Template

Heat Call Inspection Checklist

by Tony Segien, from the Community

30+

Use this Heat Call Inspection checklist to assess temporary heating equipment on construction sites. Record unit and contract details, time in and out, cord type and length, outlet tests, and power verification. Check fuel type including propane, natural gas, or diesel, cylinder count and levels, and perform a power test. Inspect ductwork for kinks, note customer damage or misuse, list parts used, adjustments made, and attach photos. Ideal for HVAC service calls and jobsite safety compliance.

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With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Heat and Power Assessment Checklist v1.1
This Heat and Power assessment checklist helps inspectors and facility staff document building energy systems in one place. Review heat sources and controls, hot water storage, insulation, and any suspected asbestos. Record electricity supply type, meter details and readings, consumer unit type, and on site renewables such as solar PV, inverters, PV diverters, and batteries. Note EV charge points, gas connections and meter types, services supplied by gas, and safety issues like bare wiring. Capture photos, notes, locations, and sign offs to create a clear audit trail and streamline energy audits across heating, power, water, and sewage services.
by Jason A Imrie, from the Community
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Call Out Report
Use this Call Out Report to capture critical details during emergency call outs. Record time called, time on site, when made safe, time off site, and return time. Document client instructions, issue descriptions, remedial actions with photos, and defects or recommendations. Note site status after the visit, including full operation, reduced output, or offline, and log follow up actions and risk severity. Collect mileage and signatures to complete the report. Ideal for utilities, industrial sites, and field service teams to standardize documentation, improve handovers, and support safety and compliance.
by Jason Caddick, from the Community
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Heat Loss Survey Checklist
This heat loss survey checklist helps assess residential and light commercial buildings for energy efficiency and heat pump readiness. Record property details, wall and roof construction, insulation levels, floors, and glazing. Capture boiler and cylinder locations, proposed ASHP placement, EPC data, annual heating and hot water demand, and installation costs. Document radiator locations and sizes by room, hot water requirements, cylinder specifications, and pipework efficiency. Include sound power and site constraints, plus photos and notes, to support accurate heat loss calculations and upgrade planning.
by Luke Thompson, from the Community
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Air Source Heat Pump Survey Template
This Air Source Heat Pump Survey template guides pre-install assessments for residential properties. Capture client and address details, property type and bedrooms, electrical service and meter location, existing heating and fuel source, and heat emitters. Document boiler and cylinder locations and dimensions, number of bathrooms, and new system requirements including preferred manufacturer, cylinder size and type, and controller placement relative to pump, cylinder, and fuse box. Specify proposed heat pump location, condensation considerations, radiator change needs, trunking, pipe types and sizes, and distance from pump to cylinder. Attach survey photos and drawings to support accurate installation planning.
by nashe infinity, from the Community
Downloads: 30+
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Heat and Power Assessment Checklist v1.1

This Heat and Power assessment checklist helps inspectors and facility staff document building energy systems in one place. Review heat sources and controls, hot water storage, insulation, and any suspected asbestos. Record electricity supply type, meter details and readings, consumer unit type, and on site renewables such as solar PV, inverters, PV diverters, and batteries. Note EV charge points, gas connections and meter types, services supplied by gas, and safety issues like bare wiring. Capture photos, notes, locations, and sign offs to create a clear audit trail and streamline energy audits across heating, power, water, and sewage services.

by Jason A Imrie, from the Community

Get

Template

Call Out Report

Use this Call Out Report to capture critical details during emergency call outs. Record time called, time on site, when made safe, time off site, and return time. Document client instructions, issue descriptions, remedial actions with photos, and defects or recommendations. Note site status after the visit, including full operation, reduced output, or offline, and log follow up actions and risk severity. Collect mileage and signatures to complete the report. Ideal for utilities, industrial sites, and field service teams to standardize documentation, improve handovers, and support safety and compliance.

by Jason Caddick, from the Community

Get

Template

Heat Loss Survey Checklist

This heat loss survey checklist helps assess residential and light commercial buildings for energy efficiency and heat pump readiness. Record property details, wall and roof construction, insulation levels, floors, and glazing. Capture boiler and cylinder locations, proposed ASHP placement, EPC data, annual heating and hot water demand, and installation costs. Document radiator locations and sizes by room, hot water requirements, cylinder specifications, and pipework efficiency. Include sound power and site constraints, plus photos and notes, to support accurate heat loss calculations and upgrade planning.

by Luke Thompson, from the Community

Get

Template

Air Source Heat Pump Survey Template

This Air Source Heat Pump Survey template guides pre-install assessments for residential properties. Capture client and address details, property type and bedrooms, electrical service and meter location, existing heating and fuel source, and heat emitters. Document boiler and cylinder locations and dimensions, number of bathrooms, and new system requirements including preferred manufacturer, cylinder size and type, and controller placement relative to pump, cylinder, and fuse box. Specify proposed heat pump location, condensation considerations, radiator change needs, trunking, pipe types and sizes, and distance from pump to cylinder. Attach survey photos and drawings to support accurate installation planning.

by nashe infinity, from the Community

30+

Get

Heat Call Inspection Checklist

About author

You might also like

Heat and Power Assessment Checklist v1.1

Call Out Report

Heat Loss Survey Checklist

Air Source Heat Pump Survey Template

You might also like

Heat and Power Assessment Checklist v1.1

Call Out Report

Heat Loss Survey Checklist

Air Source Heat Pump Survey Template