HVAC Work Order Templates for Service Crews (2026)

WORK ORDER #{{wo_number}} JOB TYPE: HVAC Diagnostic — AC Not Cooling CUSTOMER: {{customer_name}} | {{phone}} ADDRESS: {{address}} PRIORITY: {{priority}} (basis/owner: {{priority_ref}}) ISSUE REPORTED: AC running but not cooling Last worked: {{days_ago}} days ago Thermostat setting: {{set_temp}}°F Indoor temp: {{indoor_temp}}°F TECH ASSIGNED: {{tech_name}} EPA 608 CERT #: {{epa_cert}} SCHEDULED: {{date}} {{time_window}} EQUIPMENT INFO: Outdoor Unit: {{brand}} {{model}} Serial #: {{outdoor_serial}} Age: {{years}} years Tonnage: {{tons}} tons Refrigerant: {{refrigerant_type}} Indoor Unit: {{indoor_brand}} {{indoor_model}} Serial #: {{indoor_serial}} DIAGNOSTIC CHECKLIST — THERMOSTAT: ☐ Thermostat set to COOL ☐ Fan set to AUTO ☐ Set temp below room temp ☐ Batteries replaced (if applicable) ☐ Thermostat calling for cooling DIAGNOSTIC CHECKLIST — INDOOR: ☐ Air filter condition: {{condition}} ☐ Filter replaced: ☐ Yes ☐ No (customer responsibility) ☐ Evaporator coil: ☐ Clean ☐ Dirty ☐ Iced ☐ Blower motor running: ☐ Yes ☐ No ☐ Blower amp draw: {{amps}}A (rated: {{rated}}A) ☐ Supply temp: {{supply}}°F ☐ Return temp: {{return}}°F ☐ Delta T: {{delta}}°F (checked target/reference: {{delta_ref}}) ☐ Drain line clear: ☐ Yes ☐ No DIAGNOSTIC CHECKLIST — OUTDOOR: ☐ Disconnect on: ☐ Yes ☐ No ☐ Condenser coil: ☐ Clean ☐ Dirty ☐ Blocked ☐ Fan motor running: ☐ Yes ☐ No ☐ Compressor running: ☐ Yes ☐ No ☐ Compressor amp draw: {{comp_amps}}A (RLA: {{rla}}A) ☐ Contactor condition: {{condition}} ☐ Capacitor test: {{cap_rating}} µF (rated: {{rated_cap}} µF) ☐ High pressure: {{high_psi}} PSI ☐ Low pressure: {{low_psi}} PSI ☐ Superheat: {{superheat}}°F (checked target/reference: {{superheat_ref}}) ☐ Subcooling: {{subcool}}°F (checked target/reference: {{subcool_ref}}) DIAGNOSIS: ☐ Dirty filter — restricted airflow ☐ Dirty evaporator coil — restricted airflow ☐ Dirty condenser coil — poor heat rejection ☐ Failed capacitor — {{which}} (start/run/dual) ☐ Failed contactor ☐ Failed compressor ☐ Low refrigerant — leak present ☐ Frozen coil — airflow or refrigerant issue ☐ Thermostat issue ☐ Electrical issue ☐ Other: {{other}} IF REFRIGERANT NEEDED: Leak detected: ☐ Yes ☐ No Leak location: {{location}} Refrigerant type: {{type}} Amount added: {{lbs}} lbs EPA 608 Cert #: {{epa_cert}} REPAIR PERFORMED: {{repair_description}} PARTS USED: {{parts_list}} POST-REPAIR READINGS: Supply temp: {{supply}}°F Return temp: {{return}}°F Delta T: {{delta}}°F High pressure: {{high_psi}} PSI Low pressure: {{low_psi}} PSI COMPLETION: ☐ System cooling properly ☐ Customer shown filter location ☐ Before/after photos uploaded ☐ Customer approval for repairs >${{threshold}} INVOICE: ${{total}} Diagnostic fee: ${{diag_fee}} (waived if repair >${{threshold}}) RECORD CHECK: Use applicable, authorized tasks only. JOB REFERENCE: {{job_ref}} QUALIFIED REVIEW/SIGNOFF: {{review_signoff}}

WORK ORDER #{{wo_number}} JOB TYPE: HVAC Diagnostic — Furnace Not Heating CUSTOMER: {{customer_name}} | {{phone}} ADDRESS: {{address}} PRIORITY: {{priority}} (basis/owner: {{priority_ref}}) ISSUE REPORTED: {{description}} Last worked: {{days_ago}} days ago Thermostat setting: {{set_temp}}°F Indoor temp: {{indoor_temp}}°F TECH ASSIGNED: {{tech_name}} SCHEDULED: {{date}} {{time_window}} EQUIPMENT INFO: Furnace: {{brand}} {{model}} Serial #: {{serial}} Age: {{years}} years BTU Input: {{btu}} BTU Fuel: {{fuel_type}} (gas / electric / oil) AFUE: {{afue}}% SAFETY FIRST: ☐ CO detector in home: {{yes_no}} ☐ No gas odor detected ☐ No visible damage to equipment ☐ Qualified-person authorization to proceed: {{work_auth}} DIAGNOSTIC CHECKLIST — THERMOSTAT: ☐ Thermostat set to HEAT ☐ Fan set to AUTO ☐ Set temp above room temp ☐ Batteries replaced (if applicable) ☐ Thermostat calling for heat DIAGNOSTIC CHECKLIST — GAS FURNACE: ☐ Gas supply: ☐ On ☐ Off ☐ Pilot/igniter status: {{status}} ☐ Flame sensor condition: {{condition}} ☐ Clean flame sensor: ☐ Yes ☐ No ☐ Burner flame observations: ☐ Blue ☐ Yellow (interpretation/reference: {{flame_ref}}) ☐ Gas pressure: {{pressure}}” WC (manifold) ☐ Heat exchanger: ☐ Visual OK ☐ Cracks found ☐ Carbon buildup ☐ Inducer motor: ☐ Running ☐ Not running ☐ Inducer amp draw: {{amps}}A ☐ Pressure switch: ☐ Closing ☐ Not closing ☐ Limit switch: ☐ OK ☐ Tripped ☐ Blower motor: ☐ Running ☐ Not running ☐ Blower amp draw: {{amps}}A ERROR/FAULT CODES: LED flashes: {{flash_pattern}} Error code: {{error_code}} Meaning: {{code_meaning}} COMBUSTION ANALYSIS (if performed): O2: {{o2}}% CO: {{co}} PPM CO2: {{co2}}% Stack temp: {{stack_temp}}°F Efficiency: {{efficiency}}% DIAGNOSIS: ☐ Dirty filter — limit tripping ☐ Failed igniter ☐ Dirty flame sensor ☐ Failed flame sensor ☐ Pressure switch issue ☐ Inducer motor failure ☐ Blower motor failure ☐ Gas valve failure ☐ Control board failure ☐ Heat exchanger concern — qualified-person action/reference: {{hazard_ref}} ☐ Thermostat issue ☐ Other: {{other}} HEAT EXCHANGER WARNING: ☐ Heat exchanger inspected ☐ No cracks or damage found ☐ Cracks found — responsible-person action/customer notice: {{hazard_ref}} REPAIR PERFORMED: {{repair_description}} PARTS USED: {{parts_list}} POST-REPAIR VERIFICATION: ☐ Furnace cycles properly ☐ Flame sensor signal: {{microamps}} µA (checked target/reference: {{signal_ref}}) ☐ CO reading: {{co}} PPM (method/limit/source/decision: {{co_ref}}) ☐ Vent system clear COMPLETION: ☐ Heating working properly ☐ Customer shown filter location ☐ Photos uploaded ☐ CO detector recommended: {{yes_no}} INVOICE: ${{total}} RECORD CHECK: Use applicable, authorized tasks only. JOB REFERENCE: {{job_ref}} QUALIFIED REVIEW/SIGNOFF: {{review_signoff}}

WORK ORDER #{{wo_number}} JOB TYPE: HVAC Service — Airflow Issues CUSTOMER: {{customer_name}} | {{phone}} ADDRESS: {{address}} SCHEDULED: {{date}} {{time_window}} ISSUE: {{description}} Affected rooms: {{rooms}} Issue noticed: {{when}} TECH ASSIGNED: {{tech_name}} EQUIPMENT INFO: System Type: {{type}} (central / mini-split / heat pump) Brand: {{brand}} Tonnage: {{tons}} tons CFM requirement: {{cfm}} CFM (checked design/method: {{cfm_ref}}) DIAGNOSTIC CHECKLIST — SUPPLY SIDE: ☐ Filter condition: {{condition}} ☐ Filter size: {{size}} ☐ Filter MERV rating: {{merv}} ☐ Blower motor running: ☐ Normal ☐ Struggling ☐ Blower speed setting: {{speed}} ☐ Static pressure at supply: {{supply_sp}}” WC ☐ Supply register airflow checked ☐ Dampers position verified DIAGNOSTIC CHECKLIST — RETURN SIDE: ☐ Return grilles clear: ☐ Yes ☐ Blocked ☐ Return duct size adequate: ☐ Yes ☐ No ☐ Static pressure at return: {{return_sp}}” WC ☐ Total external static: {{total_sp}}” WC (checked limit/reference: {{static_ref}}) DUCT INSPECTION: ☐ Visible duct damage: {{damage_found}} ☐ Disconnected ducts: {{disconnect_found}} ☐ Crushed flex duct: {{crushed_found}} ☐ Duct insulation: {{condition}} ☐ Duct sealing: ☐ Good ☐ Leaking ☐ Duct leakage estimate: {{percent}}% ROOM-BY-ROOM AIRFLOW: {{room_name}}: {{cfm}} CFM — ☐ Adequate ☐ Low {{room_name}}: {{cfm}} CFM — ☐ Adequate ☐ Low {{room_name}}: {{cfm}} CFM — ☐ Adequate ☐ Low DIAGNOSIS: ☐ Dirty/restrictive filter ☐ Undersized ductwork ☐ Disconnected duct run ☐ Crushed/kinked flex duct ☐ Excessive duct leakage ☐ Closed/blocked registers ☐ Blower motor issue ☐ Duct damper issue ☐ Other: {{other}} RECOMMENDATIONS: {{recommendations}} REPAIR PERFORMED: {{repair_description}} MATERIALS USED: {{materials_list}} COMPLETION: ☐ Airflow improved ☐ Static pressure within spec ☐ Customer shown filter requirements ☐ Duct sealing quoted: ${{quote}} INVOICE: ${{total}} RECORD CHECK: Use applicable, authorized tasks only. JOB REFERENCE: {{job_ref}} QUALIFIED REVIEW/SIGNOFF: {{review_signoff}}

WORK ORDER #{{wo_number}} JOB TYPE: HVAC System Installation CUSTOMER: {{customer_name}} | {{address}} SCHEDULED: {{install_date}} (confirmed duration/owner: {{schedule_ref}}) SCOPE: Remove existing system, install new {{brand}} {{seer}} SEER system CREW: {{lead_tech}} (Lead) + {{helper}} EPA 608 CERT #: {{epa_cert}} PERMIT INFORMATION: Permit #: {{permit_number}} Mechanical Inspection: {{inspection_date}} EQUIPMENT TO INSTALL: Outdoor Unit: {{brand}} {{model}} Serial #: {{outdoor_serial}} Tonnage: {{tons}} tons SEER: {{seer}} Refrigerant: {{refrigerant}} Indoor Unit: {{brand}} {{model}} Serial #: {{indoor_serial}} BTU: {{btu}} AFUE: {{afue}}% (if furnace) Thermostat: {{thermostat_brand}} {{thermostat_model}} MATERIALS CHECKLIST: ☐ Outdoor condenser unit ☐ Indoor air handler / furnace ☐ Thermostat ☐ Concrete pad (if replacing) ☐ Line set: {{size}}” x {{length}}’ (or existing) ☐ Refrigerant (if field charge): {{lbs}} lbs ☐ Disconnect box and whip ☐ Condensate pump (if needed) ☐ Drain line materials ☐ Duct transitions (if needed) ☐ Filter and rack REMOVAL CHECKLIST: ☐ Recover refrigerant from old system: {{lbs}} lbs ☐ Document for EPA: Tank #{{tank}} ☐ Disconnect electrical ☐ Remove outdoor unit ☐ Remove indoor unit ☐ Cap refrigerant lines (or replace) ☐ Haul away old equipment AUTHORIZED TASK RECORD (check project/manufacturer procedure): 1. ☐ Set outdoor unit on pad (level) 2. ☐ Install indoor unit (air handler/furnace) 3. ☐ Connect duct transitions 4. ☐ Braze refrigerant lines (or connect) 5. ☐ Install condensate drain 6. ☐ Wire disconnect and outdoor unit 7. ☐ Wire indoor unit 8. ☐ Install and wire thermostat 9. ☐ Evacuation result/checked target/source: {{vacuum_ref}} 10. ☐ Release/add refrigerant charge 11. ☐ Start up and test COMMISSIONING: ☐ System vacuum: {{microns}} microns held ☐ Refrigerant charge verified ☐ High pressure: {{high_psi}} PSI ☐ Low pressure: {{low_psi}} PSI ☐ Superheat: {{superheat}}°F ☐ Subcooling: {{subcool}}°F ☐ Supply temp: {{supply}}°F ☐ Return temp: {{return}}°F ☐ Delta T: {{delta}}°F ☐ Amp draw: Comp {{comp_amps}}A / Blower {{blower_amps}}A ☐ Gas pressure (if furnace): {{gas_pressure}}” WC CUSTOMER WALKTHROUGH: ☐ Thermostat operation explained ☐ Filter location shown ☐ Filter replacement schedule (every {{months}} months) ☐ Warranty documentation provided ☐ Maintenance agreement offered COMPLETION: ☐ System cooling/heating properly ☐ Before/after photos uploaded ☐ Permit inspection scheduled: {{date}} ☐ Warranty registered: {{registration_number}} INVOICE: ${{total}} Financing: ${{monthly}}/mo if financed RECORD CHECK: Use applicable, authorized tasks only. JOB REFERENCE: {{job_ref}} QUALIFIED REVIEW/SIGNOFF: {{review_signoff}}

WORK ORDER #{{wo_number}} JOB TYPE: Mini-Split Heat Pump Installation CUSTOMER: {{customer_name}} | {{address}} SCHEDULED: {{date}} SYSTEM TYPE: {{single_multi}}-zone mini-split BRAND: {{brand}} {{model}} SEER: {{seer}} / HSPF: {{hspf}} TECH: {{tech_name}} EPA 608 CERT #: {{epa_cert}} PERMIT: {{permit_number}} ZONE CONFIGURATION: Zone 1: {{location_1}} — {{btu_1}} BTU head Zone 2: {{location_2}} — {{btu_2}} BTU head Zone 3: {{location_3}} — {{btu_3}} BTU head (Add more zones as needed) OUTDOOR UNIT: Location: {{outdoor_location}} Model: {{outdoor_model}} BTU: {{outdoor_btu}} Pad/bracket: {{pad_type}} INDOOR HEAD LOCATIONS: Head 1: {{wall_ceiling}} mount at {{height}} ft Head 2: {{wall_ceiling}} mount at {{height}} ft Head 3: {{wall_ceiling}} mount at {{height}} ft LINE SET ROUTING: Total length: {{length}} ft Hide line set: ☐ Line hide ☐ Exposed ☐ Through wall Penetrations: {{penetration_locations}} MATERIALS: ☐ Outdoor unit ☐ Indoor heads ({{count}}) ☐ Line sets ({{count}} x {{length}} ft) ☐ Mounting brackets/plates ☐ Line hide covers (if applicable): {{length}} ft ☐ Condensate pumps: {{count}} ☐ Drain line materials ☐ Electrical: {{amp}}A breaker, {{wire_size}} wire ☐ Disconnect ☐ Wall sleeves AUTHORIZED TASK RECORD (check project/manufacturer procedure): 1. ☐ Mount indoor heads (level, secure) 2. ☐ Cut wall penetrations 3. ☐ Install wall sleeves 4. ☐ Run line sets 5. ☐ Connect line sets to heads 6. ☐ Run condensate drains 7. ☐ Install outdoor unit (level) 8. ☐ Connect line sets to outdoor unit 9. ☐ Run electrical to disconnect 10. ☐ Wire outdoor unit 11. ☐ Evacuate system 12. ☐ Release refrigerant / add charge 13. ☐ Start up each zone COMMISSIONING: ☐ Vacuum held: {{microns}} microns ☐ Each zone tested: Zone 1: Cooling ☐ Heating ☐ Zone 2: Cooling ☐ Heating ☐ Zone 3: Cooling ☐ Heating ☐ ☐ Remote controls programmed ☐ Wi-Fi setup (if applicable) CUSTOMER TRAINING: ☐ Remote control operation ☐ Wi-Fi app setup ☐ Filter cleaning schedule ☐ Optimal settings explained COMPLETION: ☐ All zones operational ☐ Line hide covers installed (if applicable) ☐ Photos uploaded ☐ Warranty registered ☐ Inspection scheduled: {{date}} INVOICE: ${{total}} RECORD CHECK: Use applicable, authorized tasks only. JOB REFERENCE: {{job_ref}} QUALIFIED REVIEW/SIGNOFF: {{review_signoff}}

WORK ORDER #{{wo_number}} JOB TYPE: Ductwork Installation/Modification CUSTOMER: {{customer_name}} | {{address}} SCHEDULED: {{start_date}} to {{end_date}} SCOPE: {{scope_description}} CREW: {{lead}} + {{helper}} PERMIT: {{permit_number}} (if required) EXISTING SYSTEM: Equipment: {{brand}} {{tons}} tons Current CFM: {{cfm}} CFM Current static pressure: {{sp}}” WC DUCT DESIGN: Total supply CFM needed: {{supply_cfm}} CFM Total return CFM needed: {{return_cfm}} CFM Main trunk size: {{trunk_size}}” Branch sizes: {{branch_sizes}} MATERIALS: ☐ Sheet metal: {{sqft}} sq ft ☐ Flex duct: {{type}} x {{length}} ft ☐ Duct board: {{sqft}} sq ft ☐ Insulation: R-{{rvalue}} x {{sqft}} sq ft ☐ Registers: {{count}} ({{sizes}}) ☐ Return grilles: {{count}} ({{sizes}}) ☐ Mastic sealant: {{qty}} ☐ Metal tape ☐ Hangers and supports WORK TO PERFORM: ☐ Remove existing ductwork: {{sections}} ☐ Install new supply runs: {{count}} ☐ Install new return runs: {{count}} ☐ Install registers: {{count}} ☐ Seal all connections with mastic ☐ Insulation specification/checked requirement: R-{{rvalue}} (reference: {{insulation_ref}}) ☐ Install dampers: {{count}} NEW DUCT RUNS: Location: {{location}} — Size: {{size}} — CFM: {{cfm}} Location: {{location}} — Size: {{size}} — CFM: {{cfm}} Location: {{location}} — Size: {{size}} — CFM: {{cfm}} TESTING: ☐ Static pressure after: {{sp}}” WC (checked target/reference: {{static_ref}}) ☐ CFM at each register verified ☐ Duct leakage test (if required): {{cfm25}} CFM25 ☐ No air leaks at connections COMPLETION: ☐ All duct runs complete ☐ Properly sealed and insulated ☐ Registers installed and balanced ☐ Photos uploaded ☐ Inspection scheduled: {{date}} INVOICE: ${{total}} RECORD CHECK: Use applicable, authorized tasks only. JOB REFERENCE: {{job_ref}} QUALIFIED REVIEW/SIGNOFF: {{review_signoff}}

WORK ORDER #{{wo_number}} JOB TYPE: HVAC Preventive Maintenance — {{season}} Tune-Up CUSTOMER: {{customer_name}} | {{address}} SCHEDULED: {{date}} {{time_window}} MAINTENANCE AGREEMENT: {{agreement_number}} Visit: {{visit_number}} of {{total_visits}} TECH: {{tech_name}} EPA 608 CERT #: {{epa_cert}} EQUIPMENT: AC/Heat Pump: {{brand}} {{model}} — {{tons}} tons — Age: {{years}} yrs Furnace: {{brand}} {{model}} — {{btu}} BTU — Age: {{years}} yrs COOLING SYSTEM MAINTENANCE: ☐ Clean condenser coil ☐ Check refrigerant pressures High: {{high_psi}} PSI / Low: {{low_psi}} PSI ☐ Measure superheat: {{superheat}}°F ☐ Measure subcooling: {{subcool}}°F ☐ Test capacitor: {{cap_reading}} µF (rated: {{rated}}) ☐ Check contactor condition ☐ Measure compressor amp draw: {{amps}}A (RLA: {{rla}}) ☐ Lubricate fan motor (if applicable) ☐ Check electrical connections ☐ Clear debris from around unit ☐ Verify proper drainage HEATING SYSTEM MAINTENANCE: ☐ Check ignition system ☐ Clean flame sensor ☐ Inspect heat exchanger (visual) ☐ Check burner flames (blue, stable) ☐ Measure gas pressure: {{pressure}}” WC ☐ Test safety controls ☐ Check inducer motor operation ☐ Check blower motor operation ☐ Test thermostat operation ☐ Check CO levels: {{co}} PPM INDOOR UNIT (Both Systems): ☐ Check/replace air filter Filter size: {{size}} — MERV: {{merv}} Condition: {{condition}} ☐ Replaced ☐ Customer-supplied ☐ Clean evaporator coil (if accessible) ☐ Check drain line ☐ Flush drain with treatment: ☐ Yes ☐ No ☐ Check blower motor ☐ Measure amp draw: {{amps}}A ☐ Check belt (if applicable) ☐ Test thermostat calibration ☐ Measure supply/return temps Supply: {{supply}}°F / Return: {{return}}°F Delta T: {{delta}}°F OVERALL SYSTEM CONDITION: ☐ Excellent — No issues ☐ Good — Minor maintenance performed ☐ Fair — Repairs recommended ☐ Poor — System replacement recommended FINDINGS & RECOMMENDATIONS: {{findings}} REPAIRS RECOMMENDED (quoted separately): 1. {{repair_1}}: ${{cost_1}} 2. {{repair_2}}: ${{cost_2}} 3. {{repair_3}}: ${{cost_3}} NEXT MAINTENANCE VISIT: {{next_season}} {{next_date}} COMPLETION: ☐ Maintenance complete ☐ System operating efficiently ☐ Sticker/tag updated ☐ Service report left with customer ☐ Photos uploaded INVOICE: ${{fee}} (included in agreement / ${{fee}} if no agreement) RECORD CHECK: Use applicable, authorized tasks only. JOB REFERENCE: {{job_ref}} QUALIFIED REVIEW/SIGNOFF: {{review_signoff}}

WORK ORDER #{{wo_number}} JOB TYPE: Coil Cleaning Service CUSTOMER: {{customer_name}} | {{address}} SCHEDULED: {{date}} COILS TO CLEAN: ☐ Evaporator coil (indoor) ☐ Condenser coil (outdoor) ☐ Both TECH: {{tech_name}} EQUIPMENT: Unit: {{brand}} {{model}} Tonnage: {{tons}} tons Age: {{years}} years PRE-CLEANING READINGS: Supply temp: {{supply}}°F Return temp: {{return}}°F Delta T: {{delta}}°F High pressure: {{high_psi}} PSI Low pressure: {{low_psi}} PSI Amp draw: {{amps}}A EVAPORATOR COIL CLEANING: Coil condition before: {{condition}} ☐ Access panel removed ☐ Drain pan cleaned ☐ Coil brush cleaned ☐ Coil cleaner applied: {{product}} ☐ Coil rinsed ☐ Drain line flushed ☐ Access panel replaced ☐ UV light cleaned (if present) CONDENSER COIL CLEANING: Coil condition before: {{condition}} ☐ Debris removed from around unit ☐ Top/fan guard removed ☐ Coil brush cleaned ☐ Coil cleaner applied: {{product}} ☐ Coil pressure washed (inside out) ☐ Fins straightened (if bent) ☐ Reassembled POST-CLEANING READINGS: Supply temp: {{supply}}°F Return temp: {{return}}°F Delta T: {{delta}}°F (improvement: {{improvement}}°F) High pressure: {{high_psi}} PSI (improvement: {{improvement}} PSI) Low pressure: {{low_psi}} PSI Amp draw: {{amps}}A (reduction: {{reduction}}A) EFFICIENCY IMPROVEMENT: ☐ Significant improvement noted ☐ Moderate improvement ☐ Minimal improvement (coils were not heavily soiled) BEFORE/AFTER PHOTOS: ☐ Evaporator coil before/after ☐ Condenser coil before/after ☐ Drain pan ☐ Overall condition RECOMMENDATIONS: {{recommendations}} COMPLETION: ☐ Coils cleaned ☐ System tested ☐ Photos uploaded ☐ Customer shown improvement INVOICE: ${{total}} Evaporator coil cleaning: ${{evap_cost}} Condenser coil cleaning: ${{cond_cost}} RECORD CHECK: Use applicable, authorized tasks only. JOB REFERENCE: {{job_ref}} QUALIFIED REVIEW/SIGNOFF: {{review_signoff}}

WORK ORDER #{{wo_number}} JOB TYPE: EMERGENCY — HVAC System Failure CUSTOMER: {{customer_name}} | {{phone}} ADDRESS: {{address}} DISPATCHED: {{date}} {{time}} PRIORITY: CRITICAL EMERGENCY TYPE: ☐ No cooling (extreme heat) ☐ No heating (extreme cold) ☐ Total system failure OUTDOOR TEMP: {{outdoor_temp}}°F INDOOR TEMP: {{indoor_temp}}°F VULNERABLE OCCUPANTS: {{elderly_infant_medical}} TECH ASSIGNED: {{tech_name}} EPA 608 CERT #: {{epa_cert}} ETA: {{eta}} EMERGENCY RATE AUTHORIZATION: ☐ Customer verbally authorized emergency rate ☐ Rate: ${{rate}}/hour (minimum {{min}} hours) ☐ Authorization time: {{auth_time}} EQUIPMENT: System: {{brand}} {{model}} Type: {{type}} Tonnage: {{tons}} tons Age: {{years}} years Last service: {{last_service}} DIAGNOSTIC PRIORITY ORDER: 1. ☐ Verify power to system 2. ☐ Check thermostat operation 3. ☐ Check safety switches 4. ☐ Check major components QUICK DIAGNOSTICS: Power: ☐ Present ☐ No power at {{location}} Thermostat: ☐ Calling ☐ Not calling Breaker: ☐ On ☐ Tripped Disconnect: ☐ On ☐ Off FAILURE CAUSE: ☐ Power/electrical issue ☐ Compressor failure ☐ Blower motor failure ☐ Control board failure ☐ Refrigerant leak (major) ☐ Heat exchanger failure ☐ Inducer motor failure ☐ Ignition failure ☐ Other: {{other}} IF COMPRESSOR FAILURE: ☐ Compressor grounded ☐ Compressor open winding ☐ Compressor locked rotor ☐ Compressor seized Age of system: {{years}} years Repair cost: ${{repair_cost}} Replacement recommended: ☐ Yes ☐ No REPAIR OPTIONS: Option 1: Emergency repair — ${{option_1}} {{option_1_description}} Option 2: Temporary solution — ${{option_2}} {{option_2_description}} Option 3: System replacement — ${{option_3}} Schedule estimate appointment CUSTOMER DECISION: ☐ Option {{selected}} approved ☐ Replacement estimate scheduled ☐ Temporary heat/cooling provided TEMPORARY COMFORT: ☐ Portable AC provided ☐ Space heaters discussed (safety) ☐ Alternative arrangements discussed REPAIR PERFORMED: {{repair_description}} PARTS USED: {{parts_list}} COMPLETION: ☐ System operational ☐ Customer comfortable ☐ Photos uploaded ☐ Follow-up scheduled: {{date}} INVOICE: ${{total}} Emergency service: ${{emergency_fee}} Parts: ${{parts_total}} Labor: ${{labor_total}} RECORD CHECK: Use applicable, authorized tasks only. JOB REFERENCE: {{job_ref}} QUALIFIED REVIEW/SIGNOFF: {{review_signoff}}

WORK ORDER #{{wo_number}} JOB TYPE: EMERGENCY — Refrigerant Leak CUSTOMER: {{customer_name}} | {{phone}} ADDRESS: {{address}} DISPATCHED: {{date}} {{time}} SYMPTOMS REPORTED: ☐ System not cooling ☐ Ice on indoor coil ☐ Ice on outdoor lines ☐ Hissing sound heard TECH ASSIGNED: {{tech_name}} EPA 608 CERT #: {{epa_cert}} EQUIPMENT: Unit: {{brand}} {{model}} Refrigerant type: {{refrigerant}} Age: {{years}} years Factory charge: {{lbs}} lbs LEAK DETECTION: Method used: ☐ Electronic leak detector ☐ Bubble solution ☐ UV dye ☐ Pressure decay test LEAK LOCATED: ☐ Yes — Location: {{location}} ☐ Multiple leaks found ☐ No — Leak not accessible LEAK LOCATION DETAILS: ☐ Evaporator coil ☐ Condenser coil ☐ Line set connection ☐ Service valve ☐ Schrader valve ☐ Factory joint ☐ Other: {{other}} REFRIGERANT STATUS: Current charge level: {{percent}}% (estimated) Pressure readings: High side: {{high_psi}} PSI (should be: {{target_high}}) Low side: {{low_psi}} PSI (should be: {{target_low}}) REPAIR OPTIONS: Option 1: Repair leak + recharge — ${{repair_total}} Leak repair: ${{repair_cost}} Refrigerant: ${{refrig_cost}} ({{lbs}} lbs @ ${{per_lb}}/lb) Labor: ${{labor}} Option 2: Replace coil (if coil leak) — ${{coil_total}} Coil: ${{coil_cost}} Labor: ${{labor}} Refrigerant: ${{refrig_cost}} Option 3: System replacement — ${{system_total}} (Options/condition/compatibility reviewed against: {{option_ref}}) REFRIGERANT AVAILABILITY/COMPATIBILITY CHECK: ☐ System refrigerant identified as R-22; current service rules/source: {{refrigerant_ref}} ☐ R-22 cost: ${{r22_cost}}/lb ☐ Compatible alternative reviewed with manufacturer/qualified person: {{alternative_ref}} ☐ Replacement recommended due to refrigerant cost CUSTOMER DECISION: ☐ Repair approved ☐ Replacement estimate scheduled ☐ Declined service REPAIR PERFORMED: {{repair_description}} EPA 608 REFRIGERANT TRACKING: Refrigerant type: {{type}} Amount recovered: {{recovered}} lbs