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

Furniture Declaration

  • Does any furniture need to be moved prior to installation ?

  • Please List Items Being Moved

  • List additional items as necessary

  • Please Take Photos Of Furniture That Needs To Be Moved

  • List additional items as necessary

Customer Declaration Form

  • I hereby declare that the above household items are being moved to facilitate electrical installation. I acknowledge and agree that Evolve HES and its employees are not liable for any damage to these items during the moving process for the purpose of carrying out electrical installation

Scaffolding and Ladder Check - Roofers ONLY

  • 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

  • Photo of Solar Panel Specification Sticker (underside of panel)

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 Roofers ONLY

  • Was the Job able to be installed safely?

  • 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

  • How long did the job take? Roofers ONLY (Hours)

  • Confirmation of Completion by Roofer

Post Work Electrical - Electricians ONLY

  • Incoming Mains Supply, Fuse Rating Photo, Electric Meter, Wide Shot

  • Incoming Mains Supply Location

  • Tails Size

  • Main Earthing Connection

  • Earth Size

  • Water Bond , Gas Bond & Oil Bond

  • Earth Size

  • Location

Electricians Completion

Electrician Completion

  • Fire Clips In Trunking

  • Ze & PFC Test Reading

  • Circuit Zs Test Reading

  • RCD Time Test Reading @ x1

  • Consumer Unit - Fire Sealant / Glands

  • Consumer Unit Labelled & RCBO’s

  • Existing Consumer Unit

  • Surge Protection

  • AC Isolator 1 - Consumer Unit

  • DC Cables - Clipped & Warning Stickers

  • AC Isolator 2 - Inverter Location

  • Generation Meter

  • Inverter Powered Up - Solar Generated (W)

  • Schematic Inverter Location

  • Schematic Consumer Unit

  • Safety Code Changed To G98 / G99 - (password 2014)

  • Wide Shot Of AC installation - Consumer , Meter & Tails

  • Wide Shot Of DC Installation - Inverter , Isolators etc

  • Inverter Serial Number & Spec

  • DC Voltage - Meter Test Reading

  • DC Current - Meter Test Reading

  • Installers

  • Signature

  • Has the installation been carried out in accordance with BS 7671?

  • Please State Reason

  • Were all materials used in compliance with BS 7671 standards?

  • Is the inverter correctly installed and configured according to manufacturer guidelines and BS 7671?

  • Please State Reason

  • Please State Reason

  • Has the client been provided with all necessary documentation, including user manuals, safety information, and maintenance schedules?

  • Please State Reason

  • Is The Customer Aware of Shut Down & Start Up Procedure ?

  • Please State Reason

  • How long did the job take? Electricians ONLY (Hours)

  • Are All Photos Geostamped

Customer Satisfaction

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

  • Review from the customer (advise to put on google too)

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

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.