SERVICE CALL DIAGNOSTIC REPORT
Customer Information
Name
*
First Name
Last Name
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Job Information
Date
*
.
Month
.
Day
Year
Date
Job #
*
Technician
*
Equipment Information
How many systems on site?
*
1
2
3
4
Indoor Unit
Manufacturer
*
Please Select
Trane
Carrier
Bryant
Goodman
Lennox
American Standard
Daikin
Amana
York
Ruud
Rheem
Model #
*
Serial #
*
System Type
Please Select
Split System w/ heat pump
Mini split ductless heat pump
Mini split ductless ac only
RTU
Equipment
Please Select
Air Handler, no elec heat
Air Handler, w/ elec heat 5 kw
Air Handler, w/ elec heat 8kw
Air Handler, w/ elec heat 10kw
Area Served
Please Select
Entire Home
Upper Level
Middle Level
Lower Level
Outdoor Unit
Manufacturer Brand
*
Please Select
Trane
Carrier
Bryant
Goodman
Lennox
American Standard
Daikin
Amana
York
Ruud
Rheem
Model #
*
Serial #
*
System Type
Please Select
Heat Pump
Air Conditioning
Natural Gas
LP Gas
Electric Heat
Equipment
Please Select
Air Handler
Condenser
Package Unit
Ductless Mini Split
Roof Top Unit
VRF
Area Served
Please Select
Entire Home
Upper Level
Middle Level
Lower Level
SYSTEM DIAGNOSTICS
Refrigerant Type
*
Please Select
R410A
R22
R427A
R422D
R502C
R404A
R134A
R407C
R454A
R458B
System Capacity (Tons)
*
Refrigerant Suction Pressure
*
Refrigerant Liquid Pressure
*
Condenser Fan Amps [rated]
*
Condenser Fan Amps [actual]
*
Compressor Amps [rated]
*
Compressor Amps [actual]
*
Dual Capacitor [rated]
Dual Capacitor [actual]
Compressor Voltage [L1-G] [L2-G]
Condenser Voltage [L1-L2]
Air Handler Voltage [L1-L2]
Electric Heat Kit Amps [rated/actual]
Air Handler Amps [rated/actual]
Condenser Voltage [L1-L2]
Air Handler Voltage [L1-L2]
Electric Heat Kit Amps [rated/actual]
Air Handler Amps [rated/actual]
Supply Air Side [dry bulb]
Supply Air Side [humidity %]
Return Air Side [dry bulb]
Return Air Side [humidity %]
Outdoor Temperature [ambient]
Outdoor Temperature [humidity %]
Indoor Temperature [dry bulb]
Indoor Temperature [wet bulb]
Enthalpy % [supply]
Enthalpy % [total]
Air Flow CFM Reading [supply]
Air Flow CFM Reading [return]
Duct Static Pressure [supply/after blower]
Static Pressure [pre-filter]
Total External Static Pressure
SYSTEM CONDITION ASSESSMENT
Refrigerant Suction Pressure within acceptable specs?
Refrigerant Liquid Pressure within acceptable specs?
Refrigerant Subcooling within rated specs?
Refrigerant Superheat within rated specs?
Compressor and Motor Amp Readings within rated specs?
Condenser Fan Motor sealed and free of oil leakage?
Electrical Defrost Board and Wiring in good condition?
Defrost Initiate and Termination functioning?
Compressor and Fan Motor Capacitors within rated specs?
Compressor Contactor in good condition?
Low and High Side Pressure Switches functioning?
Condenser Coil clean?
Blower Motor Amp Readings within specs?
Electric Heat Kit Amp Readings within specs?
Air Handler Circuit Board and Wiring in good condition?
Evaporator Coil Clean?
Air Filter in good condition?
Condensate drains clear of overgrowth and debris?
Evaporator Condensate Drain Pan Condition clear of overgrowth and debris?
Condensate Safety Float Switches installed on drain?
Thermostat Operation and Temperature Accurate?
Airflow throughout home within acceptable specs?
