Title Page
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Client
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Prepared by
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Conducted on
Initial Questions
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Address of Customer
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How many occupants live at the address?
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Approximate age of the property?
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Type of property
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Detached
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Semi Detached
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How many bedrooms and bathrooms including en-suites?
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Property construction exterior
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Brick
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Solid brick
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Stone
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Solid stone
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Block
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System built
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Cavities
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Insulated
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No insulation
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As built
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Property construction interior
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Studded
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Block
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Solid
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Insulated
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No insulation
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Roof type
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Loft Insulation type
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100mm
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150mm
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200mm
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300mm
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400mm
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Loft space
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Fully boarded out
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Part boarded out
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Not boarded out
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Does the loft space have lighting?
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Ground floor
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Insulated
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No insulation
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First floor / ceiling
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Insulation
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No insulation
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Glazing and doors
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Upvc
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Timber
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Argon filled
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Does the property have mains water?
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Does the property have a water meter?
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Does the property have a gas cooker / hob?
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Does the property have a gas fire?
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Does the property have solar PV?
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Does the property have solar tubes or magic box?
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Is the property exposed?
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Existing fuel supply
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Type of installation
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Existing Radiators
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One pipe system
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Two pipe system
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Pipe work size to radiators
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8mm
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10mm
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12mm
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15mm
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Type of pipework
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Plastic
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Copper
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Radiator Pipe Diameter Photograph
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** Hidden Radiators? **
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Does the property have a shower?
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Electrical
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Mixer off the system
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Single phase
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3 phase
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Ask the customer for a gas / electric bill. Smart meters can be used to find the tariff if the customer has one installed.
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Gas and Electric Bill / Tariff Photographs
Fuseboard, Existing Boiler, ASHP Location and Other Relevant Information
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Loft Hatch Size
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Airing Cupboard Size
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Fuse Board and Location Photographs
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Existing Boiler, Cylinder and Pipe Run Photographs
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ASHP location Photographs
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Details of the Fuse Board
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Details of the Existing Boiler, Cylinder and Pipe Run
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Details of the ASHP location
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Wall bracket
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Ground
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Is scaffolding required?
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Does the location of ASHP comply with minimum clearances. Has customer been advised of location and pipe run etc.
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Where will the waste water go?
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How many lengths of insulation / trunking are required?
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Colour of insulation / trunking
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Nearest neighbours habitable room with a window
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Any additional information you find necessary
Survey Photographs
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If no radiators are present use these boxes to take clear photographs of the room from different angles.
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Porch radiator
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Entrance Hall radiator
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Living Room radiator
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Lounge radiator
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Dining Room radiator
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Kitchen radiator
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Utility Room radiator
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Wc radiator
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Internal Hallway radiator
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Study radiator
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Office radiator
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Store Room radiator
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Conservatory radiator
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Garage radiator
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Landing radiator
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Bathroom radiator
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Bathroom 2 radiator
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Bedroom 1 radiator
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En-suite 1
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Bedroom 2 radiator
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En-suite 2
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Bedroom 3 radiator
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En-suite 3
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Bedroom 4 radiator
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En-suite 4
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Bedroom 5 radiator
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En-suite 5
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Bedroom 6 radiator
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En-suite 6
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Bedroom 7 radiator
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En-suite 7
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Bedroom 8 radiator
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En-suite 8
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Miscellaneous picture 1
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Add media
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Miscellaneous picture 2
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Add media
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Miscellaneous picture 3
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Add media
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Front elevation
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Side 1 elevation
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Side 2 elevation
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Rear elevation
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Floor Plan
EPC Photographs
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Mixer Shower
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Cavity Wall
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Roof Insulation Thickness
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Window Gap
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Gas Meter
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Electric Meter
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TRV on Radiators
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Balanced or Open Flue
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Thermostat
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Energy Efficient Lightbulb
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Secondary Heating
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Party Wall Construction
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Wall Thickness
