The AC & Heat Pump Maintenance Checklist — plus the tool that turns it into a summary you can hand the customer.
Finish the tune-up with something to show

The checklist walks the condenser and the air handler point by point — compressor amps, refrigerant pressures, contactor, coil condition, drain line — and asks your tech to mark every one green, yellow or red.
Then it asks them to present those findings to the customer. On paper that part comes down to what the tech can remember, and how well they explain it standing in a driveway.
So we built the tool. Same points, same three colours, and at the end it writes the summary for you: what needs fixing now, what to keep an eye on, and everything that checked out fine. Print it, or read it off a phone.
WHAT YOU GET
- ✓ The full AC & heat pump point list — electrical, refrigeration, coils and drainage
- ✓ Green, yellow and red on every point, exactly as the guide defines them
- ✓ A customer-ready summary at the end of the call, grouped by what is urgent
- ✓ Five more equipment types in the same tool — furnace, air handler, water heater, plumbing and electrical
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Integrations