North & East London Telesales Combi-Swap Visit

• Installers Name

• HomeCare Engineer

• Customers Address
  Address

• Job Number

• Conducted on

  Date

• Visit Completed By

Customer Quality and Service

• Is the customer happy with the way the Service Engineer dealt with job at the point of advising the customer?

  Yes

  No

  N/A

• Is the customer happy with the way the office dealt with the follow up call?

  Yes

  No

  N/A

• Is the customer happy with the installation to date?

  Yes

  No

  N/A

• Are you happy with the quality of installation to date?

  Yes

  No

  N/A

• Did the engineer make the pre-call

  Yes

  No

  N/A

• Has payment on completion been arranged?

  Yes

  No

  N/A

Safety and Compliance

• Have the gas docs been updated?

  Yes

  No

  N/A

• Has the property been protected correctly?

  Yes

  No

  N/A

• Have Safety warning signs been used and in correct positions?

  Yes

  No

  N/A

• Have the electrics been isolated correctly?

  Yes

  No

  N/A

• PPE in property and complete?

  Yes

  No

  N/A

• Is the condense terminated correctly?

  Yes

  No

  N/A

• Is the flue and its position installed correctly?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• Have the existing appliances/gas meter been identified and any subsequent unsafe situations recorded?

  Yes

  No

  N/A

• Waste bagged and sited correctly?

  Yes

  No

  N/A

• Comments on Safety and Compliance

Sales Compliance

• Is the paperwork complete and correct?

  Yes

  No

  N/A

• Has asbestos been identified correctly?

  Yes

  No

  N/A

• Is the specification correct?

  Yes

  No

  N/A

• Comments on sale and notes

Picture section

• Boiler

  Media

• Flue

  Media

• Condense

  Media

• Gas Meter

  Media

• Gas Docs

  Media

• Property protection and signage

  Media

• Electrical Isolation

  Media

• Installation Notes

  Media

• Waste

  Media