June 14, 2016

It’s easy to get flustered when you know that a contractor will be coming to your house. When you schedule service with an HVAC company, make sure you cover all your bases. Preparing for your appointment is the best way to ensure that your servicer has all the right information and can get to work as quickly and efficiently as possible.

Here is an HVAC pre-service checklist to refer to before your HVAC service appointment.

HVAC Pre-Service Checklist

  • Try to troubleshoot the problem with information either on the manufacturer’s website or with similar help guides if you can before you call for HVAC service. Chances are you may be able to resolve the problem yourself.
  • A dirty air filter can cause a surprising amount of problems, so be sure to check this component before making the call.
  • Do you know where all of the units that are part of your heating and cooling system are located? Take an inventory of them in case your technician needs to have a look at one or all of them.
  • Find the model numbers of all of your heating and cooling units.
  • Prepare yourself so you’re able to explain the specifics of the problem, including how long ago it started.
  • Be sure that the servicer can access all components of your heating and cooling system—remove all objects that may be blocking access, and if the system is located in a tight space such as an attic or crawlspace, make sure the servicer will be able to maneuver around it.
  • Make sure an adult age 18 or over is present to allow the technician access to your home.
  • Talk to your landlord before your service appointment if you rent your home to make sure you have permission to get service or to find out if there’s a specific procedure to follow for ordering repairs. The landlord might have a preferred company to call or even want to make the appointment themselves.
  • Keep your phone handy before the appointment in case your technician calls to confirm.
  • Confirm how much you can expect to pay for the consultation. While you are on the phone, ask what methods of payment are accepted or preferred in case you will need to pay at the time of your appointment.
  • If you have had the unit serviced before, make any of the documents or files pertaining to those prior services available to the technician.

Homeowners who follow this checklist will make their service appointment go more quickly, and it will be easier for the technician to find and fix the problem. Following these steps will also help you to become more familiar with your heating and cooling system, which will be helpful if you have any problems with it in the future.

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