HVAC TECHNICIAN HELP — SERVICE CALL WORKSHEET

Customer / site:
Equipment / unit:
Model / serial:
Technician:
Service date:

REPORTED COMPLAINT

ARRIVAL CONDITION / ACTIVE ALARMS

CHECKS AND OBSERVATIONS
Cooling / heating command:
Actual equipment response:
Airflow or water-flow verification:
Safety / interlock status:
Checks not completed and why:

MEASUREMENTS
Record units, test points, operating mode, load, and applicable OEM limits.
Return / supply air:
Entering / leaving water (if applicable):
Supply voltage / current:
Refrigeration readings (if measured):
Other readings:

CONFIRMED FINDINGS / DIAGNOSIS

SUSPECTED CONDITIONS NOT YET PROVEN

REPAIRS / CORRECTIVE ACTIONS ACTUALLY COMPLETED

POST-REPAIR READINGS AND MONITORING DURATION

DEPARTURE STATUS / UNRESOLVED ITEMS

CUSTOMER COMMUNICATION / FOLLOW-UP / PARTS NEEDED

This is a documentation worksheet, not an equipment-specific service procedure.
Do not record a check as completed unless you performed it. Verify procedures
and operating limits in the equipment manufacturer's current literature.

Editable report demo: https://www.hvactechnicianhelp.com/tools/service-report