EV Charger Site Survey Checklist for UK Installers

A good EV charger survey leaves a clear answer to three questions: what does the customer want, what has actually been checked, and what must happen before your business can commit to the work? Photos alone rarely answer all three.

Use the fields below in your existing survey notes. Mark each item as confirmed, awaiting evidence or not applicable, with the date and source of the answer. This is the commercial record to carry into the technical assessment and quote. Keep the designer's calculations, test results and installation decisions in their own named documents.

For deeper discussion of common mistakes, use the EV installation red flags guide. This checklist supplies the reusable record you can take to the next enquiry.

• Job identity: reference, full installation address, survey date, surveyor and whether the visit was remote or on site.
• People: customer, occupier, property owner, payer and person authorised to approve the scope, using confirmed names and roles.
• Access: contact on the day, access arrangements, restricted hours and any shared spaces affected.
• Parking: exact bay or driveway location, who may use it and the evidence for permission to install there.
• Vehicle: make, model, connector information, usual parking orientation and the customer's charging requirement.
• Equipment preference: proposed manufacturer and exact model, supplied by whom, tethered or untethered arrangement and preferred position.
• Expected use: one vehicle or several, usual charging window and functions the customer wants demonstrated.

Ask what problem the charger is meant to solve. “Ready for the morning commute” and “use spare solar generation” lead to different conversations about equipment and handover. Record the request in the customer's words, then identify the product information needed to assess it. Do not promise tariff integration from a brand name alone.

Use a simple drawing with position A for the charger and route B for the proposed cable path. Link every photo to that drawing. Record the measured route, how it was measured and any portion you could not inspect.

• Photo A: wide view of parking and proposed charger position, showing how the vehicle sits.
• Photo B: route start, end and changes of direction, labelled in order.
• Photo C: proposed penetrations, surfaces and any groundworks area.
• Photo D: relevant existing equipment and readable labels, taken through safe authorised access.
• Photo E: obstructions, shared boundaries or areas needing another party's approval.

Note who owns trenching, sealing, reinstatement and decoration. If another contractor is preparing the route, record their agreed deliverable and the inspection needed before your attendance. A photo of a finished wall does not establish what is concealed behind it.

For an OZEV grant claim, the current installer guidance specifies installation photographs, including model and serial details and the associated parking space. Plan the required completion photos separately from the survey set.

List the existing installation information the designer needs and where it came from. Record the supply and metering location, network operator, available installation documents, relevant equipment labels and any limitations on inspection. Assign a qualified person to verify technical facts that customer descriptions or photographs cannot establish.

• Existing loads: known EV charging, solar PV, battery storage, heat pump and other relevant equipment.
• Documents: certificates, existing designs and network correspondence supplied, with dates.
• Product evidence: exact proposed model and the manufacturer's current installation documents.
• Assessment: named person, required visit or investigation, and where the resulting design will be retained.
• Unknowns: each missing fact, how it will be verified and whether it prevents a fixed quote.

The myenergi download centre provides product documentation for its equipment. Match the document to the actual model rather than treating every charger in a range as identical. If battery storage is part of the request, add the battery retrofit survey record instead of squeezing the battery into an EV equipment note.

GOV.UK says EV chargepoints must be registered with the local distribution network operator. ENA's Connect Direct service provides a route for low carbon technology applications. Record the relevant process, who will submit it, the reference and the response required for this installation.

Keep the actual response with the record. “Customer says approved” is an unresolved item until the permission and its scope are evidenced. For pavement or shared parking enquiries, identify the relevant authority and property permissions before committing to a route.

Finish with a brief outcome: ready to prepare the quote, further assessment booked, or awaiting named evidence. List the open items and the person responsible for each. Tell the customer which item prevents the next step and what will resolve it.

For example: “The charger position and route are recorded. We need the managing agent's written permission for work on the garage wall before confirming that scope.” This gives the customer something specific to obtain and gives your office something specific to chase.

When the record is complete, use the worked EV installation quote template to turn confirmed facts into line items and exclusions. If a heat pump installer is sharing the project, agree the boundary using the electrical partnership guide.

Set up your trade business with Tradehand and keep the enquiry, survey evidence and quote in a job record, with your actual services and coverage area.