Title Page

  • Customer/Client Name and Work/Job Order Number

  • Job Site Location
  • Name of Technician Performing Start-Up

  • Installing Contractor Name

  • Start-up date

Page 1

Equipment Data

  • Upflow

  • Downflow

  • Horizontal Left

  • Horizontal Right

  • Indoor Unit Model #

  • Indoor Unit Serial #

  • Indoor Coil Model #

  • Indoor Coil Serial #

  • Outdoor Unit Model #

  • Outdoor Unit Serial #

Filter, Thermostat, Accessories

  • Filter type

  • Filter size

  • Filter Location(s)

  • Thermostat type

  • Other System Equipment and Accessories

Connections - Per Installation Instructions and Local Codes

  • Unit is level

  • Supply plenum and return ducts are connected and sealed

  • Condensate drain for indoor coil properly connected

  • Refrigerant piping complete and leak tested

  • Vent system is connected (if applicable)

  • Condensate drain for furnace (if applicable)

Page 2

Electrical: Line Voltage

  • Indoor unit (volts AC)

  • Outdoor unit (volts AC)

  • Overcurrent Protection Breaker/Fuses Amperes

  • Ground wire is connected

  • Polarity is correct (120vac indoor units) black is L1 (hot), white is N (neutral)

Electrical: Low Voltage

  • Thermostat wiring complete

  • Heat anticipator is set to the recommended value listed in the installation instructions

  • Heat anticipator recommended value

  • Low voltage values: "R" and "C" at Indoor unit control board (volts AC)

  • "R" and "C" Outdoor unit control board (volts AC)

Supplementary Heating Set-Up

  • Heating type

  • Inlet Gas Pressure (in. w.c.")

  • Manifold Gas Pressure (in. w.c.")

  • LP Gas Conversion Kit Part # Used

  • Calculated input in btuh - clock the gas meter (Nat Gas Only)

  • LP Kit Installed by

  • Electric Heat Kit Part # (if applicable)

  • KW installed

  • Rated BTU/H (furnaces)

Page 3

Venting (if applicable)

  • Venting system properly sized, within the limitation of the charts in the installation instructions.

  • Intake Size

  • # of 90 Degree Ells

  • # of 45 Degree Ells

  • Length

  • Exhaust Size

  • # of 90 Degree Ells

  • # of 45 Degree Ells

  • Length

Air Side: System Total External Static Pressure

  • Supply static BEFORE indoor coil (in. w.c.")

  • Supply static AFTER indoor coil (in. w.c.")

  • Return static (in. w.c.") BEFORE filter

  • Return static (in. w.c.") AFTER filter (furnace side)

  • Total external static pressure

  • Maximum Rated ESP (in. w.c.")

Cooling & Heat Pump Indoor Blower Set-Up

Supplementary Heating Indoor Blower Set-Up

Page 4

Defrost Control Board *Fill in the information i.e. "ON", "OFF" or the appropriate "VALUE" for the fields that apply to the defrost control board installed.

Refrigerant Charge and Metering Device

  • Select Refrigerant type

  • Select Metering Device

  • Additional Lineset Length

  • Added per foot - lbs. & oz.

  • Superheat

  • Subcooling

  • Total Added - lbs. & oz.

Cycle Test

  • Operate the unit through several heating cycles from the thermostat, noting and correcting any problems

  • Operate the unit through continuous fan cycles from the thermostat, noting and correcting any problems

  • Operate the unit through a cooling cycles, noting and correcting any problems

  • Operate the unit through an emergency heating cycles, noting and correcting any problems

Clean Up

  • Installation debris disposed of and indoor and outdoor areas cleaned up?

Owner Education

  • Provide owner with owner's manual

  • Explain operation of system to equipment owner

  • Explain thermostat use and programming (if applicable) to owner

  • Explain the importance of regular filter replacement and equipment maintenance

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