Small Engine

• Customer Name

• Customer Email

• Customer Address

• Completed On

  Date

• Prepared by

• Before Pictures Of all equipment being changed (If Applicable)

  Media

• Photos of site (Drop sheets OR boots removed, work area protected with cardboard or drop sheets)

  Media

Furnace Install

Clearances, Codes, and Manuals

• Electrical Panel Clearance Requirements

  

• Venting Clearances

  

• Furnace Tilt for draining

  

• Furnace Clearances to Combustibles (Need 24" to the front of the unit for service)

  

Indoors

• Furnace Rating Plate

  Media

• Air Source Home Comfort Sticker is Attached to the Furnace

  Yes

  No

  N/A

• Furnace is level and sturdy?

  Yes

  No

  N/A

• Venting Completed (Clean glue joints, supported, and level)

  Yes

  No

  N/A

• Gas test tag, and company sticker affixed to furnace

  Media

• Plenum Transition (Cross breaks, taped)

  Yes

  No

  N/A

• Confirm heating and cooling cycle is operational

  Yes

  No

  N/A

• Blower operating correctly

  Yes

  No

  N/A

• Gas piping is neat and tidy

  Yes

  No

  N/A

• Thermostat wire and high voltage wire (straight with no braids)

  Yes

  No

  N/A

• Unit is draining and venting properly

  Yes

  No

  N/A

• Furnace Completed Picture

  Media

• Photo of Commission Sticker for the Furnace

  Media

Outdoors

• Venting Terminations (Clean glue joints, level, smooth silicone seal)

  Media

Videos For The Customer

• Video scripting: Hello CUSTOMER NAME, This is TECH NAME with Air Source Home Comfort. I just wanted to show you how to VIDEO TOPIC.
  
  Take your time and make sure the video isn't too rushed, this is added value.

• How and when to change the filter (Direction of airflow, size, how to remove and place the door back)

  Media

• In Case Of Emergency (Furnace Switch, How to turn off the gas)

  Media
Air Handler Install

Clearances, Codes, and Manuals

• Electrical Panel Clearance Requirements

  

Indoors

• Air Handler Rating Plate

  Media

• Air Source Home Comfort Sticker is Attached to the Air Handler

  Yes

  No

  N/A

• Air Handler is level and sturdy?

  Yes

  No

  N/A

• Plenum Transition (Cross breaks, taped)

  Yes

  No

  N/A

• Confirm heating and cooling cycle is operational

  Yes

  No

  N/A

• Blower operating correctly

  Yes

  No

  N/A

• Thermostat wire and high voltage wire (straight with no braids)

  Yes

  No

  N/A

• Unit is draining and venting properly

  Yes

  No

  N/A

• Air Handler Completed Picture

  Media

Videos For The Customer

• Video scripting: Hello CUSTOMER NAME, This is TECH NAME with Air Source Home Comfort. I just wanted to show you how to VIDEO TOPIC.
  
  Take your time and make sure the video isn't too rushed, this is added value.

• How and when to change the filter (Direction of airflow, size, how to remove and place the door back)

  Media
Central Air Conditioner / Central Heat Pump

• Air Source Sticker affixed to the furnace

  Yes

  No

  N/A

Clearances, Codes, and Manuals

• Clearances for proper operations

  

Indoor

• Cased or Uncased Coil

  Uncased

  Cased

  Air Handler (Built-In Coil)

• Model and Serial

  Media

• The coil is sloped slightly to the front for drainage

  Yes

  No

  N/A

• Holes on the coil door are sealed (silicone, or putty)

  Yes

  No

  N/A

• Lineset is neat and tidy (liquid line, vapour line, low voltage all parallel not twisted)

  Yes

  No

  N/A

• Filter Drier installed

  Yes

  No

  N/A

• Drain is neat, tubing is secured

  Yes

  No

  N/A

• The coil door is taped with a cross break (Photo of indoor install)

  Media

• Model and Serial

  Media

• Secured to the furnace

  Yes

  No

• Transition to the cased coil is neat and tapes with cross breaks

  Yes

  No

  N/A

• Lineset is neat and tidy (liquid line, vapour line, low voltage all parallel not twisted)

  Yes

  No

• Filter drier installed

  Yes

  No

• Drain is neat, tubing is secured

  Yes

  No

• Photo of indoor install

  Media

Outdoor

• Condenser Rating Plate

  Media

• Screening is hidden under the pad as much as possible

  Yes

  No

  N/A

• Unit is level (pad or brackets)

  Yes

  No

  N/A

• Liquid tight and disconnect is clean and tidy

  Yes

  No

  N/A

• Lineset is neat and tidy running (parallel and not twisted)

  Yes

  No

  N/A

• Photo of Completed AC / Heat Pump Installation (Outdoor)

  Media

AC / Heat Pump Commissioning Report

• Photo of the Vacuum Gauge at 500 Microns or lower

  Media

• Outdoor Ambient Temperature

• Indoor Temperature

• Temperature Above the Coil

• Temperature Difference in Ferinheight

• What is the total lineset length

• Did You Have To Add Refrigerant?

