COMPANY INFORMATION
Company Name
Company Phone
ROC
JOB INFORMATION
Performed by
First Name
Last Name
Work Order #
Conducted on
-
Month
-
Day
Year
Date
Customer Name
First Name
Last Name
Address
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
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State
Zip Code
Phone Number
-
Area Code
Phone Number
Alt Phone Number
-
Area Code
Phone Number
Email
example@example.com
COE Date
Month & Year
Number of systems
*
Back
Next
System 1
SYSTEM 1
PRE-SERVICE THERMOSTAT SETTINGS
Number of thermostats
*
Sys 1 - Tstat 1
Fan
*
On
Auto
Circ
Heat / Off / Cool
*
Heat
Off
Cool
Auto
Temperature Heat
*
Temperature Cool
*
Sys 1 - Tstat 2
Fan
*
On
Auto
Circ
Heat / Off / Cool
*
Heat
Off
Cool
Auto
Temperature Heat
*
Temperature Cool
*
Sys 1 - Tstat 3
Fan
*
On
Auto
Circ
Heat / Off / Cool
*
Heat
Off
Cool
Auto
Temperature Heat
*
Temperature Cool
*
Sys 1 - Tstat 4
Fan
*
On
Auto
Circ
Heat / Off / Cool
*
Heat
Off
Cool
Auto
Temperature Heat
*
Temperature Cool
*
Collapse Stopper - sys1 tstats
EQUIPMENT
Number of equipment pieces
*
Sys 1 - Equip 1
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
ADP
Aspen
Apco
Aprilaire
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 1 - Equip 2
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
Apco
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 1 - Equip 3
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
Apco
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 1 - Equip 4
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
Apco
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 1 - Equip 5
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
Apco
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 1 - Equip 6
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
ADP
Apco
Aprilaire
Aspen
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 1 - Equip 7
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
ADP
Apco
Aprilaire
Aspen
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 1 - Equip 8
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
ADP
Apco
Aprilaire
Aspen
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Collapse Stopper - sys1 equip
CHECKLIST
Checklist
HEATING
Check operation of safety control
Done
Clean interior of vestibule
Done
Clean & calibrate thermostat(s) as needed
Done
Check furnace operation
Done
Inspect wiring & connections
Done
Cycle system (on/off/on)
Done
Inspect flue pipe/drain diverter/PVC
Done
Check for combustion leaks
Done
Check thermocouple/flame sensor
Done
Inducer motor amps MFD
Done
Rated
*
Actual
*
AIR HANDLER/BLOWER/HEAT PUMP
Check electric heat strips amps
Done
Rated
*
Actual
*
Check blower for cleanliness
Done
Blower motor
Variable
Non-Variable
Cap. Rated MFD
*
Cap. Actual MFD
*
Motor Rated Amps
*
Motor Actual Amps
*
Static pressure/Temperature
Done
Supply Air
*
Return Air
*
COOLING
Compressor capacitor MFD
Yes
N/A
Rated
*
Actual
*
Refrigerant type
R-410a
R-22
Piston or TXV
*
Piston
TXV
Size
*
Capacity / Model
*
Inspect line for kinks
Done
Compressor
*
Done
Suction (psig)
*
Temp SL
*
Discharge (psig)
*
Temp LL
*
Superheat
*
Subcool
*
Rated volts
*
Rated Amps
*
Actual Volts
*
Actual Amps
*
2-Stage
Yes
No
Electrical connection/contacts (tighten & clean)
Done
Condenser fan motor
Variable
Non-Variable
Rated amps
*
Actual amps
*
Cap. Actual MFD
*
Cap. Rated MFD
*
Check fan blades
Done
Clean condenser coil
Done
Ambient Temperatures
*
Done
Wet bulb indoor
*
Dry bulb indoor
*
Wet bulb outdoor
*
Dry bulb outdoor
*
CONDENSATE AREAS
Inspect/Clean drain pans
Done
Inspect/Clean drain lines & traps
Done
Pan treatment?
*
Yes
No
N/A
Check operation of condensate pump
Yes
No
N/A
ZONE SYSTEM
Check dampers operation
Done
Check bypass damper operation
Done
ULTRAVIOLET AIR SANITIZE
Check safety controls
Done
Replace bulb
Yes
No
N/A
Order part or used existing stock?