SYSTEM ASSESSMENT RECOMMENDATIONS
Condenser Coil
Please Select
OK
NEEDS ATTENTION
N/A
SEE BELOW
REPLACE NOW
QUOTE SEPARATE CLEANING
QUOTE REPLACEMENT
QUOTE REPAIR
CLEAN NOW
REPAIR NOW
Evaporator Coil
Please Select
OK
NEEDS ATTENTION
N/A
SEE BELOW
REPLACE NOW
QUOTE SEPARATE CLEANING
QUOTE REPLACEMENT
QUOTE REPAIR
CLEAN NOW
REPAIR NOW
Compressor
Please Select
OK
NEEDS ATTENTION
N/A
SEE BELOW
REPLACE NOW
QUOTE SEPARATE CLEANING
QUOTE REPLACEMENT
QUOTE REPAIR
CLEAN NOW
REPAIR NOW
Condenser Fan Motor
Please Select
OK
NEEDS ATTENTION
N/A
SEE BELOW
REPLACE NOW
QUOTE SEPARATE CLEANING
QUOTE REPLACEMENT
QUOTE REPAIR
CLEAN NOW
REPAIR NOW
Blower Motor
Please Select
OK
NEEDS ATTENTION
N/A
SEE BELOW
REPLACE NOW
QUOTE SEPARATE CLEANING
QUOTE REPLACEMENT
QUOTE REPAIR
CLEAN NOW
REPAIR NOW
Dual Capacitor at Condenser
Please Select
OK
NEEDS ATTENTION
N/A
SEE BELOW
REPLACE NOW
QUOTE SEPARATE CLEANING
QUOTE REPLACEMENT
QUOTE REPAIR
CLEAN NOW
REPAIR NOW
Fan Motor Capacitor at Condenser
Please Select
OK
NEEDS ATTENTION
N/A
SEE BELOW
REPLACE NOW
QUOTE SEPARATE CLEANING
QUOTE REPLACEMENT
QUOTE REPAIR
CLEAN NOW
REPAIR NOW
Blower Motor Capacitor
Please Select
OK
NEEDS ATTENTION
N/A
SEE BELOW
REPLACE NOW
QUOTE SEPARATE CLEANING
QUOTE REPLACEMENT
QUOTE REPAIR
CLEAN NOW
REPAIR NOW
Compressor Contactor
Please Select
OK
NEEDS ATTENTION
N/A
SEE BELOW
REPLACE NOW
QUOTE SEPARATE CLEANING
QUOTE REPLACEMENT
QUOTE REPAIR
CLEAN NOW
REPAIR NOW
Defrost Board
Please Select
OK
NEEDS ATTENTION
N/A
SEE BELOW
REPLACE NOW
QUOTE SEPARATE CLEANING
QUOTE REPLACEMENT
QUOTE REPAIR
CLEAN NOW
REPAIR NOW
Pressure Switches
Please Select
OK
NEEDS ATTENTION
N/A
SEE BELOW
REPLACE NOW
QUOTE SEPARATE CLEANING
QUOTE REPLACEMENT
QUOTE REPAIR
CLEAN NOW
REPAIR NOW
Wire Junction Box or Disconnect Assembly
Please Select
OK
NEEDS ATTENTION
N/A
SEE BELOW
REPLACE NOW
QUOTE SEPARATE CLEANING
QUOTE REPLACEMENT
QUOTE REPAIR
CLEAN NOW
REPAIR NOW
Heat Kit Assembly
Please Select
OK
NEEDS ATTENTION
N/A
SEE BELOW
REPLACE NOW
QUOTE SEPARATE CLEANING
QUOTE REPLACEMENT
QUOTE REPAIR
CLEAN NOW
REPAIR NOW
Blower Wheel Assembly
Please Select
OK
NEEDS ATTENTION
N/A
SEE BELOW
REPLACE NOW
QUOTE SEPARATE CLEANING
QUOTE REPLACEMENT
QUOTE REPAIR
CLEAN NOW
REPAIR NOW
Electronic Air Cleaner
Please Select
OK
NEEDS ATTENTION
N/A
SEE BELOW
REPLACE NOW
QUOTE SEPARATE CLEANING
QUOTE REPLACEMENT
QUOTE REPAIR
CLEAN NOW
REPAIR NOW
Drain Line
Please Select
OK
NEEDS ATTENTION
N/A
SEE BELOW
REPLACE NOW
QUOTE SEPARATE CLEANING
QUOTE REPLACEMENT
QUOTE REPAIR
CLEAN NOW
REPAIR NOW
Condensate Areas
Please Select
OK
NEEDS ATTENTION
N/A
SEE BELOW
QUOTE SEPARATE CLEANING
QUOTE REPAIR
CLEAN NOW
Duct Insulation (Tape or Mastic Needed)
Please Select
OK
NEEDS ATTENTION
N/A
SEE BELOW
REPLACE NOW
QUOTE SEPARATE CLEANING
QUOTE REPLACEMENT
QUOTE REPAIR
CLEAN NOW
REPAIR NOW
Thermostat
Please Select
OK
NEEDS ATTENTION
N/A
SEE BELOW
REPLACE NOW
QUOTE SEPARATE CLEANING
QUOTE REPLACEMENT
QUOTE REPAIR
CLEAN NOW
REPAIR NOW
Filter Drier
Please Select
OK
NEEDS ATTENTION
N/A
SEE BELOW
REPLACE NOW
QUOTE SEPARATE CLEANING
QUOTE REPLACEMENT
QUOTE REPAIR
CLEAN NOW
REPAIR NOW
Reversing Valve
Please Select
OK
NEEDS ATTENTION
N/A
SEE BELOW
REPLACE NOW
QUOTE SEPARATE CLEANING
QUOTE REPLACEMENT
QUOTE REPAIR
CLEAN NOW
REPAIR NOW
Suction Line Accumulator
Please Select
OK
NEEDS ATTENTION
