Mechanical checklist
Rooftop unit: quarterly PM
Filters, belts, coils, electrical, and operating temperatures for packaged rooftop units. This is the PM record that defends the warranty and the budget.
13 steps · 3 photos asked for · 2 readings recorded
Every step, in order
This is what a technician is asked, one question at a time, on the phone.
- 1
Scan the RTU tag
Scan the tag · needed
- 2
Filters
Pick one · needed
- 3
Belts: tension and condition acceptable (no cracks, glazing, fraying)?
Yes or no · needed
- 4
Condenser + evaporator coils
Pick one · needed
- 5
Photograph the belt condition
Photo · needed
- 6
Supply air temperature (cooling call)
Reading in °F · needed
- 7
Return air temperature
Reading in °F · needed
- 8
Electrical: contactors, wiring, and disconnect in good condition?
Yes or no · needed
- 9
Condensate drain clear and trap primed?
Yes or no · needed
- 10
Photograph the electrical issue
Photo · needed
- 11
Overall unit photo
Wide shot of the unit as you leave it.
Photo · needed
- 12
RTU electrical issue found during quarterly PM. See photo.
Tell somebody · needed
- 13
Notes
Written answer · needed
What this looks like on a phone
The checklist above is a workflow, not a document. Which changes four things.
- One question at a time, so nothing is skipped
- The tag is scanned, so the record cannot be filed against the wrong unit
- A failed check raises tracked work with the photo already attached
- The report exists the moment the last question is answered
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