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17. Heating survey

Survey a home for a new boiler or heating work: the existing system, gas, water and electrics, every radiator, and what you propose.

1. 1Start the form

   Open the customer, then the property, and tap Start Form. Pick the form, or search for it. On a job, use the job's Start a form instead and it's filed with the job.

   

2. 2The job

   The work needed and the home: type, bedrooms, bathrooms, people living there, and how many showers or baths run at once.

   

3. 3Who and where

   You, your business, the customer and the property, filled in for you.

   

4. 4Existing system

   The current system and boiler: make, model, location, flue, age, condition and controls. Add photos.

   

5. 5Gas, water and electrics

   Meter and pipe size, stop tap and mains pressure, water hardness, the consumer unit and condensate route.

   

6. 6Pipework and cylinder

   Pipe size and material, and any cylinder or header tank.

   

7. 7Radiators

   A row for each room, with the radiator, its valves and what's to be done.

   

8. 8A radiator

   Type, size, condition, valves, pipe entry, and keep, new valves or replace.

   

9. 9Proposal

   The new boiler, its location and flue route, controls, filter, flush and CO alarm.

   

10. 10Works and notes

    Extra work, access, asbestos risk and how long the job will take.

    

11. 11Sign-off

    Your signature is filled in; the customer signs.

    

12. 12Submit

    The last page shows whether anything is still missing. Tap Submit. The record is locked once it's issued; editing it later makes a new revision, so the one you gave the customer never changes.

    

13. 13The record

    View PDF or Share PDF: the email is written for you, to the customer, with the PDF attached. The record is kept on the property's Work tab.