HVAC Service Tech Checklist
- You should know where your HVAC equipment is locatedKlimaanlage image by Imagemaker from Fotolia.com
If you are experiencing trouble with your heating or air conditioning system, chances are you will need to call on a professional HVAC technician for repairs. Since these systems require preventive maintenance just like an automobile, you don't necessarily need to have trouble with the system to require the services of a HVAC expert. Cleaning the unit and checking refrigerant levels should be done regularly by an HVAC service to help your system last longer and operate more efficiently. If you find yourself requiring the services of an HVAC technician, you can use this checklist to help the technician perform his job quickly. Most service technicians are paid on an hourly basis, so the easier you can make his job, the lower your bill may be. - The first item on your checklist should be to determine the manufacturer, model name and number and serial number of your HVAC unit(s). It is a good idea to have this information written down, along with other information that may be helpful to the technician. Your system has many components; the more familiar you are with it, the easier it will be to find this information. Serial numbers and model numbers can usually be found imprinted on small metal tags on the units.
- Your HVAC technician will need access to the indoor and outdoor components of your system. He may also need to check vents or ductwork. You will need to ensure that there is a clear passage to all these elements. Ensure the area surrounding your outdoor unit is cleared of weeds, debris and anything else that may get in the technician's way. The indoor components, such as the air handler, may be located in a utility closet, basement, crawlspace and sometimes the attic. Make sure you have moved any furniture or other items that may block or hinder the HVAC technician while he works.
- Be prepared to give the HVAC technician a detailed description of what the problem is. The more information you can provide, the easier troubleshooting the system will be for the technician. Noises, frozen pipes, smells and other information can be very helpful. If you have had the same problem before or have had another HVAC technician do repairs in the past, make sure to let the current repair person know. This information may help narrow down the component in need of repair or replacement.
- If you have dogs, cats or other animals inside the or outdoors near the unit, put them away where they will not hinder the technicians work. Barking dogs or climbing cats can be a nuisance for the technician and there is always the potential that they can be accidentally injured by tools and equipment. Your HVAC technician also doesn't want to be responsible for unintentionally letting your pet outside or into an area of the house the pet isn't supposed to be in. If possible, make arrangements for small children to visit a relative or have an adult watch them during the HVAC technician's visit. You will need to show the technician where equipment is and assist with other requests he may have. An extra adult will be needed to supervise curious children and keep them from getting in the way or near dangerous equipment and open ductwork.
- Many HVAC technicians do not bill and are paid upon completion of their work, just as an auto mechanic is paid for services. You should try and have a general idea of how much the service call will be or how much the technician charges per hour. Some repairs can be very expensive. Call in advance to ask what the billing policy is or inquire about financing options that may be available.
Manufacturer, Model and Serial Number
Clear a Path
Describe Problems in Detail
Protecting Children and Pets
Be Prepared to Pay the Bill
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