01
Collect the AC system identity
For central AC, mini-split, or heat-pump cooling concerns, save the brand, model number, serial number, equipment label photos, thermostat model, installation date, and equipment location. If there are indoor and outdoor units, keep labels for each one in the same record.
02
Summarize the cooling issue
Write the timeline in plain language: when cooling changed, which rooms are affected, whether the thermostat shows an alert, whether the issue is constant or intermittent, and whether any service, filter change, storm, power interruption, or thermostat change happened recently.
03
Attach photos and access notes
Useful records include thermostat photos, equipment labels, panel alerts, outdoor unit location, indoor access points, filter size notes, and safe access instructions. Do not open equipment panels or handle electrical components to create extra documentation.
04
Review warranty and installation records
HVAC warranty conversations may involve manufacturer, installer, builder, labor, or service-plan records. Keep installation invoices, warranty terms, registration confirmations, maintenance proof, and support case details together without assuming any specific coverage result.
05
Connect filter and maintenance history
Filter sizes, change dates, maintenance visits, and past HVAC invoices help explain the system history. A technician may still need to inspect the system, but the record gives them a clearer starting point before the visit.
06
Prepare a safe handoff
If heat conditions create health risk, prioritize safe cooling options and local guidance before record gathering. RepairFolio helps prepare the handoff packet; it does not provide HVAC diagnosis, safety instructions, or repair steps.