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Preventive Maintenance
Heat Pump Checklist

Bass Lake Heating & Air is your best bet for
proper diagnosis and repair of broken comfort systems...

...however, “preventive maintenance” is not a diagnostic service call.
On a maintenance call, we do not expect to make repairs. We are there to clean, 
inspect, measure, oil, tighten, test, report, listen & advise.  


When we first get to your place, we will want to see if the system will,
at least, start and blow warm and cool air. If the unit fails to provide minimal heating or cooling, 
then the call is considered a repair call, and is billed and guaranteed differently.
   (See “How much will it cost?” page)

BASS LAKE HVAC Preventive Maintenance Checklist  -- Winter

Heat Pump (Package, Split, Mini-Split)

  Preventive Maintenance with 90 day guarantee

Your system may qualify for our 90 day labor guarantee*

Job Name: ____________________________________      Phone ___________________ 
Address: ______________________________________     Alt. Phone ________________
Billing Info: _____________________________________     
System type ___________________________  Location_____________________________ 
Make ______________________ Model ________________  Serial __________________

         HEAT PUMP
Winter Service Plan Includes:                                            Results:            

Basic Function Test Fan  __________ Heat __________ Cool __________
Refrigerant pressure check   

Discharge 

__________

Suction 

__________

Safety cutoff 

__________
Refrigerant line temp check  High Side  __________ Low Side  __________ Sup Ht  __________
Indoor coil efficiency   Air in  __________ Air Out  __________ Diff.  __________
Outdoor coil efficiency Air  in   __________ Air Out  __________ Diff.   __________
Check Reversing Valve  If Fail – Heat   __________ If Fail – Cool  __________ __________
Check Defrost  Initiate  __________ Electronic  __________ Mech.  __________
Check / Clean condensate lines  Main  __________ Back up  __________
Inspect thermostat/zonal controls Man.  __________ Elec. Switch  __________ Calibration  __________
Visual wiring inspection  Hot spots  __________  Insulation  __________ Clearance  __________
Inspect/tighten contacts, terminals Corrosion  __________ Pitting  __________ Hot spots  __________
Check for proper voltage  Air Handler  __________ Condenser  __________ Control circuit  __________
Ck Motor/Compressor amp draw  Indoor fan  __________ Outdoor fan  __________ Compressor  __________
Stage 2 / Emergency heat  Safety cutoff  __________  Amps  __________
Blower cleanliness  Location  __________ Condition  __________ Acceptable  __________
Adequate air flow* Acceptable  __________ __________
Oil motors if not sealed  Indoor  __________ Outdoor  __________
Replace air filter  Size  __________ __________
Comments: ______________________________________________________________________________
_________________________________________________________________________________________
_________________________________________________________________________________________

    * (Older systems are assumed to leak 25%) (Calibrated Duct Test = $120.00)                                                            

Other services offered by BASS LAKE HEATING and AIR CONDITIONING

Diagnose and repair services   Equipment change outs   Compressor replacement  
Personalized Designs for Extreme Comfort   Installation of Energy Efficient Systems  
Compliance with the California Energy Standards   Certified Energy Plans Examiner  
Duct Design and Equipment sizing accomplished using the latest software 
Member:  California Association of Building Energy Consultants

90 day Labor Guarantee

Your system may qualify for our 90 day labor guarantee*  

Our 90 day Labor Guarantee applies if your system is found to be in reasonable operating condition.

The Guarantee is only for Labor. If, during the guarantee period, your heating system fails, Bass Lake Heating & Air will make most repairs at no charge for labor.**

If parts are needed for such a repair, they will be billed at manufacturers suggested retail price.

**Exceptions include, but may not be limited to: Compressor replacement, Reversing valve replacement, Refrigerant leak repairs, Ducting or damper replacement.

Also excepted from this guarantee are any particular parts of your system that are noted to be in substandard condition or that have been tampered with or damaged by improper use.

You may also select to extend your Labor Guarantee period if your system qualifies:

6 Month Labor Guarantee add $50 = $130

9 Month Labor Guarantee add $85 = $165

1  Year  Labor Guarantee add $120 = $200

 

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