Information

  • Customer Name

  • Location
  • Conducted on

  • Prepared by

  • Additional Technician Onsite

Inspection Items

Indoor Unit Checklist

  • Type of indoor unit installed?

  • Photo of air handler / furnace

  • Photo of air handler / furnace model & serial#

  • Was the ductwork properly secured with screws and metal tape?

  • Photo of suction line covered with a new sleeve of Armaflex.

  • Are all wires neatly secured with wire ties?

  • Was electric heater package installed?

  • Picture of the electric heater amperage on meter.

  • Is a condensate drain trap required?

  • Does the indoor unit have an EZ Trap installed?

  • Is condensate drain line secured with PVC glue?

  • Filter Size?

  • Was new filter installed?

  • Wiped down indoor unit and cleaned up trash and particles.

  • Additional Indoor Notes?

  • Additional Indoor Photos?

Outdoor Unit Checklist

  • Type of outdoor unit?

  • Condenser Brand

  • Photo of outdoor unit

  • Photo of condenser model & serial#

  • Was service disconnect replaced?

  • Was electrical whip replaced

  • What is the outdoor unit amperage draw? ( Picture of meter)

  • What Is The Refrigerant Type?

  • Outdoor Temperature?

  • Indoor Wet Bulb Temperature?

  • Indoor Dry Bulb?

  • What is the charging requirement?

  • Required Superheat / Subcool?

  • Actual Superheat / Subcool?

  • Photo of System Pressures?

  • Are all wires neatly secured with wire ties?

  • Wiped down outdoor unit and cleaned up trash and particles.

  • Photo of suction line covered with a new sleeve of Armaflex.

  • Additional Outdoor Notes?

  • Additional Outdoor Photos?

Thermostat Checklist

  • Brand of thermostat installed

  • Photo of thermostat

  • Check unit in each thermostat mode?

  • What is the final thermostat temp & mode?

Customer Checklist

  • Did technician allow customer to see the unit in operation?

  • Did technician discuss completed installation with customer? ex: maintenance of EZ Trap, filter replacement, use of thermostat, etc..

  • Did technician address customer's questions and concerns?

Signature

  • Technician Signature

  • Customer's 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.