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HVAC, Plumbing, and Electrical Industry Checklist Templates
HVAC, Plumbing, and Electrical Industry Checklist Templates

Find templates for service call checklists, estimate checklists, and more specific to the heating & air conditioning industry.

Taylor Morrison avatar
Written by Taylor Morrison
Updated over a week ago

The following are HVAC, Plumbing, and Electrical checklist templates that may prove beneficial for you and your team

Templates for HVAC

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

Templates for Plumbing

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. Then add another checklist item for each using the Text option so technicians can add in details about any problems.

  • Bathroom sink drain

  • Bathroom sink faucet/spigot

  • Tub/shower drain

  • Tub/shower faucet/spigot

  • Shower-head

  • Toilet

  • Kitchen sink drain

  • Kitchen sink faucet/spigot

  • Garbage disposal

  • Ice maker

  • Sump pump

  • Feed lines

  • Water main

  • Shut-off valve

  • Water heater feed line connection

  • Water heater water line out

  • Water heater tank condition

  • Laundry feed line connection (HOT)

  • Laundry feed line connection (COLD)

  • Laundry drain connection

  • Hose shut-off valve (INTERIOR)

  • Hose shut-off valve (EXTERIOR)

  • Hose feed line

  • Special requests by customer

Service Call Checklist

Pro Tip: Use a checklist here to remind technicians to perform tasks that are easily forgotten.

  • Pick up all tools

  • Clean work area before leaving

  • Offer maintenance plan/VIP/Loyalty program

  • Reinstall cover on meter box

  • Ask customer for review

Templates for Electrical

JSA (Job Safety Analysis) Checklist

Pro Tip: Use the Text type for checklist items to ensure technicians record the steps they take to ensure electrical work is carried out safely.

  • Date

  • Type of work

  • Potential hazards or risks

  • Control measures

  • Protective equipment

  • Job steps

Rough-In Checklist

Pro Tip: Use a combination of Text and Pass/Flag/Fail types for checklist items to make the inspection easy to run through while still being able to capture custom information.

  • Inspector's name

  • Location of inspection

  • Reason for inspection

  • Check wiring methods for support and suitability

  • Check cable installation for clearance or protective plates

  • Check the boxes for suitability

  • Ensure box present and accessible for junctions

  • Ensure box present and accessible for outlets

  • Ensure box present and accessible for pull points

  • Confirm cables are firmly secured to boxes

  • Check boxes for conductor fill

  • Check the positioning of boxes intended to be flush.

  • Verify the presence of key splicing devices

  • Check equipment grounding conductors

  • Inspect boxes in floors and ceiling fans for signs of listing

  • Check recessed luminaires are clear of combustibles and insulation

  • Inspect cables installed in contact with thermal installation

  • Ensure wall switch locations have grounded conductors

  • Additional notes

Risk Assessment Checklist

Pro Tip: Use the Text type for checklist items to allow technicians to record present risks and avoidance measures.

  • Date of risk assessment

  • Risks present on job site

  • Risk avoidance measures used

  • How to further minimize risks

  • Additional notes

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