Pre-Service Checklist

Before our service technician arrives at your home to service your heating and cooling system, take a moment to make sure you’re prepared for the appointment. That way, you can ensure he has all of the information he needs, and can get directly to work getting your system into top-performing condition.

Here are a few things to do in preparation for your service appointment: Know where all of the units in your heating and cooling system are located.

Check the circuit breakers in the circuit breaker box (or electrical panel), most likely mounted to an outside wall in the back of the house. Are they in the “On” position?
Check the outdoor unit “disconnect switch” to
make sure it is in the “ON” position.
The disconnect switch is located near
the outdoor unit. (Typically a grey 8”
wide x 16” high x 4” deep box mounted
to the wall).
Check your air filter. A dirty air filter
is a common cause of problems.
Write down the model numbers of
all your products.
Be ready to explain clearly what
symptoms or problems you’ve had.
Know how long ago your problem began.
Make sure the system is accessible by the dealer.
If there is something blocking any of your products, please remove it.
If your system’s products are in an attic or crawl space, please make it easily accessible.
Lock pets in a separate room so they don’t get in the way or get hurt.
Make sure there’s an adult (18 or over) home to legally allow entry to your home.
Be prepared to answer the phone. Our technicians may call to confirm the appointment on their way.
If you rent your home, make sure you have your landlord’s permission to have your system serviced.
If your heat pump or air conditioner is frozen, shut it off before the technician arrives so it’s thawed and ready for service.