HVAC Start Up Report Template (Free Download) - Housecall Pro

HVAC startup report template

The HVAC start up report is a form that HVAC technicians fill out when testing an installed appliance. These appliances include everything from filters and controls to major industrial-grade air conditioning and heating systems.

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Why you should use an HVAC startup report

The HVAC start-up report is a form that HVAC technicians fill out when testing an installed appliance or heating and cooling system. This might be a newly installed appliance or system, checking equipment at the beginning of the season or during a routine preventative maintenance checkup. A start-up report might cover anything from an individual heat pump or air conditioner condenser to an entire air conditioning or heating system. The report will walk a technician through the inspection and track performance measurements.

These reports are standard for commercial HVAC work and are completed before the commissioning process. A commissioning report may refer back to the start-up report. Completing a start-up report can reduce job errors and save your techs time in the field. It also serves as a record of exactly what steps your technicians took when facing issues with warranties or customer disputes. 

In this post, we walk you through what a good startup report should include. You can also download our free template at the bottom of this post to get you started.

What should you include in an HVAC startup report?

At the very least, an HVAC startup report includes:

  1. Business or Manufacturer Information: Name of business, address, telephone number, email address, and website
  2. Job Information: Job reference number, customer or project name, jobsite address, equipment serial number, location of the unit, and name of the technician
  3. Equipment Data Breakdown: Type of equipment being tested and model numbers, including electric heat, gas heat, air conditioning and heat pump systems, supply blower, filters, general systems, controls, and other equipment.
  4. Functioning testing which includes performance measurements, such as temperature changes, amp readings, and voltage levels. This may overlap with or be used as the test and balance (TAB) report.
  5. Follow-Up: Additional comments from the technician, date of service, the signature of service technician
  6. Customer Signature

When creating your report, here are some other things to keep in mind.

Specifics from manufacturer, local building codes, and NEC requirements

Most HVAC equipment manufacturers have their own start-up and service reports for their products. Failure to comply with their recommendations can void the manufacturer’s warranty. Any changes to HVAC systems and connected electric and gas systems should also comply with local building codes and the National Electrical Code (NEC). 

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Download a free HVAC startup report template