System Performance Report

Fillable HVAC inspection checklist with live scorecard.

Overall Grade
0.0%
Pass
0
Caution
0
Fail
0
Completed
0 / 90

Job Information

AC Unit

Coil

Water Heater

Thermostat

1.Energy-saving thermostat existing
2.Batteries replaced (homeowner supplied)
3.Thermostat mounted firmly to wall
4.Program set to client's needs

Air Conditioning / Heat Pump

5.Log compressor amps
6.Condenser fan amps/condition
7.Capacitor uF value
8.Volt drop/inspect contactor
9.Outdoor Temp / Indoor WB Temp
10.Unit superheat
11.Unit sub cool
12.Tighten wire connections
13.Condition of start assist device
14.Test defrost timer operation
15.Test reversing valve operation
16.Check condition of coil fins
17.Check for refrigerant leaks
18.O-ring Schrader caps installed
19.Condition of electrical disconnect
20.Tighten lugs in disconnect & circuit breaker
21.Verify proper circuit breaker size to nameplate
22.Verify proper wire size to unit
23.Low voltage wire condition
24.Condensing unit is level
25.Shrubs are cut back from unit
26.Line set is insulated to condensing unit
27.Install sticker on outdoor unit

Ductwork System

28.Show cleanliness of ductwork
29.Supply ducts insulated
30.Boots are sealed to the floor
31.Overall condition of the ductwork
32.Duct is properly strapped and connected
33.Return plenum min 85 sq. in. per ton
34.Return duct insulated
35.Platform return needs sealing
36.Ductwork insulated

Furnace / Air Handler

37.Clean flame sensor
38.Return static pressure
39.Supply static pressure
40.Evaporator coil cleaning needed
41.Check condition of evaporator coil
42.Inspect start collar seal at plenum
43.Inspect blower cabinet insulation
44.Inspect blower wheel cleanliness
45.Inspector camera
46.Inspect all electrical
47.Check circuit board for burn marks
48.Check blower bearings
49.TXV bulb mounted at 10 or 2
50.Inspect for signs of refrigerant leaks
51.Primary drain ran properly
52.Secondary drain ran properly
53.Check condensate pump
54.Inspect drain safety switch
55.Pan treatment needed
56.All screws replaced in cabinet
57.Read blower motor amps
58.Check inducer motor amps
59.Blower capacitor uF value
60.Measure temp rise
61.Adjust gas pressure
62.Check limit switches and mounts
63.Check burner crossover ports
64.Vacuum furnace area and burners
65.Check for sufficient comb. air
66.Clean combustion air vent screen
67.Inspect heat exchanger
68.Check hoses for cracks & wear
69.Check pressure switch
70.Check for proper flue rise
71.Measure flue clearances
72.Check flue pipe for leaks and rust
73.Inspect PVC for leaks, etc.
74.Test gas connections for leaks
75.Any flammables near furnace
76.Check for proper ignition
77.Run furnace in all stages
78.Test gas shutoff operation
79.Carbon Monoxide detector needed
80.Surge protection needed
81.UV germicidal lamp needed
82.Clean/wax outside of the furnace
83.Filter change/clean (standard size or club)
84.Install sticker on front of furnace
85.Show owner post-operation of furnace

Additional Items

86.Intelifan to increase efficiency up to 16%
87.Better Filter
88.OTHER
89.OTHER
90.OTHER