Seasonal Heating & Cooling Inspection
Each checkpoint requires exactly one grade: Done, Not Done, or N/A. Each submission logs an isolated service visit linked directly to your CRM account.
Customer & Work Order Information
HVAC Equipment Specifications
New filter installed today
Inspection Checklist (7 Sections • 49 Items)
Tap a section to expand it and grade one inspection area at a time. Every item corresponds to official HVAC maintenance standards and is required for compliance and CRM warranty archiving.
Inspect high & low voltage disconnect switches and outdoor breaker
Critical Safety PointTest carbon monoxide (CO) levels around furnace / air handler and flue
Critical Safety PointInspect natural gas or propane shut-off valve, piping, and unions for leaks
Critical Safety PointVerify condensate overflow safety switch (float switch) trips properly
Inspect smoke alarms and CO detectors in mechanical room and adjacent zones
Verify proper equipment clearances from combustible materials (min 3 ft)
Inspect flue pipe and chimney draft for proper venting, corrosion, or blockage
Check equipment grounding and electrical bonding to code
Inspect equipment access panels, door interlock safety switches, and screws
Verify outdoor condenser fan guard and compressor protective grille integrity
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.