HVAC service software

Spring changeover on a residential or light commercial split system: clean the coils, verify the charge by superheat and subcooling, and prove the safeties before the first hot week.

ACCA Standard 4 / ASHRAE 180

Fall start-up on a gas-fired furnace. The visit exists to prove the heat exchanger is sound, the combustion is clean and no carbon monoxide is reaching the supply air.

NFPA 54 / ANSI Z223.1 National Fuel Gas Code; ACCA Standard 4

Fall service on an air-source heat pump: prove a full defrost cycle, confirm the reversing valve is not bleeding, and check the auxiliary heat and balance point before the first cold snap.

ACCA Standard 4 / AHRI 210/240

Seasonal cooling / heating changeover preventive maintenance on a packaged gas-electric rooftop unit.

ACCA Standard 4 / ASHRAE 180

Full start-up and functional performance checkout on a newly installed packaged rooftop unit, ending with BAS point verification and a customer training sign-off.

ASHRAE Guideline 1.1 (HVAC&R commissioning process); ACCA Standard 5 QI

Annual service on an air- or water-cooled chiller: a full operating log at load, oil analysis, tube condition, safety cut-out testing and the refrigerant leak record the EPA rules require.

ASHRAE 180 / AHRI 550/590; EPA 40 CFR Part 82 Subpart F

Annual service on a gas- or oil-fired hydronic boiler with a full combustion analysis at low and high fire, plus low water cut-off, relief valve and expansion tank testing.

ASME CSD-1 / NFPA 54 (ANSI Z223.1); ASME BPVC Section VI

Preventive maintenance on a VRF system or ductless mini-split: indoor blower wheels and drain pumps, branch controllers, piping insulation and the fault history held in the central controller.

AHRI 1230 / ASHRAE 180; ASHRAE 15 refrigerant concentration limits

Preventive maintenance on a direct- or indirect-fired make-up air unit, including the discharge air quality readings a direct-fired heater has to meet and the exhaust interlock it depends on.

ANSI Z83.4 direct gas-fired heaters / NFPA 96 commercial cooking ventilation; ASHRAE 62.1

Preventive maintenance on a roof-mounted or inline exhaust fan: wheel and grease condition, drive and bearings, backdraft damper, curb, and the hinge kit and safety cable that make the fan safe to open.

NFPA 96 (commercial kitchen exhaust) / AMCA 99; ASHRAE 180

The short route form a tech fills in at each air handler on a filter change round: what went in, the differential pressure before and after, coil and drain condition, and when the next change is due.

ASHRAE 62.1 / ASHRAE 180; ASHRAE 52.2 (MERV)

The refrigerant record for any call where a circuit was opened: type, the weight added and recovered, and the leak repair or inspection that follows. Pairs with the general Service Visit Report.

EPA 40 CFR Part 82 Subpart F (refrigerant service record-keeping)

Point-to-point verification of one DDC controller: every input read at the sensor, every output proven at the device, overrides released, trends, alarms and schedules configured, and the sequence of operation walked line by line.

ASHRAE Guideline 1.1 §7 (HVAC&R commissioning); ANSI/ASHRAE Std 135 (BACnet)

Calibration record for one BAS sensor against a traceable reference instrument: as-found error, offset or span adjustment applied, as-left error, loop check and the next calibration due date.

ASHRAE Guideline 1.1 §7.2 (sensor calibration); ANSI/ASHRAE Std 111 §6 (measurement)