Residential Equipment Field Report

• Audit Title

• Dealer / Distributor

• Location
  Address

• Conducted on

  Date

• Attendees

• Prepared by

• Reason for site visit

  Select Capacity Indoor unit Outdoor unit Other

  • Capacity
  • Indoor unit
  • Outdoor unit
  • Other

• Explain capacity issues

• Indoor unit concerns related to?

  Select Airflow Refrigerant leak Water leak Mechanical Other

  • Airflow
  • Refrigerant leak
  • Water leak
  • Mechanical
  • Other

• Explain

• Outdoor unit concerns related to?

  Select Compressor Coil Control board Reversing valve Other

  • Compressor
  • Coil
  • Control board
  • Reversing valve
  • Other

• Explain

• Explain

Equipment Information:

System

• System identification

• System type

  Split HP

  Split A/C

  Furnace

  Dual Fuel
Equipment Model and Serial

• Model number

• Serial number

• Add media

  Media

• Filter type

  Select 1" Media 1" Fiberglass/poly Air Purifier 4" Media

  • 1" Media
  • 1" Fiberglass/poly
  • Air Purifier
  • 4" Media

• Model:

• Serial:

• Add media

  Media

Application Information

System

• System identifier

• Installation/startup date

• Warranty

  Select Expired 5 year parts Enhanced 10 year parts P & L

  • Expired
  • 5 year parts
  • Enhanced
  • 10 year parts
  • P & L

• Indoor unit location

  Select Conditioned Space Unconditioned Attic Conditioned Attic Unconditioned Garage Unconditioned Crawl Space

  • Conditioned Space
  • Unconditioned Attic
  • Conditioned Attic
  • Unconditioned Garage
  • Unconditioned Crawl Space

• Orientation

  Select Upflow Downflow Horizontal Right Horizontal Left

  • Upflow
  • Downflow
  • Horizontal Right
  • Horizontal Left

• Converted properly?

  Yes

  No

  N/A

• Add media

  Media

• Outdoor unit location

  Select Above Indoor Unit Below Indoor Unit Same elevation

  • Above Indoor Unit
  • Below Indoor Unit
  • Same elevation

• Vertical separation in feet:

• Add media

  Media

• Line set properly sized

  Yes

  No

  N/A

• Liquid line size?

  Select 1/4" 5/16" 3/8" 1/2"

  • 1/4"
  • 5/16"
  • 3/8"
  • 1/2"

• Vapor line size?

  Select 5/8" 3/4" 7/8" 1 1/8" 1 3/8"

  • 5/8"
  • 3/4"
  • 7/8"
  • 1 1/8"
  • 1 3/8"

• Long line set application required?

  Yes

  No

  N/A

• Length?

Detailed operational information

System

• System identifier

• Equipment mode of operation?

  Cooling

  Heating

• Equipment

  Select A/C Furnace Furnace Coil Heat Pump Fan Coil

  • A/C
  • Furnace
  • Furnace Coil
  • Heat Pump
  • Fan Coil

• Furnace

• High Voltage

• Is polarity correct?

  Yes

  No

• Grounded properly?

  Yes

  No

• Low Voltage

• Fault code displayed?

  Yes

  No

  N/A

• List fault codes

• Fuel Type

  Natural Gas

  Liquid Propane

• Inlet Gas Pressure

• Manifold Gas Pressure

• Firing rate = btu/cu. ft. X cu. ft/rev X rev/60 sec X 3600
  

• High fire

• Low fire

• Inlet Gas Pressure

• Manifold Gas Pressure

• High fire

• Low fire

• Is airflow correct?

  Yes

  No

• External Static Pressure

• CFM

• Method used to determine airflow

• Temperature rise

• Flue type and size

• Flue temp

• Combustion air location

• Cased coil condition?

  Clean

  Dirty

  Other

• Explain

• Fan Coil

• High Voltage

• Low Voltage

• Amp draw

• Fault code displayed

  Yes

  No

  N/A

• List fault codes

• Is airflow correct?

  Yes

  No

• External Static Pressure

• CFM

• Method used to determine airflow

• Does motor run?

  Yes

  No

  Slow

• External Static Pressure

• CFM

• Method used to determine airflow

• Motor winding resistance - show resistance of all windings

• Entering Air Dry Bulb

• Leaving Air Dry Bulb

• Evaporator coil condition

  Select Clean Dirty Other

  • Clean
  • Dirty
  • Other

• Explain

• Is the blower wheel clean?

  Yes

  No

  N/A

• Heat Pump

• High Voltage

• Low Voltage

• Does unit run?

  Yes

  No

• Fault code displayed?

  Yes

  No

  N/A

• List fault codes

• Discharge pressure

• Vapor pressure

• Discharge line temperature

• Vapor line temperature

• Outdoor Air Temperature

• Discharge air temperature. Calculate average temperature from at least 4 locations.

• Equipment

  Select A/C Furnace Furnace Coil Heat Pump Fan Coil

  • A/C
  • Furnace
  • Furnace Coil
  • Heat Pump
  • Fan Coil

• Furnace

• High Voltage

• Is polarity correct?

  Yes

  No

• Grounded properly?

  Yes

  No

• Low Voltage

• Fault code displayed?

  Yes

  No

  N/A

• List fault codes

• Is airflow correct?

  Yes

  No

  N/A

• External Static Pressure

• CFM

• Method used to determine airflow

  Select Magnahellic Traverse Flow hood User Interface

  • Magnahellic
  • Traverse
  • Flow hood
  • User Interface

• Cased Coil Condition?

  Clean

  Dirty

  Other

• Explain

• Fan Coil

• High Voltage

• Low Voltage

• Fault code displayed?

  Yes

  No

  N/A

• List fault codes

• Is airflow correct?

  Yes

  No

  N/A

• External Static Pressure

• CFM

• Method used to determine airflow

  Select Magnahellic Traverse Flow hood User Interface

  • Magnahellic
  • Traverse
  • Flow hood
  • User Interface

• Condition of evaporator coil?

  Clean

  Dirty

  Other

• Explain

• Is blower wheel clean?

  Clean

  Dirty

  Other

• Explain

• Entering air dry bulb

• Entering air wet bulb

• Entering air %RH

• Leaving air dry bulb

• Leaving air wet bulb

• Leaving air %RH

• Liquid line temperature @ indoor unit

• Vapor line temperature @ indoor unit

• A/C Condensing Unit

• High Voltage

• Low Voltage

• Fault code displayed?

  Yes

  No

  N/A

• List fault codes

• Liquid line pressure

• Vapor line pressure

• Liquid line temperature

• Vapor line temperature

• Outdoor air temperature

• Discharge air temperature. Calculate average temperature from at least 4 locations.

• Condition of outdoor coil

  Clean

  Dirty

  Damaged

• If 2 row coil, was the coil separated to inspect and/or cleaned?

  Yes

  No

  N/A

• Explain type and extent of damage

• Heat Pump

• High Voltage

• Low Voltage

• Fault code displayed?

  Yes

  No

  N/A

• List fault codes

• Discharge pressure

• Vapor pressure

• Discharge line temperature

• Vapor line temperature

• Outdoor Air Temperature

• Discharge air temperature. Calculate average temperature from at least 4 locations.

• Condition of outdoor coil

  Clean

  Dirty

  Damaged

• If 2 row coil, was the coil separated to inspect and/or cleaned?

  Yes

  No

  N/A

• Explain type and extent of damage

Observations

• Field observation

Observation

• Add media

  Media

Recommendations

Recommendation

• Add media

  Media