Air Water WRA Water Treatment HVAC Gas
SiteCaddy: Air

Fire Damper Inspection Report

BS 9999:2017 compliant — Air 001

This sample report demonstrates a BS 9999-compliant fire damper inspection. Designed for fire damper contractors, FM providers and compliance managers, it delivers a complete damper register, inspection results, defect schedules and remedial recommendations in a single report. Every damper is recorded and reported, providing a complete compliance record rather than simply highlighting failures. Based on the sample inspection covering 27 dampers with full asset scheduling and defect reporting.

  • Complete damper asset register including both passes and failures
  • Automatic remedial schedules generated from inspection outcomes
  • Consistent reporting across every inspected damper
  • Clear separation between observations, defects and recommendations
All 8 modules in SiteCaddy: Air
  • Fire Damper Inspection (BS 9999:2017) AIR 001
  • TR19 Duct Hygiene Survey AIR 002
  • TR19 Kitchen Extract Grease Survey AIR 003
  • AHU Inspection & Service AIR 004
  • Ventilation Fan Inspection & Service AIR 005
  • Ventilation System Survey AIR 006
  • Indoor Air Quality AIR 007
  • Air & Surface Sampling AIR 008

The sample below shows one report type. Every module listed produces its own report in the same style.

Sample Report
SiteCaddy: Water

Water Hygiene Compliance Report

ACoP L8 / HSG274 — monthly visit

This sample report demonstrates a typical monthly water hygiene compliance visit carried out in accordance with ACoP L8 and HSG274 guidance. It combines multiple activities—including temperature monitoring, TMV servicing, calorifier inspections, CWST inspections and water sampling—into a single professional report suitable for Facilities Managers, Responsible Persons and Compliance Managers. The report automatically consolidates findings, recommendations and defects into a format that can be reviewed immediately after the visit. Based on sample report structure and module grouping.

  • Multiple service activities combined into a single visit report
  • Full asset register covering all inspected assets, not just failures
  • Automatic defect register and recommendations generated from engineer inputs
  • Module-based reporting structure that mirrors how water hygiene contracts are actually delivered
All 11 modules in SiteCaddy: Water
  • Temperature Monitoring WAT-001
  • TMV Service & Fail-Safe Test WAT-002
  • Showerhead Descale & Disinfection WAT-003
  • Little Used Outlet Flushing WAT-004
  • Calorifier Inspection WAT-005
  • Cold Water Storage Tank Inspection WAT-006
  • Calorifier Blowdown WAT-007
  • Water Sampling (Legionella / TVC / chemistry) WAT-008
  • Remedial Works WAT-009
  • Expansion Vessel Purge WAT-010
  • Clean & Disinfection (tank / calorifier / system) WD-001

The sample below shows one report type. Every module listed produces its own report in the same style.

Sample Report
SiteCaddy: WRA

Legionella Risk Assessment Report

ACoP L8 / HSG274 Part 2 / BS 8580-1 — domestic hot and cold water services

This sample report demonstrates a full Legionella risk assessment for a multi-storey office, produced on site from the assessor's survey. It covers the incoming supply, cold water storage, hot water plant, dead legs and a complete asset and temperature register, then scores the risk and sets out the recommendations and the scheme of control. The schematic drawings in the appendix are drawn by the app from the survey data. The site is fictional and the photographs are placeholders.

  • Recommendations raised automatically from the survey answers, each with a rating and response time
  • Risk rating now, and the rating once all actions are completed
  • Schematic drawings generated from the survey, with no separate drawing work
  • Your company name and logo on every report
What SiteCaddy: WRA covers
  • Legionella risk assessment for commercial premises
  • Landlord assessment for private lets
  • Incoming supply, cold water storage and hot water plant
  • Asset and temperature register
  • Dead legs and little used outlets
  • Automatic recommendations and risk scoring
  • Schematic drawn from the survey

The sample below shows one report type. Every module listed produces its own report in the same style.

Sample Report
SiteCaddy: Water Treatment

Cooling Tower Water Treatment Report

Inspection, sampling & treatment record — WT-002

This sample report demonstrates a routine cooling tower water treatment visit completed using SiteCaddy: Water Treatment. Designed for water treatment engineers, FM providers and Responsible Persons, it brings the tower inspection, tower and make-up water readings, microbiological sampling and treatment activity into one report that can be issued straight after the visit.

