Maintenance/Repair Diagnostic Checklist

Home Depot License #'s - For the most current listing visit www.Homedepot.com/LicenseNumbers

COOLING HEATING

Lead # Store # HD Vendor #

SERVICE PROVIDER INFORMATION:

Service Provider Name Service Provider # License #

CUSTOMER INFORMATION:

Customer Last Name Customer First Name

Customer Address City State Zip

Home Phone# Work Phone# Cell Phone# Customer Email Address

SERVICE FEES CUSTOMER TYPE:
Service Item QTY Standard Maintenance Plan Customer
Tune Up $ $
Maintenance Plan Visit $ $
Diagnostic/Repair $ $
Oil Furnace or Boiler Service Charge $ $
Thermostat Installation $ $
Mileage Charge (30+ mi from store) $ $
After Hours/Emergency Charge $ $
Other $ $
Total $ $
Additional work and/or recommended repairs to be quoted and approved prior to completion.
CUSTOMER CONCERNS/COMMENTS ON SYSTEM OPERATIONS:

Customer Initials: Tech Initials:

TECH OBSERVATIONS ON EXISTING CONDITIONS/DAMAGES AS NOTED UPON ARRIVAL:

Customer Initials: Tech Initials:

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 Maintenance and Inspection Checklist

TUNE-UP/MAINTENANCE CHECKLIST or DIAGNOSTIC SYSTEM# OF

Brand: Age of Equipment:

Model: Serial #:

Filter Type: Pleated Media Electronic Other:

Filter Size: X X
BASIC COOLING OR HEATING MAINTENANCE INCLUDES: OK At Risk Fail N/A
Check/Calibrate Thermostat As Required
Inspection Of Air Filtration System
Replacement Of Filter Provided By Customer
Inspect Any Condensate Drain Pans For Proper Operation
Inspect Readily Accessible Ducts For Obvious Air Leaks
Inspect Unit Wiring And Electrical Disconnect
Visually Inspect/Test Capacitors For Leakage And Rust (Indoor Unit)
Inspect Blower Wheel and Lubricate Furnace/Boiler Blower or Air Handler
Inspect Blower Motor And Record Amp Draw (Lubricate As Needed)
Check Crankcase Heater For Proper Operation
Complete Operations Sequence Check
BASIC HEATING MAINTENANCE INCLUDES: OK At Risk Fail N/A
Inspect Flue And Venting For Obstructions And Leaks
Inspect Entire Furnace / Boiler For Loose Or Worn Parts And Abnormal Vibrations
Check Temperature Rise Across Heat Exchanger For Overheating
Check And Adjust Manifold Gas Pressure
Inspect Furnace / Boiler Wiring Assembly For Loose Connections
Inspect Gas Burners
Inspect Burner Ignition System And Assembly
Check High Limit Control (Adjust As Needed)
Inspect Gas Lines And Connections At Furnace / Boiler For Leaks
Inspect Heat Exchanger For Sooting, Corrosion, Cracks And Deformities
Check Electrical Circuit to Furnace/Boiler. Test All Electrical Controls
Inspect Gas Valve For Corrosion, Leaks, Restriction Of Gas Flow And Abnormal Noise
Test And Adjust The Unit For Peak Operating Efficiency
Check Defrost Cycle And Reversing Valve Operation (Heat Pumps Only)
Tighten Screw Lug Terminals In Condensing Unit (Heat Pumps Only)
Check Refrigerant Level (Heat Pumps Only)
Check Emergency Heat Systems For Proper Operation (Heat Pump Only)
MEASUREMENTS RECORDED AT TIME OF INSPECTION (INDOOR/HEATING EQUIPMENT):
Gas Pressure Temperature Rise Hot Surface Igniter Indoor Temperature
Low / High Wet Bulb / Dry Bulb
/ / / /
Inducer Amp Draw Blower Amp Draw Blower Capacitor Flame Sensor
/ / / /

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 Maintenance and Inspection Checklist

TUNE-UP/MAINTENANCE CHECKLIST or DIAGNOSTIC SYSTEM# OF

Brand: Age of Equipment:

Model: Serial #:

Filter Type: Pleated Media Electronic Other:

Filter Size: X X
BASIC COOLING MAINTENANCE INCLUDES: OK At Risk Fail N/A
Check Evaporator For Adequate Airflow
Inspect And Flush Condensate Lines And Check Condensate Pump Operation (If Equipped)
Inspect Indoor Coil If Accessible
Inspect Cooling System For Unusual Vibration Or Loose Parts
Check Refrigerant Level (When Outside Temp >60°F)
Check And Record Operating Pressures And Temperatures
Check And Record Amp Draw Of Condenser Motor And Compressor
Inspect Contactor For Pits Or Burns
Tighten Screw Lug Terminals In Condensing Unit
Check Condenser Motor Bearings/Lubricate Unsealed Condenser Motor Bearings (As Necessary)
Inspect Fan Blade For Cracks Or Defects
Inspect And Clean Outdoor Unit* (*Does Not Include Use Of Detergent)
Check Overall Operation Of System
MEASUREMENTS RECORDED AT TIME OF INSPECTION (INDOOR/HEATING EQUIPMENT):
Suction PSI Suction Temp Liquid PSI Liquid Temp
/ / / /
Outdoor Temp Outdoor Fan Amp Compressor Amp Condenser FanAmps
/ / / /
Dual Capacitor
Compressor / Fan
/

COMMENTS:

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 Recommended Options and Repair Scope of Work

Priority Customer Approval

Level (Initial Selections)

Item Description
Price Explanation
(Please check box for PriorityLevel)
Accept Decline
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
Accepted Recommendations Subtotal

Labor and workmanship guarantee (select one). Recommended items which are not purchased/completed are not guaranteed.
90 days 1 year (Maintenance Plan Customers Only)

Subtotal of Accepted Recommendations: *A Home Improvement Agreement must be executed to authorize

Home Depot to perform the work items accepted above.
Maintenance Plan Discount:
Grand Total:

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