  • Distance to nearest 22mm gas supply

  • Picture of gas meter

  • Distance to gas meter

Existing Radiators

  • Number of existing radiators

  • Do all radiators heat up correctly? (If not, take pictures of those that don't)

  • Existing radiators

  • Do all radiators have TRV's?

  • Existing TRV's

  • Existing radiator pipework supply size

  • Picture of radiator pipework

Cylinder & Tanks

  • Is there an existing hot water cylinder?

  • Picture of existing cylinder

  • Is there an existing header tank?

  • Number of tanks?

  • Picture of header tank/tanks

  • Is there an existing water pump?

  • Picture of water pump

  • Is there an existing zone valve?

  • Picture of existing zone valve

Showers

  • Are there any existing showers?

  • How many showers run off the boiler?

  • How many showers are electric?

  • Are any showers pumped?

General Information

  • Are all radiators accessible for the purpose of bleeding?

  • What is the overall condition of the heating system?

  • What is the access like to the property?

  • Picture of access to the property

Proposed Work Required

  • Type of boiler required/requested?

  • Make and model of boiler recommended? (If undecided put options discussed)

  • Have you checked the new boiler will fit in the location required?

  • Is there an upgrade required

  • Location of new boiler?

  • Picture of new location (if required)

  • New boiler flue type?

  • Length of new flue?

  • Picture of flue termination point (if different to existing)

  • Where will the condense terminate?

  • Picture of condense termination point

  • Are any replacement/new radiators required?

  • Length of condense run

  • Size of radiators required?

  • Are any new TRV's required?

  • Number and size of TRV's required?

Customer Confirmation

  • Does the customer understand the work involved?

  • Have you explained to customer the estimated timescale for the work?

  • Payment method requested by the customer?

  • Has there been a installation date provisionally booked?

  • Signed by customer

  • Signed by surveyor

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.