Boiler Service Record
Keep the proof of annual servicing that boiler warranties commonly ask for, and an index of which engineer did what.
Trade job forms · TJ-31
A free printable heating survey form — each room's existing radiator, valves and condition, the pipe route, what is proposed, and the system as found.
One page. 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.
Get the whole house down on one walk-round, so the quote, the order and the fitting day all come from the same list rather than three different memories of it.
Heating engineers and plumbers surveying for new or replacement radiators, a system upgrade or a boiler change that touches the pipework.
One page, top to bottom:
Printed under the title: A heating survey room by room: what is on the wall now, what state it is in, how the pipes get to it, and what is proposed in its place.
Your calculation, your sizes. No output figures or sizing rules are printed here. The heat a room needs is your own heat-loss calculation; the radiator that meets it comes from the maker's tables. Both are written in as yours.
Write-on lines: Property · Date of survey · Surveyed by · Heat-loss figures from · Boiler make, model & location · System type · Cylinder / tank location · Pipework material found
Table, 6 rows: Room · Existing rad · Valves · Condition · Keep / new / add · Proposed rad · Pipe route & size
Write-on lines: Flush or clean proposed? · Access issues · Customer wishes and anything the quote must allow for
Because the output a room needs comes from a heat-loss calculation for that room, and the radiator that meets it from the maker's own tables for that model. Both are yours to work out; the sheet has a column for the answer and a box for where the figures came from.
No. That records the appliance that went in. This is the survey of the emitters and pipework before anything is ordered, and it is just as useful when the boiler is staying put.
Keep the proof of annual servicing that boiler warranties commonly ask for, and an index of which engineer did what.
Keep the one record of what is under the floor, made on the only day it can be seen, so a future fixing, a fault or a floor change does not start with a guess.
Price a job in writing, with the exclusions written down, so both sides know what was and was not covered before the work starts.
Capture a job while you are still standing in it: what was asked for, what was done, what went into it and how long it took.
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