Get a clearer quotation with fewer surprises
You do not need technical answers before arranging a survey. This checklist simply helps the installer understand how the premises operates, where equipment could go and whether other trades need to be involved.
1. Rooms and daily use
- List every room or zone that needs cooling, heating or both.
- Note normal opening hours and whether the space is used evenings or weekends.
- Record typical occupancy and the busiest number of people expected.
- Identify rooms with changing uses, such as meeting rooms or treatment spaces.
2. Heat inside the building
- Note computers, servers, display lighting, machinery, cooking appliances or other heat-producing equipment.
- Identify large windows, roof lights and strongly sun-facing rooms.
- Mention doors that are regularly open to customers or deliveries.
- Flag any room that already feels much hotter or colder than the rest of the premises.
3. Indoor and outdoor positions
- Consider where indoor units can distribute air without blowing directly onto desks, treatment couches or customers.
- Identify sensible outdoor-unit positions with safe access for future servicing.
- Check whether the property is leased, listed or subject to landlord or management-company approval.
- Note nearby neighbours or quiet areas where equipment noise needs particular care.
4. Pipework, drainage and power
- Look for practical routes between each indoor unit and the outdoor equipment.
- Identify where condensate water can drain safely; gravity drainage is preferable where possible.
- Tell the installer where the electrical distribution board is located.
- Confirm whether your electrician, landlord or main contractor will provide the electrical supply.
5. Programme and access
- Share any opening date, refurbishment programme or period when disruption must be avoided.
- Explain restrictions on ladders, parking, deliveries, roof access or noisy work.
- Confirm who can approve positions and variations while work is underway.
- Ask for commissioning records, operating instructions and the maintenance requirements that protect the warranty.
Important: Refrigeration work must be completed by appropriately qualified personnel working for an F-Gas certified company. You can verify a business using the REFCOM company register. Climetech Ltd is REFCOM certified, company reference REF1013924.
What happens during a Climetech survey?
Climetech checks room dimensions, occupancy, glazing, heat-producing equipment, likely pipe and drain routes, outdoor-unit positions and controls. You then receive a written quotation with the proposed equipment and scope clearly set out.
Learn about commercial installation · Commercial maintenance · See a Rugby commercial case study