Information
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Residential Split System Site Visit Report
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Dealer Name & Acct #
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Individuals present during visit
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Owner Name
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Address
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Conducted on
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Customer Assurance Manager
Reason for site visit
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Complaint or reason for site visitg
- Capacity
- Indoor unit
- Outdoor unit
- Other
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Indoor unit concerns related to?
- Airflow
- Refrigerant leak
- Water leak
- Mechanical
- Other
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Explain
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Explain
Equipment
Equipment Component Information:
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System
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System identification
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Equipment Component Type
Equipment Component Model and Serial
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Describe "Other".
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Model number
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Serial number
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Start Date
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Warranty
- Expired
- 5 year
- 10 Year
- 10 year parts Contract
- 5 Year P & L
- 10 Year P & L
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Unit Photo
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Filter type
- 1" Fiberglass/Poly
- 1" Pleated
- 2" Pleated
- 4" Media
- Air Purifier
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Model:
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Serial:
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Notes:
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Quantity and size of filters.
Application
Application Information
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System
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System identifier
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Control Type
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Brand / Model
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T-Stat Photos.
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UI Model
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UI Serial
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List UI Configurations
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UI Photos
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Describe Control
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Photo of "Other Control".
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Indoor unit location
- Conditioned Space
- Unconditioned Attic
- Conditioned Attic
- Unconditioned Garage
- Unconditioned Crawl Space
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Orientation
- Upflow
- Downflow
- Horizontal Right
- Horizontal Left
Detailed Operating Info
Detailed operational information
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System
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System identifier
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Equipment mode of operation?
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Equipment
- A/C
- Furnace
- Heat Pump
- Fan Coil
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Furnace
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Is polarity correct?
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Grounded properly?
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Fault code displayed?
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List fault codes
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Furnace control board dip switch settings.
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Fuel Type
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Is LP Conversion Kit Properly Installed?
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Is low gas pressure control installed and correctly wired?
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Furnace control board dip switch settings and/or speed taps used.
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Is airflow correct?
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Total External Static Pressure
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Return static pressure
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Supply static pressure
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CFM
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Method used to determine airflow
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Temperature rise on high stage.
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Flue type and size
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Horizontal length?
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Vertical length?
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Photo of roof showing vent termination.
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Flue temp
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Combustion air location
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Cased coil condition?
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Explain
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Cased coil 🔼P
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Equipment
- A/C
- Furnace
- Heat Pump
- Fan Coil
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Furnace
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Is polarity correct?
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Grounded properly?
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Fault code displayed?
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List fault codes
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Is airflow correct?
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External Static Pressure
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Return external static pressure?
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Supply external static pressure?
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CFM
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Method used to determine airflow
- Magnahellic
- Traverse
- Flow hood
- User Interface
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Cased Coil Condition?
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Explain
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Cased coil 🔼P
Observation
Field Observations
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Observations
Observation
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The following conditions were observed on this visit:
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Add media
Recommendation
Recommendations
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Recommendations
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We recommend the following be performed:
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Photos to support recommendations
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Is a follow up visit required?
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Proposed date of follow up.
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Proposed time of follow up.