*
Need to order
Used van stock
Bulb type
*
MEDIA FILTRATION SYSTEM
Filter type
Filter size
Check/Clean/Replace filter
Done
OTHER INFORMATION
Notes for System 1
Back
Next
System 2
SYSTEM 2
PRE-SERVICE THERMOSTAT SETTINGS
Number of thermostats
*
Sys 2 - Tstat 1
Fan
*
On
Auto
Circ
Heat / Off / Cool
*
Heat
Off
Cool
Auto
Temperature Heat
*
Temperature Cool
*
Sys 2 - Tstat 2
Fan
*
On
Auto
Circ
Heat / Off / Cool
*
Heat
Off
Cool
Auto
Temperature Heat
*
Temperature Cool
*
Sys 2 - Tstat 3
Fan
*
On
Auto
Circ
Heat / Off / Cool
*
Heat
Off
Cool
Auto
Temperature Heat
*
Temperature Cool
*
Sys 2 - Tstat 4
Fan
*
On
Auto
Circ
Heat / Off / Cool
*
Heat
Off
Cool
Auto
Temperature Heat
*
Temperature Cool
*
Collapse Stopper - sys2 tstats
EQUIPMENT
Number of equipment pieces
*
Sys 2 - Equip 1
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
Apco
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 2 - Equip 2
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
Apco
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 2 - Equip 3
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
Apco
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 2 - Equip 4
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
ADP
Apco
Aprilaire
Aspen
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 2 - Equip 5
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
ADP
Apco
Aprilaire
Aspen
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 2 - Equip 6
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
ADP
Apco
Aprilaire
Aspen
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 2 - Equip 7
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
Apco
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 2 - Equip 8
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
ADP
Apco
Aprilaire
Aspen
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Collapse Stopper - sys2 equip
CHECKLIST
Checklist
HEATING
Check operation of safety control
Done
Clean interior of vestibule
Done
Clean & calibrate thermostat(s) as needed
Done
Check furnace operation
Done
Inspect wiring & connections
Done
Cycle system (on/off/on)
Done
Inspect flue pipe/drain diverter/PVC
Done
Check for combustion leaks
Done
Check thermocouple/flame sensor
Done
Inducer motor amps MFD
Done
Rated
*
Actual
*
AIR HANDLER/BLOWER/HEAT PUMP
Check electric heat strips amps
Done
Rated
*
Actual
*
Check blower for cleanliness
Done
Blower motor
Variable
Non-Variable
Cap. Rated MFD
*
Cap. Actual MFD
*
Motor Rated Amps
*
Motor Actual Amps
*
Static pressure/Temperature
Done
Return Air
*
Supply Air
*
COOLING
Compressor capacitor MFD
Yes
N/A
Rated
*
Actual
*
Refrigerant type
R-410a
R-22
Piston or TXV
*
Piston
TXV
Size
*
Capacity / Model
*
Inspect line for kinks
Done
Compressor
*
Done
Suction (psig)
*
Temp SL
*
Discharge (psig)
*
Temp LL
*
Superheat
*
Subcool
*
Rated Volts
*
Rated Amps
*
Actual Volts
*
Actual Amps
*
2-Stage
Yes
No
Electrical connection/contacts (tighten & clean)
Done
Condenser fan motor
Variable
Non-Variable
Rated amps
*
Actual amps
*
Cap. Rated MFD
*
Cap. Actual MFD
*
Check fan blades
Done
Clean condenser coil
Done
Ambient Temperatures
*
Done
Wet bulb indoor
*
Dry bulb indoor
*
Wet bulb outdoor
*
Dry bulb outdoor
*
CONDENSATE AREAS
Inspect/Clean drain pans
Done
Inspect/Clean drain lines and traps
Done
Pan treatment?
*
Yes
No
N/A
Check operation of condensate pump
Yes
No
N/A
ZONE SYSTEM
Check dampers operation
Done
Check bypass damper operation
Done
ULTRAVIOLET AIR SANITIZE
Check safety controls
Done
Replace bulb
Yes
No
N/A
Order part or used existing stock?
