Title Page

  • Document No.

  • Dealer Name

  • Job Name

  • Conducted on

  • Prepared by

  • Location
  • Names of installers/service technicians.

  • Job Description and Weather Conditions

  • Describe nature of the job being performed.

  • Equipment model number(s)

  • Equipment serial number(s)

Ductwork

  • Is the overall duct system new, existing or existing with modifications?

  • Describe ductwork condition

  • Is Manual D followed & were duct fittings and connections taken into consideration?

  • Filter Configuration: (was any increase in p.d. accounted for)

  • Indoor equipment tie in.

Equipment & Interconnecting Refrigerant Piping

  • In the system an AHRI matched system?

  • Equipment meets Manual S?

  • Refrigerant lines correct diameters?

  • List refrigerant line diameters, lengths & rise:

  • Does refrigerant lines qualify as long line?

  • Have long line provisions been made?

  • Make any notes for this section here.

  • Pictures of refrigerant lines connections:

General Installation

  • If equipment includes gas/oil furnace; are gas/oil supply piping correct in diameter and installed properly?

  • Does Indoor equipment have proper clearance?

  • Does Outdoor equipment have proper clearance?

  • If proper clearances are not met, what needs to be corrected?

  • Pics for any clearance issues:

  • If equipment includes gas/oil furnace; are gas/oil supply piping correct in diameter and installed properly?

  • List any issues or notes for gas/oil piping:

  • If equipment includes gas/oil furnace; is flue piping correct in size and installed properly?

  • List any issues or notes for gas/oil flue piping:

  • Are electrical wire(s) correct size?

  • Are electrical breaker(s) and disconnects the correct size?

  • List any issues with electrical:

  • List equipment safeties installed (i.e. EZ Trap):

  • List any possible issues for serviceability:

  • List any special controls or options:

Equipment Start Up

  • Do installers have start procedure form(s) provided by their company?

  • Were start up procedures followed completely?

  • List any deficiencies in dealers start up procedures/forms:

  • List any steps NOT followed or skipped during start up:

  • Were safeties tested during start up?

  • What documents were provided as evidence of proper start up and its results?

  • Start Up Documents:

Wrap Up

  • Final Notes:

  • Job completion pics:

  • Signature:

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.