Job Site QR System

Cadence	Who	What must be recorded (minimum)
Install / replacement	Installer + Lead Tech	Baseline system dataset, commissioning values, warranty registration, first membership offer.
Each service visit	Tech	Event checklist + diagnostic worksheet + estimates for each discovered problem + membership offer logic.
Maintenance visits (2x/year)	Tech	Spring and Fall Maintenance forms (trend vs baseline), costs, and next actions.
Weekly (per active customer)	CS/Coordinator or Tech Lead	Weekly Customer Journey Log: open issues, stage, costs-to-date, next action date, membership status.
As-needed	Dispatcher/Support	Dispatcher and Support forms for each customer contact and triage.

• Membership should always be recommended when maintenance is needed from diagnostics, warranty, or install.
• The first estimate must include a membership offer line item (even if customer declines).
• Each problem discovered must receive its own estimate (Solve Now).
• If it is a second or greater visit and the customer has no maintenance plan, add membership for maintenance to the estimate (Prevent Future).
• If no maintenance plan exists, use the Customer Journey templates to show rising cost over time (TCO drift).

Use this as the master checklist; each event also has an event-specific checklist.

• [ ] Customer profile complete (contacts, access notes, pets, preferences).
• [ ] System dataset complete and current.
• [ ] Warranty information recorded and registration confirmed.
• [ ] Baseline performance recorded (commissioning or first diagnostic).
• [ ] Membership offer documented (accepted/declined) and included on first estimate.
• [ ] Each discovered problem has an estimate (Solve Now).
• [ ] Prevent-Future options presented (maintenance + monitoring + airflow/IAQ where relevant).
• [ ] TCO worksheet updated after each visit (cost-to-date + projected annual).
• [ ] Weekly log updated until customer is stable (no open issues).

Use issue IDs in weekly log and estimates.

Issue ID	Problem	Priority	Estimate $	Status

• [ ] Confirm equipment match (model numbers, AHRI match if applicable).
• [ ] Airflow and static pressure measured and within acceptable range.
• [ ] Charge verification completed (method noted).
• [ ] Condensate management verified (trap, slope, safety switch if used).
• [ ] Electrical verified (breaker, disconnect, polarity, grounding).
• [ ] Thermostat configured and customer trained.
• [ ] Warranty registration completed (attach confirmation).
• [ ] Membership offer presented and recorded.
• [ ] Baseline TCO inputs captured (energy rates, usage notes, customer goals).

• [ ] Airflow first: filter, returns, blower, coils, duct restrictions checked.
• [ ] Balance second: room temperature deltas, supply/return distribution noted.
• [ ] Efficiency third: charge/combustion/controls; verify sizing assumptions.
• [ ] Test parts before replacement (document readings).
• [ ] If leak suspected: follow Leak Search Process worksheet.
• [ ] Each problem discovered receives an estimate (Solve Now).
• [ ] Prevent Future: membership and proactive fixes included in estimate options.
• [ ] If escalation needed: Support Form completed (Call Chris/Tech Support).
• [ ] TCO worksheet updated (cost-to-date, OpEx drivers, risk).