Carrier Enterprise Split System Evaluation - Ver 4.1

• Residential Split System Site Visit Report

• Dealer Name & Acct #

• Individuals present during visit

• Owner Name

• Address
  Address

• Conducted on

  Date

• Customer Assurance Manager

  Joe Sutterfield

• Seibel or Site Visit Request Form (required)

  Media

• Is this in response to a Seibel report?

  Yes

  No

• Seibel #

• Complaint or reason for site visit

  Select Capacity Indoor unit Outdoor unit Other

  • Capacity
  • Indoor unit
  • Outdoor unit
  • Other

• Explain capacity issues

• Indoor unit concerns related to?

  Select Airflow Refrigerant leak Water leak Mechanical Other

  • Airflow
  • Refrigerant leak
  • Water leak
  • Mechanical
  • Other

• Explain

• Outdoor unit concerns related to?

  Select Compressor Coil Control board Reversing valve Other

  • Compressor
  • Coil
  • Control board
  • Reversing valve
  • Other

• Explain

• Explain

Equipment Component Information:

System

• System identification

• Equipment Component Type

  Split HP

  Split A/C

  Furnace

  Dual Fuel
Equipment Component Model and Serial

• outdoor Unit

  Furnace

  Indoor Coil

  Fan Coil

  Other

• Describe "Other".

• Model number

• Serial number

• Start Date

  Date

• Warranty

  Select Expired 5 year 10 Year 10 year parts Contract 5 Year P & L 10 Year P & L

  • Expired
  • 5 year
  • 10 Year
  • 10 year parts Contract
  • 5 Year P & L
  • 10 Year P & L

• Unit Photo

  Media

• Metering Device Type

  Thermostatic Expansion Valve

  Fixed Metering Device

• Piston Size Required?

• Piston Size Installed?

• Is the sensing bulb mounted properly and insulated?

• Filter type

  Select 1" Fiberglass/Poly 1" Pleated 2" Pleated 4" Media Air Purifier

  • 1" Fiberglass/Poly
  • 1" Pleated
  • 2" Pleated
  • 4" Media
  • Air Purifier

• Model:

• Serial:

• Notes:

• Quantity and size of filters.

Application Information

System

• System identifier

• Control Type

  Mechanical

  Electromechanical

  User Interface (UI)

  Other

• Brand / Model

• T-Stat photos.

  Media

• Brand / Model

• T-Stat Photos.

  Media

• UI Model

• UI Serial

• List UI Configurations

• UI Photos

  Media

• Describe Control

• Photo of "Other Control".

  Media

• Indoor unit location

  Select Conditioned Space Unconditioned Attic Conditioned Attic Unconditioned Garage Unconditioned Crawl Space

  • Conditioned Space
  • Unconditioned Attic
  • Conditioned Attic
  • Unconditioned Garage
  • Unconditioned Crawl Space

• Orientation

  Select Upflow Downflow Horizontal Right Horizontal Left

  • Upflow
  • Downflow
  • Horizontal Right
  • Horizontal Left

• Converted properly?

  Yes

  No

  N/A

• Outdoor unit location

  Select Above Indoor Unit Below Indoor Unit Same elevation

  • Above Indoor Unit
  • Below Indoor Unit
  • Same elevation

• Line set properly sized

  Yes

  No

  N/A

• Liquid line size?

  Select 1/4" 5/16" 3/8" 1/2"

  • 1/4"
  • 5/16"
  • 3/8"
  • 1/2"

• Vapor line size?

  Select 5/8" 3/4" 7/8" 1 1/8" 1 3/8"

  • 5/8"
  • 3/4"
  • 7/8"
  • 1 1/8"
  • 1 3/8"

• Vertical separation in feet:

• Long line set application required?

  Yes

  No

• Length? Accessories used and note all required.

• Approximate refrigerant line length.

Detailed operational information

System

• System identifier

• Equipment mode of operation?

  Cooling

  Heating

• Equipment

  Select A/C Furnace Heat Pump Fan Coil

  • A/C
  • Furnace
  • Heat Pump
  • Fan Coil

• Furnace

• High Voltage

• Is polarity correct?

