Information

  • Job Number

  • Customer Name

  • Conducted on

  • Prepared by

  • Address
  • Type of property

  • Name of Customer

  • Name of Heating Engineer

  • Name of Electrician

Technical Survey Evidence

  • Has the Boiler been Installed to regulations and manufacturers instructions?

  • Photo of boiler

  • Photo of stickers (Cleaners, Filters, Servicing)

  • Photo of Internal flue

  • Photo of external flue

  • Photo of condensate

  • Has a system filter been installed to regulations & manufacturers Instructions?

  • Photo of system filter

  • Has a scale reducer been installed when property is in a hard water area?

  • Photo of scale reducer (If applicable)

  • Boiler serial number

  • Photo of serial number

  • Boiler GC Number

  • Photo of GC Number

  • Have new heating controls been Installed?

  • Photos of heating controls

  • Does the property have 50% TRVs in place either existing or Newley Installed?

  • Is the properties earthing arrangements now to current standards?

  • Photos of earthing arrangements

  • Does the heating electrical circuit have RCD protection where applicable?

  • Photo of RCD protection

  • Any return visit repairs required? if Yes please state

  • Reason for return visit?

  • Photo evidence

Test & Commission

  • CP1 Completed

  • Photo of CP1

  • Benchmark completed

  • Photo of benchmark

Complaints

  • Any customer complaints that you are aware of?

  • Details of complaint

Any other information

  • Any other information regarding the customer

  • Any Feedback which may make our next Installation run a little smoother

  • Score our overall performance 1 = Low 5 = Very Good

  • Any other photos

Sign off and management review

  • Surveyor Signature

  • Customer Signature

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.