Title Page

  • Site conducted

  • First Line of Address

  • Conducted on

  • Prepared by

Client and Property details

Client Details

  • Client Name

  • Client Phone Number

  • Client Email

Property Details

  • Full Address (including Postcode)

  • Property Type

  • Property Detachment

  • Property Age

  • Domestic / Commercial

Scaffolding

  • Has Scaffolding been Erected?

  • Picture of Scaffold

  • Is scaffolding be erected safely?

Pre-Works Risk Assessment

  • Measure Carried Out

  • Does the customer understand the works being carried out?

  • Stop work and advise customer reason of visit

  • Is there a safe place to park the vehicle?

  • Why not? (Add Images)

  • Are all household items removed creating a safe working area?

  • Provide evidence of obstructions

  • Is all Electrical Equipment suitable for use? (Drills etc.)

  • Why not? (Add Images)

  • Is all Access Equipment suitable for use? (Scaffolding etc.)

  • Why not? (Add Images)

  • Is the weather suitable for install?

  • Why not? (Add Images)

  • Any other Restictions or Concerns?

  • Please Explain... (With Images)

  • Is the property listed or in a conservation area:

  • Are there any other planning issues to be considered

  • List detail of issues to be considered:

  • Is the current roof lining under an active warranty?

  • Provide details of warranty:

  • Will any form of protected species be disturbed by the installation process?

  • Provide details

  • If there are any restrictions that may cause a danger to yourself or the property, please stop what you're doing and contact one of the following: ALEX - 07584134757 MITCHELL - 07368280967

PPE Check

  • Head Protection

  • Gloves

  • Boots

  • Eye Protection

  • High Vis Uniform

  • Protective Trousers

  • Waterproofs

Crew Work In Progress Audit

  • Works being Completed

  • Photo of Front Elevation

  • Which Elevation are majority of works taking place?

  • Photo of Working Environment

  • Photo of Work in Progress - (Roofer working with full PPE)

  • Photo of Rails before Panels are installed

  • Photo of PV install

External Roof

  • General condition of roof:

  • Roof covering:

  • Is the property in an exposed location:

  • Explain

  • Any overhanging power cables:

Internal Roof

  • Is there a loft present

  • Is loft accessible

  • Images of Loft

  • Image of Loft Hatch

  • Photo of Front Elevation

  • Where is the majority of works taking place?

  • Photo of Working Environment

  • Photo of Work in Progress - (Electrician working with full PPE)

  • Photo of Before works

  • Photo of During works

Internal Roof

  • Is there a loft present

  • Is loft accessible

  • Images of Loft

  • Image of Loft Hatch

Post Works Report

  • Was the Job able to be installed safetly?

  • Reason for Unsafe Install

  • Pictures of Completed Job - Externally (Panels etc.)

  • Pictures of Completed Job - Internally (Electrics etc.)

  • Picture of Generation meter close up with Serial Number

  • How long did the job take? (Hours)

Customer Satisfaction

  • Remind the customer to review us on Google by searching Evolve Home Energy Solutions and click "Write a Review"

  • Review of the customer

Summary Sheet

  • Was there any improvements we could've made on the job?

  • What improvements could be made?

  • What size system was installed?

  • How many panels were installed?

  • Could more panels have been installed?

  • How many?

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.