HOW TO PRESENTATION

“HOW TO” PRESENTATION 

Home insulation / Wind power / Solar energy / Heat harvesting / Energy advice

TEST MAIN MENU TITLES FOR 1 LINE 

TEST TITLES FOR 2 LINES 

COMMISSION SHEETS AND INVOICES 

WHATS REQUIRED TO SUBMIT YOUR SURVEYS INCLUDING THE ORDER 

THAT THE PAPERWORK NEEDS TO BE IN 

SALES UPDATING 

TELEPHONE NUMBERS TO CALL IN THE SALES TO THE INBOUND TEAM TO 

ENSURE THAT THE SALE IS REGISTERED 

WHAT WE SELL 

EXPLAINS HHCRO, CERO AND CSCO 

CHOOSE A MENU OPTION 

DOWNLOADS 

ALL THE PAPERWORK DOWNLOADS TO COMPLETE SURVEYS AND 

END OF WEEK SUBMISSION 

NES SURVEY SHEETS 

HOW TO COMPLETE EACH PAGE OF THE SURVEY SHEET INCLUDING 

ALL THE ASSOCIATED PAPERWORK

TEST PAPERWORK TITLES FOR DOWNLOADS 1 LINE 


PAPERWORK DOWNLOADS 

HHCRO commission sheet 

CERO commission sheet 

CSCO commission sheet 

INVOICE sheet 

BENEFIT assessment form 

ECO Landlord Permission Form 

BMO Multiple Occupancy Form 

SUPPLIER spreadsheet 

(FOR AGENCY PARTNERS ONLY) 

TEST COMPLETING TITLES FOR THE 1 NES LINE SURVEY SHEET 


LOFT INSULATION 

PLAN DRAWINGS 

THE SIZE OF THE LOFT (LENGTH 

X WIDTH) 

WHERE THE TANKS ARE IN 

RELATION TO THE HATCH AND 

THE DISTANCE IN METRES 

ANY BOARDED AREAS AND THE 

SIZE OF THE BOARDED AREAS 

ANY DOWN LIGHTERS OR 6- 

10MM CABLES 

CAVITY INSULATION 

PLAN DRAWINGS 

THE SIZE OF EACH ELEVATION 

(LENGTH X WIDTH) 

ADD WHERE EACH AIRBRICK IS 

AND THE SIZE 

ENSURE YOU MARK WHERE 

YOU HAVE SCOPED A HOLE 

MARK IF BRUSHES NEED TO BE 

INSTALLED 

INDICATE IF THERE ARE ANY 

SINGLE SKIN AREAS 

MAKE SURE ALL WINDOWS AND 

DOORS AND CLEARLY MARKED



BOTH LOFT AND CAVITY 

ENTER YEAR BUILT WITH AN 

APPROXIMATE DATE – ASK THE 

CUSTOMER 

ENTER NO OF BEDROOMS 

TICK HOUSE TYPE E.G. MID 

TERRACE HOUSE 

ENTER GROUND FLOOR AREA AS 

THE TOTAL GROUND FLOOR 

LIVING AREA 

ENTER TOTAL LIVING AREA AS 

THE TOTAL GROUND FLOOR 

LIVING AREA MULTIPLIED BY 

THE NUMBER OF FLOORS 

ENTER NO. OF PHOTOS 

ATTACHED 


ENTER THE PRODUCT USED 

DEPENDING ON THE 

INSTALLATION SOLD – FIBRE 

(SUPAFIL) OR BEAD. FOR 

LOFT INSULATION THEN 

TICK ROCKWOOL 


ENTER SCHEME AS CERO (HTT) 

OR HHRCO (AW) OR CSCO 

ENTER URN NUMBER RECEIVED 

FROM THE CALL CENTRE AS THE 

REFERENCE NUMBER 

ALWAYS TICK SELF GENERATED 

LEAVE INVOICE NUMBER BLANK




ENTER THE TOTAL AREA SIZE OF 

ALL ELEVATIONS MINUS THE 

OPENINGS 

ENTER THE CAVITY DEPTH 

MARK THE LOCATION OF SINGLE 

SKIN AREAS HERE AND ON THE 

DRAWINGS 

IF THE PROPERTY HAS ANY SOLID 

WALLS THEN TICK HERE 

IF THE PROPERTY NEEDS 

INTERNAL DRILLING IN A PORCH, 

CONSERVATORY GARAGE OR LOFT 

THEN TICK HERE. 


