HVAC install and service documentation, unit by unit
HVAC lives on two records at once: what you installed, and what you found the last time you were there. Model and serial numbers decide warranty claims, commissioning readings decide whether the system was set up right, and a photo from the previous visit is often the fastest way to know what changed.
Free during early access — no credit card required.
What HVAC crews document
The shots worth taking, and why each one matters later.
Equipment data plates
Model and serial on the condenser, air handler and furnace at install — the numbers every warranty claim starts from.
Line sets and refrigerant work
Routing, insulation, brazing and service valve condition before anything is enclosed.
Duct runs and connections
Trunk and branch runs, sealing and support in attics and crawlspaces, before insulation covers them.
Commissioning readings
Gauges, static pressure and temperature splits photographed with readings legible, so startup numbers are evidenced.
Condensate and safety
Drain routing, secondary pan, float switch and disconnect placement.
Service visit history
Filter condition, coil condition and any prior damage found on arrival, dated for the next tech.
The arguments this record settles
Every one of these comes down to whether a dated photo exists.
- A warranty claim needs the serial you photographed on install day rather than a trip back to the attic.
- The customer says the unit was never set up right, and the commissioning readings are on file with a date.
- A homeowner reports damage that your arrival photos show existed before you touched anything.
- A second tech arrives on a callback and can see exactly what the first one found.
A day on a HVAC job, on the record
The same two artefacts every project builds up: what happened today, and what still needs fixing.
A daily log from this trade
3-ton changeout complete, system commissioned
Condenser and coil set, line set brazed and pressure tested, nitrogen purge held. Data plates photographed for both units. Startup: 18 degree split, static within spec — gauges photographed. Condensate routed to existing drain with new float switch. Customer walked through thermostat before we left.
Crew members post updates with photos straight from the field, so the entry lands on the day the work happened.
Punch items that come up
- Return with correct filter size — 20x25 not stocked on truck
- Seal remaining attic trunk joint at the far branch
- Secure disconnect whip to exterior wall
Each item carries before and after photos, so completion is visible without another walkthrough.