HVAC service reports and maintenance checklists

Equipment first

Each unit is an asset of the client: model, serial number, refrigerant type, install date and location. With the asset on file, every report adds to its history – and warranty or replacement questions answer themselves.

Preventive maintenance checklist (example)

• Filters checked / replaced (size)
• Coils cleaned (indoor / outdoor)
• Condensate drain clear, pan clean
• Electrical connections tight, capacitor tested
• Refrigerant pressures and superheat / subcooling
• Supply and return temperatures
• Thermostat operation
• Belts and motors (if any)
• Notes and recommendations

Readings and photos

Write readings as numbers with units, every time in the same place. Take a photo of the nameplate and of anything you recommend to repair – it turns a recommendation into an approved quote.

In GITECHY Works

The HVAC industry setup brings HVAC words, report templates and catalog; Client Assets keep each unit with its full service history, visible to the client in the portal; recurring maintenance visits are scheduled automatically.