  Yes

  No

• Grounded properly?

  Yes

  No

• Low Voltage

• Fault code displayed?

  Yes

  No

  N/A

• List fault codes

• Furnace control board dip switch settings.

• Fuel Type

  Natural Gas

  Liquid Propane

• Inlet Gas Pressure

• Manifold Gas Pressure Low Fire

• Manifold Gas Pressure high Fire

• Is LP Conversion Kit Properly Installed?

  Yes

  No

• Is low gas pressure control installed and correctly wired?

  Yes

  No

• Inlet Gas Pressure

• Manifold Gas PressureLow Fire

• Manifold Gas PressureLow Fire

• Manifold Gas Pressure High Fire

• Furnace control board dip switch settings and/or speed taps used.

• Is airflow correct?

  Yes

  No

• Total External Static Pressure

• Return static pressure

• Supply static pressure

• CFM

• Method used to determine airflow

• Temperature rise on high stage.

• Flue type and size

• Horizontal length?

• Vertical length?

• Photo of roof showing vent termination.

  Media

• Flue temp

• Combustion air location

• Cased coil condition?

  Clean

  Dirty

  Other

• Explain

• Cased coil 🔼P

• Fan Coil

• Is a heat kit installed?

  Yes

  No

• Heat Kit Model#

• Heat Kit Serial#

• Heat Kit KW?

• Number of elements

• Amperage for each element?

• High Voltage

• Low Voltage

• Motor Amp draw

• Total Amp Draw for Fan Coil and All Heating Elements (without heat pump)

• Fault code displayed

  Yes

  No

  N/A

• List fault codes

• Is airflow correct?

  Yes

  No

• External Static Pressure

• Return external static?

• Supply external static pressure?

• CFM

• Method used to determine airflow

• Does motor run?

  Yes

  No

  Slow

• External Static Pressure

• Return external static pressure?

• Supply external static pressure?

• CFM

• Method used to determine airflow

• Motor winding resistance - show resistance of all windings

• Entering Air Dry Bulb

• Leaving Air Dry Bulb

• Evaporator coil condition

  Select Clean Dirty Other

  • Clean
  • Dirty
  • Other

• Explain

• Is drain line properly trapped?

• Photo of drain line including trap.

  Media

• Is the blower wheel clean?

  Yes

  No

  N/A

• High Voltage

• Low Voltage

• Does unit run?

  Yes

  No

• Fault code displayed?

  Yes

  No

  N/A

• List fault codes

• Compressor Run Capacitor MFD Rating?

• Compressor Run Capacitor MFD Actual?

• Compressor Amps: Start /Run /Common:

• Liquid Line Pressure?

• Liquid Line Saturated Temperature.

• Sub-Cooling?

• Suction Pressure

• Actual Suction Temperature.

• Superheat?

• Discharge line temperature

• Reversing valve operational test performed?

  Yes

  No

• Suction line temperature entering valve.

• Suction line temperature leaving valve.

• 🔼T=

• 🚩 VALVE IS FAULTY! REPLACE VALVE! 🚩

• Hot Gas line temperature entering valve.

• Hot Gas line temperature leaving valve.

• 🔼T=

• 🚩 VALVE IS FAULTY! REPLACE VALVE! 🚩

• Outdoor Air Temperature

• Discharge air temperature. Calculate average temperature from at least 4 locations.

• Equipment

  Select A/C Furnace Heat Pump Fan Coil

  • A/C
  • Furnace
  • Heat Pump
  • Fan Coil

• Furnace

• High Voltage

• Is polarity correct?

  Yes

  No

• Grounded properly?

  Yes

  No

• Low Voltage

• Fault code displayed?

  Yes

  No

  N/A

• List fault codes

• Is airflow correct?

  Yes

  No

  N/A

• External Static Pressure

• Return external static pressure?

• Supply external static pressure?

• CFM

• Method used to determine airflow

  Select Magnahellic Traverse Flow hood User Interface

  • Magnahellic
  • Traverse
  • Flow hood
  • User Interface

• Cased Coil Condition?

