Customer Quality & Service

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

  • Are you happy with the quality of the installation?

  • How would you rate the quality of the work?

  • Did the engineer call before the installation?

  • Did the engineer call back after the installation?

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

  • Was all the waste removed from the job?

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

Gas Safety and Complinace

  • Does the installation comply with Part L ?

  • Is the condensate terminated correctly?

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

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

Unsafe situations

  • How has the Gas pipework and meter been left?

  • How would you categorise the new boiler?

  • Have the existing appliances been correctly identified?

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

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

  • Comments on gas safety and compliance

Electrical - safety and compliance

  • Electricians name

  • Electrical company

  • Is the PEB Visible at all three locations?

  • Is the fused spur Visible and clearly labeled?

  • Are there any IP Breaches

  • 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?

  • Comments on the sale

  • Photo of Notes

Picture section

  • Boiler

  • Flue

  • Airing Cupboard

  • Photo

  • Photo

Lead Engineer sign off

  • Add 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. Any ratings or scores displayed in our Public Library have not been verified by SafetyCulture for accuracy. Users of our platform may provide a rating or score that is incorrect or misleading. You should independently determine whether the template is suitable for your circumstances. You can use our Public Library to search based on criteria such as industry and subject matter. Search results are based on their relevance to your search and other criteria. We may feature checklists based on subject matters we think may be of interest to our customers.