Housecall Pro Blueprint to Success Workshop
If you're looking for more advice on how to effectively use checklists, along with other great features, register for the Housecall Pro Blueprint to Success Workshop!
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