Template

Site Equipment Report

by Simon Betts, from the Community

10+

Use this Site Equipment Report to capture detailed asset information across retail sites. Log pack details, compressors, condensers or gas coolers, heat recovery systems, integral cabinets, condensing units, and evaporators. Record make, model, serial numbers, refrigerant type and charge, ID plates, locations, and photos. Standardize equipment records to support maintenance, compliance, and energy efficiency across stores.

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
Oakes Service, Repair and Commissioning Report
Document end-to-end HVAC and gas appliance servicing, repairs, and commissioning in one report. Capture customer and site details, equipment make, model and serial, gas and oil pressures, ventilation and flue checks, electrical supply, refrigerant type and charge, component condition, parts used, engineer comments, time on site, and digital sign-offs. Ideal for field engineers maintaining split systems, condensers, boilers, and packaged units.
by Curtis Simpson, from the Community
Downloads: 0
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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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Retail HVAC Assessment Survey
Use this Retail HVAC Assessment Survey to document each new HVAC system installed at a site. Record unit type, ID, manufacturer, model and serial numbers, refrigerant type, capacity in tons, number of circuits and refrigerant charge, manufacturing year, and location. Link split system components, note replacements, and capture air filter and belt types. Include a photo of the data plate to verify details. Designed for retail facilities to standardize equipment records and support commissioning, maintenance planning, and compliance.
by Hugo Ramos, from the Community
Downloads: 30+
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Template
HVAC Equipment Sheet Template
This HVAC Equipment Sheet template helps teams document essential unit information for maintenance and inspections. Record customer and site details, equipment type, manufacturer, model and serial numbers, voltage, phase, hertz, refrigerant type, and unit location. Capture condenser and supply fan details, belt and filter specifications, and heating type and capacity. Log operational readings including blower and compressor amp draws, refrigerant suction and discharge pressures, and air supply and return. Use this template to standardize equipment records, support troubleshooting, and keep facilities maintenance organized.
by Eric Smith, from the Community
Downloads: 10+
Get

Oakes Service, Repair and Commissioning Report

Document end-to-end HVAC and gas appliance servicing, repairs, and commissioning in one report. Capture customer and site details, equipment make, model and serial, gas and oil pressures, ventilation and flue checks, electrical supply, refrigerant type and charge, component condition, parts used, engineer comments, time on site, and digital sign-offs. Ideal for field engineers maintaining split systems, condensers, boilers, and packaged units.

by Curtis Simpson, from the Community

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

Retail HVAC Assessment Survey

Use this Retail HVAC Assessment Survey to document each new HVAC system installed at a site. Record unit type, ID, manufacturer, model and serial numbers, refrigerant type, capacity in tons, number of circuits and refrigerant charge, manufacturing year, and location. Link split system components, note replacements, and capture air filter and belt types. Include a photo of the data plate to verify details. Designed for retail facilities to standardize equipment records and support commissioning, maintenance planning, and compliance.

by Hugo Ramos, from the Community

30+

Get

Template

HVAC Equipment Sheet Template

This HVAC Equipment Sheet template helps teams document essential unit information for maintenance and inspections. Record customer and site details, equipment type, manufacturer, model and serial numbers, voltage, phase, hertz, refrigerant type, and unit location. Capture condenser and supply fan details, belt and filter specifications, and heating type and capacity. Log operational readings including blower and compressor amp draws, refrigerant suction and discharge pressures, and air supply and return. Use this template to standardize equipment records, support troubleshooting, and keep facilities maintenance organized.

by Eric Smith, from the Community

10+

Get

Site Equipment Report

About author

You might also like

Oakes Service, Repair and Commissioning Report

HVAC Service Visit Report Template

Retail HVAC Assessment Survey

HVAC Equipment Sheet Template

You might also like

Oakes Service, Repair and Commissioning Report

HVAC Service Visit Report Template

Retail HVAC Assessment Survey

HVAC Equipment Sheet Template