*
Need to order
Used van stock
Bulb type
*
MEDIA FILTRATION SYSTEM
Filter type
Filter size
Check/Clean/Replace filter
OTHER INFORMATION
Notes for System 2
Back
Next
System 3
SYSTEM 3
PRE-SERVICE THERMOSTAT SETTINGS
Number of thermostats
*
Sys 3 - Tstat 1
Fan
*
On
Auto
Circ
Heat / Off / Cool
*
Heat
Off
Cool
Auto
Temperature Heat
*
Temperature Cool
*
Sys 3 - Tstat 2
Fan
*
On
Auto
Circ
Heat / Off / Cool
*
Heat
Off
Cool
Auto
Temperature Heat
*
Temperature Cool
*
Sys 3 - Tstat 3
Fan
*
On
Auto
Circ
Heat / Off / Cool
*
Heat
Off
Cool
Auto
Temperature Heat
*
Temperature Cool
*
Sys 3 - Tstat 4
Fan
*
On
Auto
Circ
Heat / Off / Cool
*
Heat
Off
Cool
Auto
Temperature Heat
*
Temperature Cool
*
Collapse Stopper - sys3 tstats
EQUIPMENT
Number of equipment pieces
*
Sys 3 - Equip 1
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
ADP
Apco
Aprilaire
Aspen
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 3 - Equip 2
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
Apco
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 3 - Equip 3
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
Apco
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 3 - Equip 4
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
Apco
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 3 - Equip 5
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
Apco
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 3 - Equip 6
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
Apco
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 3 - Equip 7
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
Apco
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 3 - Equip 8
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
ADP
Apco
Aprilaire
Aspen
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Collapse Stopper - sys3 equip
CHECKLIST
Checklist
HEATING
Check operation of safety control
Done
Clean interior of vestibule
Done
Clean & calibrate thermostat(s) as needed
Done
Check furnace operation
Done
Inspect wiring & connections
Done
Cycle system (on/off/on)
Done
Inspect flue pipe/drain diverter/PVC
Done
Check for combustion leaks
Done
Check thermocouple/flame sensor
Done
Inducer motor amps MFD
Done
Rated
*
Actual
*
AIR HANDLER/BLOWER/HEAT PUMP
Check electric heat strips amps
Done
Rated
*
Actual
*
Check blower for cleanliness
Done
Blower motor
Variable
Non-Variable
Cap. Rated MFD
*
Cap. Actual MFD
*
Motor Rated Amps
*
Motor Actual Amps
*
Static pressure/Temperature
Done
Return Air
*
Supply Air
*
COOLING
Compressor capacitor MFD
Yes
N/A
Rated
*
Actual
*
Refrigerant type
R-410a
R-22
Piston or TXV
*
Piston
TXV
Size
*
Capacity / Model
*
Inspect line for kinks
Done
Compressor
*
Done
Suction (psig)
*
Temp SL
*
Discharge (psig)
*
Temp LL
*
Superheat
*
Subcool
*
Rated Volts
*
Rated Amps
*
Actual Volts
*
Actual Amps
*
2-Stage
Yes
No
Electrical connection/contacts (tighten & clean)
Done
Condenser fan motor
Done
Rated amps
*
Actual amps
*
Cap. Rated MFD
*
Cap. Actual MFD
*
Check fan blades
Done
Clean condenser coil
Done
Ambient Temperatures
Done
Wet bulb indoor
*
Dry bulb indoor
*
Wet bulb outdoor
*
Dry bulb outdoor
*
CONDENSATE AREAS
Inspect/Clean drain pans
Done
Inspect/Clean drain lines and traps
Done
Pan treatment?
*
Yes
No
N/A
Check operation of condensate pump
Yes
No
N/A
ZONE SYSTEM
Check dampers operation
Done
Check bypass damper operation
Done
ULTRAVIOLET AIR SANITIZE
Check safety controls
Done
Replace bulb
Yes
No
N/A
Order part or used existing stock?
