Job Information

  • Customer Name

  • Location
  • Date

  • Purpose of report

  • Customer's Reasons for concern.

Maintenance

Maintenance Checklist- Performed at maintenance visits only.

  • Replaced filters.

  • Treated drain pan, flushed condensate piping.

  • Sanitized inside of air handler cabinet and motor.

  • Clean gas burners.

  • Tightened indoor and outdoor electrical connections starting from service disconnect.

  • Washed coils.

  • Wax outdoor unit

Equipment and Performance

    System

Indoor Walkthrough

  • System Tag or Area Served

  • System Type

  • Energy saving thermostat?

  • Carbon Monoxide detector present?

  • Type of air filter(s). List quantity and sizes in comments.

  • Condition of air filter(s).

Ductwork

  • Overall condition of ducts.

  • Duct workmanship and sizing.

  • Duct insulation and sealing.

  • Condition of inside of ducts.

Indoor Unit

  • Record Furnace Model/ Serial.

  • Furnace age.

  • Record Coil Model/ Serial.

  • Indoor equipment condition, serviceability and workmanship.

  • Blower motor and assembly.

  • Indoor Coil.

  • Indoor refrigerant piping.

  • Condensate piping, trap and cleanout.

  • Condensate overflow safety devices properly installed?

  • Indoor service disconnect and wiring.

  • Indoor equipment electrical wiring and components.

  • Indoor capacitor, actual vs rated MFD.

  • Signs of refrigerant leak?

Gas Heat Only

  • Gas piping.

  • Vent piping from furnace to termination.

  • Burner assembly.

  • Heat Exchanger.

  • Flame rod.

  • Inducer assembly.

Outdoor Unit

  • Record Outdoor unit Model/ Serial.

  • Outdoor unit age.

  • Outdoor refrigerant piping.

  • Refrigerant Acid Test.

  • Outdoor unit serviceability and workmanship.

  • Outdoor coil.

  • Compressor and accumulator.

  • Outdoor fan

  • Reversing valve.

  • Outdoor service disconnect.

  • Outdoor equipment electrical wiring and components.

  • Outdoor contactor.

  • Outdoor capacitor(s), rated vs actual MFD.

  • AC Surge protector installed?

AC and HP System Performance

  • System Tested In Cooling or Heating?

  • Total Static Pressure. Show MeasureQuick ⚡️Screenshots.

  • Temperature Split and Enthalpy. Show MeasureQuick 🏠 Screenshots.

  • Indoor humidity/ dew point. Show MeasureQuick 🏠 Screenshots.

  • CFM's Per Ton. Show MeasureQuick 🏠 Screenshots.

  • Superheat and Subcooling. Show MeasureQuick ☀️ Screenshots.

  • Pressure Test Only. Compression ratio and Approach. Show Measurequick ☀️ Screenshots.

  • Total Capacity and SEER Efficiency. Show MeasureQuick⚡️ Screenshots.

  • Heat Pump- Operating COP. Show MeasureQuick ⚡️Screenshots.

  • Heat Pump- Verify operation of defrost mode.

  • Heat Pump- Verify operation of auxiliary/ emergency heat operation.

Gas Combustion and Performance

  • Gas- Draft Pressure under worst case de-pressurization

  • Gas- Burner flame condition, color and stability

  • Gas- Input Pressure

  • Gas- Manifold Pressure

  • Gas- Vent pipe CO level under worst case de-pressurization.

  • Gas- Combustion Efficiency %. Show Combustion Analysis.

  • Test operation of gas safeties.

Final Walkthrough

  • Indoor Air Quality and Carbon Monoxide Screening.

  • Secure all panels and doors secured on all equipment.

  • All disconnects are turned on and safety covers latched.

  • Interior work areas cleaned and swept.

  • All tools are back on the truck.

Summary and Recommendations

Summary and Recommendations

  • Summary of services provided and findings.

  • Recommendation 1 (90 day No- Break Down Guarantee)

  • Recommendation 2

  • Recommendation 3

  • Recommendation 4

  • 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.

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