Did you notice a temperature change when entering the home?

Test temperature at the nearest vent (using hand or preferably a Infrared Thermometer) then verify the current settings on the thermostat

Step 1

Put the Thermostat in the “OFF” position &

Wait for system to fully shut down

Step 2

Remove thermostat face cover to

see the wiring

*If colors don't match up to code at thermostat (Take a picture)

White, Green, Yellow, Red, Common

or Heat Pump

Orange/Blue Black, Brown

If they are not aware of where the Inside unit is ( Air Handler) Ask : “Where do you change your filter?”

*If the filter is changed on the floor covered by a grate the AH will be under the house in a crawl space or a package unit outside the house.

*If the filter is changed on the ceiling, typically the AH will be in the attic.

*If the filter is changed on the wall two options most commonly the AH will be inside the house closet door or in a room close by, in the basement or lastly a package unit on the outside of the house.

A Package Unit Is a Significant deference in size compared to a condenser fan. A Package Unit is everything in one. Sometimes you can spot it outside the house before walking in.

  1. Don’t have proper wiring (common wire)

  2. Unit is not in reasonable condition

  3. Don’t have Wi-Fi (Only to territory’s that this rule apply) Territories will be added in the future

Notify resident as follows

Ma'am, Sir? Yes, after looking at your full system, Unfortunately I can't install the thermostat today. Since things are always changing and improving with the state program, I’m sure in the near future you will be compatible… we will notify you. “ok?” Thanks for your time have a great day!

(If Eligible proceed to next page) If not eligible, notify resident as follows)

Ask when was the last time they used Heat/Cool Say “opposite setting that it was originally set on”?

  • You can determine if it works currently or not. If doesn’t work proceed to not eligible section

Look at the condition of the outside condenser ( looking for dirty coil just to make a recommendation to get cleaned or give praise) Really what we are looking for is indications determining a round about age of the system.

  • Go inside, ask resident to turn on the opposite setting heat->cool/cool->heat. While waiting for the unit to turn on, give the recommendations to resident about condenser whether it was good or bad

  • Use the Hand or infrared thermometer at the vent to determine if the new setting is currently working