Template

Taggas Surveyor Inspection Checklist for Heat Pumps

by Tim Devlin, from the Community

10+

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.

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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
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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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
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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
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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
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Taggas Surveyor Inspection Checklist for Heat Pumps

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