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Before you drive out.

Reach for this once a call is booked and before anyone leaves for the site.

Without it, a tech can arrive with the wrong gear, no records, and no plan for trouble.

Run it on a job in ForeBotAll checklists

Step by step

7

  1. Write down the complaint word for word

    Keep the customer's own words. Add who said it and when. Save any theory for later.

    Write down · Note

  2. Ask the safety question

    Ask about gas, carbon monoxide, water near electrical, smoke, and movement. Any yes goes to emergency steps before the visit.

    Write down · Decision

  3. Pull earlier records for this address

    Look for past visits, repairs, and readings. Treat them as leads to check on site, not as current fact.

    Write down · Note

  4. Get the unit's label

    Ask for a photo of the make, model, and serial label. Find the maker's instruction for that exact model and revision.

    Write down · Photo

  5. Ask about age and past changes

    Ask when it was built and what was added. A date can raise suspicion and pick a test. It identifies nothing.

    Write down · Note

  6. Check instruments, access, and weather

    Confirm instrument range and calibration date. Bring ladder or roof gear rated for the job, and check the weather.

    Write down · Note

  7. Set the emergency plan

    Know the nearest hospital, the outside meeting point, the local emergency number, and who makes the call.

    Write down · Note
Done when

A finished run leaves the complaint in the customer's words, the safety answers, the records found, and the gear checks.

General guidance for a qualified person, not a finding about any home. The person on site decides.