Water Heater Replacement
Document water heater replacements from tear-out to startup: permit, T&P valve, expansion tank, venting, photos, and customer signature — PDF emailed automatically. Free to start.
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What happens when it's submitted
- Email the report to the customerEmails a branded PDF
- Flag for office reviewFlags for review · Notifies the office
Water Heater Replacement, 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.
Job & permit
- CustomerRequiredcustomer lookup
- Arrival locationGPS stamp
- Permit required by jurisdictionRequiredtoggle
- Permit numberConditionaltext
- Permit posted on siteConditionaltoggle
Old unit removed
- Old unit fuel typeRequireddropdown
- Old unit capacity (gallons)number
- Reason for replacementRequireddropdown
- Photo — old unit before removalRequiredphoto
- Old unit hauled awayRequiredtoggle
New unit & code items
- New unit make / modelRequiredtext
- New unit serial numberRequiredtext
- New unit capacity (gallons)Requirednumber
- T&P relief valve and discharge pipe installed to codeRequireddropdown
- Thermal expansion tank installed (closed system)Requireddropdown
- Expansion tank pre-charge set to house pressure (PSI)Conditionalnumber
- Dielectric unions / brass fittings at tank connectionsRequiredtoggle
- Gas sediment trap (drip leg) installeddropdown
- Venting inspected — proper rise, clearances, and drawdropdown
- Seismic strapping installed (where required)dropdown
- Drain pan with piped drain linedropdown
Startup & sign-off
- Leak check at all connections after fillRequireddropdown
- Leak check failure — describe and correctRequiredConditionaltextarea
- Gas connections soap-tested / combustion verifieddropdown
- Thermostat set point (°F)Requirednumber
- Photo — completed installationRequiredphoto
- Parts and materials usedparts picker
- Manufacturer warranty registeredtoggle
- Technician signatureRequiredsignature
- Customer 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.