HVAC Estimating Software by Service Estimator

Creates Professional Proposals...FAST

Service Agreement Estimating Software

for Commercial HVAC Contractors

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Sample Task List

This is a sample of an individual task list for a specific piece of equipment.

This list is pre-loaded into the tasking portion of the Service Estimator system. The tasks are also pre-grouped into visit frequencies or your can create a custom grouping as you see fit.

Monthly Schedule | Task List | Annual Schedule

Job Name:	Sample Customer	Sell Price:	***.
Visit Month:	January	Agreement Type:	Full Coverage & Heat Exchangers
Hours Planned This Visit:	8.00

Tasks for Unit 1 - Absorption Unit

Item No.

Task Description

Do?

Check starter and control panel

Visually inspect for leaks

Check hand valve diaphragms

Check operation of purge unit

Change oil in the purge pump

Lubricate purge pump motor and check belt

Clean magnetic strainer on solution motor circuits

Inspect absorber and condenser tubes

Clean absorber and condenser tubes

Acid clean absorber and condenser tubes

Conduct Eddy Current Test

Drain all auxiliary equipment, flush with antifreeze as required

Review manufacturer's recommendation for start-up

Check auxiliary equipment operation

Check and test all operating and safety controls

Start chilled water pump, condenser water pump and tower

Start absorber

Check solution pump motor operation

Log all operating conditions after unit stabilizes

Add octal alcohol

Trim solution concentration for maximum efficiency

Take a lithium bromide solution sample

Check purge unit operation

Review operation procedures & log with chiller operator

Fill the chilled water and condenser water systems

Check chilled water pump, condenser water pump and tower

Check absorber

Check octal alcohol

Review owner's log

Log all operating conditions

Inspect chiller and make adjustments as required