Safety boundary: Do not photograph or publish labels that reveal access codes or personal account information.
Core details
Record equipment type, manufacturer, model, serial, installation date, contractor and permit or inspection number.
Operating details
Keep filter size, thermostat model, fuel supplier, breaker or shutoff location and normal settings.
Service history
Save invoices, diagnostic codes, parts replaced, measurements and warranty correspondence.
Photos
Take clear photos of nameplates, overall installation, venting, drains and shutoffs from safe positions. Update after changes.
Useful questions to record
- Is the scope written and comparable?
- Who obtains permits and performs specialized work?
- What testing, commissioning and documentation are included?
Related guides
How to Compare HVAC and Water-Heater QuotesA scope-by-scope method that prevents model numbers and monthly payments from hiding important differences.Permits, Codes and Qualified Trades Across CanadaWhy requirements vary and how homeowners can confirm responsibility before work begins.HVAC Maintenance Plans: What to Look ForHow to assess annual plans without assuming every membership offers equal value.Equipment and Labour WarrantiesThe difference among manufacturer parts coverage, labour warranties and extended service contracts.