*
Need to order
Used van stock
Bulb type
*
MEDIA FILTRATION SYSTEM
Filter type
Filter size
Check/Clean/Replace filter
Done
OTHER INFORMATION
Notes for System 3
Back
Next
System 4
SYSTEM 4
PRE-SERVICE THERMOSTAT SETTINGS
Number of thermostats
*
Sys 4 - Tstat 1
Fan
*
On
Auto
Circ
Heat / Off / Cool
*
Heat
Off
Cool
Auto
Temperature Heat
*
Temperature Cool
*
Sys 4 - Tstat 2
Fan
*
On
Auto
Circ
Heat / Off / Cool
*
Heat
Off
Cool
Auto
Temperature Heat
*
Temperature Cool
*
Sys 4 - Tstat 3
Fan
*
On
Auto
Circ
Heat / Off / Cool
*
Heat
Off
Cool
Auto
Temperature Heat
*
Temperature Cool
*
Sys 4 - Tstat 4
Fan
*
On
Auto
Circ
Heat / Off / Cool
*
Heat
Off
Cool
Auto
Temperature Heat
*
Temperature Cool
*
Collapse Stopper - sys4 tstats
EQUIPMENT
Number of equipment pieces
*
Sys 4 - Equip 1
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
Apco
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 4 - Equip 2
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
Apco
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 4 - Equip 3
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
Apco
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 4 - Equip 4
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
Apco
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 4 - Equip 5
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
Apco
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 4 - Equip 6
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
Apco
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 4 - Equip 7
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
Apco
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 4 - Equip 8
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
ADP
Apco
Aprilaire
Aspen
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Collapse Stopper - sys4 equip
CHECKLIST
Checklist
HEATING
Check operation of safety control
Done
Clean interior of vestibule
Done
Clean & calibrate thermostat(s) as needed
Done
Check furnace operation
Done
Inspect wiring & connections
Done
Cycle system (on/off/on)
Done
Inspect flue pipe/drain diverter/PVC
Done
Check for combustion leaks
Done
Check thermocouple/flame sensor
Done
Inducer motor amps MFD
Done
Rated
*
Actual
*
AIR HANDLER/BLOWER/HEAT PUMP
Check electric heat strips amps
Done
Rated
*
Actual
*
Check blower for cleanliness
Done
Blower motor
Variable
Non-Variable
Cap. Rated MFD
*
Cap. Actual MFD
*
Motor Rated Amps
*
Motor Actual Amps
*
Static pressure/Temperature
Done
Return Air
*
Supply Air
*
COOLING
Compressor capacitor MFD
Yes
N/A
Rated
*
Actual
*
Refrigerant type
R-410a
R-22
Piston or TXV
*
Piston
TXV
Size
*
Capacity / Model
*
Inspect line for kinks
Done
Compressor
*
Done
Suction (psig)
*
Temp SL
*
Discharge (psig)
*
Temp LL
*
Superheat
*
Subcool
*
Rated volts
*
Rated Amps
*
Actual Volts
*
Actual Amps
*
2-Stage
Yes
No
Electrical connection/contacts (tighten & clean)
Done
Condenser fan motor
Variable
Non-Variable
Rated amps
*
Actual amps
*
Cap. Rated MFD
*
Cap. Actual MFD
*
Check fan blades
Done
Clean condenser coil
Done
Ambient Temperatures
*
Done
Wet bulb indoor
*
Dry bulb indoor
*
Wet bulb outdoor
*
Dry bulb outdoor
*
CONDENSATE AREAS
Inspect/Clean drain pans
Done
Inspect/Clean drain lines and traps
Done
Pan treatment?
*
Yes
No
N/A
Check operation of condensate pump
Yes
No
N/A
ZONE SYSTEM
Check dampers operation
Done
Check bypass damper operation
Done
ULTRAVIOLET AIR SANITIZE
Check safety controls
Done
Replace bulb
Yes
No
N/A
Order part or used existing stock?
