AC02. Air Conditioning Installation & Commissioning Record

Our air conditioning installation record sets the standard for the serious installer.

• multi compressor running amps Statutory

• total pipe runStatutory

AC03. Chiller Maintenance Record

Up to 4 compressors on 4 circuits covering 50+ data points for each circuit.

• Covering the refrigerant, load, air, water, electric and controls including f-gas inspectionsStatutory

• Add detail such as the liquid line super heat and sub-cooling in kelvin.Statutory

AC04. Split / Multi Air Conditioning Unit Maintenance Record

Up to 3 outdoor and 32 indoor units on a single circuit.

• Covering the coil, drain, settings, filters, air on and off temperatures, as well as f-gas inspections.Statutory

AC05. Air Source Heat Pump Pre-Commissioning Installation Inspection Record

• Post installation, pre-commissioning checklist for Altherma & Ecodan systems developed by Daikin & Mitsubishi.

• Covering system and installation status, standard of pipework and installation, access to remove electrical covers, anti-freeze and air pressure.

• Designed by Daikin & Mitsubishi for their products, ensuring maximum lifecycle.

AC06. Air Source Heat Pump Maintenance Record

• Annual maintenance checklist as specified for Altherma & Ecodan systems by Daikin & Mitsubishi.

• Covering mechanical, water isolation and pressure inspections, including electrical and controls performance tasks to ensure correct operation.

CP01. Gas Warning Notice

• Certify gas appliances and/or installations as unsafe.

• Covering Important safety information, the situation and reason for the warning notice. Add the work undertaken and work required, as well as the outcome and Riddor reporting.

CP03. Safety Valve Pressure Test

• Periodic inspection in line with insurance requirements and manufacturers recommendations.

• Covering safety valve details, legal statement and pressure checklist. Add PRV image and additional comments as required.

CP04. Pipework Pressure Test

• For testing new and existing pipework following installation or modification of pipework services.

• Covering pipework details, legal statement, test checklist and test results. Add additional comments and test witness.

CP05. Gas Sensor Commissioning Report

• Test up to 16 gas sensors on a single panel.

• Covering equipment and sensor details, alarm checks, USB logging and interfaces. Add any additional information and images.

CP06. Gas Appliance Service & Maintenance Checklist

• 20-point checklist for maintaining gas appliances.

• Covering equipment and installation, safety checks including notes and summary.

CP07. Gas Safety System Service & Inspection Report

• Up to 16 gas safety systems each with a 12-point checklist

• Covering equipment, panel and system details, including gas pressure and let-by tests, vent interlock and gas sensor operation.

CP11. Oil Firing Servicing & Commissioning Report

• 15-point inspection checklist with results for 17 combustion readings.

• Covers pre-commissioning checks and legislation, appliance details including flue and electrical safety, pump pressure CO2 ppm and more.

CP12. Landlord – Homeowner Gas Safety Record

• 19-point safety checklist on up to 4 domestic gas appliances.

• Covering flue checks and inspection details, initial and final combustion readings, add details of faults and work carried out.

CP15. Commercial Gas Appliance Service & Commissioning Record

• Up to 3 appliances with high a low flame operation against a 54-point checklist.

• Covering combustion, ventilation, installation, gas and safety information. Add details of works carried out as well as extra works required.

CP17. Commercial Gas Installation Safety Record

• Check up to 4 appliances against a 27-point inspection.

• Covering inspection details, including meter and gas pipework installation. Add repair work carried out and additional works required.

CP32. Commercial Gas Testing & Purging Record

• 49-point checklist on a single gas appliance.

• Covering tightness test, details of purging, ventilation, strength and gas installation safety. Add meter details, pressure drop, leak test and flue test results plus much more.

EL03. Distribution Board Maintenance Record

• 13-point checklist for a single low voltage multi-breaker distribution board.

• Covering general and electrical checks, RCDs and cable termination, add power supply and insulation resistance details.

EL04. Control Panel Maintenance Record

• 16-point checklist for a single low voltage MCCP (Motor Control Centre Panel)

• Covering general and electrical checks, thermal overloads, RCDs and cable termination, add power supply and insulation resistance details.

EL05. Emergency Light Test Record

• Up to 125 lamps within a single form.

• Covering location, power source, fitting type, test result and comments for each item. Add final work status and summery.

EL07. Generator Test Log

• Log up to 19 start / stop operations within one form.

• Covering date, time, meter and comments.

EL08. Water Heater Maintenance Record

• 20-point checklist for a dual electric immersion water heater up to 3 phases.

• Covering general, water and electrical, including 3 port valves for primary circuit heating. Add water temperatures and voltage, including full insulation resistance on immersion heaters.

EL09. Convection Heater Maintenance Record

• 11-point checklist for single phase electrical convection heater.

• Covering housing integrity, installed fan electrical connections, controls and thermostats.

EL10. Overdoor Heater Maintenance Record

• 14-point checklist for a single-phase or water served heater with fan.

• Covering housing and fan integrity, electrical controls, thermostat and time switch, 3 port actuator pipework connections. Add power and resistance readings.

EL11. Solar / Photovoltaic System Maintenance Record

• Checklist for multi panel solar system.

• Covering housing, defects, junction boxes, wiring installation and cleaning. Add voltage and power between components.

EL12. Trace Heating Maintenance Record

• 17-point checklist for frost protection circuits on external pipework.

• Covering housing and enclosures, electrical and temperature checks. Add power supply initial and final readings, as well as insulation resistance.

FS01. Fire Alarm Call Point Test Log

• Add 19 test locations or weekly bell test on a single form.

