Mechanical checklist
Seasonal changeover: heating ⇄ cooling
The big twice-a-year switch: isolate, drain/fill, verify pumps and setpoints, and record the system you leave running.
11 steps · 2 photos asked for · 1 readings recorded
Every step, in order
This is what a technician is asked, one question at a time, on the phone.
- 1
Scan the plant/mechanical room tag
Scan the tag · needed
- 2
Changeover direction
Pick one · needed
- 3
Off-season system isolated (valves tagged and closed)?
Yes or no · needed
- 4
Seasonal pumps rotated/exercised and running without noise or leaks?
Yes or no · needed
- 5
Loop pressure after changeover
Reading in psi · needed
- 6
Photograph the pump issue
Photo · needed
- 7
BAS/thermostat setpoints updated for the season?
Yes or no · needed
- 8
Pump issue found during seasonal changeover.
Tell somebody · needed
- 9
Strainers blown down / cleaned?
Yes or no · needed
- 10
Photo of the plant as left running
Photo · needed
- 11
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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