*
Need to order
Used van stock
Bulb type
*
MEDIA FILTRATION SYSTEM
Filter type
Filter size
Check/Clean/Replace filter
Done
OTHER INFORMATION
Notes for System 4
Back
Next
System 5
SYSTEM 5
PRE-SERVICE THERMOSTAT SETTINGS
Number of thermostats
*
Sys 5 - Tstat 1
Fan
*
On
Auto
Circ
Heat / Off / Cool
*
Heat
Off
Cool
Auto
Temperature Heat
*
Temperature Cool
*
Sys 5 - Tstat 2
Fan
*
On
Auto
Circ
Heat / Off / Cool
*
Heat
Off
Cool
Auto
Temperature Heat
*
Temperature Cool
*
Sys 5 - Tstat 3
Fan
*
On
Auto
Circ
Heat / Off / Cool
*
Heat
Off
Cool
Auto
Temperature Heat
*
Temperature Cool
*
Sys 5 - Tstat 4
Fan
*
On
Auto
Circ
Heat / Off / Cool
*
Heat
Off
Cool
Auto
Temperature Heat
*
Temperature Cool
*
Collapse Stopper - sys5 tstats
EQUIPMENT
Number of equipment pieces
*
Sys 5 - Equip 1
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
ADP
Apco
Aprilaire
Aspen
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 5 - Equip 2
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
Apco
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 5 - Equip 3
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
ADP
Apco
Aprilaire
Aspen
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 5 - Equip 4
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
ADP
Apco
Aprilaire
Aspen
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 5 - Equip 5
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
ADP
Apco
Aprilaire
Aspen
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 5 - Equip 6
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
ADP
Apco
Aprilaire
Aspen
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 5 - Equip 7
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
ADP
Apco
Aprilaire
Aspen
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 5 - Equip 8
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
ADP
Apco
Aprilaire
Aspen
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Collapse Stopper - sys5 equip
CHECKLIST
Checklist
HEATING
Check operation of safety control
Done
Clean interior of vestibule
Done
Clean & calibrate thermostat(s) as needed
Done
Check furnace operation
Done
Inspect wiring & connections
Done
Cycle system (on/off/on)
Done
Inspect flue pipe/drain diverter/PVC
Done
Check for combustion leaks
Done
Check thermocouple/flame sensor
Done
Inducer motor amps MFD
Done
Rated
*
Actual
*
AIR HANDLER/BLOWER/HEAT PUMP
Check electric heat strips amps
Done
Rated
*
Actual
*
Check blower for cleanliness
Done
Blower motor
Variable
Non-Variable
Cap. Rated MFD
*
Cap. Actual MFD
*
Motor Rated Amps
*
Motor Actual Amps
*
Static pressure/Temperature
Done
Return Air
*
Supply Air
*
COOLING
Compressor capacitor MFD
Yes
N/A
Rated
*
Actual
*
Refrigerant type
R-410a
R-22
Piston or TXV
*
Piston
TXV
Size
*
Capacity / Model
*
Inspect line for kinks
Done
Compressor
*
Done
Suction (psig)
*
Temp SL
*
Discharge (psig)
*
Temp LL
*
Superheat
*
Subcool
*
Rated volts
*
Rated Amps
*
Actual Volts
*
Actual Amps
*
2-Stage
Yes
No
Electrical connection/contacts (tighten & clean)
Done
Condenser fan motor
Variable
Non-Variable
Rated amps
*
Actual amps
*
Cap. Rated MFD
*
Cap. Actual MFD
*
Check fan blades
Done
Clean condenser coil
Done
Ambient Temperatures
*
Done
Wet bulb indoor
*
Dry bulb indoor
*
Wet bulb outdoor
*
Dry bulb outdoor
*
CONDENSATE AREAS
Inspect/Clean drain pans
Done
Inspect/Clean drain lines and traps
Done
Pan treatment?
*
Yes
No
N/A
Check operation of condensate pump
Yes
No
N/A
ZONE SYSTEM
Check dampers operation
Done
Check bypass damper operation
Done
ULTRAVIOLET AIR SANITIZE
Check safety controls
Done
Replace bulb
Yes
No
N/A
Order part or used existing stock?
