RTU Quarterly PM Route
Rooftop unit PM route form: repeat per-unit checks for filters, belts, economizer, coils and refrigerant readings, with photos and a signed PDF per site. Free to start.
Use this template with your own crew
Start a free trial, open it in the builder, and send it to a technician today. No card required.
Start free trial →30 days free · no card · cancel yourself any time. No seat minimum.
Would rather ask a person first? Email us — a human answers.
What happens when it's submitted
- Email the report to the customerEmails a branded PDF
- Flag for office reviewFlags for review · Notifies the office
RTU Quarterly PM Route, on a phone and as a PDF
Both panels are drawn from this template's actual fields, so they change when the form does. Sample values shown; branding and layout are yours to change in the PDF designer.
What's on the form
All of this is customizable to your process. Delete the fields you don't need, add the ones you do — and every lookup is powered by your customer list and your own data.
Site
- Customer / siteRequiredcustomer lookup
- Site addressaccount field
- Arrival locationGPS stamp
- Visit typeRequireddropdown
- Roof access and hatch/ladder condition OKRequiredtoggle
Units Serviced
- Rooftop unitsrepeating section
Wrap-up
- Photo — deficiencies or replaced partsphoto
- Any unit left down or with a deficiencyRequireddropdown
- Deficiency summary for quotingConditionaltextarea
- Parts usedparts picker
- Technician signatureRequiredsignature
- Site contact signaturesignature
Use this template with your own crew
Start a free trial, open it in the builder, and send it to a technician today. No card required.
Start free trial →30 days free · no card · cancel yourself any time. No seat minimum.
Would rather ask a person first? Email us — a human answers.