Inspection Checklist

Pro Tip: Use Pass/Flag/Fail to make it easy for technicians to assess if in good condition, needs attention, or needs repair/replacement

  • Check the condenser coil to determine if it needs cleaning
  • Check all wiring and connections to controls and electrical connections
  • Check blower belt wear, tension, and adjust
  • Check voltage and amperage draw on all motors with meter
  • Check compressor contactor
  • Visually inspect compressor
  • Check start capacitor and potential relay
  • Check pressure switch cut-out setting
  • Replace air filter or clean reusable type filter
  • Install gauges & check operating pressures
  • Check refrigerant (freon) level and advise if adjustments necessary
  • Check condensate drain and pan then advise of any discrepancies
  • Check expansion valve and coil temperature

Service Call Checklist

Pro Tip: Use a combination of Checkbox and Text types for checklist items to ensure technicians complete mandatory steps and capture essential info

  • Discuss any issues the customer is experiencing
  • Check temperature differential
  • Check drain and drain pans
  • Check for leaks
  • Is the condenser dirty?
  • Check filter and record size
  • Identify any issues (leaking duct work, poor returns, etc..)
  • Reset thermostat
  • Upload photos
  • Discuss concerns/repairs with customer

Estimate Checklist

Pro Tip: Use the Text type for checklist items to capture vital information about new customers or equipment and provide more accurate price estimates to customers

  • Check breaker band & size
  • Take photo of electrical panel
  • Take photo of existing equipment
  • Add model & serial number of equipment
  • Inspect duct system
  • Check copper sizes
  • Identify service access point and dimensions(closet, attic, basement, garage, etc)
  • Is a new platform needed? Y/N
  • Does supply or return air plenum need repair?
  • Return air cavity sealed? Y/N
  • Ductwork sealed at buckets? Y/N
  • Ductwork sealed at plenum? Y/N

Maintenance Checklist

Pro Tip: Use a combination of Checkbox and Pass/Flag/Fail to make it easy for technicians to complete check and indicate any needs for repair or replacement

  • Clear & flush drain line
  • Clear & flush drain pan
  • Verify system charge
  • Wash condenser coil
  • Check temperature difference
  • Check duct system
  • Inspect evaporator coil
  • Check capacitor
  • Check contactor for burns/pits
  • Check contactor OHM
  • Add pan tabs to drain pad
  • Check blower amp
  • Check condenser fan amp
  • Check heat operation
  • Take photos of model/serial #
  • Check compressor amps
  • Check sub-cool/super heat
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