Midlands Lead Engineer Visit

• Engineer name

• Customers Address
  Address

• Job Number

• District

• Conducted on

  Date

• Visit Completed By

Customer Quality & Service

• Is the customer happy with the quality of the installation?

  Yes

  No

  N/A

• Are you happy with the quality of the installation?

  Yes

  No

  N/A

• How would you rate the quality of the work?

• Did the engineer call before the installation?

  Yes

  No

  N/A

• Did the engineer call back after the installation?

  Yes

  No

  N/A

• Did the engineer explain the new system and how to use the controls?

  Yes

  No

  N/A

• Was all the waste removed from the job?

  Yes

  No

  N/A

• Have you had to call our S & R / The engineer / NHC?

  No

  Yes

  n/a

Gas Safety and Complinace

• Does the installation comply with Part L ?

  Yes

  No

  N/A

• Is the condensate terminated correctly?

  Yes

  No

  N/A

• Is the flue and it's position installed correctly?

  Yes

  No

  N/A

• Has the boiler been installed in accordance with the manufactures instructions?

  Yes

  No

  N/A

Unsafe situations

• How has the Gas pipework and meter been left?

  Compliant

  NTCS

  AR

  ID

• How would you categorise the new boiler?

  Compliant

  NTCS

  AR

  ID

• Have the existing appliances been correctly identified?

  Yes

  No

  N/A

• Have the right letters and labels been left with the customer?

  Yes

  No

  N/A

• Are the correct number of gas appliances recorded in salesforce?

  Yes

  No

  N/A

• Comments on gas safety and compliance

Electrical - safety and compliance

• Electricians name

• Electrical company

• Is the PEB Visible at all three locations?

  Yes

  No

  N/A

• Is the fused spur Visible and clearly labeled?

  Yes

  No

  N/A

• Are there any IP Breaches

  No

  Yes

  n/a

• How would you rate the quality of the electrical work?

• Comments on electrical safety and compliance

Sales compliance

• HSA Name

• How would you rate the quality of the notes?

• Any comments on the notes

• Have any ASP's been raised?

  No

  Yes

  n/a

• Comments on the sale

• Photo of Notes

  Media

Picture section

• Boiler

  Media

• Flue

  Media

• Airing Cupboard

  Media

• Photo

  Media

• Photo

  Media

Lead Engineer sign off

• Add signature

  Sign