Information

  • Residential Split System Site Visit Report

  • Dealer Name & Acct #

  • Individuals present during visit

  • Owner Name

  • Address
  • Conducted on

  • Customer Assurance Manager

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 🔼P

  • 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.

  • 🔼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

  • 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 🔼P

  • 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?

  • 🔼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?

  • 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?

  • 🔼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?

  • Describe traps and length.

  • Reversing valve operational test performed?

  • 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

  • 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.

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