Before a service technician arrives at your workplace to service your heating and cooling system, take a moment to make sure you’re prepared for the appointment. That way, you can ensure your technician has all of the information he or she needs to start working on your system immediately.

Here are a few things to do in preparation for your service appointment:

  • Know where all of the units in your heating and cooling system are located.
  • Write down the model numbers of all your products.
  • Perform basic troubleshooting tactics…if possible.
  • Check your air filter. A dirty air filter is a common cause of problems.
  • Be ready to explain clearly what symptoms or problems you’ve had.
  • Know how long ago your problem began.
  • Make sure the system is accessible by the contractor. If there is something blocking access to any of your system components, please remove it.
  • If any of your system’s components are in an attic or crawl space, please make it easily accessible.
  • Be prepared to answer the phone. Many technicians will call to confirm the appointment when they are on their way.
  • If you rent your work place, make sure you have your landlord’s permission to have your system serviced.
  • If your heat pump or air conditioner is frozen, shut it off before the technician arrives so it’s thawed and ready for service.
  • Make available a file containing information on all prior services performed on your system.
  • Be prepared to make a payment to the contractor.
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