CONSULTANT SWH

CLIENT INFO

DISPATCH # 76543 HD # 1-34567 PHONE NUMBERS #1: (651) 373-7442
(contact info)

INST. DATE 7/13/13

CLIENT NAME: LEE ADAMS CLIENT EMAIL: ADAMS2583@GMAIL.COM SITE ADDRESS: CITY: OWNER ADDRESS: CITY: STATE: ZIP CODE: STATE: ZIP CODE:

#2:
(contact info)

#3:
(contact info)

#4:
(contact info)

Are you happy with your current system?

Y

N

Are there any areas that ever get too warm or too cold?

Y

N

Does anyone in you home suffer from asthma or allergies?

Y

N

Does your home get too muggy or too dry certain times of the year?

Y

N

Do you entertain or have large numbers of people in your home?

Y

N

What temp do you set your thermostat in the summer / winter.

Does your current system have trouble getting to that temp?

Y

N

How long do you plan on living here?

When are you planning on having the work done?

CLIENT NAME: LEE ADAMS

A2 B2

FLEX JOINT

Clearance Right

Clearance Left Return Drop Left Return Drop Right Pedestal: Y Throat Height Throat Width N Size:

Filter Size: 16x20x1 16x25x1 20x20x1 20x24x1 20x24x4 25x25x1

CLIENT NAME: LEE ADAMS

SUPPLIES ABOVE GRADE SECTION #1 ABOVE GRADE SECTION #2 BELOW GRADE SECTION FURNACE AGE BRAND MODEL SERIAL BTU’S TON SEER/EFFICIENCY COMBUSTION AIR PVC SIZE BIRD CAP DROP “T” FLUE SIZE CONDENSATE PUMP CIRCUIT BREAKER BRAND CB AMPS FREON LINE REPLACE OTHER COMBUSTION AIR SIZE
20 25 30 35 40 50 60 other

RETURNS

A/C

COIL

H2O HEATER

YES

NO

SIZE

4

5

6

2 2.5 3 YES NO 4 5 6 7 4 5 6 7 YES NO ADD

Y

N

LENGTH

FLUSH KIT: Y

N

0-118K=4” 118-188K=5” 188K +=6

CLIENT NAME: LEE ADAMS

PHOTO CHECKLIST FURNACE OUTSIDE A/C RETURN BOOT / DROP / FILTER COIL PLENUM BREAK PANEL LOCATION OF PENETRATION OF EXTERIOR WALL DETAILS THAT PERTAIN TO JOB RELOCATION OF EQUIPMENT DUCT MODIFICATION SPACE CONSTRAINTS

NOTES PAGE:

CLIENT NAME: LEE ADAMS

CONSULTANT SWH
CLIENT INFO

DISPATCH # 76543 HD # 1-34567 PHONE NUMBERS #1: (651) 373-7442
(contact info)

INST. DATE 7/13/13

CLIENT NAME: LEE ADAMS CLIENT EMAIL: ADAMS2583@GMAIL.COM SITE ADDRESS: CITY: OWNER ADDRESS: CITY: STATE: ZIP CODE: STATE: ZIP CODE:

#2:
(contact info)

#3:
(contact info)

#4:
(contact info)

WARRANTY INFORMATION PARTS / LABOR

FNG

/

AC

/

HUM

/

AIR FILT

/

h2oHEATER

/

ADDITIONAL WARRANTY INFO:______________________________________________________________________________ COMPRESSOR 10YR 12YR HEAT EXCHANGER
JOB TOTAL

LIFETIME

20

GIFTED PCC Y PAYMENT TYPE: JOB TOTAL $ DEPOSIT $ HD FINANCE $ WF FINANCE $ DUE 1ST TRIP $

N CHECK CASH

YEARS CREDIT ITEX

FINANCE PAPERS SIGNED Y DUE 2ND TRIP $ HD#: 1-34567

N

REBATES

RECEIPT #: ORDER DATE: SALES REP: SWH REF BY: INSTALL DATE: 7/13/13 TIME: RETURN TRIP:

REBATES: CP$ XCEL GAS$: XCEL ELECT.$: ARI #: TRANE INSTANT: TRANE THERMO:

CLEAN EFFECTS: TRANE FINANCING: 36MON. RHEEM: LENNOX: TAX CREDIT: 5.9%

CLIENT NAME: LEE ADAMS

EQUIPMENT

Furnace Condenser A-CoiL Clean Effects Media Filter Air Purifier HRV/ERV Filtercase Humidifier Zone Panel Damper X Round Damper 20x25 16x25 Width 14.5 17.5 21 24

