Notes

02220496 / Marc Cellery with UOT
5042664625 /02230136 /02211876 / Michael from Engineered Systems/(504) 266-4625












Here's the formatted notes


Auth1
Department: Authorizations
Caller: (Tech Name/ Company Name)
Concern/Issue: tech providing diag.
"paste diag here"
---
---
Reso: Was able to get reso. (Resolution).Tech understood. Provided 24/7 benefit statement.

Auth2
Department: Authorizations
Caller: (Tech Name/ Company Name)
Concern/Issue: tech providing diag.
"paste diag here"
---
---
Reso: Tried AA but did not go through. Tagging AR for review. Advised tech 24-48 hours. Provided 24/7 benefit statement.


SYSTEM OVERVIEW: Unit or System /Brand: /Model #: /Serial #: /Size: /Color: /Capacity: / Efficiency: //PART FAILURE: Issue and why // COF: (NWT, Lack of Maintenance(Specify), Abuse/Misuse(Specify), Pest/Pet Damage(Specify), Act of God(Specify)) // RESTORATION STEPS: Specify Recommendation // OTHERS: Assigned tech: Name / OFFSITE or ONSITE //S CF Paid: Yes/No / No. of Units: / Location: / Willing to Install a SHW supplied part?

For HVAC Systems

SYSTEM OVERVIEW: System/Brand/Model#/Serial#/
Type: Furnace/ Brand/Model#/Serial#/Amount of BTU: /Efficiency: /Tonnage: /Standing Pilot or Electronic Ignition/ Fuel Type: Gas, Natural, or Oil/ Flow: Upflow, Horizontal, or Downflow/ Type of Furnace: Standard or Lowboy/No. of Units: /Location:

Type: Split system, Straight Cool, Heat Pump, Package or GASPAC/Brand/Model#/Serial#/
AirHandler Brand/Model#/Serial#/
Coil Brand/Model#/Serial#/
Efficiency/SEER: /Tonnage: / Type of Freon: /Number of Units: / Location:

Type: Boiler/Brand/Model#/Serial#/Fuel: Coal, Oil, Gas(LP or Natural)/Type of Ignition: Standing Pilot or Electronic Ignition/Hydronic: Hot water, Glycol, or Steam/Amount of BTU: (input and output)/Domestic hot water or Tankless coil?/Circulation pump Problems(for hot water types only)/Amount of zones: / Type of zone valves: / No. of Units: / Location:

PART FAILURE: Issue and why// COF: (NWT, Lack of Maintenance, Abuse / Misuse, Pest/Pet Damage, Act of God) // RESTORATION STEPS: Specify Recommendation // OTHERS: Assigned tech: Name / OFFSITE or ONSITE//SCF Paid: Yes/No / Willing to Install a SHW supplied part?
________________________________

AC -- Type: Split system, Straight Cool
Condenser Brand/Model#/Serial#/
Furnace Brand/Model#/Serial#/
Coil Brand/Model#/Serial#/
Efficiency/SEER: /Tonnage: / Type of Freon: /Number of Units: / Location:

AC -- Type: Split system, Heat Pump
condenser Brand/Model#/Serial#/
AirHandler Brand/Model#/Serial#/
Efficiency/SEER: /Tonnage: / Type of Freon: /Number of Units: / Location:

AC --- Type: Package or GASPAC
Unit: Brand/Model#/Serial#/
Efficiency/SEER: /Tonnage: / Type of Freon: /Number of Units: / Location:
(is there a freon on it)