Title Page
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Document No.
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Dealer Name
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Job Name
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Conducted on
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Prepared by
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Location
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Names of installers/service technicians.
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Job Description and Weather Conditions
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Describe nature of the job being performed.
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Equipment model number(s)
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Equipment serial number(s)
Ductwork
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Is the overall duct system new, existing or existing with modifications?
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Describe ductwork condition
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Is Manual D followed & were duct fittings and connections taken into consideration?
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Filter Configuration: (was any increase in p.d. accounted for)
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Indoor equipment tie in.
Equipment & Interconnecting Refrigerant Piping
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In the system an AHRI matched system?
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- No
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Equipment meets Manual S?
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Refrigerant lines correct diameters?
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List refrigerant line diameters, lengths & rise:
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Does refrigerant lines qualify as long line?
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Have long line provisions been made?
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Make any notes for this section here.
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Pictures of refrigerant lines connections:
General Installation
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If equipment includes gas/oil furnace; are gas/oil supply piping correct in diameter and installed properly?
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Does Indoor equipment have proper clearance?
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Does Outdoor equipment have proper clearance?
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If proper clearances are not met, what needs to be corrected?
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Pics for any clearance issues:
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If equipment includes gas/oil furnace; are gas/oil supply piping correct in diameter and installed properly?
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List any issues or notes for gas/oil piping:
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If equipment includes gas/oil furnace; is flue piping correct in size and installed properly?
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List any issues or notes for gas/oil flue piping:
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Are electrical wire(s) correct size?
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Are electrical breaker(s) and disconnects the correct size?
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List any issues with electrical:
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List equipment safeties installed (i.e. EZ Trap):
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List any possible issues for serviceability:
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List any special controls or options:
Equipment Start Up
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Do installers have start procedure form(s) provided by their company?
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Were start up procedures followed completely?
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List any deficiencies in dealers start up procedures/forms:
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List any steps NOT followed or skipped during start up:
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Were safeties tested during start up?
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What documents were provided as evidence of proper start up and its results?
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Start Up Documents:
Wrap Up
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Final Notes:
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Job completion pics:
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Signature: