Step 3: Update the Status and Add Notes For each item, the technician will select a STATUS from the dropdown menu: “OK,” “Needs Attention,” or “N/A.” This creates an easy-to-read summary of the system’s health. The NOTES column is the most important part—this is where the technician should detail their findings, such as “Blower motor pulling high amps” or “Recommend replacing capacitor.”
Step 4: Present Findings and Store the Record The completed checklist serves as a professional report to share with the homeowner, helping you explain any recommended repairs. After the job, the checklist should be saved as a permanent digital record of the system’s condition on the date of service.
4 Ways a Checklist Makes Your Business More Profitable
Implementing a mandatory checklist for every inspection is a simple change that yields powerful results.
Identify More Sales Opportunities A thorough checklist ensures your technicians inspect every part of the system, which naturally uncovers more opportunities for repairs, component upgrades, and even full system replacements. It turns a simple maintenance visit into a revenue-generating opportunity.
Provide Professional Reports to Homeowners Handing a customer a detailed, completed checklist is far more professional than just giving them a verbal summary. It builds trust, justifies your recommendations, and shows the true value of a professional inspection.
Standardize Your Maintenance Visits A checklist guarantees that every customer receives the same high level of service, regardless of which technician visits their home. This consistency is the hallmark of a professional and reliable company.
Reduce Liability by Documenting System Condition A completed checklist, signed and dated, is a legal record of the HVAC system’s condition at the time of your visit. This documentation can be invaluable in protecting your business from liability if a pre-existing issue causes the system to fail later.
From Finding Problems to Selling Solutions Instantly
A spreadsheet checklist is good, but a digital checklist integrated into your workflow is a game-changer. Housecall Pro’s software allows you to build and deploy actionable checklists that help you make more money.