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Trade job forms · TJ-05

Boiler Installation Record

A free printable boiler installation record form — the appliance and flue, what was removed, system work done, commissioning readings and the handover.

First page of the Boiler Installation Record — Hold the whole installation on one page the customer keeps, so the warranty, the commissioning readings and what they were shown are never in dispute.
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2 pages. Choose your paper size — both versions are laid out identically, so neither one gets shrunk to fit.

Print it and write on it

Fill it in type and save

The fillable versions have real form fields — open them in any PDF reader, type into them and save. Printing help.

What this sheet is for

Hold the whole installation on one page the customer keeps, so the warranty, the commissioning readings and what they were shown are never in dispute.

Who it is for

Heating engineers installing a domestic boiler, and the customers who keep the record with the manual.

How to use it

  1. Fill in the appliance details from the data plate, and note what was removed.
  2. Tick the system work done — flush, inhibitor, filter, controls — with the product used.
  3. Take the commissioning readings your manual lists, and write the manufacturer's figure beside each one.
  4. Demonstrate the controls, pressure top-up and reset to the customer and tick the handover list.
  5. Both sign; the customer keeps it with the manual and the benchmark or logbook.

What is on the sheet

2 pages, in this order:

Page 1

Printed under the title: The new boiler as it left your hands: what was fitted and where, what came out, what the system was given, the commissioning readings you took, and what the customer was shown.

Their figure beside your reading. The readings table has a column for the manufacturer's figure so that yours sits beside it — copy that figure from the installation manual for this exact model. Notification of the installation, and to whom, follows your registration scheme and the rules where you work.

Write-on lines: Customer · Address · Install date · Installer · Scheme reg. no. · Company · Notification ref

Boiler fitted — from the data plate and the box

Write-on lines: Make · Model · Serial no. · Fuel · Location · Flue type & route · Boiler removed · Controls fitted

System work — flush or clean, inhibitor, filter, TRVs, condensate route, pipework checked — one row each, with the product used

Table, 8 rows: Job · Done · Product / detail · Note

Page 2

Commissioning readings — as the manufacturer's manual for this model lists them

Table, 12 rows: Reading · Measured · Maker's figure · Within? · Comment

Handover — with the customer present

  • Controls, timer and thermostat demonstrated
  • Pressure top-up and reset shown
  • Manual, logbook and warranty card left
  • Customer told who notifies and registers it

Ruled lines: Advice given, work excluded, parts on order

Signature strip: Installer · Customer · Date

Questions

Why does the sheet not list the readings a boiler needs?

Because the list, and the acceptable figures, come from the manual for that exact model and from your registration scheme. The readings table gives you blank rows and a column for the maker's figure so the comparison is written down, not remembered.

Does this replace the manufacturer's benchmark or commissioning checklist?

No. If the manufacturer or your scheme provides one, that is the one that counts for the warranty. This is the installer's own record of the whole job, kept alongside it.

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