Title Page

  • name of customer:

  • Customer address:

  • location:
  • prepared on:

  • prepared by:

Untitled Page

  • Is the property listed or in a conservation area?

  • proposed heat pump type/brand?

  • proposed emitter?

  • Is the property a new build or self build?

  • If no, When was it built?

  • Is a valid EPC available?

  • Main wall type?

  • Are the walls insulated?

  • How are the walls insulated?

  • Is customer having future insulation measures with the grant? if so please list.

  • Is there any other renewable in place?

  • Current fuel type?

  • Current emitter type?

loft

  • Is the loft insulated to sufficient depth? in cm

  • loft height?

  • Loft width?

  • Is there a loft light?

  • Is the loft boarded?

  • Is there loft ladders?

  • What are loft hatch dimensions?

  • Will proposed cylinder fit loft hatch with no obstructions?

materials

  • Materials of internal walls/ insulated/

  • Materials of internal walls?

  • Are the walls insulated? If so what with?

  • Are there fireplaces in the property? Which rooms?

  • Front door type - wood/pvc?

  • back door type - wood/ pvc?

  • HW cylinder needed? where to be installed/ will it fit?

  • Is a buffer tank ( volumiser ) needed? Where to be installed?

  • What are the clearances around the heat pump/ heat pump distance around position?

  • Cold mains water pressure - flow rate of cold mains water from downstairs sink.

  • How many people are in the property?

  • Type of house ie semi/terrace etc

  • Floor type downstairs? Insulated?

  • Is there parking available at the property?

  • Is a delivery van able to drive to door of property to drop off materials?

  • Does the pipework go into concrete floor?

  • What are the pipe work diameters from the radiators?

  • is there any microball pipework on system?

  • is the central heating system pressurised?

  • What rooms are the party walls adjoined to?

Ground Floor

ROOM 1

  • Name of room

  • measurement of front external door

  • measurement of back door

  • measurements of any other exterior door

  • window measurements

  • current rad size

  • does current rad have trv

  • measurement of room L x W in meters

  • height of room

  • What is largest rad size possible ( Have you discussed this with customer)

ROOM 2

  • Name of room

  • Measurement of front external door

  • measurement of back door

  • measurement of any other exterior door

  • window measurements

  • current rad size

  • does current rad have TRV

  • Measurement of room L X W meters

  • Height of room

  • Measurements of room L X W in meters?

  • What is largest rad size possible?

Room 3

  • Name of room?

  • measurement of front external door

  • measurement of back door

  • measurement of any other exterior door

  • window measurement

  • current rad size

  • does current rad have trv?

  • measurement of room l x w in meters

  • height of room

  • what is largest rad size possible?

room 4

  • Name of room

  • measurement of front external door

  • measurement of back door

  • measurement of any other exterior door

  • window measurement

  • current rad size

  • does current rad have trv

  • measurement of room l x w meters

  • height of room

  • what is largest rad size possible?

room 5

  • Name of room

  • measurement of front external door

  • Measurement of back door

  • measurement of any other exterior door

  • window measurement

  • current rad size

  • does current rad have TRV

  • Measurement of room L X W meters

  • height of room

  • what is largest rad size possible?

room 6

  • name of room

  • measurement of front external door

  • measurement of back door

  • measurement of any other external door

  • window measurement

  • current rad size

  • does current rad have trv?

  • measurement of room L X W meters

  • Height of room?

  • What is largest rad size possible?

Room 7

  • name of room

  • measurement of front external door

  • measurement of back door

  • measurement of any other exterior door

  • window measurement

  • current rad size

  • does current rad have TRV

  • measurement of room LXW meters

  • height of room

  • what is largest rad size possible

room 8

  • name of room

  • measurement of front external door

  • measurement of back door

  • measurement of any other exterior door

  • window measurement

  • current rad size

  • does current rad have trv

  • measurement of room L Xw METERS

  • Height of room

  • what is larges rad size possible?

room 9

  • name of room

  • measurement of back door

  • measurement of any other external door

  • window measurement

  • current rad size

  • does current rad size have TRV?

  • measurement of room in L X W METERS

  • Height of room

  • what is largest rad size possible?

