FIELDFOLIO
Appliance install
- Model matches
- Old unit out
- Utilities connected
- Level / secure
- Test cycle
- Packaging removed
Pick the job you are on. Run down the steps. Print this page for the truck. In the app, pick appliance repair as your trade and these jobs load as your checklist, next to your before, during and after photos.
New install
Dishwasher install
- Opening & utilities checked
- Supply & drain connected
- Power connected
- Secured & level
- Test cycle
- No leaks
Range / cooktop install
- Gas / 240V checked
- Anti-tip bracket
- Connected
- Burners / oven tested
- Leak check (gas)
- Cleanup
Washer / dryer install
- Hoses / vent checked
- Power / gas OK
- Units leveled
- Test run
- No leaks
- Packaging removed
Fridge / ice maker install
- Water line run
- Fridge set & level
- Ice maker on
- Temps set
- No leaks
- Packaging removed
Over-range microwave install
- Wall plate mounted
- Vent direction set
- Unit hung
- Power
- Tested
- Cleanup
Replace / 1-for-1 swap
Appliance replace (1-for-1)
- Model confirmed
- Old unit disconnected
- New unit connected
- Level
- Tested
- Old unit hauled
Repair / service call
Appliance repair
- Diagnosis
- Parts installed
- Function test
- Leak / noise check
- Warranty note
- Area cleaned
Not cooling (fridge / freezer)
- Temps measured
- Coils / fans checked
- Part replaced
- Cooling verified
- Food safety noted
- Customer briefed
Not draining / leaking (washer / DW)
- Cause found
- Pump / hose fixed
- Test cycle
- No leaks
- Area dried
- Customer briefed
No heat (dryer / oven)
- Power / gas checked
- Part replaced
- Heat verified
- Vent checked
- Tested
- Customer briefed
Renovation / remodel
Kitchen appliance package
- All models confirmed
- Old units out
- New units set
- Utilities connected
- All tested
- Packaging hauled
Inspect / maintain
Dryer vent cleaning
- Vent disconnected
- Duct cleaned
- Outside flap cleared
- Airflow checked
- Reconnected
- Before / after photos
Appliance maintenance
- Units checked
- Filters / coils cleaned
- Seals checked
- Tested
- Notes
- Next visit
Use these as a base. You know the job best, so add or skip steps to fit it. You are responsible for the work and the customer info you collect. See the Terms and Conditions.