HVAC and Heat Pump Service Log
Separate the annual professional service from the filter changes you do yourself, and keep both on one sheet.
Trade job forms · TJ-01
A free printable air conditioning service record — each unit from its plate, the jobs done, your readings beside the manufacturer's figure, and a signature.
2 pages. Choose your paper size — both versions are laid out identically, so neither one gets shrunk to fit.
Print it and write on it
Fill it in type and save
The fillable versions have real form fields — open them in any PDF reader, type into them and save. Printing help.
Leave the site with one page that says what was serviced, what was measured and what was found, instead of a photo of a data plate and a memory of the rest.
Air conditioning and refrigeration engineers servicing split, ducted or multi-unit systems at a customer's premises.
2 pages, in this order:
Printed under the title: One visit to one site's air conditioning: each unit identified from its plate, the jobs done on it, the readings you took, and what the customer was told.
Your readings against their figures. No target readings are printed here. Compare what you measure against the manufacturer's data for that unit and the limits your own registration scheme sets, and write those figures in the column marked for them.
Write-on lines: Customer / site · Date · Engineer · Job ref
Table, 4 rows: Unit · Location · Make & model · Serial no. · Refrigerant · Charge · Type
Table, 4 rows: Unit · Filters · Coils · Drain · Fans · Electrics · Leak check · Controls · Fault found
Table, 14 rows: Unit · Reading · Measured · Maker's figure · Within? · Comment
Ruled lines: Parts used, advice given, work advised for next visit
Signature strip: Engineer · Customer · Date
Because they belong to the unit, not the sheet. Every model has its own figures in its data, and your registration scheme sets what you check against. The readings table gives you a column to copy the right figure into, so the comparison is on paper without the sheet guessing it.
No. If the rules where you work require a record of refrigerant handled, keep that on whatever form your scheme provides. This sheet notes the refrigerant type and plated charge so the unit is fully identified, and no more.
Separate the annual professional service from the filter changes you do yourself, and keep both on one sheet.
Hold the whole installation on one page the customer keeps, so the warranty, the commissioning readings and what they were shown are never in dispute.
Get the customer's signature that the work is done while you are still standing there, with anything outstanding written down rather than remembered differently.
Capture a job while you are still standing in it: what was asked for, what was done, what went into it and how long it took.
Every sheet, binder, game and puzzle on Upkeep Papers is free to download, with no email and no account. Making them is not free: each one takes days of research, design and checking, and the site costs money to run. If something here saved you time, you can buy us a coffee. It is entirely optional: nothing is locked, and nothing changes if you don’t.
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