Room 10

  • name of room

  • measurement of front external door

  • measurement of back door

  • measurement of any other exterior door

  • window measurement

  • current rad size

  • does current rad have TRV

  • Measurement of room LXW meters

  • height of room

  • what is largest rad size possible?

UPSTAIRS

ROOM 1

  • Name of room

  • measurement of front external door

  • measurement of back door

  • measurement of any other exterior door

  • window measurement

  • current rad size

  • does current rad have TRV?

  • Measurement of room L XW meters

  • height of room

  • what is largest rad size possible

room 2

  • name of room

  • measurement of front external door

  • measurement of back door

  • measurements of any other exterior door

  • window measurement

  • current rad size

  • does current rad have trv?

  • measurement of room L X W meters?

  • Height of room?

  • What is largest rad size possible?

room 3

  • name of room

  • measurement of front external door

  • measurement of back door

  • measurement of any other exterior door

  • window measurement

  • current rad size

  • does current rad have TRV

  • Measurement of room L X W meters

  • height of room?

  • what is largest rad size possible?

room 4

  • name of room

  • measurement of front external door

  • measurement of back door

  • measurement of any other exterior door

  • window measurement

  • current rad size

  • does current rad have TRV

  • Measurement of room L X W meters

  • height of room

  • what is largest rad size possible

room 5

  • name of room

  • measurement of front external door

  • measurement of back door

  • measurement of any other exterior door

  • window measurement

  • current rad size

  • does current rad have trv

  • measurement of room L X W

  • height of room

  • what is largest rad size possible

room 6

  • Name of room

  • measurement of front external door

  • measurement of back door

  • measurement of any exterior door

  • window measurement

  • current rad size

  • does current rad have TRV

  • Measurement of room L X W METERS

  • Height of room

  • What is largest rad size possible?

room 7

  • Name of room

  • measurement of any external door

  • window measurement

  • current rad size

  • does current rad have TRV

  • Measurement of room L xW in meters

  • Height of room

  • what is largest rad size possible

room 8

  • name of room

  • measurement of any external door

  • window measurement

  • current rad size

  • does current rad have TRV

  • Measurement of room L X W meters

  • Height of room

  • what is largest rad size possible

room 9

  • name of room

  • measurement of any external doors

  • window measurement

  • current rad size

  • does current rad have TRV

  • Measurement of room L X W meters

  • Height of room

  • what is largest rad size possible?

room 10

  • Name of room

  • measurement of any external door

  • window measurements

  • current rad size

  • does current rad have TRV

  • Measurement of room L X W meters

  • Height of room

  • What is largest rad size possible

  • undefined

heat pump

  • proposed heat pump location?

  • Condensate termination point?

  • Is a soak a way needed?

CYLINDER

  • is a horizontal or vertical cylinder needed

  • Agreed cylinder postion?

  • Which size cylinder would be required?

  • Does cylinder fit in desired location?

  • prv explained to customer

Needed

  • exterior trunking needed? how many lengths of 2m trunking needed?

  • number of corners needed?

  • Number of end caps needed?

Electrical Part

  • Electric meter photo

  • Photo of fuse board close up with flap down?

  • Photo of fuse board stood back?

  • Photo of electric board is done?

  • Have you marked on the floor plan where the fuse board is located?

Survey Checks

  • Has the video been done for rads and pipe runs?

  • Has the floor plan been done? Please mark side of party walls?

  • Has the proposed ASHP position been marked?

  • Has the elec board been marked?

Photos

  • Pic of proposed heat pump location

  • Pic of proposed cylinder location

  • pic of All of exterior faces of house

  • Every radiator in the house - took from two different angles with TRVS showing.

Customer Agreement

  • Has the customer walked around with the surveyer and agreed the following:

  • The heat pump location?

  • Cylinder location?

  • Possible rad sizes and positioning?

  • Possible pipe runs and cable runs?

Please note that the installer will walk around the job prior to install to go around this again and I am happy to proceed with the instillation by Taggas ltd.

  • SIGNITURE OF CUSTOMER:

  • print name

  • DATE:

  • SIGNITURE OF SURVEYOR:

  • print name

  • DATE:

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.