  Clean

  Dirty

  Other

• Explain

• Cased coil 🔼P

• High Voltage

• Low Voltage

• Fault code displayed?

  Yes

  No

  N/A

• List fault codes

• T-Stat / UI Photos.

  Media

• Blower speed taps used:

• Is airflow correct?

  Yes

  No

  N/A

• External Static Pressure

• Return external static pressure?

• Supply external static pressure?

• CFM

• Method used to determine airflow

  Select Magnahellic Traverse Flow hood User Interface

  • Magnahellic
  • Traverse
  • Flow hood
  • User Interface

• Condition of evaporator coil?

  Clean

  Dirty

  Other

• Explain

• Is blower wheel clean?

  Clean

  Dirty

  Other

• Explain

• Entering air dry bulb

• Entering air wet bulb

• Entering air %RH

• Leaving air dry bulb

• Leaving air wet bulb

• Leaving air %RH

• Liquid line temperature @ indoor unit

• Vapor line temperature @ indoor unit

• Air Conditioning Readings

• High Voltage

• Low Voltage

• Fault code displayed?

  Yes

  No

  N/A

• List fault codes

• T-Stat / UI Photos.

  Media

• Compressor Amps Start/ Run / Common:

• Compressor Run Capacitor Mfd Rating:

• Compressor Run Capacitor Mfd Actual

• Start Kit Installed?

  Yes

  No

• OEM or Generic?

  OEM

  Generic

• Is filter drier installed?

  Yes

  No

• Location of drier?

• 🔼T on Drier?

• Liquid line pressure

• Saturated Liquid Line Temperature.

• Liquid line actual temperature

• Sub-cooling required.

• Sub-cooling Actual

• Vapor line pressure

• Vapor line saturated temperature

• Vapor line actual temperature.

• Superheat Required.

• Superheat Actual.

• Traps in refrigerant lines?

  Yes

  No

• Describe traps and length.

• Outdoor air temperature

• Discharge air temperature. Calculate average temperature from at least 4 locations.

• Condition of outdoor coil

  Clean

  Dirty

  Damaged

• If 2 row coil, was the coil separated to inspect and/or cleaned?

  Yes

  No

  N/A

• Explain type and extent of damage

• High Voltage

• Low Voltage

• Fault code displayed?

  Yes

  No

  N/A

• List fault codes

• T-Stat / UI Photos.

  Media

• Compressor Amps Start/ Run / Common:

• Compressor Run Capacitor Mfd Rating:

• Compressor Run Capacitor Mfd Actual

• Start Kit Installed?

  Yes

  No

• OEM or Generic?

  OEM

  Generic

• Is filter drier installed?

  Yes

  No

• Location of drier?

• 🔼T on Drier?

• Liquid line pressure

• Saturated Liquid Line Temperature.

• Liquid line actual temperature

• Sub-cooling required.

• Sub-cooling Actual

• Vapor line pressure

• Vapor line saturated temperature

• Vapor line actual temperature.

• Superheat Required.

• Superheat Actual.

• Traps in refrigerant lines?

  Yes

  No

• Describe traps and length.

• Reversing valve operational test performed?

  Yes

  No

• Suction line temperature entering valve.

• Suction line temperature leaving valve.

• 🔼T=

• 🚩 VALVE IS FAULTY! REPLACE VALVE! 🚩

• Hot Gas line temperature entering valve.

• Hot Gas line temperature leaving valve.

• 🔼T=

• 🚩 VALVE IS FAULTY! REPLACE VALVE! 🚩

• Outdoor air temperature

• Discharge air temperature. Average temperature from at least 4 locations.

• Condition of outdoor coil

  Clean

  Dirty

  Damaged

• If 2 row coil, was the coil separated to inspect and/or cleaned?

  Yes

  No

  N/A

• Explain type and extent of damage

Field Observations

• Observations

Observation

• The following conditions were observed on this visit:

• Add media

  Media

Recommendations

Recommendations

• We recommend the following be performed:

• Photos to support recommendations

  Media

• Is a follow up visit required?

  Yes

  No

• Proposed date of follow up.

  Date

• Proposed time of follow up.

  Date