Template

Replacement Detailing Checklist

by Chris Toledo, from the Community

Use this HVAC replacement detailing checklist to capture site information, equipment specifications, and installation requirements. Record tonnage and SEER for outdoor units; coil type and capacity for indoor systems; heating orientation, access dimensions, and type; duct counts and sizes; and optional add-ons like UV lights and surge protectors. Attach photos of equipment and tags, note thermostat and controller details, and document comments. Generate a shareable report for replacements.

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Car Detailing Report Checklist
Use this car detailing report to document interior and exterior condition before detailing. Capture photos of seats, doors, panels, and wheels; record damages, broken parts, battery status, and window and seat function. Discuss add-ons such as trim and headlight restoration, engine bay wash, and wheel polishing, note estimates and time frames, and collect client acknowledgments and signatures for liability.
by Jacob Brigham, from the Community
Downloads: 10+
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Template
Equipment and Component Replacement Checklist
Use this Equipment and Component Replacement checklist to scope and quote repairs or unit changeouts. Capture equipment details for HVAC and mechanical systems including unit type, model and serial numbers, location, voltage, amperage, phase, capacity, dimensions, controls, and accessories. Note crane requirements, roof height and access, special circumstances, and needed parts. Record estimated technicians, time, and hours, and attach photos of the unit and repair area to support accurate quotations.
by Eric Smith, from the Community
Downloads: 10+
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Template
HVAC Service Visit Report Template
This HVAC service visit report template helps field engineers record complete maintenance and repair details for air conditioning and chiller equipment. Capture job number, customer and site information, visit type, day-by-day arrival and finish times, travel and mileage, and engineer comments. Log indoor and outdoor unit model and serial numbers, note chiller units, refrigerant gas type and charge, and list materials used and required. Add photos for evidence and secure customer signature on completion. Designed for reactive or quoted visits and ideal for multi site facilities and retail operations seeking consistent maintenance records across locations.
by Paul Marsden, from the Community
Downloads: 20+
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Template
Barclays Boiler Replacement Survey
Use this detailed survey template to plan and document boiler replacement works at Barclays branches. Capture client and site details, opening times and access restrictions, parking, and any asbestos considerations. Record scaffold or mobile tower needs, heating requirements and temporary heating, and working times. Document boiler isolation and location, gas meter and flue details including type, size and photographs, and condensate routing. Specify electrical work, thermostat and distribution board details with photos, and safety protections. Add notes, photos and signatures to complete the pre-installation survey.
by Sam Simpson, from the Community
Downloads: 20+
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Car Detailing Report Checklist

Use this car detailing report to document interior and exterior condition before detailing. Capture photos of seats, doors, panels, and wheels; record damages, broken parts, battery status, and window and seat function. Discuss add-ons such as trim and headlight restoration, engine bay wash, and wheel polishing, note estimates and time frames, and collect client acknowledgments and signatures for liability.

by Jacob Brigham, from the Community

10+

Get

Template

Equipment and Component Replacement Checklist

Use this Equipment and Component Replacement checklist to scope and quote repairs or unit changeouts. Capture equipment details for HVAC and mechanical systems including unit type, model and serial numbers, location, voltage, amperage, phase, capacity, dimensions, controls, and accessories. Note crane requirements, roof height and access, special circumstances, and needed parts. Record estimated technicians, time, and hours, and attach photos of the unit and repair area to support accurate quotations.

by Eric Smith, from the Community

10+

Get

Template

HVAC Service Visit Report Template

This HVAC service visit report template helps field engineers record complete maintenance and repair details for air conditioning and chiller equipment. Capture job number, customer and site information, visit type, day-by-day arrival and finish times, travel and mileage, and engineer comments. Log indoor and outdoor unit model and serial numbers, note chiller units, refrigerant gas type and charge, and list materials used and required. Add photos for evidence and secure customer signature on completion. Designed for reactive or quoted visits and ideal for multi site facilities and retail operations seeking consistent maintenance records across locations.

by Paul Marsden, from the Community

20+

Get

Template

Barclays Boiler Replacement Survey

Use this detailed survey template to plan and document boiler replacement works at Barclays branches. Capture client and site details, opening times and access restrictions, parking, and any asbestos considerations. Record scaffold or mobile tower needs, heating requirements and temporary heating, and working times. Document boiler isolation and location, gas meter and flue details including type, size and photographs, and condensate routing. Specify electrical work, thermostat and distribution board details with photos, and safety protections. Add notes, photos and signatures to complete the pre-installation survey.

by Sam Simpson, from the Community

20+

Get

Replacement Detailing Checklist

About author

You might also like

Car Detailing Report Checklist

Equipment and Component Replacement Checklist

HVAC Service Visit Report Template

Barclays Boiler Replacement Survey

You might also like

Car Detailing Report Checklist

Equipment and Component Replacement Checklist

HVAC Service Visit Report Template

Barclays Boiler Replacement Survey