CHECKLIST

What to include

  1. 01Asset identification
  2. 02Thermostat and setpoint
  3. 03Visible leaks or corrosion
  4. 04Filter condition
  5. 05Airflow obstruction
  6. 06Unusual noise or vibration
  7. 07Drain condition
  8. 08Access and clearances
  9. 09Maintenance label
  10. 10Required service action

FIELD WORKFLOW

How to use this template

  1. 1

    Create one report for the property, project, inspection, or walkthrough.

  2. 2

    Record each finding by area with priority, status, owner, due date, and notes.

  3. 3

    Attach clear evidence photos and mark up the exact defect when useful.

  4. 4

    Review missing information, collect sign-off, and export the handoff package.

BEFORE YOU START

Adapt it to the job

Names, inspection frequency, acceptance criteria, retention rules, and sign-off responsibilities vary by project and jurisdiction. Remove irrelevant items and add the exact standards, drawings, specifications, and responsible people that apply to your work.

Refrigerant, electrical, combustion, and internal equipment work should be handled by qualified personnel.