Residential HVAC Maintenance Report

• Work Order #

• Customer Name

• Conducted on

  Date

• Prepared by

• Is there any areas at your home that feel to cold or to hot?

  Yes

  No

  N/A

• What area of the home?

• Does anyone suffers from seasonal allergies or asthma?

  Yes

  No

  N/A
At what temperature do you usually have the thermostat set to?

• On average, what's your electrical bill during this time of the year?

• Any repairs done to the system?

  Yes

  No

  N/A

• What repairs where done to the system?

• How often do you change the filters?

• Has the system been performing properly?

  Yes

  No

  N/A

• How is it malfunctioning?

Controller

• Thermostat Location

  Media

• Does the cooling cycle sets on?

  Pass

  Fail

  N/A

• Does the heating cycle sets on?

  Pass

  Fail

  N/A

• Does the blower cycle sets on?

  Pass

  Fail

  N/A

• Is it wire properly?

  Pass

  Fail

  N/A

• Are the wire properly insulated from the wall?

  Pass

  Fail

  N/A

Filter

• Filter#1 Size?

• Filter#1 Qty?

• Filter#2 Size?

• Filter#2 Qty?

• Filter#3 Size?

• Filter#3 Qty?

Indoor Air Quality

• Are the Supply and Return Grills properly Insulated?

  Pass

  Fail

  N/A

• Are the Supply and Return Grills clean?

  Pass

  Fail

  N/A

• Is the attic ladder in good conditions?

  Pass

  Fail

  N/A

• Is there enough insulation in the attic? (Does it cover the beams)

  Pass

  Fail

  N/A

• Do we have enough walkway around the system? (2ft around)

  Pass

  Fail

  N/A

• Are the plenums properly insulated?

  Pass

  Fail

  N/A

• Are the plenums hanged properly?

  Pass

  Fail

  N/A

• Does the system have a UV Light?

  Yes

  No

  N/A

• What Brand, Model and Serial?

  Media

• Does the home have a Carbon Monoxide Detector?

  Yes

  No

  N/A

• Does the attic has a Attic Tent?

  Yes

  No

  N/A

• Is it properly insulated? (calk and staples every 6in)

  Yes

  No

  N/A

Ducts

• Are the ducts collars properly insulated?

  Pass

  Fail

  N/A

• Are the ducts hanged every 12in?

  Pass

  Fail

  N/A

• Are the ducts properly hanged? (best route and not hanging)

  Pass

  Fail

  N/A

Indoor Equipment

• Coil Image

  Media

• Coil Tag

  Media

• Furnace/Air Handler Image

  Media

• Furnace/Air Handler Tag

  Media

Heating Cycle

• Type Of Heating

  Gas

  Electric
Supply Temperature Temperature Difference

• Did it pass the gas leak detection test?

  Pass

  Fail

  N/A

• Are the Heat strips/ Heat Exchanger in good condition?

  Pass

  Fail

  N/A

• Are the Sequencers in good condition?

  Pass

  Fail

  N/A

• Is the Ignition Control in good condition?

  Pass

  Fail

  N/A

• Is the Gas Valve in good condition?

  Pass

  Fail

  N/A

• Is the Hot Surface Ignitor in good condition?

  Pass

  Fail

  N/A

• Is the Pressure Switch in good condition?

  Pass

  Fail

  N/A

• Is the Vent Pipe in good condition?

  Pass

  Fail

  N/A

• is the Inducer Motor working properly?

  Pass

  Fail

  N/A

• Inducer Motor Rating

  Media

• Is the Flame Sensor in good condition?

  Pass

  Fail

  N/A

• If a gas system, does it have a properly installed drip leg?

  Pass

  Fail

  N/A

Cooling Cycle (Indoor System)

Supply Temp Temperature Difference

• Is the Disconnect Switch working properly?

  Pass

  Fail

  N/A

• Is the secondary pan in good conditions?

  Pass

  Fail

  N/A

• Did the float switch past the safety test?

  Pass

  Fail

  N/A

• Did the In-Line Switch past the safety test?

  Pass

  Fail

  N/A

• Did the Jones Valve past the safety test?

  Pass

  Fail

  N/A

• Is the Main Drain Line insulated?

  Pass

  Fail

  N/A

• Does the Main Drain Line have at least a 35Degree slope?

  Pass

  Fail

  N/A

• Is the Emergency Drain Line Insulated?

  Pass

  Fail

  N/A

• Does the Emergency Drain Line has at least a 35 Degree slope?

  Pass

  Fail

  N/A

• Is the TXV Set properly, insulated and strapped?

  Pass

  Fail

  N/A

• Copper Line Insulated?

  Pass

  Fail

  N/A

• Is the Thermostat Wire properly ran and connected?

  Pass

  Fail

  N/A

• Is the Blower Motor Running properly?

  Pass

  Fail

  N/A

• Is the Blower Motor Clean?

  Clean

  Dirty

• Blower Motor Rating

  Media

• Is the Door Switch functional?

  Pass

  Fail

  N/A

• Is the Contactor working properly?

  Pass

  Fail

  N/A

• Is the capacitor Capacitor working properly?

  Pass

  Fail

  N/A

• Capacitor Rating

  Media

• Is the Transformer working properly?

  Pass

  Fail

  N/A

• Is the Circuit board working properly?

  Pass

  Fail

  N/A

• Is the Coil Clean?

  Clean

  Dirty

Outdoor Equipment

• Condenser

  Media

• Condenser Tag

  Media

Cooling Cycle (Outdoor System)

• Refrigerant Type

  R410A

  R22

• Is the Service Disconnect properly installed?

  Pass

  Fail

  N/A

• Is the Electrical Whip properly connected?

  Pass

  Fail

  N/A

• Is the Serge Protector properly installed?

  Pass

  Fail

  N/A

• Does the UV Armaflex looks in good conditions?

  Pass

  Fail

  N/A

• Is the condenser properly level?

  Pass

  Fail

  N/A

• Is the Condenser Pad in good conditions?

  Pass

  Fail

  N/A

• Is the Condenser Coil Clean?

  Clean

  Dirty

• Is the Contactor working properly?

  Pass

  Fail

  N/A

• Is the Capacitor working properly?

  Pass

  Fail

  N/A

• Capacitor Rating

  Media

• Is the Start Assist working properly?

  Pass

  Fail

  N/A

• Is the Circuit Board working properly?

  Pass

  Fail

  N/A

• Is the Fan Blade in good conditions?

  Pass

  Fail

  N/A

• Is the Fan Motor working properly?

  Pass

  Fail

  N/A

• Fan Motor Rating

  Media

• Is the Compressor working properly?

  Pass

  Fail

  N/A

• Compressor Rating

  Media

• Does the line have Locking Caps?

  Yes

  No

  N/A