|
This is an example of
what a monthly task schedule will look like. You would give a schedule
like this one to your technician before he went to the job site. Using a
task list like this one will reduce tasking errors and ensure that the
customer's equipment operates at peak efficiency.
Monthly
Schedule | Task
List
| Annual Schedule
|
Job Name:
|
Sample Customer |
|
Visit Month:
|
January |
|
Hours
Planned:
|
8.00 |
| 1. | Gas Unit Heater | Unit
Information |
- Clean area around unit
- Check burner safety controls; adjust pilot and settings as required
- Perform operational check of unit; make adjustments on controls and other components as
required
- Lubricate shaft and motor bearings
- Fill out maintenance checklist and report deficiencies
- Check tension, condition, and alignment of belts; adjust as
necessary
- Replace belts, as required
- Check electrical wiring and connections; tighten loose connections
- Check with operating or area personnel for
deficiencies
| 2. | Electric Unit Heater | Unit
Information |
- Check operation of all safety and limit controls
- Check operation of indoor thermostat
- Check and calibrate operating safety controls
- Check and clean blower wheel,
as required
- Replace blower belt (If
applicable), as required
- Check and clean air filter
- Replace air filter, as required
- Check heating coil (If applicable)
- Inspect and tighten electrical connections
| 3. | Strip Heat | Unit
Information |
- Inspect heating elements clean as required
- Inspect contactors
- Record amp draw
- Tighten electrical connections
- Test safety & operating controls adjust as required
| 4. | Duct Heaters | Unit
Information |
- Verify operation
- Test air flow safety switch
- Check for rust in burner compartment report findings
- Inspect burner orifices, report condition
- Check heat exchanger, report condition
- Record OSA level of carbon monoxide (co)
- Reset thermostat for summer operation
- Inspect flue stack & cap
- Verify operation of gas valve
- Clean pilot
- Check pilot and safety insure they are operational
- Verify operation of high limit safety
- Verify proper flame color and shape
- Inspect burner rack condition, report findings
- Inspect flame, report shape & color
- Check for evidence of rollout
- Record supply air level of carbon monoxide (co)
- Reset thermostat for winter operation
- Inspect ductwork for leaks
- Check for rust build up
- Inspect burner condition
- Verify operation of spark igniter
| 5. | Re-Heat Coils | Unit
Information |
- Visually inspect coil
- Inspect electrical connectors, relays, contactors and controls
- Check and clean strainers
- Check steam traps and hand valve
|
