Job Information
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Customer Name
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Location
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Date
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Purpose of report
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Customer's Reasons for concern.
- Sudden or intermittent system breakdown
- Hot/ Cold spots
- High Humidity
- Low Humidity
- Poor air quality/ allergies
- Noise
- Strange smell
- High energy usage/ bills
- Poor airflow
- Water leak
- Other- Comment below
- N/A
Maintenance
Maintenance Checklist- Performed at maintenance visits only.
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Replaced filters.
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Treated drain pan, flushed condensate piping.
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Sanitized inside of air handler cabinet and motor.
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Clean gas burners.
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Tightened indoor and outdoor electrical connections starting from service disconnect.
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Washed coils.
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Wax outdoor unit
Equipment and Performance
- System
Indoor Walkthrough
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System Tag or Area Served
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System Type
- Split Gas/ AC
- Split Heat Pump
- Packaged Gas/ AC
- Packaged Heat Pump
- Split Hybrid
- Packaged Hybrid
- Ductless
- N/A
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Energy saving thermostat?
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Carbon Monoxide detector present?
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Type of air filter(s). List quantity and sizes in comments.
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Condition of air filter(s).
Ductwork
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Overall condition of ducts.
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Duct workmanship and sizing.
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Duct insulation and sealing.
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Condition of inside of ducts.
Indoor Unit
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Record Furnace Model/ Serial.
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Furnace age.
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Record Coil Model/ Serial.
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Indoor equipment condition, serviceability and workmanship.
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Blower motor and assembly.
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Indoor Coil.
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Indoor refrigerant piping.
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Condensate piping, trap and cleanout.
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Condensate overflow safety devices properly installed?
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Indoor service disconnect and wiring.
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Indoor equipment electrical wiring and components.
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Indoor capacitor, actual vs rated MFD.
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Signs of refrigerant leak?
Gas Heat Only
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Gas piping.
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Vent piping from furnace to termination.
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Burner assembly.
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Heat Exchanger.
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Flame rod.
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Inducer assembly.
Outdoor Unit
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Record Outdoor unit Model/ Serial.
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Outdoor unit age.
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Outdoor refrigerant piping.
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Refrigerant Acid Test.
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Outdoor unit serviceability and workmanship.
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Outdoor coil.
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Compressor and accumulator.
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Outdoor fan
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Reversing valve.
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Outdoor service disconnect.
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Outdoor equipment electrical wiring and components.
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Outdoor contactor.
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Outdoor capacitor(s), rated vs actual MFD.
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AC Surge protector installed?
AC and HP System Performance
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System Tested In Cooling or Heating?
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Total Static Pressure. Show MeasureQuick ⚡️Screenshots.
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Temperature Split and Enthalpy. Show MeasureQuick 🏠 Screenshots.
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Indoor humidity/ dew point. Show MeasureQuick 🏠 Screenshots.
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CFM's Per Ton. Show MeasureQuick 🏠 Screenshots.
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Superheat and Subcooling. Show MeasureQuick ☀️ Screenshots.
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Pressure Test Only. Compression ratio and Approach. Show Measurequick ☀️ Screenshots.
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Total Capacity and SEER Efficiency. Show MeasureQuick⚡️ Screenshots.
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Heat Pump- Operating COP. Show MeasureQuick ⚡️Screenshots.
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Heat Pump- Verify operation of defrost mode.
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Heat Pump- Verify operation of auxiliary/ emergency heat operation.
Gas Combustion and Performance
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Gas- Draft Pressure under worst case de-pressurization
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Gas- Burner flame condition, color and stability
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Gas- Input Pressure
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Gas- Manifold Pressure
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Gas- Vent pipe CO level under worst case de-pressurization.
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Gas- Combustion Efficiency %. Show Combustion Analysis.
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Test operation of gas safeties.
Final Walkthrough
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Indoor Air Quality and Carbon Monoxide Screening.
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Secure all panels and doors secured on all equipment.
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All disconnects are turned on and safety covers latched.
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Interior work areas cleaned and swept.
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All tools are back on the truck.
Summary and Recommendations
Summary and Recommendations
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Summary of services provided and findings.
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Recommendation 1 (90 day No- Break Down Guarantee)
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Recommendation 2
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Recommendation 3
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Recommendation 4
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I acknowledge that this report has been provided and reviewed with me as the building owner or its representative. I also understand that in order to receive the 90 day no break down guarantee, Recommendation 1 must be approved, completed and paid in full.