  Yes

  No

  N/A

• How Much Refrigerant Was Added?

• What Type of Metering Device is Used In the Indoor Coil?

  TXV

  PISTON

  EEV

• What Type of Compressor Does This AC / Heat Pump Use?

  Standard Compressor

  Inverter Compressor

• What Does the Charge Chart Request in Subcooling?

• What is the Subcooling of the Unit After Running for 10 Minutes

• What Type of Compressor Does This AC / Heat Pump Use?

  Standard Compressor

  Inverter Compressor

• What Does the Charge Chart Request in Superheat?

• What is the Superheat of the Unit After Running for 10 Minutes

Videos For The Customer

• Video scripting: Hello CUSTOMER NAME, This is TECH NAME with Air Source Home Comfort. I just wanted to show you how to VIDEO TOPIC.
  
  Take your time and make sure the video isn't too rushed, this is added value.
  
  Winterizing the AC - We recommend either a piece of plywood on top with something heavy in the winter OR an AC cover to protect the unit in the winter.

• (Outdoor) How to winterize your air conditioner (Cover in October, remove the cover in April)

  Media

• (Indoor) Air Conditioner Power (off in October, on in April)

  Media
Ductless Air Conditioner / Ductless Heat Pump Indoor Head

• The head unit is slightly tilted to allow for proper drainage

  Yes

  No

  N/A

• The drain has been tested to ensure proper drainage

  Yes

  No

  N/A

• Tested the thermostat / remote for proper operation

  Yes

  No

  N/A

• Photo of the indoor head unit installed & Photo of the model and serial number (Two photos)

  Media

Outdoor

• Condenser Rating Plate

  Media

• Screening is hidden under the pad as much as possible

  Yes

  No

  N/A

• Unit is level (pad or brackets)

  Media

• Liquid tight and disconnect is clean and tidy

  Media

• Lineset is neat and tidy running (parallel and not twisted)

  Media

Videos For The Customer

• Video scripting: Hello CUSTOMER NAME, This is TECH NAME with Air Source Home Comfort. I just wanted to show you how to VIDEO TOPIC.
  
  Take your time and make sure the video isn't too rushed, this is added value.
  
  Winterizing the AC - We recommend either a piece of plywood on top with something heavy in the winter OR an AC cover to protect the unit in the winter.

• (Outdoor) How to turn off the power outside at the disconnect if needed

  Media

• (Indoor) How to use the remote control / thermostat

  Media
Hot Water Tank Installation Gas Fireplace Install

• Clearances

  

Indoors

• Fireplace Rating Plate

  Media

• The fireplace is level and sturdy?

  Yes

  No

  N/A

• Venting Completed To Manufacturers Specifications?

  Yes

  No

  N/A

• Gas test tag affixed to fireplace

  Media

• Confirm operation on/off (4 Cycles)

  Yes

  No

  N/A

• Complete a CO Test to Ensure the Fireplace is Fully Sealed (Photo of test)

  Media

• Confirm proper flame colour and pattern to manufacturer specifications

  Yes

  No

  N/A

• Blower operating correctly

  Yes

  No

  N/A

• Fireplace Completed Picture

  Media

Outdoors

• Venting Termination (Clean and smooth silicone bead around the top, and sides of the termination)

  Media

Videos For The Customer

• In every video start using the following:
  "Hello this is NAME with Air Source Home Comfort, in this video, I am going to show you how to VIDEO TOPIC"
  Be friendly and take your time with the video.