N/A
SEE BELOW
REPLACE NOW
QUOTE SEPARATE CLEANING
QUOTE REPLACEMENT
QUOTE REPAIR
CLEAN NOW
REPAIR NOW
Condenser Fan Blade
Please Select
OK
NEEDS ATTENTION
N/A
SEE BELOW
REPLACE NOW
QUOTE SEPARATE CLEANING
QUOTE REPLACEMENT
QUOTE REPAIR
CLEAN NOW
REPAIR NOW
Thermostat Wire 18/8
Please Select
OK
NEEDS ATTENTION
N/A
SEE BELOW
REPLACE NOW
QUOTE SEPARATE CLEANING
QUOTE REPLACEMENT
QUOTE REPAIR
CLEAN NOW
REPAIR NOW
Thermostat Zone Panel and/or Zone Damper(s)
Please Select
OK
NEEDS ATTENTION
N/A
SEE BELOW
REPLACE NOW
QUOTE SEPARATE CLEANING
QUOTE REPLACEMENT
QUOTE REPAIR
CLEAN NOW
REPAIR NOW
Air Filter
Please Select
OK
NEEDS ATTENTION
N/A
SEE BELOW
REPLACE NOW
QUOTE SEPARATE CLEANING
QUOTE REPLACEMENT
QUOTE REPAIR
CLEAN NOW
REPAIR NOW
FINAL CHECK LIST
Is the system cooling or heating within factory specs at completion of this call? If no, complete notes at bottom of form for more information.
*
Yes
No
Is the system draining properly?
*
Yes
No
Are all electrical readings within factory specs? If no, complete notes at bottom of form for more information.
*
Yes
No
Verify all refrigerant caps reinstalled on condenser?
*
Yes
Verify all thermometers and tools placed back in truck? No is not an option- GO BACK AND COMPLETE.
*
Yes
Verify all power disconnects are closed and all panels secure to units?
*
Yes
Attach all service/filter/record/startup stickers necessary to equipment?
*
Yes
Seal any duct penetration test holes with tape or airflow plugs?
*
Yes
Explain all pass/fail assessments and recommendations to owner?
*
Yes
REPAIRS AND SAFETY ITEMS
Overall System Evaluation
*
1
2
3
4
5
1 [Need To Replace] 2-4 [Unsatisfactory] 5 [Excellent]
System Safe To Operate
*
1
2
3
4
5
1 [Do Not Operate] 2-4 [Needs Repairs] 5 [100% Safe]
Are there any repairs or system safety upgrades we need to quote separately in [HCP or ON CALL AIR] for immediate action?
*
Yes
No
List any items not mentioned above or that need quote.
Truck Stock Replenishment
Parts Used
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next
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Dual Capacitor
Amrad Brand
$
Free
Quantity
0
1
2
3
4
5
6
7
8
9
10
Type
25+5
25+7.5
30+5
30+7.5
35+5
35+7.5
40+5
40+7.5
45+5
45+7.,5
50+5
50+7.5
55+5
55+7.5
60+5
60+7.5
65+5
65+7.5
70+5
70+7.5
70+10
80+5
80+7.5
80+10
Contactor
24V coil
$
Free
Quantity
0
1
2
3
4
5
6
7
8
9
10
Type
1 Pole
2 Pole
3 Pole
Thermostat
Digital NP or P type
$
Free
Quantity
0
1
2
3
4
5
6
7
8
9
10
Style
TS 855
TS 721
PRO 3000
PRO 4000
PRO 5000
PRO 6000
PRO 8000
PRO 8000 Redlink
Blower Motor
Universal Aftermarket Only
$
Free
Quantity
0
1
2
3
4
5
6
7
8
9
10
Type
1/3 HP PSC Motor
1/3 HP ECM Motor
1/2 HP PSC Motor
1/2 HP ECM Motor
3/4 HP PSC Motor
3/4 HP ECM Motor
1 HP PSC Motor
1 HP ECM Motor
Condenser Fan Motor
Universal Aftermarket Only
$
Free
Quantity
0
1
2
3
4
5
6
7
8
9
10
Type
1/3-1/6 HP 825 RPM
1/3-1/6 HP 1075 RPM
1/4 HP 825 RPM
1/4 HP 1075 RPM
Refrigerant
Charged Per Pound
$
Free
Pounds Weighed In
0
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
Type
R410A
R22
R427A
R404A
R502C
R458B
Hard Start Kit
Universal Aftermarket Only
$
Free
Quantity
0
1
2
3
4
5
6
7
8
9
10
Type
TO5 (1.5T-3T)
KS1 (3.5T-5T)
Float Switch
$
Free
Quantity
0
1
2
3
4
5
6
7
8
9
10
Type
SS1
SS2
SS3
Technician
*
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