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CLIENT INFO
CLIENT NAME: LEE ADAMS CLIENT EMAIL: ADAMS2583@GMAIL.COM SITE ADDRESS: CITY: OWNER ADDRESS: CITY: STATE: ZIP CODE: STATE: ZIP CODE:
#2:
(contact info)
#3:
(contact info)
#4:
(contact info)
Are there any areas that ever get too warm or too cold?
Does your home get too muggy or too dry certain times of the year?
A2 B2
FLEX JOINT
Clearance Right
Clearance Left Return Drop Left Return Drop Right Pedestal: Y Throat Height Throat Width N Size:
SUPPLIES ABOVE GRADE SECTION #1 ABOVE GRADE SECTION #2 BELOW GRADE SECTION FURNACE AGE BRAND MODEL SERIAL BTUS TON SEER/EFFICIENCY COMBUSTION AIR PVC SIZE BIRD CAP DROP T FLUE SIZE CONDENSATE PUMP CIRCUIT BREAKER BRAND CB AMPS FREON LINE REPLACE OTHER COMBUSTION AIR SIZE
20 25 30 35 40 50 60 other
RETURNS
A/C
COIL
H2O HEATER
YES
NO
SIZE
LENGTH
FLUSH KIT: Y
PHOTO CHECKLIST FURNACE OUTSIDE A/C RETURN BOOT / DROP / FILTER COIL PLENUM BREAK PANEL LOCATION OF PENETRATION OF EXTERIOR WALL DETAILS THAT PERTAIN TO JOB RELOCATION OF EQUIPMENT DUCT MODIFICATION SPACE CONSTRAINTS
NOTES PAGE:
CONSULTANT SWH
CLIENT INFO
CLIENT NAME: LEE ADAMS CLIENT EMAIL: ADAMS2583@GMAIL.COM SITE ADDRESS: CITY: OWNER ADDRESS: CITY: STATE: ZIP CODE: STATE: ZIP CODE:
#2:
(contact info)
#3:
(contact info)
#4:
(contact info)
FNG
AC
HUM
AIR FILT
h2oHEATER
LIFETIME
20
GIFTED PCC Y PAYMENT TYPE: JOB TOTAL $ DEPOSIT $ HD FINANCE $ WF FINANCE $ DUE 1ST TRIP $
N CHECK CASH
REBATES
RECEIPT #: ORDER DATE: SALES REP: SWH REF BY: INSTALL DATE: 7/13/13 TIME: RETURN TRIP:
REBATES: CP$ XCEL GAS$: XCEL ELECT.$: ARI #: TRANE INSTANT: TRANE THERMO:
CLEAN EFFECTS: TRANE FINANCING: 36MON. RHEEM: LENNOX: TAX CREDIT: 5.9%
EQUIPMENT
Furnace Condenser A-CoiL Clean Effects Media Filter Air Purifier HRV/ERV Filtercase Humidifier Zone Panel Damper X Round Damper 20x25 16x25 Width 14.5 17.5 21 24
Focus Pro 5K
Focus Pro 6K
Vision Pro 8K
Honeywell Wireless
Honeywell IAQ
ACCESSORIES
Lennox Ft Ft
Filter Size: 16x20x1 16x25x1 20x20x1 20x24x1 20x24x4 25x25x1 Bird Cap: 4 5 6 Chimney Refrigerant Line Replace Y Return Boot: Fbs 10x25 Pedestal: P17 Return Air Drop: P21 10x25 P24 12x25 Size Gas Tight Ft. Size Diam. N Length Fbl 12x25 Other LP kit?: Y N Flush kit?: Y Ebs 10x25 N Ebl 12x25
Gas Line Copper: Ft. Vent Liner: Drip Tee: Class B Parts for electrical? Condensate Pump:
If yes?
Estimated Hours:
# of Installers
ADDITIONAL INFORMATION
Extension Ladder Needed? Electrical Required? Pull Permit? Replacing Low Boy?
Y Y Y Y
N N N N
Y other
1story 2story
Furnace Only 1 80% Furnace 2 90% Furnace 3 95% Two Stage Variable Speed Furnace AC Only 4 Tier 1 Single Stage Air Conditioning 5 Tier 3 Two Stage Air Conditioning / Heatpump Complete System 6 80% Complete System - Includes tasks 1 & 4 7 90% Complete System - Includes tasks 2 & 4 8 95% Two Stage Variable Speed - Includes tasks 3 & 4 9 95% Two Stage Variable Speed w/Two Stage Air Conditioning / Heatpump Include tasks 3 & 5 Air Handlers 10 Standard AH 11 Standard AH Complete - Includes tasks 4 & 10 12 Communicating Variable Speed AH 13 Communicating Variable Speed AH Complete Include tasks 4 & 12 Water Treatments 14 Water Heater 15 Water Heater w/Complete 16 Water Heater with Power Vent only 17 Water Heater with Power Vent w/Complete 18 Add expansion tank and misc fittings Add Ons Furnace 19 Venting Per Each 10 over 20 (95% only) 20 Venting Per Each 10 over 30 (95% only) 21 Venting Per Each 10 over 40 (95% only) 22 Flush Mount Kit/TerminationKit(95% only) 23 1-Pipe Through Garage (95% only) 24 1 Pipe Over Finished Ceiling (95% only) (does not include ceiling repair) 25 Combustion Air Up to 25 26 Vent Liner 1 Story 27 Vent Liner 2 Story 28 Bird Cap 1 Story 29 Bird Cap 2 Story 30 Class B vent piping (up to 8 total length) Add Ons AC 31 Disconnect Box 32 35 Line Set 33 50 Line Set 34 Breaker 35 New Electric Service-easy access/open basement 36 New Electric Service-restrictive access/ finished bsmnt Additional Add Ons 37 Crawl space or attic 38 Drain pan and water switch for attic equipment 39 Drill hole through stone or concrete price /per hole 40 Convert electric A/H to gas furnace 220v to 110v, run gas line to furnace with regulator and shut-off.
