Title Page
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Customer/Client Name and Work/Job Order Number
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Job Site Location
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Name of Technician Performing Start-Up
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Installing Contractor Name
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Start-up date
Page 1
Equipment Data
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Upflow
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Downflow
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Horizontal Left
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Horizontal Right
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Indoor Unit Model #
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Indoor Unit Serial #
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Indoor Coil Model #
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Indoor Coil Serial #
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Outdoor Unit Model #
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Outdoor Unit Serial #
Filter, Thermostat, Accessories
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Filter type
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Filter size
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Filter Location(s)
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Thermostat type
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Other System Equipment and Accessories
Connections - Per Installation Instructions and Local Codes
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Unit is level
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Supply plenum and return ducts are connected and sealed
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Condensate drain for indoor coil properly connected
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Refrigerant piping complete and leak tested
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Vent system is connected (if applicable)
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Condensate drain for furnace (if applicable)
Page 2
Electrical: Line Voltage
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Indoor unit (volts AC)
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Outdoor unit (volts AC)
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Overcurrent Protection Breaker/Fuses Amperes
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Ground wire is connected
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Polarity is correct (120vac indoor units) black is L1 (hot), white is N (neutral)
Electrical: Low Voltage
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Thermostat wiring complete
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Heat anticipator is set to the recommended value listed in the installation instructions
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Heat anticipator recommended value
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Low voltage values: "R" and "C" at Indoor unit control board (volts AC)
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"R" and "C" Outdoor unit control board (volts AC)
Supplementary Heating Set-Up
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Heating type
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Inlet Gas Pressure (in. w.c.")
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Manifold Gas Pressure (in. w.c.")
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LP Gas Conversion Kit Part # Used
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Calculated input in btuh - clock the gas meter (Nat Gas Only)
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LP Kit Installed by
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Electric Heat Kit Part # (if applicable)
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KW installed
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Rated BTU/H (furnaces)
Page 3
Venting (if applicable)
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Venting system properly sized, within the limitation of the charts in the installation instructions.
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Intake Size
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# of 90 Degree Ells
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# of 45 Degree Ells
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Length
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Exhaust Size
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# of 90 Degree Ells
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# of 45 Degree Ells
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Length
Air Side: System Total External Static Pressure
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Supply static BEFORE indoor coil (in. w.c.")
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Supply static AFTER indoor coil (in. w.c.")
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Return static (in. w.c.") BEFORE filter
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Return static (in. w.c.") AFTER filter (furnace side)
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Total external static pressure
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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
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Select Refrigerant type
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Select Metering Device
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Additional Lineset Length
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Added per foot - lbs. & oz.
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Superheat
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Subcooling
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Total Added - lbs. & oz.
Cycle Test
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Operate the unit through several heating cycles from the thermostat, noting and correcting any problems
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Operate the unit through continuous fan cycles from the thermostat, noting and correcting any problems
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Operate the unit through a cooling cycles, noting and correcting any problems
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Operate the unit through an emergency heating cycles, noting and correcting any problems
Clean Up
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Installation debris disposed of and indoor and outdoor areas cleaned up?
Owner Education
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Provide owner with owner's manual
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Explain operation of system to equipment owner
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Explain thermostat use and programming (if applicable) to owner
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Explain the importance of regular filter replacement and equipment maintenance