Heating & Cooling Service Checklist

February 26, 2010

You can help the technician accurately and quickly diagnose your heating and cooling unit’s problem by having some crucial information handy.  When the service technician arrives at your home you should be prepared to provide certain important facts to him/her.  You know the “behavior” of your heating and cooling unit better than anyone else.  Remember, no fact is insignificant and it may help your technician diagnose and fix the problem.

Be prepared to provide your technician with the following information:

  • The brand and/or model number of your unit.

  • The age of your furnace, heat pump, or air conditioner.

  • When your unit was last serviced and who last serviced it.

  • When the filters were last changed.

  • Did you check your circuit breakers to make sure none were “tripped”?

  • When you first noticed that the unit was not working properly.

  • Was it making any unusual noises?

  • Are there any unusual odors?

  • Was there any unusual weather activity before the equipment acted up?

  • If you saw unusual fluids or leakage around the unit.

By providing detailed information you’ll speed up the diagnosis and service your equipment, thus returning your home to a comfortable level faster!


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Last Updated: June 09, 2023