*
Need to order
Used stock
Bulb type
*
MEDIA FILTRATION SYSTEM
Filter type
Filter size
Check/Clean/Replace filter
Done
OTHER INFORMATION
Notes for System 5
Back
Next
System 6
SYSTEM 6
PRE-SERVICE THERMOSTAT SETTINGS
Number of thermostats
*
Sys 6 - Tstat 1
Fan
*
On
Auto
Circ
Heat / Off / Cool
*
Heat
Off
Cool
Auto
Temperature Heat
*
Temperature Cool
*
Sys 6 - Tstat 2
Fan
*
On
Auto
Circ
Heat / Off / Cool
*
Heat
Off
Cool
Auto
Temperature Heat
*
Temperature Cool
*
Sys 6 - Tstat 3
Fan
*
On
Auto
Circ
Heat / Off / Cool
*
Heat
Off
Cool
Auto
Temperature Heat
*
Temperature Cool
*
Sys 6 - Tstat 4
Fan
*
On
Auto
Circ
Heat / Off / Cool
*
Heat
Off
Cool
Auto
Temperature Heat
*
Temperature Cool
*
Collapse Stopper - sys6 tstats
EQUIPMENT
Number of equipment pieces
*
Sys 6 - Equip 1
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
Apco
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 6 - Equip 2
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
Apco
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 6 - Equip 3
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
Apco
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 6 - Equip 4
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
Apco
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 6 - Equip 5
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
Apco
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 6 - Equip 6
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
Apco
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 6 - Equip 7
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
Apco
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 6 - Equip 8
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
ADP
Apco
Aprilaire
Aspen
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Collapse Stopper - sys6 equip
CHECKLIST
Checklist
HEATING
Check operation of safety control
Done
Clean interior of vestibule
Done
Clean & calibrate thermostat(s) as needed
Done
Check furnace operation
Done
Inspect wiring & connections
Done
Cycle system (on/off/on)
Done
Inspect flue pipe/drain diverter/PVC
Done
Check for combustion leaks
Done
Check thermocouple/flame sensor
Done
Inducer motor amps MFD
Done
Rated
*
Actual
*
AIR HANDLER/BLOWER/HEAT PUMP
Check electric heat strips amps
Done
Rated
*
Actual
*
Check blower for cleanliness
Done
Blower motor
Variable
Non-Variable
Cap. Rated MFD
*
Cap. Actual MFD
*
Motor Rated MFD
*
Motor Actual MFD
*
Static pressure/Temperature
Done
Return Air
*
Supply Air
*
COOLING
Compressor capacitor MFD
Yes
N/A
Rated
*
Actual
*
Refrigerant type
R-410a
R-22
Piston or TXV
*
Piston
TXV
Size
*
Capacity / Model
*
Inspect line for kinks
Done
Compressor
*
Done
Suction (psig)
*
Temp SL
*
Discharge (psig)
*
Temp LL
*
Superheat
*
Subcool
*
Rated volts
*
Rated Amps
*
Actual Volts
*
Actual Amps
*
2-Stage
Yes
No
Electrical connection/contacts (tighten & clean)
Done
Condenser fan motor
Variable
Non-Variable
Rated amps
*
Actual amps
*
Cap. Rated MFD
*
Cap. Actual MFD
*
Check fan blades
Done
Clean condenser coil
Done
Ambient Temperatures
*
Done
Wet bulb indoor
*
Dry bulb indoor
*
Wet bulb outdoor
*
Dry bulb outdoor
*
CONDENSATE AREAS
Inspect/Clean drain pans
Done
Inspect/Clean drain lines and traps
Done
Pan treatment?
*
Yes
No
N/A
Check operation of condensate pump
Yes
No
N/A
ZONE SYSTEM
Check dampers operation
Done
Check bypass damper operation
Done
ULTRAVIOLET AIR SANITIZE
Check safety controls
Done
Replace bulb
Yes
No
N/A
Order part or used existing stock?
