The evaluation form asks for the style, the type, the brand, the age and the size, then walks eleven points — T&P valve, the gas and water shut-offs, flue pipe and draft diverter, expansion tank, drain pan, leaks, temperature — green, yellow or red.
Then it asks your tech to present that to the homeowner, from memory, standing next to a tank in a closet.
So we built the tool. The detail fields and all eleven points, and at the end a summary with the unit’s details across the top and the findings grouped underneath by urgency.
