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Bell Quantum Survey Template

by Lee Glenister, from the Community

Use this Bell Quantum Survey template to scope residential heating upgrades. Record client details, access and parking, occupant and safeguarding risks, and asbestos status. Capture property construction, insulation levels, glazing, age, and electrical supply. Document current heating, boilers, storage heaters, and proposed controls. Gather smart meter and cylinder cupboard details, then complete room-by-room measurements to size radiators or emitters. Includes customer declaration and surveyor sign-off.

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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 .

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Heat Pump Survey and Site Assessment

This heat pump survey checklist guides assessors through a complete residential site assessment for air source heat pump installations. Record property type, occupancy, bedrooms and bathrooms, and document the existing heating system with photos. Verify water pressure and flow rate, insulation levels, and window glazing. Capture electrical details including fuse board specs, main fuse and cut-out ratings, MPAN, smart meter, and electricity cost. Measure cylinder cupboard dimensions and note if replacements are needed. Plan ASHP location, bracket type, soakaway, trunking, boundary clearance, and distances to neighboring rooms, with required photos. Conduct room-by-room measurements to size radiators and identify removals, including storage heaters. Include bathroom shower compatibility, flooring and decor responsibilities, job requirements, and floor plan. Finish with surveyor and customer declarations and signatures.

by Raj Dhonoa, from the Community

10+

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Taggas Surveyor Inspection Checklist for Heat Pumps

Taggas surveyor inspection is a detailed checklist for assessing properties prior to heat pump installation. It captures planning constraints, EPC availability, wall types and insulation, existing heating and emitters, and occupancy. Surveyors record loft dimensions and insulation, internal wall materials, door and window details, floor types, and parking or delivery access. Room by room sections gather measurements, window sizes, radiator dimensions and TRVs to determine suitable radiator upgrades. Dedicated sections cover proposed air source heat pump location and clearances, condensate and soakaway, hot water cylinder orientation and size, and required trunking and accessories. Electrical checks include photos of the meter and consumer unit and floor plan annotations. Final steps include survey checks, comprehensive photos, and customer agreement and sign off.

by Tim Devlin, from the Community

10+

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ESH/HHRSH Survey Template

This ESH/HHRSH survey template helps assess homes for electric storage heater upgrades. Capture property details, take photos of the front door and consumer unit, record electric meter type and location, consumer unit location, and the distance between them. For each habitable room, log dimensions, window and door openings, existing electric storage heaters, cable run distances, and obstacles. Use the Dimplex room heating calculator to size Quantum storage heaters and document results for safe, compliant installation planning.

by Moosa Teladia, from the Community

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Domestic Heating Installation Survey

A structured checklist for domestic heating installation surveys covering property details, safety information, asbestos survey status and risk assessment. The technical survey records bonding and earthing, gas supply and meter location, existing boiler make and model, flue type, faults and stop tap location. It captures system type, required building works and materials, radiator and pipework details, floor structures, water outlets and shower type, and kitchen tap flow rate. New system planning includes boiler size and location, flue type, condensate route, heating controls and cylinder details. Includes materials list, photo prompts and final sign off by occupant and engineer.

by Gary Bowen, from the Community

20+

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Template

Heating Controls Installation Sign-Off Checklist

This practical checklist helps installers and auditors sign off heating controls installations aligned with GHG requirements. Capture key job details including customer information, measures installed, and the number of TRVs fitted. Document before and after photos of smart thermostats and radiators, confirm PPE compliance, and provide evidence for quality assurance. Use it to standardize residential heating control upgrades, streamline handover, and maintain clear records for compliance and warranty support.

by Tom Eaglen, from the Community

20+

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Template

Taggas Surveyor Inspection Checklist

This Taggas surveyor inspection checklist guides a comprehensive home survey for air source heat pump installations. Capture property details such as listing or conservation status, EPC availability, construction and insulation types, and existing heating systems. Measure loft access and dimensions, doors and windows, room sizes and heights, and current radiator sizes and TRVs. Plan the proposed heat pump and cylinder locations, specify cylinder size, clearances, drainage and condensate routes, and any exterior trunking. Document pipework diameters, system pressurization, and electrics with meter and fuse board photos. Complete floor plans, photo documentation, and customer agreement for locations, radiator upgrades, and routes.

by Tim Devlin, from the Community

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