Title Page

  • Homeowner

  • Address, City
  • Conducted on

  • Prepared by

  • Job Schedule Date

  • Required Job Days?

  • Job Walk Through Required?

  • Crane Required?

  • 200 Amp Upgrade Required?

  • System Type

  • Job Type

  • Air Handler Type

  • AFUE

  • LP Gas?

  • Stages

  • Fan

  • Air handler Location

  • Air Handler Direction

Equipment

  • Manufacture

  • Air Handler Model Number

  • Condenser or Package Unit Model number

  • Coil Model Number

  • Thermostat included in package (include pic of existing t-stat)

  • Other Items in Package

  • What additional is included?

  • Job Notes

Existing Electrical

  • Current Electrical Service

  • Panel Manufacture

  • Picture of Electrical Panel

  • Existing A/C breaker Size

  • Is a new circuit required to equipment?

  • Length of circuit

  • Video or pictures of proposed conduit

Existing Flue Piping

  • Existing Furnace AFUE

  • What Size is the existing flue

  • Existing PVC flue size

  • Converting to 90% Furnace?

  • Does Flue Vent to chimney?

  • Type of roof

  • Is Roof Jack & Cap Required?

Gas Pipe Installation

  • New Gas Pipe required?

  • Length of pipe in Attic

  • Length of pipe in Crawl Space

  • Length of pipe in Basement

  • Length strapped to outside walls

  • Do we need to drill Concrete

  • Do we have to dig for gas line

Existing Duct Work

  • Replace Mobile Home Cross Over tube?

  • What size?

  • Number of Returns

  • What size duct?

  • Return Grill sizes

  • Return 1 duct size

  • Return Grille Size

  • Return 2 duct size

  • Return Grille 2 Size

  • Return 1 duct size

  • Return Grille 1 Size

  • Return 2 duct size

  • Return Grille 2 Size

  • Return 3 duct size

  • Return Grille 3 Size

  • Return 1 size

  • Return Grille 1 Size

  • Return 2 Size

  • Return Grille 2 Size

  • Return 3 Size

  • Return Grille 3 Size

  • Return 4 Size

  • Return Grille 4 Size

  • Additional Notes?

  • New Supply Registers Needed?

  • List quantity and sizes

Job Workspace Photos

  • Pictures of proposed Job

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.