PM & System Inspection
Pick the equipment configuration for each unit to load its field checklist. Grade every applicable item Done, Not Done, or N/A. Each submission logs an isolated service visit to your CRM.
Customer & Work Order Information
HVAC Equipment & Inspection Checklists
Equipment Specifications
New filter installed today
Complete all applicable items and mark non-applicable items N/A.
Inspect equipment condition and installation
Inspect/change or clean air filter as applicable
Inspect evaporator coil for dirt, debris, corrosion, ice or visible leakage
Inspect blower wheel/fan for cleanliness and proper operation
Inspect blower motor for abnormal noise or vibration
Inspect condensate drain, drain pan and trap
Flush/clear condensate drainage as required
Inspect accessible refrigerant piping and insulation
Check electrical wiring, terminals and connections
Verify thermostat/controller operation
Overall System Condition & Findings
Overall System Condition & Recommendation
Select overall health state for customer record and follow-up dispatch.
System running within manufacturer tolerances. Ready for seasonal demands.
Operational with component wear, weak capacitor, or recommended preventative parts.
Critical safety violation: cracked heat exchanger, high CO, or gas leak. System isolated.
Notes on capacitor MFD, delta-T split, amp draws, or suggested repairs.
Homeowner concerns regarding hot/cold spots, noise, or indoor air quality requests.
Inspection Photo Documentation
Attach photo proof of condenser, evaporator, capacitor tester readings, filter state, or defects.
Tap to take photo or upload from device
Supports camera capture on mobile, JPG, PNG
Signatures & Work Verification
Draw technician and customer sign-offs below using touchscreen, trackpad, or stylus.
Certified HVAC Technician
Legally binding electronic signature for HVAC service record.
Customer / Authorized Representative
Legally binding electronic signature for HVAC service record.
Review inspection report, print copy, and transmit directly to CRM contact timeline.