*
Need to order
Used van stock
Bulb type
*
MEDIA FILTRATION SYSTEM
Filter type
Filter size
Check/Clean/Replace filter
Done
OTHER INFORMATION
Notes for System 6
Back
Next
System 7
SYSTEM 7
PRE-SERVICE THERMOSTAT SETTINGS
Number of thermostats
*
Sys 7 - Tstat 1
Fan
*
On
Auto
Circ
Heat / Off / Cool
*
Heat
Off
Cool
Auto
Temperature Heat
*
Temperature Cool
*
Sys 7 - Tstat 2
Fan
*
On
Auto
Circ
Heat / Off / Cool
*
Heat
Off
Cool
Auto
Temperature Heat
*
Temperature Cool
*
Sys 7 - Tstat 3
Fan
*
On
Auto
Circ
Heat / Off / Cool
*
Heat
Off
Cool
Auto
Temperature Heat
*
Temperature Cool
*
Sys 7 - Tstat 4
Fan
*
On
Auto
Circ
Heat / Off / Cool
*
Heat
Off
Cool
Auto
Temperature Heat
*
Temperature Cool
*
Collapse Stopper - sys7 tstats
EQUIPMENT
Number of equipment pieces
*
Sys 7 - Equip 1
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
Apco
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 7 - Equip 2
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
Apco
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 7 - Equip 3
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
Apco
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 7 - Equip 4
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
Apco
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 7 - Equip 5
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
Apco
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 7 - Equip 6
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
Apco
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 7 - Equip 7
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
Apco
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Sys 7 - Equip 8
Type
*
Air Handler/Furnace
Condenser
Indoor Coil
UV Light
Electronic Filter
Humidifier
Dehumidifier
Heppa Filtration System
Brand
*
ADP
Apco
Aprilaire
Aspen
Carrier
Coleman
Goodman
Homeywell
Lennox
TempStar
Trane
Rheem
Rudd
York
Other
Manufacture Date
Model
Serial #
Collapse Stopper - sys7 equip
CHECKLIST
Checklist
HEATING
Check operation of safety control
Done
Clean interior of vestibule
Done
Clean & calibrate thermostat(s) as needed
Done
Check furnace operation
Done
Inspect wiring & connections
Done
Cycle system (on/off/on)
Done
Inspect flue pipe/drain diverter/PVC
Done
Check for combustion leaks
Done
Check thermocouple/flame sensor
Done
Inducer motor amps MFD
Done
Rated
*
Actual
*
AIR HANDLER/BLOWER/HEAT PUMP
Check electric heat strips amps
Done
Rated
*
Actual
*
Check blower for cleanliness
Done
Blower motor
Variable
Non-Variable
Cap. Rated MFD
*
Cap. Actual MFD
*
Motor Rated Amps
*
Motor Actual Amps
*
Static pressure/Temperature
Done
Return Air
*
Supply Air
*
COOLING
Compressor capacitor MFD
Yes
N/A
Rated
*
Actual
*
Refrigerant type
R-410a
R-22
Piston or TXV
*
Piston
TXV
Size
*
Capacity / Model
*
Inspect line for kinks
Done
Compressor
*
Done
Suction (psig)
*
Temp SL
*
Discharge (psig)
*
Temp LL
*
Superheat
*
Subcool
*
Rated volts
*
Rated Amps
*
Actual Volts
*
Actual Amps
*
2-Stage
Yes
No
Electrical connection/contacts (tighten & clean)
Done
Condenser fan motor
Variable
Non-Variable
Rated amps
*
Actual amps
*
Cap. Rated MFD
*
Cap. Actual MFD
*
Check fan blades
Done
Clean condenser coil
Done
Ambient Temperatures
Done
Wet bulb indoor
*
Dry bulb indoor
*
Wet bulb outdoor
*
Dry bulb outdoor
*
CONDENSATE AREAS
Inspect/Clean drain pans
Done
Inspect/Clean drain lines and traps
Done
Pan treatment?
*
Yes
No
N/A
Check operation of condensate pump
Yes
No
N/A
ZONE SYSTEM
Check dampers operation
Done
Check bypass damper operation
Done
ULTRAVIOLET AIR SANITIZE
Check safety controls
Done
Replace bulb
Yes
No
N/A
Order part or used existing stock?
*
Need to order
Used van stock
Bulb type
*
MEDIA FILTRATION SYSTEM
Filter type
Filter size
Check/Clean/Replace filter
Done
OTHER INFORMATION
Notes for System 7
Back
Next
Collapse Stopper
POST SERVICE CHECK
All HVAC electrical breakers/disconnects powered on
Done
Return thermostat(s) to original settings
Done
All work areas inspected/cleaned
Done
Sonoran Club customer?
Yes
No
When does it end?
*
Month & Year
Discounts & benefits explained to customer?
Yes
No
Recomendations
Submit
Should be Empty: