New Install Checklist

Provide all details about the AC install?

Clarity on the project is 90% of the success of the project...

is this job 100% ready to start?

Yes

No

Pending

If the job is not ready please do not continue. We can't process a job not ready...

Did you committed to a pre-site date already?

Yes

No

What date and time?

Do we need to set up portables?

Yes

No

How many portables

1

2

3

4

Date Filed - Today

AC Sales Rep Name

Phone *

Customer phone to match the file..

How Many Units

HVAC Sold System Type

Split System

Package Unit

Mini-Split

Cooler

220V Required

No

Mini-Split Heads

1

2

3

4

What Brand?

Bosch

Rheem

Carrier

Other

Specify Brand you offered

Only if not listed above

Tonnage/Size

2 Ton

2.5 Ton

3 Ton

3.5 ton

4 Ton

5 Ton

Residential of Commercial

Residential

Commercial

How is this job getting paid? A/C

Cash

Fiananced

Credit Card

Cash & Financed

Who financed the job?

Service Fianance

GoodLeap

GoGreen

Pace

WiseStack

Other

Orientation

Upflow

Downflow

Horizontal

Left/Right

Splits

Platform/Base

New furnace base/pan needed

Reuse what is there

Splits

Drainage

Primary drain line path

Secondary pan required

Splits

float switch location?

Splits

Supply Plenum - New custom plenum required? Dimensions?

All

Return Plenum - (Upsize required? Dimensions?

all

Return Air Upgrade

Yes

No

Retuen Upgrade Details

New return grille size?

Additional return run needed to solve static pressure issues?

Yes

No

Enter additional return details

Duct Modifications?

New Roof Jack Needed (Packaged AC)

Yes

No

Package

Flashing/Seal - (packaged AC)

Package

Electrical: * Disconnect box replacement?

Yes

No

Flush and reuse

Flush and reuse

new run

Length and diameter

Splits

Length and diameter details

Splits

Thermostat

Reusing Existing

Manual

Wifi Ecobee Standard

Wifi Ecobee Premium

Other

Explain other thermostat

Filtration

Media cabinet size, 4-inch filter

or standard 1-inch

Surge Protection

System protector included

Surge protector not included

Indoor Air Quality

UV Lights

Air scrubbers

Describe Air Quality Details

Access Issues

Tight crawlspace

2nd story roof

Property Protection

Drop cloths needed for carpet

Pet instructions

Describe Below

Full Ductwork Replacement

Yes

No

Describe ductwork job in detail

Additional Notes for install

To the best of my knowleadge I have provided all details needed to ensure the installers understand the scope of work. Anything missing is 100% my responsibility.

Sales/Solutions Rep Signature

Clear