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HVAC

VFD & Building Controls Check

VFD and building automation check form: fault codes, output Hz and amps, sensor calibration, damper and valve stroke tests, sequence verification with photos and PDF. Free to start.

29 fields across 4 pages ~18 min to complete Works offline

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.

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What happens when it's submitted

VFD & Building Controls Check, on a phone and as a PDF

On the technician's phone. All 4 screens, in order — tap to step through them. Photos, signatures and repeat rows are captured on the device, and it all works with no signal.
YOUR LOGOVFD & Building Controls CheckService ReportJOB #1042DATE10 Aug 2026CUSTOMERNorthside Prop…TECHNICIAND. ReyesINSPECTION DETAILSCustomer / siteNorthside Property Gr…Controls technicianD. ReyesSystem servedAHU supply fanVFD make / model—Motor nameplate HP72PHOTO — DRIVE DISPLAY / BAS GRAPH…Photo 1Photo 2Photo 3SIGN-OFFTechnician signature10 Aug 2026DateYour Company · (555) 010-4477 · yourcompany.comPage 1 of 1
The PDF your customer receives. Your logo and your layout, with repeat sections tabulated and photos laid out — emailed the moment it's submitted.

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.

1

Site & Equipment

  • Customer / siteRequiredcustomer lookup
  • Controls technicianRequiredemployee lookup
  • System servedRequireddropdown
  • VFD make / modelRequiredtext
  • Motor nameplate HPnumber
  • BAS platform / protocoltext
2

Drive Checks

  • Fault history reviewRequireddropdown
  • Fault codes and probable causeConditionaltextarea
  • Output frequency at time of check (Hz)Requirednumber
  • Output current (A)Requirednumber
  • DC bus voltage (V)number
  • Heatsink and cooling fan clean / functionalRequiredtoggle
  • Power and control terminations checked tightRequiredtoggle
  • Bypass contactor tested (if equipped)dropdown
3

Controls & Sequence

  • Sensor spot-checks
  • Discharge air temp — BAS reading (°F)number
  • Discharge air temp — field meter (°F)number
  • DAT sensor errorcalculation
  • Duct static setpoint (in. w.c.)number
  • Duct static actual (in. w.c.)number
  • Sequence verification
  • Dampers stroke fully (OA/RA/relief)Requireddropdown
  • Control valves stroke and seatRequireddropdown
  • Occupancy schedule and setpoints match owner requirementsRequiredtoggle
  • Safeties verified (freeze stat, smoke, static high-limit)Requiredtoggle
4

Findings & Sign-off

  • Overall resultRequireddropdown
  • Findings / recommended repairsConditionaltextarea
  • Photo — drive display / BAS graphicphoto
  • Technician signatureRequiredsignature

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.