Amount added: {{added}} lbs Total system charge: {{total}} lbs Technician EPA #: {{epa_cert}} LEAK TEST AFTER REPAIR: ☐ System pressurized: {{psi}} PSI ☐ Held for: {{minutes}} minutes ☐ Leak-test result and qualified interpretation/reference: {{leak_test_ref}} COMPLETION: ☐ Leak repaired ☐ System charged and tested ☐ Pressures normal ☐ Customer educated on leak warranty ☐ Photos uploaded INVOICE: ${{total}} RECORD CHECK: Use applicable, authorized tasks only. JOB REFERENCE: {{job_ref}} QUALIFIED REVIEW/SIGNOFF: {{review_signoff}}

WORK ORDER #{{wo_number}} JOB TYPE: EMERGENCY — CO Alarm Response CUSTOMER: {{customer_name}} | {{phone}} ADDRESS: {{address}} DISPATCHED: {{date}} {{time}} PRIORITY: CRITICAL (Life Safety) CO ALARM STATUS: {{alarm_status}} Fire department called: {{yes_no}} Occupants evacuated: {{yes_no}} TECH ASSIGNED: {{tech_name}} RESPONSIBLE EMERGENCY/QUALIFIED-PERSON RECORD: ☐ Occupant status and responsible responder recorded: {{occupant_ref}} ☐ Entry restrictions/instructions recorded: {{entry_ref}} ☐ Fire-department/authorized entry decision: {{yes_no}} (reference: {{entry_ref}}) ☐ Personal CO detector reading at entry: {{ppm}} PPM CO READINGS ON ARRIVAL: Outdoor (baseline): {{outdoor_ppm}} PPM Entry/hallway: {{entry_ppm}} PPM Near furnace: {{furnace_ppm}} PPM Living areas: {{living_ppm}} PPM APPLICABLE LIMITS AND RESPONSIBLE DECISIONS: Checked measurement method/units: {{co_method}} Applicable limit and source: {{co_limit_ref}} Emergency-service instructions/reference: {{emergency_ref}} Responsible person/decision/time: {{decision_ref}} POTENTIAL CO SOURCES: ☐ Furnace ☐ Water heater ☐ Gas range/oven ☐ Gas fireplace ☐ Generator ☐ Vehicle in garage ☐ Other: {{other}} FURNACE INSPECTION: ☐ Heat exchanger visual inspection ☐ Cracks/holes found: {{yes_no}} ☐ Rust or corrosion: {{yes_no}} ☐ Flame rollout evidence: {{yes_no}} ☐ Proper venting confirmed ☐ Draft test performed: {{result}} COMBUSTION ANALYSIS: O2: {{o2}}% CO: {{co}} PPM (method/limit/source/decision: {{co_ref}}) CO2: {{co2}}% Stack temp: {{stack_temp}}°F Excess air: {{excess_air}}% Efficiency: {{efficiency}}% CO SOURCE IDENTIFIED: ☐ Cracked heat exchanger — DANGEROUS ☐ Blocked/damaged vent ☐ Improper combustion ☐ Other appliance: {{appliance}} ☐ Source not HVAC-related ☐ Unable to identify source ACTIONS AUTHORIZED BY RESPONSIBLE PERSON (record what occurred): ☐ Equipment shut down ☐ Gas supply turned off ☐ Customer advised not to operate ☐ Written notice provided ☐ “Red tag” applied REPAIR/REPLACEMENT OPTIONS: Option 1: {{option_1}} — ${{cost_1}} Option 2: {{option_2}} — ${{cost_2}} CUSTOMER DECISION: ☐ Repair approved ☐ Replacement scheduled ☐ Second opinion requested COMPLETION: ☐ CO source identified and addressed ☐ Final CO reading: {{final_ppm}} PPM (assessment/reference: {{final_co_ref}}) ☐ Occupancy decision by responsible authority/reference: {{occupancy_ref}} ☐ CO detector batteries checked/replaced ☐ Documentation provided to customer ☐ Photos uploaded FOLLOW-UP: ☐ Repair scheduled: {{date}} ☐ Replacement estimate: {{date}} ☐ Re-inspection: {{date}} INVOICE: ${{total}} (Emergency inspection fee, repairs quoted separately) RECORD CHECK: Use applicable, authorized tasks only. JOB REFERENCE: {{job_ref}} QUALIFIED REVIEW/SIGNOFF: {{review_signoff}}