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ReportWalk

HVAC & Trades

Heating Breakdown Report

A heating engineer's record of one breakdown call-out: the customer and property, the fault as reported, each appliance with its location, fuel and flue, the diagnosis with fault codes and tests, the work done and parts fitted, the safety checks and readings after the repair, any unsafe situation and its classification, how the system was left, follow-up and quote, and the customer's signature. British spelling, UK practice.

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Back for the yearly service rather than a fault? The service sheet records the full set of checks and readings: Boiler service record

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1

Customer and Property

Who called, where you are, and who attended.

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The number on the engineer's own card, not only the business registration.

2

The Fault as Reported

What the customer told you, in their words, before you touched anything.

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Their description, not your diagnosis — that comes later.

3

Appliances

One entry for each appliance on the system you looked at — not only the one that failed.

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Appliances on this job

Nothing added yet.

4

Diagnosis

What the appliance was telling you, what you tested, and what you found.

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Type them exactly as displayed. Write "None" if the display was clear.

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5

Work Done and Parts Fitted

What you did, and every part that went in.

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Parts fitted

Nothing added yet.

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6

Safety Checks After the Repair

The readings and checks taken once the appliance was running again.

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Yes opens the tightness test. It is owed whenever gas pipework or the gas valve was opened.

Compare against the figures in the maker's instructions. This form sets no limit of its own.

Its route, joints, support and the terminal outside.

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7

Unsafe Situations

Anything unsafe found on this visit, how it was classified, and what was recorded.

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Classify and deal with any unsafe situation under the current Gas Industry Unsafe Situations Procedure. This section records what you found and did; it is not a substitute for the procedure.

No folds this section away. Answer about the whole installation, not only the appliance you repaired.

8

How It Was Left

The state of the system when you left, what happens next, and the signatures.

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Answer No and this part folds away.

Answer No and this part folds away.

e.g. Service overdue; gas safety record due if the home is let.

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A heating breakdown report is the engineer's record of one call-out: what the customer said was wrong, which appliance was looked at, what was found, what was done about it, what the safety checks showed afterwards, and whether the heating was working when the engineer left. It is the page the customer keeps, and the page you reach for when the same boiler stops again in February. Fill it in here and download a PDF without an account, or speak while you walk, and the document writes itself.

What the record is for

A breakdown visit usually ends with the customer asking two questions: is it fixed, and is it safe. This form makes you answer both on paper. The outcome is a single choice — working, working on a temporary repair, or not working and why — and the safety checks after the repair sit just above it, so nobody reads one without the other.

It is also your protection. If the boiler fails again next week, a dated record of the fault code, the part you changed and the readings you took when you left shows exactly what state it was in.

Fault codes, tests and readings

Write the fault code exactly as the display showed it, and list the tests you actually carried out to find the cause. That is what turns "boiler not working, fixed" into a diagnosis the next engineer can follow.

After the repair, the operating pressure, the gas rate and the combustion figures go in as numbers. The form asks whether the combustion readings sit within the range in the maker's instructions rather than printing a figure of its own, because the right range depends on the appliance in front of you. Where the repair disturbed anything on the gas side, a tightness test section appears; where it did not, it stays out of the way.

When you find something unsafe

If the visit turns up an unsafe situation, the form records how you classified it under the Gas Industry Unsafe Situations Procedure — Immediately Dangerous or At Risk — what you found and where, whether a warning notice was issued and signed, and who else was told. Either classification becomes a safety finding at the top of the report.

The form does not tell you what to do about it. The procedure, your training and your registration do that. What the form makes sure of is that what you did is written down, dated and signed.

Not a gas safety record

A breakdown report is not a landlord gas safety record (often still called a CP12), and it is not a service record either. A repair can leave a boiler working without anybody having checked every appliance in the home, which is what a landlord's annual safety check covers. If the property is let and the safety record is due, say so in the recommendations rather than letting this report stand in for it.

Common questions

Who should fill in a heating breakdown report?

The engineer who attended. For gas appliances in Great Britain that means someone on the Gas Safe Register whose card covers the appliance and the work. The same form works for oil and LPG call-outs; only the registration line changes.

Does every breakdown need a combustion reading?

Not every fault touches combustion, but most engineers take one whenever they have worked on the burner, the gas valve, the fan or the flue, and many makers ask for it after replacing those parts. Record it when you take it; leave the boxes empty rather than guess.

What if I cannot fix it on the day?

Choose the outcome that fits — waiting for parts, temporary repair, or left off — and fill in the follow-up section with what is needed and when you expect to return. If you are quoting for the work, the quote section records the price and how long it stands.

What if the customer will not sign a warning notice?

Record that they refused, and who was present. The form keeps the refusal on the record alongside the classification and what you found.

Can I give the customer a copy?

Yes. Download the finished report as a PDF and send or print it before you leave. It carries both signatures, the readings and any findings.