Title Page

  • Site conducted

  • Conducted on

  • Prepared by

  • Location

Customer details

  • Customer name and post code

  • Type of supply

  • Surveyor

  • date

  • Location

Property info

  • Type of Property (house Bungalow)

  • Age of Property

  • bedrooms?

  • photos of property

  • Is the property exposed

  • Type of wall external

  • Type of wall internal

  • Roof Type

  • Floor

  • Windows Double Glazed?

  • door

  • ceiling infomation

  • wall height ground basement

  • wall height ground floor

  • wall height first floor

  • wall height second floor

Energy & install locations

  • What are they interested in? ASHP or Solar

  • Current Energy Fuel

  • Location of existing boiler

  • Picture

  • flue location (picture)

  • existing cylinder?

  • Existing Cylinder Photo

  • Proposed Cylinder Location

  • Proposed cylinder location

  • Proposed ASHP Location

  • Proposed ASHP Location

  • Consumer Unit Location

  • Consumer Unit

Rooms Radiator Locations

  • living room

  • radiator dimensions h x w and type

  • lounge

  • radiator dimensions h x w and type

  • hallway 1

  • radiator dimensions h x w and type

  • hallway 2

  • radiator dimensions h x w and type

  • kitchen

  • radiator dimensions h x w and type

  • dining room

  • radiator dimensions h x w and type

  • conservatory

  • radiator dimensions h x w and type

  • wc

  • radiator dimensions h x w and type

  • utility

  • radiator dimensions h x w and type

  • garage

  • radiator dimensions h x w and type

  • bedroom 1

  • radiator dimensions h x w and type

  • bedroom2

  • radiator dimensions h x w and type

  • bedroom3

  • radiator dimensions h x w and type

  • bedroom 4

  • radiator dimensions h x w and type

  • bedroom 5

  • radiator dimensions h x w and type

  • en-suite 1

  • radiator dimensions h x w and type

  • en-suite 2

  • radiator dimensions h x w and type

  • bathroom

  • radiator dimensions h x w and type

  • floor plan

Hot Water

  • output capacity of primary heat source at design conditions

  • flow temp while providing hot water

  • will an auxiliary heat source be required?

  • number of bedrooms

  • number of occupants

  • litres per person per day

  • hot water temperature required

  • heat loss associated with water storage (5)

  • incoming water temp (10)

  • pipework efficiency of primary heat source

  • legionella purge

  • purge frequency

  • purge hours per day (3)

DWH Cylinder Details

  • make

  • model

  • dhw chosen cylinder capacity

  • electric emersion heater size (usually 3)

Heat Pump

  • Does the Property have a valid EPC

  • Annual Space Heating Demand

  • Annual Hot Water Demand

  • reference number on EPC

  • date of epc

  • any other heat sources

  • cost per unit of electricity (pence)

  • cost per unit of existing fuel (pence per KW)

  • Cost of Total Installation (£)

Sound Power Levels

  • sound power level (DB)

  • reflective surfaces

  • distance from heat pump to assessment point? (M)

  • barriers?

Additional Info

  • any additional info needed

  • additional pictures that may be needed

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.