RISK CATEGORY SHOULD BE 

CIRCLED DEPENDING ON CRITERIA 

OF THE SURVEY – PLEASE REFER 

TO THE RISK ASSESSMENT 

TRAINING PAGE 

ENTER ENERGY PROVIDER BUT THE 

ACCOUNT NUMBER DOES NOT 

NEED TO BE PROVIDED. WITHOUT 

A PROVIDER THE GRANT CANNOT 

BE CLAIMED.




EXISTING SHOULD NEVER BE MORE 

THAN 60MM 

REQUIRED WILL EITHER BE 200MM OR 

250MM DEPENDING ON EXISTING 

JOIST CENTRES ARE 400 OR 600MM 

AREA IS THE TOTAL TO BE INSULATED 

INCLUDING BOARDED AREAS 

ADEQUATE VENTILATION IF THIS IS NOT 

TICKED THEN EASY VENTS ARE NEEDED 

ROOF PITCH IN METRES FROM TOP OF 

THE JOIST 

LOFT HATCH DIMENSIONS – IF UNDER 

STANDARD SIZE THEN 2 MEN NEEDED 

NO. OF COLD WATER TANKS COME IN 

SIZES S, M, L, XL 

TOTAL PIPEWORK IN METRES 


ACCESS REQUIREMENTS 

CONSERVATORY LADDERS FOR 

LENGTHS UP TO 3M 

EXTENDED CONSERVATORY 

LADDERS ARE NOT USED 

3 STOREY LADDERS FOR 

HEIGHTS OF 7.5M 

CRAWLERS/WALK BOARDS FOR 

WORKING ON TOP OF FLAT 

ROOFS 

CAVITY LADDERS FOR THE LOFT 

TO DO INTERNAL DRILLING 

NEIGHBOUR ACCESS REQ’D IF 

THE LADDER GOES INTO THEIR 

GARDEN




NOTES SECTION 

PROVIDE AS MANY NOTES AS POSSIBLE 

THAT WILL AID THE INSTALLERS IN 

COMPLETING THE INSTALLATION. 


ENSURE THAT YOU ENTER YOUR 

FULL NAME 

ENSURE THAT YOU ENTER YOUR 

MARK GROUP ID NUMBER 

THE ASSESSOR AGENCY WILL BE 

NES




CUSTOMER DETAILS 

ENSURE THAT THE FULL ADDRESS IS OBTAINED WITH POSTCODE 

2 TELEPHONE NUMBERS ARE BETTER THAN 1 TO ENSURE THAT 

THE CUSTOMER CAN BE CONTACTED FOR INSTALLATION DATES IF 

NEEDED. 


IF THERE IS A CHARGE FOR THE CORE VENT, HWJ OR EASY VENTS 

THEN ENSURE THAT THESE COSTS ARE ADDED 

ALWAYS TICK IF THE PROPERTY IS OR IS NOT RENTED 

IF THEY ARE ON BENEFITS THEN WRITE WHICH ONE AND THEIR 

NI NUMBER 

IF THERE IS A COST TO PAY THEN TICK THE PREFERRED PAYMENT 

REMEMBER TO GET THE CUSTOMER TO SIGN THE PAPERWORK 

BEFORE YOU LEAVE.

TEST COMPLETING TITLES FOR THE 1 DISCLAIMER LINE 



ENSURE THAT THE NAME, 

ADDRESS, POSTCODE AND 

DATE OF SURVEY MATCHES 

THE MAIN SHEET BECAUSE 

THEY MAY BE SEPARATED 

ALWAYS GET A SIGNATURE 


ALSO ENSURE THAT IF 

THERE ARE ANY ITEMS IN 

THE LOFT THAT THIS IS 

TICKED 

IF THEY WANT THE 

INSULATION OVER THE 

BOARDS – GET IT TICKED 


MANY CWI INSTALLS ARE 

CANCELLED BECAUSE THE 

CUSTOMER DOES NOT 

UNDERSTAND THE WORK 

INVOLVED 

THE MOST IMPORTANT 

TICKS ARE MAKING GOOD 

OF THE PAINTWORK AND 

INTERNAL DRILLING 

THERE WILL ALSO BE AT 

LEAST 1 TICK ON HERE TO 

GET SIGNED 

READ THEM AND READ 

THEM AGAIN TO ENSURE 

EVERYTHING IS COVERED

TEST COMPLETING TITLES FOR THE 1 RISK LINE ASSESSMENT 



THE GAS AND ELECTRIC 

METERS ALONG WITH THE 

STOP COCK HAVE TO BE 

LOCATED WHEN DOING 


SURVEYS 

ANSWER EACH QUESTIONS 

COMPLETELY TO ENSURE A 

SMOOTH INSTALLATION 

IF THE CUSTOMER 

REQUIRES A CORE VENT 

THEN EXPLAIN THE 

PROCESS TO THE 

CUSTOMER 


ENSURE THAT THE NAME, 

ADDRESS AND POSTCODE 

MATCHES MAIN SHEET. 

