This is a general split AC service checklist; follow the manufacturer's service manual for your units.

AC service procedure: Before starting

  1. Confirm customer, address, unit make and model, and the complaint.
  2. Check the power supply and the remote settings.
  3. Protect furniture and floor under the indoor unit.

Indoor unit

  1. Remove and wash filters.
  2. Clean the coil and blower with the right method.
  3. Clear the drain line and check for leaks.

Outdoor unit

  1. Clean the condenser coil and check the fan.
  2. Check connections and the capacitor.
  3. Check gas pressure and look for leaks; note if a refill is needed.

After servicing

  1. Run the unit and record supply and return temperature.
  2. Explain findings and any extra work needed before doing it.
  3. Record parts used and the next service due.
  4. Get the customer's confirmation.

Keep it on the job

ServicePilot's AC template includes service checklists, and each job carries its checklist and history for that unit. Read AC service management software and the AC job card format.

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