• How to adjust the blower speed (If Applicable)

  Media

• How and when to change the batteries in your thermostat or remote (If Applicable)

  Media

• In Case Of Emergency (Gas shut off)

  Media

• How to light the fireplace and set up standing pilot for the cold months

  Media

Clearances, Codes, Installation Manuals

• Clearance to combustibles and service clearance

  

• Venting termination clearances for hot water tanks

  

Indoor

• Hot Water Tank Rating Plate

  Media

• Hot Water Tank is level and sturdy

  Yes

  No

  N/A

• Venting Completed (Clean glue joints, supported, and level)

  Media

• Gas test tag, and company sticker affixed to the hot water tank

  Media

• High voltage wire is neat and tidy to get to the plug

  Yes

  No

  N/A

• Leak-checked plumbing connections

  Yes

  No

  N/A

• Ran the water tank, and tested the thermostatic control

  Yes

  No

  N/A

Outdoor

• Venting Terminations (Clean glue joints, level, smooth silicone seal)

  Media

Videos for the Customer

• Video scripting: Hello CUSTOMER NAME, This is TECH NAME with Air Source Home Comfort. I just wanted to show you how to VIDEO TOPIC.
  
  Take your time and make sure the video isn't too rushed, this is added value.

• Video showing how to turn off the gas and how to unplug

  Media

• Video on how to increase and decrease the temperature

  Media
Tankless Water Heater

Clearances, Codes, and Manuals

• Electrical Panel Clearance Requirements

  

• Venting Clearances

  

Indoor

• Tankless Rating Plate

  Media

• Venting Complete (Clean glue joints, supported, level)

  Yes

  No

  N/A

• Gas piping is neat and tidy

  Yes

  No

  N/A

• Drain for the tankless is supported and clean

  Yes

  No

  N/A

• Plumbing is neat and tidy

  Yes

  No

  N/A

• T and P valve is completed with stem 12" from the ground or less

  Yes

  No

  N/A

• Gas tag and company sticker affixed to the equipment

  Yes

  No

  N/A

• Plug cord is neatly bundled and secured

  Yes

  No

  N/A

• Photos of the completed installation (indoor)

  Media

Outdoor

• Venting terminations are complete with smooth silicone seal

  Media

Videos for the Customer

• Video scripting: Hello CUSTOMER NAME, This is TECH NAME with Air Source Home Comfort. I just wanted to show you how to VIDEO TOPIC.
  
  Take your time and make sure the video isn't too rushed, this is added value.

• Video showing how to turn off the gas and how to unplug

  Media

• Video on how to increase and decrease the temperature

  Media
Flow Through Humidifier

• Humidifier Model and Serial

  Media

• Humidifier is level and secure

  Yes

  No

  N/A

• 1/4" water line is neat and tidy

  Yes

  No

  N/A

• Low voltage wire is straight, and secure

  Yes

  No

  N/A

• Ducting is level, secure and taped

  Yes

  No

  N/A

• Tested the humidistat control, confirmed when in operation that the unit is draining

  Yes

  No

  N/A

• Photo of the humidifier installation

  Media

• Video scripting: Hello CUSTOMER NAME, This is TECH NAME with Air Source Home Comfort. I just wanted to show you how to VIDEO TOPIC.
  
  Take your time and make sure the video isn't too rushed, this is added value.

• (Customer Video) How to operate your new humidifier

  Media
Time and Material

Before Work is Commenced

Before Work Is Commenced Instructions

• Complete a walk through of what the customer would like done and verify the job. Take videos explaining what needs to be done if necessary. The walk through points can either be bullet points or in longer sentences. Remember the customer will get a copy of this report and they do not get these notes in their report. You can collapse the instructions to hide this when you are showing the CX what you are going over.

• Time Arrived to Site

  Date

• Walk-Through With The Customer - What does the customer want done?

• What do you (The Technician) estimate the job will take to complete the work outlined above? (Hours)

• Customer Signature (approving the outlined scope of the job)

  Sign

Work Completed

Work Completed Instructions

• For the material, make sure it is detailed and include a misc section which will have screws, silicone, paint, all round etc. We want this to be detailed so we can justify our material pricing. We don't make a lot of money on the labour charge, we make it more on the material. The customer doesn't see these sections.

• Time Work Was Completed (Leaving Site)

  Date

• What Was Completed

• Videos of What Was Completed

  Media

• Material Used

End of Day (Return visit required)

• Home is Clean and Tidy (video of the home when completed)

  Media

• Restart all gas equipment if required

  Yes

  No

  N/A

• Show customer work progress and answer any questions

  Select Yes No N/A

  • Yes
  • No
  • N/A

• Shut off all lights on your way out of the home

• Customer Satisfaction Signature

  Sign

• Technician Signature

  Sign

• Todays Date

  Date
End of Job

• Home is Clean and Tidy (video of the home when completed)

  Media

• Show customer new equipment and answer any questions

  Yes

  No

  N/A

• Restart all gas equipment if required

  Yes

  No

  N/A

• Shut off all lights on your way out of the home

• Customer Satisfaction Signature

  Sign

• Technician Signature

  Sign

• Date

  Date