Damper Damper Damper X X X Water Heater
T-STAT / BREAKER INFO

Focus Pro 5K

Focus Pro 6K

Vision Pro 8K

Honeywell Wireless

Honeywell IAQ

ACCESSORIES

Slab: Trane Comb Air: Cement Pvc: Cement

Lennox Ft Ft

Rheem Diameter Diameter Wood Wood

Other #GravelBags Ft Ft Diameter Diameter Kit Size Kit Size

Filter Size: 16x20x1 16x25x1 20x20x1 20x24x1 20x24x4 25x25x1 Bird Cap: 4” 5” 6” Chimney Refrigerant Line Replace Y Return Boot: Fbs 10x25 Pedestal: P17 Return Air Drop: P21 10x25 P24 12x25 Size Gas Tight Ft. Size Diam. N Length Fbl 12x25 Other LP kit?: Y N Flush kit?: Y Ebs 10x25 N Ebl 12x25

Gas Line Copper: Ft. Vent Liner: Drip Tee: Class B Parts for electrical? Condensate Pump:

B-vent Flexible Length Diameter Y N

If yes?

Estimated Hours:

# of Installers
ADDITIONAL INFORMATION

Est Hrs of 2/3 Installer

Extension Ladder Needed? Electrical Required? Pull Permit? Replacing Low Boy?

Y Y Y Y

N N N N

Walkout Basement? House Specifications:

Y other

N

1story 2story

CLIENT NAME: LEE ADAMS

Furnace Only 1 80% Furnace 2 90% Furnace 3 95% Two Stage Variable Speed Furnace AC Only 4 Tier 1 Single Stage Air Conditioning 5 Tier 3 Two Stage Air Conditioning / Heatpump Complete System 6 80% Complete System - Includes tasks 1 & 4 7 90% Complete System - Includes tasks 2 & 4 8 95% Two Stage Variable Speed - Includes tasks 3 & 4 9 95% Two Stage Variable Speed w/Two Stage Air Conditioning / Heatpump Include tasks 3 & 5 Air Handlers 10 Standard AH 11 Standard AH Complete - Includes tasks 4 & 10 12 Communicating Variable Speed AH 13 Communicating Variable Speed AH Complete Include tasks 4 & 12 Water Treatments 14 Water Heater 15 Water Heater w/Complete 16 Water Heater with Power Vent only 17 Water Heater with Power Vent w/Complete 18 Add expansion tank and misc fittings Add On’s Furnace 19 Venting Per Each 10’ over 20‘ (95% only) 20 Venting Per Each 10’ over 30‘ (95% only) 21 Venting Per Each 10’ over 40‘ (95% only) 22 Flush Mount Kit/Termination Kit (95% only) 23 1-Pipe Through Garage (95% only) 24 1 Pipe Over Finished Ceiling (95% only) (does not include ceiling repair) 25 Combustion Air Up to 25’ 26 Vent Liner 1 Story 27 Vent Liner 2 Story 28 Bird Cap 1 Story 29 Bird Cap 2 Story 30 Class B vent piping (up to 8’ total length) Add On’s AC 31 Disconnect Box 32 35’ Line Set 33 50’ Line Set 34 Breaker 35 New Electric Service-easy access/open basement 36 New Electric Service-restrictive access/ finished bsmnt Additional Add On’s 37 Crawl space or attic 38 Drain pan and water switch for attic equipment 39 Drill hole through stone or concrete price /per hole 40 Convert electric A/H to gas furnace 220v to 110v, run gas line to furnace with regulator and shut-off.

CLIENT NAME: LEE ADAMS

41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82

Rotate furnace 90- 180 degrees Replace low boy- Includes Tasks 41, 45 & 48 Bring gas regulator to code Airflow Solution 1” Filter rack only 1” Filter boot 5” Media Filter w/Cabinet Return Boot w/turning Vane & 5” Media Filter and Cabinet Return Air Drop Furnace pedestal Add single return to basement in mechanical room w/ 7” or 8” flex duct (less than 10’) 7” or 8” Hard pipe (less than 10’) 7” or 8” 10’ - 25’ Flex pipe 7” or 8” 10’ - 25’ Hard pipe Hawes Bypass Return drop to trunk 5’ or less in length (8” to 10” duct) Hawes Bypass Return drop to panning 5’ - 15’ in length (8” to 10” duct) Accessories Humidifier w/system Humidifier only Trane Clean Effects w/system Trane Clean Effects only Honeywell Prestige IAQ Thermostat Honeywell Wireless Thermostat UV Sanuvox Air Purifier Trane/Honeywell T600 Trane/Honeywell T800 Wireless Thermostat Nexia Thermostat Condensate Pump Condensate Pump with electrical Supply Ducting with Equipment 5-6” Flex (up to 12’) 7-8” Flex (up to 12’) 5-6” Hard Pipe (up to 12’) 7-8” Hard Pipe (up to 12’) 8’ of Trunk Line Miscellaneous Expenses Travel Expense outside defined metro radius of 45 miles Travel Expense outside defined metro radius of 45 miles Permits that require walk in Additional hours for difficulty of install Additional hours for difficulty of install Additional hours for difficulty of install Additional hours for difficulty of install Additional hours for difficulty of install Additional hours for difficulty of install

