Title Page

  • Site conducted

  • First Line of Address

  • Conducted on

  • Prepared by (Crew)

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 and Ladder Check

  • Has Scaffolding been Erected?

  • Picture of Scaffold

  • Is scaffolding be erected safely?

  • Is there a scaffold tag on the job?

  • Image of Scaffold Tag

  • Is Ladder in Good Condition?

  • What is the issue with the ladder?

  • Image of Ladder Attached to Scaffold

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

  • Local hospital been identified prior to work commencing?

  • Please State local Hospital...

Asbestos

  • Is there an asbestos report present for the job?

  • Have you read through the asbestos report before beginning the job?

  • Read the report

  • Is there any known Asbestos containing materials present in the working area?

  • Where is the Asbestos containing material present?

  • Picture of Asbestos containing material

  • Are you going to be disturbing Asbestos Containing Material?

  • How will the Asbestos Containing Material be Affected and What Safety precautions are going to be used to limit distruption?

  • Artex Encountered?

  • Would the task involve affecting the Artex?

  • Is the Artex listed on the survey as containing Asbestos Containing Materials?

  • Screenshot evidence of this

  • Do you have the relevant safety equipment to work on Asbestos containing material?

  • Installer Signature - Please sign when all relevant questions have been filled and you are happy with the precautions in place to complete potential works on Asbestos Containing Materials if present

PPE Check

  • Head Protection

  • Gloves

  • Boots

  • Eye Protection

  • High Vis Uniform

  • Protective Trousers

  • Waterproofs

Crew Work In Progress Audit

  • Works being Completed

  • ROOFING SECTION TO COMPLETE

  • 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

Internal Roof

  • Is there a loft present

  • Is loft accessible

  • Images of Loft

  • Image of Loft Hatch

  • ELECTRICAL SECTION TO COMPLETE

  • 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

  • Inverter Serial Number

  • Data Stamp of Panel - Picture of back of Panel

Post Works Report

  • Was the Job able to be installed safetly?

  • Reason for Unsafe Install

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

  • Photo of irradiance meter on panel showing reading

  • Picture of Completed job from Ground Level

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

  • Picture of DC cable run - Please show multiple pictures at different points of the DC run

  • Picture of schematic next to inverter

  • How long did the job take? (Hours)

  • Confirmation of Completion by the installer

  • Confirmation of Completion by the occupier - this confirms that the customer is happy with the install

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.