ENSURE THAT THE RISK 

CATEGORY MATCHES THE 

MAIN SHEET 

ALWAYS SIGN THE LEFT SIDE 

THE TSA 


ENSURE YOU ALWAYS PROVIDE 

PHOTOS OF ISSUES 

THE LOFT IS ALWAYS WEIGHT 

BEARING 

MOST PROPERTIES DO NOT 

HAVE FIRE PROTECTION IN THE 

LOFT

TEST COMPLETING TITLES FOR THE 1 RISK LINE ASSESSMENT 



THERE CAN BE A NUMBER OF ISSUE WHEN 

DOING A SURVEY FOR CWI AND THESE NEED 

TO BE NOTED ON THIS FORM 

ENSURE THAT YOU TAKE PHOTOGRAPHS 

OF ANY ISSUES BUT DO NOT STICK THEM 

TO THIS PAGE ATTACH THEM TO THE BACK 

MAKE NOTES ON EACH ELEVATION IF 

THERE IS AN ISSUES LIKE SLOPING PATHS 

OR NARROW PASSAGE WAYS 

MAKE SURE THAT YOU ALWAYS SIGN THE 

FORM ALONG WITH THE CUSTOMER 

ASWELL ELSE THE INSTALLATION CANNOT 

GO AHEAD

TEST BENEFIT TITLES ASSESSMENT FOR 1 LINE FORM 


THIS FORM HAS TO BE COMPLETED FOR ALL 

HHCRO SPG CUSTOMERS 

ENSURE THE NAME AND ADDRESS IS COMPLETED 

ENSURE THE BENEFIT NUMBER OR NI IS ON 

THERE WITHOUT IT CANNOT BE PROCESSED 

ALWAYS DOUBLE CHECK IF THE CUSTOMER IS ON 

EITHER OF THE 2 COMBINATIONS. IF THEY ARE ON 

3,4,5 THEN CHECK IF THEY HAVE A,B,C,D,E. IF THEY 

ARE ON 6 THEN CHECK THEY HAVE A,B,C,OR D. 

YOU NEED PHOTOGRAPHIC PROOF OF THE 

BENEFITS THEY ARE ON WHICH CAN BE A DWP 

STATEMENT. 

YOU NEED PHOTOGRAPHIC PROOF THAT 

THEY OWN THE PROPERTY. THIS CAN BE A 

MORTGAGE STATEMENT OR PROPERTY DEEDS. 

YOU CAN ALSO RETRIEVE THIS INFORMATION OFF 

THE LAND REGISTRY WEBSITE (ACCOUNT NEEDED)

TEST LANDLORD TITLES FOR PERMISSION 1 LINE FORM 


WHEN SHOULD THESE FORMS BE 

COMPLETED 

WHEN THE HOUSE IS OWNED BY THE 

FOLLOWING:- 

PRIVATE LANDLORDS 

HOUSING ASSOCIATION 

LOCAL AUTHORITY 

FAILURE TO GET PERMISSION FROM THE 

PROPERTY OWNER WILL RESULT IN A 

REJECTED SALE AND A POSSIBLE PAYMENT 

PENALTY

TEST MULITPLE TITLES OCCUPANCY FOR 1 LINE FORM 


WHEN SHOULD THESE FORMS BE 

COMPLETED 

WHEN YOU ARE SIGNING UP THE 

FOLLOWING:- 

FLATS UP TO 3 STOREYS HIGH 

MULTIPLE OCCUPANCY LIKE 4 IN BLOCK 

PLEASE ENSURE THAT ALL SURVEYS AND 

THIS FORM ARE KEPT TOGETHER. YOU 

WILL NOT HAVE TO CALL THESE SALES IN. 