CLIENT INFO

Client Name: LEE ADAMS Site Address: City: Zip Code:

Consultant: Call id # SWH Consultant Number: Home #: (651) 373-7442

Job # HD #

76543

1-34567

JOB COSTING:

Job Total Major Equipment Sales Tax Material Cost Financing Fee Commissions: Sales Lead Gen Labor Hours Instal Tech Tradesman Subcontractor Permit Costs TOTAL COST OF GOODS TOTAL GROSS PROFIT GROSS PROFIT % OF SALES
0

0

0
0

0

$0.00

CLIENT INFO

REBATES

DISPATCH # 76543 HD # 1-34567

Client Name: LEE ADAMS Site Address: City: Zip Code: Owner Address: City:
WARRANTY WARRANTY P/L JOB TOTAL FNG AC

Consultant: SWH Receipt #: ADAMS2583@GMAIL.COM Client Email: Order Date: State: Home #: (651) 373-7442 Sales Rep: SWH Cell #: State:
AIR FILT

Zip Code:
HUM

Office #:
h2oHEATER

Ref by: Install Date: 7/13/13 Time: Return Trip: Rebates:

CHECK LIST & NOTES

ITEM Sales Receipt

DATE COMPLETED

/ Gifted PCC Y N Job Total $ Deposit $ Due 1st Trip $ Due 2nd Trip $
EQUIPMENT

/ Years HD $

/

/
COMPRESSOR HEAT EX LIFETIME 10YR

/
12YR 20

Original Delivery ESC Call entered

WF $ Need To get Finance Papers Signed Y HD LEAD ID#: 1-34567

N

Invoiced in ESC CP$ Flash Sale XCEL gas$: XCEL elect.$: ARI #: Trane Instant: Trane Thermo: Clean Effects: Trane Financing: 36mon. Rheem: Lennox: Tax Credit: Ft.
INSTALL NOTES

Pull Permit Mechanical Plumbing Electrical Send Permit Confirm Install Installers Archive Photo’s Enter Install Reciept ESC Rebates HD Quality Audit Thank You N N N N N N Enter Equip ESC Register Warranty Comfortsite TPCC
JOB TOTAL

Furnace Condenser A-Coil Width 14.5 17.5 21 24 Clean Effects Media Filter Filtercase 20x25 16x25 Air Purifier Humidifier HRV/ERV Zoning Damper Damper x Damper x Damper x Damper x T-Stat Focus Pro 5K Focus Pro 6K Vision Pro 8K Honeywell Wireless Honeywell IAQ Water Heater
ACCESSORIES & NOTES

5.9%

Slab: Trane: Combustion Air: Pvc: Bird Cap: Flush Kit?: Y Return Boot Pedestal P17 Vent Liner: Drip Tee Class B N

Lennox: Cement Cement 4” P21 Ft Ft 5”

Rheem: Diameter Diameter 6” Wood Wood Chimney

Other: Ft Ft Ft.

Gravel Bags Needed Diameter Diameter Kit Size: Kit Size:

Refrigerant Lines Hi Side: Diam Fbl 12x25 Other Gas Tight Ft. Ebs 10x25 Size Diam. P24 Size Diameter # of Installers

Low Side Diam Ebl 12x25 10x25 12x25

Fbs 10x25

Return Air Drop

Gas Line Copper Ft.

B-vent Flexible Length

Estimated Hours: Estimated Hours of 2nd or 3rd Installer

Extension Ladder Needed? Y Electrical Required? Y Pull Permit? Y Replacing Low Boy? Y Final Inspection? Y Walkout Basement? Y House Specifications: 1story 2story other

Total Comfort Owners Manual -REFERENCE GUIDE
Authorized Service Providers

763.383.8383 / 888.669.3606

www.tcomfort.com

Sales Consultant SWH Phone EQUIPMENT Furnace AIR Humidifier Air Filtration Thermostat Water Heater MODEL

Installation Date 7/13/13 WARRANTY P/L / / / COMP 10YR /
IAQ

MAINTENANCE
annually (during heating season) annually (during heating season) annually check monthly 20 annually

5k

6k

8k

WL

12YR HEAT EX LIFETIME/20

/
Optimal performance & solutions every time.

Total Comfort Owners Manual -REFERENCE GUIDE
Authorized Service Providers

763.383.8383 / 888.669.3606

www.tcomfort.com

Sales Consultant SWH Phone EQUIPMENT Furnace AIR Humidifier Air Filtration Thermostat Water Heater MODEL

Installation Date 7/13/13 WARRANTY / / / COMP 10YR /
IAQ

MAINTENANCE
annually (during heating season) annually (during heating season) annually check monthly 20 annually

5k

6k

8k

WL

12YR HEAT EX LIFETIME/20

/ MAINTENANCE HISTORY DATE

DATE:

MAINTENANCE PERFORMED

MAINTENANCE PERFORMED

Optimal performance & solutions every time.

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