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HVAC Risk Assessment Template: Boost Sales and Improve Safety


HVAC contractors know the importance of identifying potential HVAC system problems while keeping techs safe on the job.

Risk assessment, whether for HVAC equipment failure or worksite hazards, involves identifying possible risks and providing the best solutions to keep your customers and your team safe. Since risk identification involves many details, risk assessment checklists help HVAC contractors perform comprehensive evaluations.

Overlooking potential safety concerns could not only pose serious health and environmental dangers, but also result in unhappy customers and costly fixes, all of which affect your company’s reputation and bottom line.

To help you assess potential risk for both HVAC failures and hazards at the worksite, we’ve designed two risk assessment templates for you to download and use. We’ll also explain how ServiceTitan HVAC Software connects risk assessment checklists with the rest of your business, so you can increase HVAC sales, improve efficiency, and boost profit.

What is an HVAC risk assessment template?

An HVAC risk assessment template is a document designed to help techs identify possible flaws or failures in HVAC equipment. A risk assessment helps HVAC professionals determine corrective actions to fix the problem, and enables them to clearly present the information to customers.

An HVAC risk assessment template includes the specifics for examining heating, air conditioning, and ventilation systems. An HVAC failure risk assessment template includes:

  • System inspection, including:

  • HVAC control systems and electrical wiring.

  • Air handling units, which includes coils, filters, dampers, airflow rate, valves, fans, grilles, and ductwork.

  • Air conditioners, furnaces, and heat pumps.

  • Refrigeration system components.

  • Problems identified, or potential issues

  • Recommended solutions

The challenges of HVAC risk assessments

HVAC techs need to check many components during an HVAC unit assessment or validation to ensure balanced airflow, the best air quality, and occupant comfort and safety.

The complexity of commercial HVAC systems, such as ones used in health care facilities, mean HVAC professionals must perform technical measurements to protect public health. This could include testing supply air and return air pressure and differential pressure switches, performing air changes per hour calculations, and following CDC and ASHRAE guidelines to prevent cross contamination by using proper ventilation system filters or a portable HEPA air filtration system.

Without a form, it’s easy for techs to overlook important details, which could lead to serious HVAC system problems or failure.

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Current solutions for HVAC risk assessments

HVAC contractors often turn to forms to capture the many components of an HVAC risk assessment. Paper forms come with their own drawbacks, as techs must write legibly within the given space. They also easily get damaged or lost before a tech returns to the office.

In some cases, office staff may digitally input the data to give the report a professional look, which results in an inefficient use of time and increases chances for error. Depending on the type of form, office staff will need to file the report in the customer file and mail a copy to the customer.

How an HVAC risk assessment template helps your techs

A template streamlines the HVAC risk assessment process with a customizable form, which saves time and increases accuracy. Once you download our HVAC risk assessment templates, you can customize them with your company name and logo, and use the form again and again.

Our HVAC unit risk assessment template keeps you organized and ensures you cover important checklist items.

>>To use ServiceTitan’s HVAC risk assessment template for HVAC units, click here to download the form.

Save the PDF template to your desktop as a new file. From there, you can customize the form, including adding or deleting items as needed.

How a site hazard risk assessment template increases safety

When it comes to worksite hazards, an HVAC risk assessment template helps you identify and reduce potential dangers for your team. Typically used in construction, risk assessment method statements list hazards and set procedures for safely completing the work.

Risk mitigation helps you reduce and prepare for potential hazards in the work area. You could use an HVAC risk assessment template for work on heating and air conditioning systems, refrigeration systems, electrical equipment, performing hot work, and working in confined spaces. You could also use a risk probability assessment to develop preparedness procedures for hazmat exposure, natural gas, medical gas, or refrigerant leakage.

Protect your team by using risk control methodology to detect the level of risk and implement health and safety procedures, such as proper use of power tools and fire extinguishers, and wearing personal protective equipment (PPE).

Our HVAC site hazard identification template helps you develop the right risk-management strategy for your company.

>>To use ServiceTitan’s HVAC site hazard identification template , click here to download the form.

How ServiceTitan simplifies the risk assessment process

ServiceTitan HVAC Software improves your team’s efficiency and communication, and gives your techs the tools to close more sales in the field.

Streamline inspections with all-in-one HVAC software

With ServiceTitan’s Field Service App, you don’t need to worry about a tech misplacing or forgetting to turn in a form. You can upload digital checklists and reports to a mobile device and trigger forms to automatically appear at a certain point in the job cycle, so a tech must complete the form before closing out a job.

Digital forms improve your workflow and keep your team organized. Anything your tech enters in—such as HVAC equipment serial numbers, photographs, and other important information—uploads to the platform in real time. This means if another team member needs to access job or customer information, it’s all right there, in one place.

An all-in-one software improves your customer service, because your team can see customer call history, previous service calls, and open estimates. When your techs arrive at the job prepared and knowledgeable, they deliver better service and increase customer satisfaction.

Drive revenue with profitable HVAC proposals

When your tech spots an issue during an HVAC system risk assessment, HVAC proposal software helps technicians present tiered sales options in the field to increase their average ticket price and close rate.

While customers won’t be thrilled if their HVAC equipment needs repair or replacement, you can make the process easier through a low-pressure presentation of good, better, and best options. A tech simply shows customers sales options on a tablet, complete with pictures and pricing, and they can even offer financing options to make the higher-priced options more affordable.

During maintenance or service calls, techs can show customers the value of your HVAC maintenance agreements. Not only can customers obtain discounts, but they’ll have  peace of mind knowing you’ll properly check and maintain their equipment.

Whether a customer chooses an HVAC installation or equipment repair, ServiceTitan streamlines the entire sales process. Techs can send customers estimates, obtain signatures, and accept payment, all in the field, increasing your efficiency and maximizing your bottom line.

Grow your business with HVAC software

While templates simplify a portion of the process in HVAC risk assessments, it won’t improve overall workflow and other related business challenges. ServiceTitan is a comprehensive solution for HVAC companies, improving their performance, efficiency, and profitability.

>>Ready to transform your business? Schedule a demo to see how HVAC software takes your business to the next level.

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