Information

  • Job Number

  • Customer Name

  • Conducted on

  • Prepared by

  • Address
  • Type of property

  • Name of Customer

  • Name of Heating Engineer

Technical Survey Evidence

  • Is there an existing boiler in the property either faulty or broken down?

  • Photo of boiler

  • Photo of stickers (Cleaners, Filters, Servicing)

  • Photo of Internal flue

  • Photo of external flue

  • Photo of condensate if applicable

  • Number of bedrooms at the property?

  • Is there a visible data plate?

  • Photo of data plate

  • Boiler serial number

  • Photo of serial number

  • Boiler GC Number

  • Photo of GC Number

  • Does the property have existing heating controls?

  • Are the heating controls adequate?

  • Photos of heating controls

  • Does the property have 50% TRVs in place?

  • Is the property single phase?

  • Photo of main supply

  • Is the properties earthing arrangements to current standards?

  • Photos of earthing arrangements

  • Is the properties consumer unit adequate?

  • Photo of consumer unit

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

  • Photo of RCD protection

  • Does the property have adequate safety devices Installed?

  • Photo of safety devices (Smoke / heat / C02 detectors)

Test & Commission

  • CP1 Completed

  • Photo of CP1

  • Benchmark completed

  • Photo of benchmark

Customer requirements

  • Does this property have any special customer requirements?

  • Details of customer requiremnts

Any other information

  • Any other information regarding the customer?

  • Any other information regarding the Installation?

  • 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.