FIELDFOLIO
New system install
- Load / size confirmed
- Pad / stand ready
- Equipment set
- Lines / electric connected
- Startup & charge
- Customer trained
Pick the job you are on. Run down the steps. Snap a before photo and an after photo. The app puts it all in one report you can send. Every step here is one you can tick off in the app.
New install
Mini-split install
- Head & condenser locations
- Line set run & sealed
- Vacuum held
- Refrigerant released
- Modes tested
- Remote explained
Ductwork install (new)
- Layout to plan
- Trunks & runs hung
- Joints sealed
- Registers cut in
- Airflow balanced
- Debris removed
Thermostat install (new / smart)
- Wiring labeled
- C-wire confirmed
- Thermostat mounted
- Wi-Fi / app set
- Heat & cool tested
- Customer shown
Air purifier / UV install
- Mount location set
- Power connected
- Unit installed
- Tested running
- Filter / bulb date noted
- Customer shown
Humidifier / dehumidifier install
- Location & drain set
- Water / power connected
- Humidistat set
- Tested
- No leaks
- Customer shown
Replace / 1-for-1 swap
System replace (1-for-1)
- Old unit recovered
- Pad / stand ready
- New unit set
- Lines / electric connected
- Startup & charge
- Customer trained
Furnace replace
- Gas off & old unit out
- New furnace set
- Venting / gas connected
- Startup & combustion check
- Temp rise checked
- Cleanup
Condenser / heat pump replace
- Refrigerant recovered
- Old unit out
- New unit set & level
- Lines brazed & vacuum
- Charged & tested
- Cleanup
Capacitor / contactor swap
- Power off verified
- Part replaced
- Wiring checked
- Amps measured
- System ran
- Old part shown
Blower motor replace
- Power off
- Old motor out
- New motor in
- Speed taps set
- Airflow checked
- Cleanup
Thermostat swap
- Old stat removed
- Wires labeled
- New stat mounted
- Settings set
- Heat & cool tested
- Customer shown
Repair / service call
No-cool / no-heat call
- Diagnosis documented
- Parts identified
- Repair completed
- Temps verified
- Thermostat OK
- Follow-up noted
Refrigerant leak repair
- Leak found
- Repair made
- Vacuum held
- Recharged
- Pressures / temps noted
- Customer briefed
Frozen coil / drain clog
- Cause found
- Coil thawed
- Drain line cleared
- Float switch checked
- System ran
- Customer briefed
Noisy system call
- Noise source found
- Part fixed / tightened
- System ran quiet
- Amps checked
- Cleanup
- Customer briefed
Duct / vent repair
- Access made
- Duct sealed / repaired
- Airflow checked
- Registers set
- Debris removed
- Comfort confirmed
Renovation / remodel
Duct redesign / remodel
- Existing ducts assessed
- New layout set
- Old runs removed
- New runs installed & sealed
- Balanced
- Comfort confirmed
Addition / room HVAC tie-in
- Load checked
- Supply & return added
- Zoning (if)
- Tied into system
- Airflow checked
- Temps confirmed
Inspect / maintain
Tune-up / maintenance
- Filter checked
- Coils inspected
- Electrical connections
- Capacitor / amps noted
- Thermostat verified
- System ran clean
Furnace safety check
- Heat exchanger inspected
- Combustion / CO tested
- Flame sensor cleaned
- Venting checked
- Safeties tested
- Report shared
Duct cleaning
- Registers removed
- Ducts vacuumed / brushed
- Coil & blower checked
- Filter replaced
- Registers reinstalled
- Before / after photos
Filter change
- Old filter removed
- Size noted
- New filter in (arrow right way)
- Date written
- System ran
- Next change date set
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.