41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82
Rotate furnace 90- 180 degrees Replace low boy- Includes Tasks 41, 45 & 48 Bring gas regulator to code Airflow Solution 1 Filter rack only 1 Filter boot 5 Media Filter w/Cabinet Return Boot w/turning Vane & 5 Media Filter and Cabinet Return Air Drop Furnace pedestal Add single return to basement in mechanical room w/ 7 or 8 flex duct (less than 10) 7 or 8 Hard pipe (less than 10) 7 or 8 10 - 25 Flex pipe 7 or 8 10 - 25 Hard pipe Hawes Bypass Return drop to trunk 5 or less in length (8 to 10 duct) Hawes Bypass Return drop to panning 5 - 15 in length (8 to 10 duct) Accessories Humidifier w/system Humidifier only Trane Clean Effects w/system Trane Clean Effects only Honeywell Prestige IAQ Thermostat Honeywell Wireless Thermostat UV Sanuvox Air Purifier Trane/Honeywell T600 Trane/Honeywell T800 Wireless Thermostat Nexia Thermostat Condensate Pump Condensate Pump with electrical Supply Ducting with Equipment 5-6 Flex (up to 12) 7-8 Flex (up to 12) 5-6 Hard Pipe (up to 12) 7-8 Hard Pipe (up to 12) 8 of Trunk Line MiscellaneousExpenses Travel Expense outside defined metro radius of 45 miles Travel Expense outside defined metro radius of 45 miles Permits that require walk in Additional hours for difficulty of install Additional hours for difficulty of install Additional hours for difficulty of install Additional hours for difficulty of install Additional hours for difficulty of install Additional hours for difficulty of install
CLIENT INFO
Job # HD #
76543
1-34567
JOB COSTING:
Job Total Major Equipment Sales Tax Material Cost Financing Fee Commissions: Sales Lead Gen Labor Hours Instal Tech Tradesman Subcontractor Permit Costs TOTAL COST OF GOODS TOTAL GROSS PROFIT GROSS PROFIT % OF SALES
0
0
0
$0.00
CLIENT INFO
REBATES
Client Name: LEE ADAMS Site Address: City: Zip Code: Owner Address: City:
WARRANTY WARRANTY P/L JOB TOTAL FNG AC
Consultant: SWH Receipt #: ADAMS2583@GMAIL.COM Client Email: Order Date: State: Home #: (651) 373-7442 Sales Rep: SWH Cell #: State:
AIR FILT
Zip Code:
HUM
Office #:
h2oHEATER
DATE COMPLETED
/ Gifted PCC Y N Job Total $ Deposit $ Due 1st Trip $ Due 2nd Trip $
EQUIPMENT
/ Years HD $
/
COMPRESSOR HEAT EX LIFETIME 10YR
/
12YR 20
Invoiced in ESC CP$ Flash Sale XCEL gas$: XCEL elect.$: ARI #: Trane Instant: Trane Thermo: Clean Effects: Trane Financing: 36mon. Rheem: Lennox: Tax Credit: Ft.
INSTALL NOTES
Pull Permit Mechanical Plumbing Electrical Send Permit Confirm Install Installers Archive Photos Enter Install Reciept ESC Rebates HD Quality Audit Thank You N N N N N N Enter Equip ESC Register Warranty Comfortsite TPCC
JOB TOTAL
Furnace Condenser A-Coil Width 14.5 17.5 21 24 Clean Effects Media Filter Filtercase 20x25 16x25 Air Purifier Humidifier HRV/ERV Zoning Damper Damper x Damper x Damper x Damper x T-Stat Focus Pro 5K Focus Pro 6K Vision Pro 8K Honeywell Wireless Honeywell IAQ Water Heater
ACCESSORIES & NOTES
5.9%
Slab: Trane: Combustion Air: Pvc: Bird Cap: Flush Kit?: Y Return Boot Pedestal P17 Vent Liner: Drip Tee Class B N
Other: Ft Ft Ft.
Refrigerant Lines Hi Side: Diam Fbl 12x25 Other Gas Tight Ft. Ebs 10x25 Size Diam. P24 Size Diameter # of Installers
Fbs 10x25
Extension Ladder Needed? Y Electrical Required? Y Pull Permit? Y Replacing Low Boy? Y Final Inspection? Y Walkout Basement? Y House Specifications: 1story 2story other
763.383.8383 / 888.669.3606
www.tcomfort.com
Sales Consultant SWH Phone EQUIPMENT Furnace AIR Humidifier Air Filtration Thermostat Water Heater MODEL
MAINTENANCE
annually (during heating season) annually (during heating season) annually check monthly 20 annually
5k
6k
8k
WL
/
Optimal performance & solutions every time.
763.383.8383 / 888.669.3606
www.tcomfort.com
Sales Consultant SWH Phone EQUIPMENT Furnace AIR Humidifier Air Filtration Thermostat Water Heater MODEL
MAINTENANCE
annually (during heating season) annually (during heating season) annually check monthly 20 annually
5k
6k
8k
WL
DATE:
MAINTENANCE PERFORMED
MAINTENANCE PERFORMED