• Covering date, location, reference, test result and tester. Add fire alarm important information.

HS01. Ladder Inspection Record

• 17-point checklist for ladders and step-ladders.

• Covering visual and integrity inspections, fit-for-purpose and final safety checks Add additional comments and final status.

ME01. Pump Maintenance Record

• 20-point checklist for mechanical pump equipment.

• Covering general integrity, noise and vibration, mechanical bearings and pressures, electrical controls and terminals, as well as final safety checks. Add power as well as insulation resistance readings.

ME02. Pressurisation Unit Maintenance Record

• 18-point general checklist, with additional 19-point checklist for twin pumps, as well as vessel pressure information.

• Full insurance inspection compliant; Covering unit integrity, technical readings, pump housing, bellows and bearings, pressure vessel size, pre-charge and actual readings.

ME03. Water Booster Maintenance Record

• 15-point general checklist, with additional 19-point checklist for twin pumps, as well as vessel pressure information.

• Full insurance inspection compliant; Covering unit integrity, technical readings, pump housing, bellows and bearings, pressure vessel size, pre-charge and actual readings.

ME04. Valve Module Service Record

• Up to 9 valves on a single manifold.

• Covering location, flow and return temperature, DRV settings, isolation and comments. Including 9 final inspection checks.

HR01. Engineer Tool Management

• 15 tool items managed in a single form under 9 checkpoints.

• Covering description, cost, make, reference, managing calibration, collected, signed in/out, approved/witnessed by and image of item.

HR02. Uniform & PPE Request Form

• 15-item safety/clothing options to choose.

• Covering status, size and quantity required, engineer, department, request authorisation and fulfilment status.

HR03. Self-Appraisal Form

• 18-question form for 6 monthly or annual appraisals completed by engineers and sent to their line manager.

• Covering accomplishments, difficulties, enjoyments, struggles, new skills both unknown and required. Add health and safety competence and additional comments and remarks.

HR04. Purchase Record Form (In Progress)

• Track company expenses ..

RP01. Engineers Work Report

• Reactive and planned engineering works with final checks.

• Covering reason for visit, situation found upon arrival, work carried out and job status. Add additional information and client signature. Produce separate extra works sheet if specified.

RP02. Extra Works Report

• Generate full client quotes from simple extra works details.

• Covering extra works details, parts and labour required. Add hours per engineer and total hours required. Choose single total or parts and labour breakdown when sending on to clients.

RP03. Equipment Installation Record

• Keep O&M and installation documents in one place.

• Link up to 6 installation documents in a single form. Including final checks and client witness signature.

RP04. General PPM Site Checklist

• Up to 15 engineer checks before leaving site.

• Covering log book, plant room, fault lights, leaks, isolations, critical spares, ceiling tiles and water temperature. Add additional information and a reminder for extra work flagging.

RP05. Meter Reading Record

• Up to 12 utility meters with images.

• Covering meter name, location, serial and readings. Add supporting image for accuracy.

RP07. Property Condition Report

• Up to 12 checkpoints, including building energy efficiency assessment.

• Covering severity, condition and recommendations. Add detail such as gas and electric isolation points and fire safety information. Energy data information provides building overview of efficiency.

RP08. Property Information Sheet

• Up to 19 important data points within the property.

• Covering utility isolation and fire safety information, on site device passwords including location, username and password. Add property notes and more.

RP09. Asset List Production (EF Unique)

• Record individual assets contained within a building and then export entries to produce asset list.

• Covering site reference, asset category, name, make, model, serial and installation date. Add quantity and notes for each item

RP10. Daily Inspection Report (EF Unique)

• Up to 32 self-defined tasks for a daily or weekly engineering inspection.

• Covering each item, result and action / comments. Create a unique entry for each building and duplicate sheet each week to repeat the tasks.

RP11. Temperature Data Log Report

• Up to 10 sensors highlighting minimum and maximum temperatures.

• Covering device name, location range, image and comments

RP12. Electrical Load Data Log Report

• Up to 19 sensors monitoring three phases over a period of time.

• Covering device name, location, phase activity, both maximum and average amps over a given time.

VE01. Air Handling Unit Maintenance Record

• 21-point checklist for a dual supply and extract unit.

• Covering general, mechanical, pressure, electrical and fan inspections. Add voltage, current and power for both supply and extract fan.

VE03. Supply / Extract Fan Maintenance Checks

• 16-point checklist for dual fan unit ,including radon checks (if required)

• Covering general, mechanical and electrical inspections. Including brackets, mounts, control damper and MCB control. Add voltage current and power readings, as well as inverter settings.

VE04. Fan Coil Unit Inspection Record

• Up to 60 fan coils in a single form.

• Covering asset, location, filter, fan, drain, controls, heating, cooling and comments. Add valve and actuator details for reference.

VE05. Heat Recovery Ventilator Maintenance Record

• 11-point checklist for Daikin and Mitsubishi VAM & Lossney Heath recovery units

• Covering air flow, operation, power, filter, drain, leakage, inspection access and general condition.

WA01. Tap Temperature Monitoring Record

• Up to 44 tap outlets on a single form.

• Covering location, reference, type, temperature, result and comments for each item.

WA02. Low Use Outlet Flushing Record

• Up to 19 tap outlets on a single form.

• Covering location, type, flushed result and comments for each item.

WA08. Water Leak Detection Unit Maintenance Record

• 12-point checklist for main unit including zone / area checklist for sensors

• Covering housing / integrity, electrical, ventilation, sensors, solenoid voltage, pipe and sensors, plus system status and more.