Title Page

  • Invoice Number & Customer Last Name

  • Use Job Number and Customer Information from Housecall Pro

  • Conducted on

  • Location
  • System Name

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

  • Prepared by

Safety Tune-Up

  • 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)

  • Controls: Heat Operation

  • Controls: Cool Operation

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

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)

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

  • Data Label

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

  • 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.

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

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

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

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

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

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

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

  • Blower Motor Type & Speed Settings

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

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

  • 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

  • Data Label

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

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

  • Have you lightly cleaned the indoor system?

Outdoor System Safety Tune-Up

  • System Type

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

  • Data Label

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

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

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

  • Is the lineset over 100 ft.

  • Is a hard start kit present?

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

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

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

Performance Tune-Up

  • Is there a monitor present on this system?

  • Are you performing a measureQuick service?

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

  • 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

  • Return Air Temperature at Indoor Coil

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

  • Are you performing a measureQuick service?

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

  • 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

  • Return Air Temperature at Indoor Coil

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.