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Heating & Cooling System Pre-Service Checklist

pre-service checklist

Last Updated: Feb 1st, 2022

Before an expert Jacobs’ service technician arrives at your home to service your heating and cooling system, take a moment to make sure you’re prepared for the appointment. That way, you can ensure your technician has all of the information he or she needs, and start working on your system immediately.

Here are a few things to do in preparation for your service appointment:

  • Know where all of the units in your heating and cooling system are located (including your thermostat).
  • Perform basic troubleshooting tactics, including web research on your equipment and issue.
  • Check your air filter. A dirty air filter is a common cause of problems.
  • Be ready to explain clearly what symptoms or problems you’ve had.
  • Know how long ago your problem began.
  • Make sure the system is accessible by the Technician. If there is something blocking any of your products, please remove it.
  • If your system’s products are in an attic or crawl space, please make it easily accessible.
  • Lock pets in a separate room so they don’t get in the way or get hurt.
  • Make sure there’s an adult (18 or over) home to legally allow entry to your home.
  • Be prepared to answer the phone. Many Technicians will call to confirm the appointment on their way, if they don’t confirm with you over the phone, they will move on to their next call.
  • If you rent your home, make sure you have your landlord’s permission to have your system serviced.
  • If your heat pump or air conditioner is frozen, shut it off before the technician arrives so it’s thawed and ready for service.
  • Write down the model numbers of all your products. Make available a file containing information on all prior services performed on your system.
  • Be prepared to make a payment to the Technician either with check, cash, or credit card.