Reason for site visit

Complaint or reason for site visit

Explain capacity issues

Indoor unit concerns related to?

Explain

Outdoor unit concerns related to?

Explain

Explain

Equipment

Equipment Component Information:
System

System identification

Equipment Component Type

Equipment Component Model and Serial

Describe "Other".

Model number

Serial number

Start Date
Warranty
Unit Photo

Metering Device Type

Piston Size Required?

Piston Size Installed?

Is the sensing bulb mounted properly and insulated?

Filter type

Model:

Serial:

Notes:

Quantity and size of filters.

Application

Application Information
System

System identifier

Control Type

Brand / Model

T-Stat photos.

Brand / Model

T-Stat Photos.

UI Model

UI Serial

List UI Configurations

UI Photos

Describe Control

Photo of "Other Control".
Indoor unit location
Orientation

Converted properly?

Outdoor unit location

Line set properly sized

Liquid line size?
Vapor line size?

Vertical separation in feet:

Long line set application required?

Length? Accessories used and note all required.

Approximate refrigerant line length.

Detailed Operating Info

Detailed operational information
System

System identifier

Equipment mode of operation?

Equipment

Furnace

High Voltage

Is polarity correct?

Grounded properly?

Low Voltage

Fault code displayed?

List fault codes

Furnace control board dip switch settings.

Fuel Type

Inlet Gas Pressure
Manifold Gas Pressure Low Fire
Manifold Gas Pressure high Fire

Is LP Conversion Kit Properly Installed?

Is low gas pressure control installed and correctly wired?

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?

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.

Flue temp

Combustion air location

Cased coil condition?

Explain

Cased coil ๐Ÿ”ผP

Fan Coil

Is a heat kit installed?

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

List fault codes

Is airflow correct?

External Static Pressure

Return external static?

Supply external static pressure?

CFM

Method used to determine airflow

Does motor run?

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

Explain

Is drain line properly trapped?

Photo of drain line including trap.

Is the blower wheel clean?

High Voltage
Low Voltage

Does unit run?

Fault code displayed?

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?

Suction line temperature entering valve.

Suction line temperature leaving valve.

๐Ÿ”ผT=

๐Ÿšฉ VALVE IS FAULTY! REPLACE VALVE! ๐Ÿšฉ

Hot Gas line temperature entering valve.

Hot Gas line temperature leaving valve.

๐Ÿ”ผT=

๐Ÿšฉ VALVE IS FAULTY! REPLACE VALVE! ๐Ÿšฉ

Outdoor Air Temperature

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

Equipment

Furnace

High Voltage

Is polarity correct?

Grounded properly?

Low Voltage

Fault code displayed?

List fault codes

Is airflow correct?

External Static Pressure

Return external static pressure?

Supply external static pressure?

CFM

Method used to determine airflow

Cased Coil Condition?

Explain

Cased coil ๐Ÿ”ผP

High Voltage
Low Voltage

Fault code displayed?

List fault codes

T-Stat / UI Photos.

Blower speed taps used:

Is airflow correct?

External Static Pressure

Return external static pressure?

Supply external static pressure?

CFM

Method used to determine airflow

Condition of evaporator coil?

Explain

Is blower wheel clean?

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?

List fault codes

T-Stat / UI Photos.

Compressor Amps Start/ Run / Common:

Compressor Run Capacitor Mfd Rating:

Compressor Run Capacitor Mfd Actual

Start Kit Installed?

OEM or Generic?

Is filter drier installed?

Location of drier?

๐Ÿ”ผT 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?

Describe traps and length.

Outdoor air temperature

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

Condition of outdoor coil

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

Explain type and extent of damage

High Voltage
Low Voltage

Fault code displayed?

List fault codes

T-Stat / UI Photos.

Compressor Amps Start/ Run / Common:

Compressor Run Capacitor Mfd Rating:

Compressor Run Capacitor Mfd Actual

Start Kit Installed?

OEM or Generic?

Is filter drier installed?

Location of drier?

๐Ÿ”ผT 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?

Describe traps and length.

Reversing valve operational test performed?

Suction line temperature entering valve.

Suction line temperature leaving valve.

๐Ÿ”ผT=

๐Ÿšฉ VALVE IS FAULTY! REPLACE VALVE! ๐Ÿšฉ

Hot Gas line temperature entering valve.

Hot Gas line temperature leaving valve.

๐Ÿ”ผT=

๐Ÿšฉ VALVE IS FAULTY! REPLACE VALVE! ๐Ÿšฉ

Outdoor air temperature

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

Condition of outdoor coil

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

Explain type and extent of damage

Observation

Field Observations

Observations

Observation

The following conditions were observed on this visit:

Add media

Recommendation

Recommendations
Recommendations

We recommend the following be performed:

Photos to support recommendations

Is a follow up visit required?

Proposed date of follow up.
Proposed time of follow up.
Please note that this checklist is a hypothetical example and provides basic information only. It is not intended to take the place of, among other things, workplace, health and safety advice; medical advice, diagnosis, or treatment; or other applicable laws. You should also seek your own professional advice to determine if the use of such checklist is permissible in your workplace or jurisdiction.