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Pre-Service Checklist: What to Do Before Scheduling HVAC Service

In KC Northland and surrounding areas.

Before you schedule a service appointment with us, use this checklist to ensure you’ve covered the basics. This can help you identify minor issues and potentially save time and money by avoiding unnecessary service calls.

☐	Check Your Thermostat
	Verify Settings: Ensure your thermostat is set to the correct mode (heating or cooling) and temperature. Test Operation: Adjust the temperature and see if your system responds accordingly. Replace Batteries: If your thermostat is battery-operated, replace the batteries if they haven’t been changed recently.
☐	Inspect and Replace Your Air Filter
	Check Filter Condition: Look at your air filter and see if it’s dirty or clogged. A dirty filter can reduce airflow and system efficiency. Replace the Filter: If it’s been 1-3 months since the last replacement, install a new filter before calling for service.
☐	Check Power Supply
	Inspect Circuit Breaker: Ensure that the circuit breaker for your HVAC system hasn’t tripped. Reset it if necessary. Check Power Switch: Make sure the power switch near your indoor unit is turned on.
☐	Clear Debris from Outdoor Unit
	Remove Obstructions: Inspect the area around your outdoor unit and remove any leaves, grass, or debris that could obstruct airflow. Check Unit Condition: Look for visible signs of damage or dirt buildup on the coils. Clean the unit gently if needed.
☐	Listen for Unusual Noises
	Identify Sounds: Pay attention to any unusual noises like banging, clanging, or squealing from your HVAC system. Note when and where you hear them.
☐	Look for Airflow Issues
	Inspect Vents: Make sure all vents in your home are open and unobstructed by furniture or curtains. Check Ductwork: Look for visible signs of leaks or damage in your ductwork.
☐	Monitor System Performance
	Check for Consistency: Observe whether your HVAC system is maintaining a consistent temperature throughout your home. Check Airflow: Ensure air is flowing strongly from your vents. Weak airflow could indicate a blockage or fan issue.
☐	Review Energy Bills
	Compare Bills: Look at your recent energy bills. A sudden increase could indicate your system is working harder than it should, possibly due to an underlying issue.
☐	Gather System Information
	Record Model and Serial Numbers: Have your HVAC system’s model and serial numbers handy. This information can help our technicians provide better service. Note Service History: Review when your system was last serviced and any previous issues or repairs.
☐	Make a List of Concerns
	Document Issues: Write down any specific problems or concerns you’ve noticed with your HVAC system, such as inconsistent temperatures, strange noises, or reduced airflow.

By completing this checklist before scheduling service, you can help us diagnose and address your HVAC issues more efficiently. If the problem persists after checking these items, contact us to schedule a professional inspection and repair.

Why Choose Us?

✓	FREE Estimates on New Systems
✓	Affordable Maintenance Plans
✓	EPA Certified
✓	Satisfaction Guaranteed

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We Proudly Serve the KC Metro Area

14460 Bethel Road • Platte City, MO 64079

816-858-2271

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