Cleveland HVAC Blog

Preparing For Annual Service? Learn What You Need To Do

Posted by Paul Wadsworth on Wed, Nov 21, 2012 @ 10:43 AM

Most of us wouldn't think of going to a dental appointment without brushing our teeth. In the same way, preparing for annual service on heating and air equipment helps both the homeowner and the technician. Your time is valuable, and so is the service technician's.

Before setting the appointment

Here's a short checklist to line up helpful details before preparing for annual service:

  • annual hvac maintenanceHave the information (brand and model number) of your equipment close by.
  • If you rent, make sure the agency or your landlord knows you're preparing for annual service and who's responsible for payment. 
  • If it isn't routine service, check your owner's manual to see if you can take care of the problem to avoid the service call. Above all make sure that the thermostat is set properly: set for the correct temperature, in the proper mode heating when cold and AC when hot and finally, make sure that the thermostat doesn't just need a fresh set of batteries. There is normally a display indicating this on the thermostat.
  • Know specifically and be able to explain what's performing differently with your equipment and how long it's been occurring. 
  • Know where all indoor and outdoor equipment units and associated components (circuit breakers, thermostats, and so forth) are located.

Additional preparations

These other steps will alleviate potential problems for you and the technician and speed up your annual service:

  • Ensure that an adult is present to allow easy access and answer questions when the tech arrives. Often we are let in by cleaning person or baby sitter. In these cases make sure that someone is readily available by phone to discuss the problems and range of solutions with the technician. This is also wise even during "routine" preventive maintenance calls in case the tech finds something that needs to be attended to before he departs.
  • Turn off the heating equipment an hour or so prior to the scheduled appointment. This allows the unit to cool and the tech can then handle internal components that may need to be examined or cleaned. 
  • Be close to a phone in case the technician is late, early or needs to reschedule. Generally, we are calling when en route to your appointment. 
  • If units are in the attic, basement or garage, keep access clear so that the job can go as quickly as possible. Provide space and good lighting, if at all possible. 
  • Prepare to make payment by check or credit card when the service is completed or have previous arrangements made ahead of the visit. 

These logical steps will make preparing for annual service an easier and simpler process instead of a chore. Cleveland homeowners will experience less frustration and better results by making these preparations.

If you have questions or would like to set up an annual service visit, contact us at P.K. Wadsworth Heating & Cooling. Either way, we're always ready to help maintain your equipment at peak efficiency and answer all your home-comfort questions.

photo credit

pk wadsworth heating performance check savings

Paul WadsworthPaul Wadsworth is the President and Owner of P.K. Wadsworth Heating and Cooling. For 37 years, Paul has been providing heating and cooling services to the Greater Cleveland area. P.K. Wadsworth has been a trusted Cleveland HVAC service company for 75 years. The company understand the area's construction and local heating and air conditioning needs. Paul has an MBA from the University of Michigan and a B.S., Industrial Engineering from Purdue University. He's been President of the Cleveland Air Conditioning Contractors of America and a founding member of the local chapter. Paul was born and raised in Cleveland and has been active in the local community. He resides in Cleveland, Ohio with his wife and two sons.

The opinions and statements contained in this article are for general informational purposes only and are not instructions. Only trained, licensed and experienced personnel should attempt installation/repair. The author assumes no liability for the opinions/statements made in this article. Any individual attempting a repair or installation based on this article does so at their own risk of loss.

Topics: heating, annual hvac maintenance, preventive maintenance

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