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The record card

Everything worth knowing about your system, on one page

Fill in what you can find. The card fills in beside you, tells you what is still missing, and prints on a single sheet. Nothing is stored and nothing is sent anywhere.

The card

Most of this is printed on a plate on the equipment itself — on the outdoor unit, on the furnace or air handler, or inside the access panel. Photograph the plate while you are there; it saves doing this twice.

On the plate. Usually the longest string of letters and numbers on it.

The one that identifies your particular unit. Warranty claims start here.

If you do not know it, the serial number usually encodes it and we can tell you.

Printed on the edge of the filter you take out, for example 20 × 25 × 1.

Which panel, and which breaker. Worth knowing at two in the morning.

The switch on the wall beside the outdoor unit. It gets switched off and forgotten.

Month and year is plenty. “Never, as far as I know” is a real answer and worth writing down.

Equipment record

Kept by the owner · not a warranty document

System
— not recorded —
Model
— not recorded —
Serial
— not recorded —
Installed
— not recorded —
Filter size
— not recorded —
Breaker
— not recorded —
Outdoor disconnect
— not recorded —
Last serviced
— not recorded —

Nothing recorded yet — 8 lines to fill

Why these eight Model and serial decide whether a part is still available and whether anything is still under warranty. The install year decides whether a repair is worth doing. The filter size stops you buying the wrong one twice a year. The breaker and the disconnect are what somebody needs at two in the morning, and the last service date is the only honest way to judge everything else.
Plainly

What this card is and is not

  • It is yoursNothing you type leaves your browser. There is no endpoint behind this page, nothing is saved, and closing the tab erases it. Print it or write it down.
  • It is not a warranty documentWarranty terms come from the manufacturer and from whoever installed the system. This card helps you make a claim; it does not make one.
  • It is not a service historyOne line saying when it was last looked at is a start. A real history is what a maintenance file accumulates over years, and that is what a plan is for.
  • It does not need usFill it in, print it, put it in a drawer, and you are ahead of most households in this county whether you ever call us or not.