Before the Technician Arrives — Preparation Checklist

Make the most of your service call. Checklist of what to do between calling and when the technician arrives: safety, preparation, and documentation for a faster repair.

Safety First — Immediate Actions

If you smell gas: evacuate immediately and call your gas utility or 911 from outside. Do not operate electrical switches, phones, or anything that could create a spark. If your carbon monoxide detector alarms: evacuate immediately. Do not re-enter until emergency services clear the building. If you see water near electrical components: turn off power to the equipment at the circuit breaker. For all other situations, these preparatory steps help the technician work efficiently and complete your repair faster.

Gather Information

Write down the make and model of your equipment — the nameplate is usually on the inside of the access panel. Note any error codes displayed on the thermostat or equipment LED. Record the sequence of events: what happened first, what you observed, what you tried. Note when the system was last serviced and by whom. If you have a home warranty, have the policy number ready. This information helps the technician arrive prepared with the right diagnostic approach and potential parts.

Prepare the Work Area

Clear a path to your equipment — remove stored items, boxes, and obstacles from around the furnace, boiler, or water heater. The technician needs at least 3 feet of clear working space in front of the equipment. Ensure adequate lighting in the mechanical room or utility closet. If your equipment is in an attic or crawl space, ensure the access is unobstructed and any pull-down stairs or ladders are functional. Secure pets in a separate room — even friendly pets can be a tripping hazard in a confined mechanical space.

What to Have Ready

Your phone nearby — the technician may call if running early or late. A list of questions you want to ask about your system. Any home warranty documentation. Previous service records or invoices if available. Access to your electrical panel if the technician needs to check breakers. A method of payment for when the work is complete. If you are not going to be home, arrange for an adult to provide access and communicate with the technician.

Safety Reminder

If you smell gas, suspect carbon monoxide or believe there is an immediate danger, leave the property and contact emergency services or the appropriate gas emergency authority. Do not remain inside — exit the building immediately and call for help from outside.