Title Page

  • Address

  • Customer Name

  • Conducted on

  • Prepared by

  • Location

Job Type and Boiler information

  • Job Type

  • Old Boiler Make, Model & GC Number

  • Old Boiler Photo

  • Old Flue Type

  • Old Flue Photo

  • Fuel Type

  • Photo of Gas Meter

  • Photo of LPG Bottles

  • Photo of Pellet Store

  • Photo of Oil Tank

New Boiler

  • New Boiler Make and Model

  • Model

  • Boiler Location Photo

  • New Flue Type

  • Photo of Termination

  • Extra Flue Materials Needed

  • Click if more than 3 extensions plus 2x 45 Bends are needed.

  • Flue Materials Needed?

  • Plume Management Kit Needed

Controls, Filter and Flush Type

  • Controls

  • Has Customer got WIFI

  • Filter

  • Flush Type

  • Any Thermostatic Radiator Valves Needed?

  • 8mm TRVs Needed

  • 10mm TRVs Needed

  • 15mm TRVs Needed

Water Flow Rates and Water Quality

  • Cold Water Flow Rate @ Kitchen Tap (L)

  • Cold Water Flow Rate @ Bath Tap (L)

  • Cold Water Flow Rate @ Outside Tap

  • Photo of Flow Rate

  • Has Customer got a Water Meter

  • Is the area a hard Water area?

  • Photo of any Showers in Property

Gas

  • Size of Gas Pipe at Boiler

  • Photo of Gas Supply to Boiler

  • Is Gas Pipe Upgrade Needed

  • Length of 22mm Gas Run Needed

  • Length of 28mm Gas Run

  • Distance From Boiler to Gas Meter

  • Rough Drawing of Gas Run

  • Additional Gas Appliances on System

  • Describe Gas Run Agreed With Customer

Condensate

  • Condensate Termination

  • Condensate Termination for Pump

  • External Waste Connection

  • Internal Waste Connection

  • Termination Photo

Cylinder and Plan

  • Type of System

  • Photo of Cylinder with Pump and Divertors

  • New Cylinder Needed

  • Type of Cylinder

  • Size of Cylinder Needed

  • Photo of Cylinder Location Preferably with tape measure

Radiators

  • Any Radiators Sold?

  • Size of Radiators and Location

  • Photo of Radiator Locations

  • Rough Drawing

Asbestos

  • Is there any reasons to suspect asbestos is present within the property

  • Location of suspected substance and component

  • Photo of suspected asbestos

  • What is the main Type of asbestos present.

  • I have been made aware of asbestos within the property, Customer Signature

  • I have made the customer aware of asbestos within the property, Surveyor Signature

Access, Scaffold and Ladders

  • Is Ladders or Scaffold Needed?

  • Photo of area that Scaffold is Needed

Brick up

  • Is Brick Up Needed?

  • How many bricks Needed?

  • Photo of Bricks

Payment

  • Total Price on Quotation

  • Amount of Deposit Paid

  • Payment Method

  • Photo of SAT note left on site

Site Notes and Additional Photos

  • Site Notes

  • Additional Photos

  • Customer Signature

  • Engineer 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. You should independently determine whether the template is suitable for your circumstances.