Step by step
7Walk the site for hazards
On gas odor, a carbon monoxide alarm, or wet wiring, leave and call for help. Stay out of pits and vaults.
Write down · DecisionSeparate what you heard from what you saw
Keep the customer's account, your observations, and your ideas on separate lines. A confident report is still only a report.
Write down · NotePhotograph it as found
With consent recorded, capture the unit, its surroundings, and worn or corroded parts before anyone cleans or changes them.
Write down · PhotoRead the label on the unit
Read make, model, and serial from the unit itself. Note any difference from the invoice or earlier records.
Write down · PhotoTake readings as found
A qualified person records readings, counters, and settings before cleaning or adjusting. Note the load and conditions at the time.
Write down · ReadingCopy stored codes before any reset
A qualified tech copies fault history with the unit's address. Resetting can erase it.
Write down · ReadingAsk why before changing an odd setting
A closed valve or odd override may be deliberate. Ask the people who keep the building before changing it.
Write down · Note
A finished run leaves dated photos, as-found readings, copied codes, and the customer's account kept apart from your observations.
General guidance for a qualified person, not a finding about any home. The person on site decides.