ALWAYS GET THE BUILDING 

MANAGER/WARDEN TO SIGN THE 

PAPERWORK WHO WILL BE AVAILABLE FOR 

THE INSTALL

WHAT SCHEMES WE SELL 

Carbon Emissions Reduction 

Obligation 

ANY CUSTOMERS 

CAVITIES 40-49mm 

3 STOREY PROPERTIES (7.5m) 

ALL ELEVATIONS MUST BE SCOPED 

YOU CAN ONLY DO LOFT INSULATION 

WITH 1 OF THE ABOVE 

LOFTS UP TO 60mm existing 

Home Heating Cost Reduction 

Obligation 

SPG CUSTOMERS ONLY 


LOFTS UP 60mm existing 

FOR BOTH SCHEMES THERE IS 

NO RESTRICTIONS ON THE SIZE 

OF THE PROPERTY

WHAT SCHEMES WE SELL 

Carbon Saving Communities 

Obligation 

Any customer within the postcode area 


LOFTS UP 60mm existing 

FOR CSCO THERE IS NO 

RESTRICTIONS ON THE SIZE OF 

THE PROPERTY 

**PLEASE NOTE** 

THESE ARE POSTCODE SPECIFIC SALES ONLY 

UNLESS YOU ARE GIVEN THE SPECIFIC POSTCODES 

FOR YOUR AREA THEN YOU ARE UNABLE 

TO DO CSCO SALES

TEST COMMISSION TITLES FOR SHEETS 1 LINE 


All the commission sheets will be the same (CERO, 

CSCO, HHCRO) 

If in doubt please contact your TMO or ASM. Any 

commission sheets received incomplete will be 

returned to be completed again. 

POINTS TO REMEMBER 

ALWAYS ENTER YOUR FULL NAME / 

AGENCY NAME 

ENTER YOUR ACCOUNT NUMBER (IF 

AN AGENCY) 

ENTER THE CONTRACTOR TO BE USED 

(ASK YOUR ASM) 

ONLY ENTER YOUR COMMISSION IN 

THE LAST COLUMN 

IF YOU CANNOT OBTAIN AN INSTALL 

DATE ENTER NES TO CALL £10 

ADMIN CHARGE 

IF YOU ARE USING DIFFERENT 

CONTRACTORS THEN YOU DO 

DIFFERENT COMMISSION SHEETS

TEST INVOICES TITLES FOR 1 LINE 



PLEASE ENSURE YO ENTER YOUR NAME AND ADDRESS 

IF YOU ARE VAT REGISTERED THEN ENTER YOUR NUMBER 

USE A CONSECUTIVE INVOICE NUMBER LIKE AW01 

ALWAYS REMEMBER YOR ACCOUNT NUMBER (AGENCY 

PARTNERS ONLY) 

IF THERE ARE ADMIN CHARGES THEY WILL BE DEDUCTED 

FROM YOR INVOICE E.G. NES OBTAINING INSTALL DATES 

AND PROOFS OF OWNERSHIP

TEST WHERE TITLES AND FOR WHEN 1 LINE TO SEND 



ALL SURVEYS ARE TO REACH US BY 10AM ON 

MONDAY. ANY SURVEYS RECEIVED AFTER THIS 

TIME WILL GO ONTO THE FOLLOWING WEEK 

PLEASE ENSURE YOU USE REGISTERED SPECIAL 

DELIVERY – WE CANNOT TAKE RESPONSIBILITY 

FOR LOST SURVEYS 

PLEASE ENSURE YOU ARE USING THE CORRECT 

ADDRESS WHICH IS ON THE INVOICE 

IF YOU HAVE ANY DOUBTS PLEASE CONTACT 

YOUR ASM

TEST PAPERWORK TITLES FOR ORDER 1 LINE 


ENSURE THEY ARE STAPLED TOGETHER 

IN THE TOP LEFT CORNER 

1 ST – WHITE COPY 

2 ND – BENEFIT FORM (IF REQUIRED) 

3 RD – DISCLAIMER (IF REQUIRED) 

4 TH – RISK ASSESSMENT 

5 TH – LLP FORM (IF REQUIRED) 

6 TH – PHOTO’S 

PLEASE BATCH ALL 

YELLOWS TOGETHER IN 

1 PILE IN THE SAME 

ORDER AS THE 

SURVEYS

CALLING IN SALES 

You MUST call in to the call centre from the customers house at the end of every sale to 

ensure that it can be processed and In most cases we will be speaking to the customer 

to confirm some details. 

PHONE NUMBERS 

08081 812 244 

(Freephone from customers house) 

01792 720 019 

(use from your mobile)

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