HVAC Safety and Performance Tune-Up

• Invoice Number & Customer Last Name

• Use Job Number and Customer Information from Housecall Pro

• Conducted on

  Date
• Location
  Address

• System Name

• If one unit on property list location. If multiple designate application. IE: Main, Master Bedroom, Guest Room, etc.

• Prepared by

• IMPORTANT
  
  Take great care to protect the property from damage. This includes gloves, drop clothes, booties, towels, and rages.

• Multiple Choice Explanation
  
  Good: Great working order and at or near ideal condition "Like New"
  
  Fair: Reasonable working order and within normal conditions "Ok"
  
  Poor: Unreasonable working order and outside of normal conditions "Bad"
  
  N/A: Not applicable, accessible, or available

Climate Controls

• Products like Thermostats, Humidistats, Temperature Sensors, Zone Systems, etc.

• Climate Control(s) Installation, Configuration (Wiring), Data Label (Model)

  Media

• Controls: Heat Operation

  Pass

  Fail

  N/A

• Controls: Cool Operation

  Pass

  Fail

  N/A

• Equipment Primary Fuse(s) Installation, Size, and Condition

  Media

Indoor System Safety Tune-Up

Air Filtration

• Filter Location

• Filter Size Example: 19 7/8 x 21 1/2 x 1 (length x width x depth)

• Air Filtration System<br><br>Design and filtration performance<br>(If it has to be filtered within unit select N/A)

  Good

  Fair

  Poor

  N/A

• Equipment Installation Condition & Configuration<br><br>Service Accessibility, Support, and Anchoring (if applicable)

  Good

  Fair

  Poor

  N/A

• Data Label

  Media

• Drain Line Configuration <br><br>Appropriate slope, insulated, cleanout access installed, and properly trapped when applicable.

  Pass

  Fail

  N/A

• Condensate Drain Safety Device(s)<br><br>Presence at all applicable locations, installation at appropriate depth and location, wiring configuration to stop equipment condensate production, functional, etc.

  Pass

  Fail

  N/A

• Air Distribution Condition<br><br>Configuration/condition; soil, damage, leakage, biological growth, etc.

  Good

  Fair

  Poor

  N/A

• Indoor Cabinet Condition<br><br>Configuration/condition; soil, damage, leakage, biological growth, etc.

  Good

  Fair

  Poor

  N/A

• Indoor Blower Condition<br><br>Configuration/condition; soil, damage, biological growth, etc.

  Good

  Fair

  Poor

  N/A

• Indoor Coil and Refrigeration System (Metering Device, Filter Drier, Lineset, etc) Condition<br><br>Configuration/condition; soil, damage, biological growth, insultation, etc.

  Good

  Fair

  Poor

  N/A

• Indoor High Voltage Power Condition<br><br>Configuration/condition; conduit, wire management, serviceability, damage, connection.

  Good

  Fair

  Poor

  N/A

• Heater Kit Installation, Configuration (Wiring), Data Label (Model)

  Pass

  Fail

  N/A

• Indoor Low Voltage Controls Condition<br><br>Configuration/condition; conduit, wire management, serviceability, damage, connection.

  Good

  Fair

  Poor

  N/A

• Blower Motor Type & Speed Settings

  PSC

  ECM

  3 Phase

• Capacitor Configuration and Condition <br><br>Shape distortion, capacitance within 10% or listed tolerance of rating, corrosion, etc.

  Good

  Fair

  Poor

  N/A

• Belt & Motor Configuration & Condition<br><br>Size, tightness, mounting, damage, corrosion, etc.

  Good

  Fair

  Poor

  N/A
Accessory

• This section is for identification and documentation accessories like UVC, air purification, specialty filtration, (de)humidification equipment, etc.
  
  If none are present delete this section.
  
  Add another section for each accessory present.

• Product Type

• Product Installation

  Media

• Data Label

  Media

• Configuration/condition; wiring, age, damage, operation, etc.

  Pass

  Fail

  N/A

• Have you treated the condensate drain system to the best of your ability?

  Yes

  No

  N/A

• Have you lightly cleaned the indoor system?

  Yes

  No

  N/A

Outdoor System Safety Tune-Up

• System Type

  Split System

  Packaged System

• Equipment Installation Condition & Configuration<br><br>Service Accessibility, Support, and Anchoring

  Good

  Fair

  Poor

  N/A

• Data Label

  Media

• Outdoor Cabinet Condition<br><br>Configuration/condition; soil, damage, debris, corrosion, etc.

  Good

  Fair

  Poor

  N/A

• Condenser Fan Condition<br><br>Configuration/condition; vibration, damage, corrosion, heat, etc.

  Good

  Fair

  Poor

  N/A

• Coil and Refrigeration System (Metering Device, Filter Drier, Lineset, etc) Condition<br><br>Configuration/condition; soil, damage, corrosion, debris, insulation, etc.

  Good

  Fair

  Poor

  N/A

• Is the lineset over 100 ft.

  Yes

  No

  N/A

• Is a hard start kit present?

  Pass

  Fail

  N/A

• Outdoor High Voltage Power Condition<br><br>Configuration/condition; conduit, wire management, serviceability, damage, connection.

  Good

  Fair

  Poor

  N/A

• Outdoor Low Voltage Controls Condition<br><br>Configuration/condition; conduit, wire management, serviceability, damage, connection.

  Good

  Fair

  Poor

  N/A

• Capacitor Configuration and Condition <br><br>Shape distortion, capacitance within 10% or listed tolerance of rating, corrosion, etc.

  Good

  Fair

  Poor

  N/A

• Is there a monitor present on this system?

  Yes

  No

  N/A

• Are you performing a measureQuick service?

  Yes

  No

  N/A

• Refrigerant Charge<br><br>(High Pressure, Low Pressure, Suction Line Temperature, Liquid Line Temperature, and Outdoor Temperature at Outdoor Coil)

  Good

  Fair

  Poor

  N/A

• Cooling Capacity<br><br>Temperature difference between the inlet and outlet of the system.<br><br>Good: Above 18F<br>Fair: Below 18F<br>Poor: Below 12F

  Good

  Fair

  Poor

  N/A

• Return Air Temperature at Indoor Coil

• Is this a first time customer or you suspect an issue is present?

  Yes

  No

  N/A

• Are you performing a measureQuick service?

  Yes

  No

  N/A

• Refrigerant Charge<br><br>(High Pressure, Low Pressure, Suction Line Temperature, Liquid Line Temperature, and Outdoor Temperature at Outdoor Coil)

  Good

  Fair

  Poor

  N/A

• Cooling Capacity<br><br>Temperature difference between the inlet and outlet of the system.<br><br>Good: Above 18F<br>Fair: Below 18F<br>Poor: Below 12F

  Good

  Fair

  Poor

  N/A

• Return Air Temperature at Indoor Coil