  • Inspection findings for each part of the tower, colour-flagged at a glance
  • Tower and make-up water readings side by side, with cycles of concentration worked out automatically
  • Dip slide and laboratory sample details recorded against the visit
  • Engineer interpretation and recommendations kept separate from the readings
All 5 modules in SiteCaddy: Water Treatment
  • Closed System Testing (BSRIA BG50) CS-001
  • Cooling Towers / Evaporative Systems WT-002
  • Steam Boiler Water Treatment WT-003
  • Copper / Silver Ionisation WT-004
  • Secondary Disinfection WT-005

The sample below shows one report type. Every module listed produces its own report in the same style.

Sample Report
SiteCaddy: HVAC

HVAC Service & Inspection Report

AC servicing & pump maintenance

This sample report demonstrates a multi-discipline HVAC maintenance visit covering both air conditioning and pump servicing. Designed for maintenance contractors, FM providers and building managers, the report combines asset information, inspection findings and remedial recommendations into a single professional output. SiteCaddy automatically separates customer-facing information from internal engineering and estimating data, ensuring each audience receives only the information relevant to them. Based on the sample report covering AC servicing and pump maintenance modules.

  • Multiple maintenance disciplines delivered within a single report
  • Automatic asset register covering all serviced equipment
  • Customer and internal back-office reporting separation
  • Defect observations automatically converted into remedial actions and quotation opportunities
All 15 modules in SiteCaddy: HVAC
  • Air Conditioning Service AC-001
  • Pump Service PUMP-001
  • Chiller Service & Inspection CH-001
  • Breakdown Report BRK-001
  • Condition Survey ACR-001
  • Expansion Vessel Service HVAC-001
  • Air Handling Unit Service HVAC-002
  • Fan Coil Unit Service HVAC-003
  • Pressurisation Unit Service HVAC-004
  • Ventilation & Extract Fan Service HVAC-005
  • F-Gas Leak Check HVAC-006
  • Refrigerant Record HVAC-007
  • Heating System Inspection HVAC-008
  • Plate Heat Exchanger Service HVAC-009
  • Commissioning & Recommissioning HVAC-010

The sample below shows one report type. Every module listed produces its own report in the same style.

Sample Report
SiteCaddy: Gas  ·  Coming soon

Commercial Gas Servicing & Compliance Reports

14 commercial gas modules in one visit report

SiteCaddy: Gas is being expanded from three certificates to fourteen commercial gas modules. Designed for commercial gas engineers, catering contractors, FM providers and compliance managers, it works by visit: enter the client and site details once, complete as many tasks as the job needs, and issue one consolidated report. CP15, CP32 and CD/11 certificates keep their familiar layouts as pages within that report. The sample below is a CP15 certificate with its Warning Notice.

  • One visit, one set of details, one report, however many tasks are completed
  • Unsafe situations classified and confirmed by the engineer, never assigned automatically
  • Warning Notices produced from the confirmed classifications
  • Readings recorded against the criterion and source the engineer is working to

Why It Matters

Commercial gas engineers often have to produce several documents from a single visit: servicing records, combustion results, safety checks and Warning Notices. SiteCaddy removes the duplicate paperwork by capturing each piece of information once and building every output from it.

All 14 modules in SiteCaddy: Gas
  • Commercial Gas Service Certificate (CP15) GAS001
  • Tightness Testing & Purging (incl. CP32 certificate) GAS003
  • Appliance Service GAS004
  • Appliance Inspection GAS005
  • Gas Pipework & Infrastructure Survey GAS006
  • Gas Escape Report GAS008
  • Safety Controls & Emergency Isolation GAS009
  • Commercial Catering Service GAS010
  • Plantroom Inspection GAS011
  • Combustion Analysis GAS012
  • Commissioning & Installation GAS013
  • Breakdown & Repair GAS014
  • Unsafe Situation Report & Warning Notice GAS015
  • Oil Firing Service Certificate CD/11

SiteCaddy: Gas is not yet on sale. The sample below shows one report type.

Sample Report