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Water Heater Exchange Checklist
Service Date
MM slash DD slash YYYY
Service Date
Exchange Date
MM slash DD slash YYYY
Exchange Date
Exchange Time Window Start
Hours
:
Minutes
AM
PM
AM/PM
Exchange Window Start Time
Exchange Time Window End
Hours
:
Minutes
AM
PM
AM/PM
Exchange Window End Time
Address
Street Address
City
Tech Service ID
ENT2
ENT3
ENT4
ENT5
ENT6
ENT7
ENT8
ENT9
ENT10
ENT11
ENT12
ENT13
ENT14
ENT15
ENT16
ENT18
Tech Service ID
Subcase
Subcase #
1) Check indoor ambient air for elevated levels of Carbon Monoxide
Isolate source if possible and advise customer of requirements.
Isolate source if possible and advise customer of requirements.
YES
NO
N/A
2) Isolating the Tank
Isolate the water supply from the tank by shutting off the water supply.
Isolate the water supply from the tank by shutting off the water supply.
YES
NO
N/A
Ensure the water shut off valve is holding, if not cap hot and cold water lines
Ensure the water shut off valve is holding, if not cap hot and cold water lines
YES
NO
Advise customer on how and where the water has been shut off
Advise customer on how and where the water has been shut off
YES
NO
Water heater leak report completed?
Water heater leak report completed?
YES
NO
N/A
Damage/No Damage in call notes?
Damage/No Damage in call notes?
YES
NO
N/A
Customer advised any claim must be submitted to Enercare - if applicable
Customer advised any claim must be submitted to Enercare - if applicable
YES
NO
N/A
3) Venting System
Check the condition of the complete venting system for the new installation
Check the condition of the complete venting system for the new installation
YES
NO
N/A
Size venting system in accordance with B149 code and manufacturer specifications for the new water heater
Size venting system in accordance with B149 code and manufacturer specifications for the new water heater
YES
NO
N/A
Will the new water heater need replacement of existing liner or require a new liner?
Will the new water heater need replacement of existing liner or require a new liner?
YES
NO
N/A
Size required
Size required
Will the liner require a termination kit?
Will the liner require a termination kit?
YES
NO
N/A
Size Required
Size Required
Check for adequate combustion and ventilation air kit
Check for adequate combustion and ventilation air kit
YES
NO
N/A
Will the new tank require outdoor combustion ventilation air kit?
Will the new tank require outdoor combustion ventilation air kit?
YES
NO
N/A
4) Gas and Water Piping
Inspect integrity of the gas piping and upgrade if required
Inspect integrity of the gas piping and upgrade if required
YES
NO
N/A
5) Select the New Water Heater for the Customer's Needs and Location
Is the present water heater sufficient for the customer's needs?
Is the present water heater sufficient for the customer's needs?
YES
NO
Ensure the new water heater will physically fit in the desired location
Ensure the new water heater will physically fit in the desired location
YES
NO
Will the new water heater have to be relocated?
Will the new water heater have to be relocated?
YES
NO
Will this application require twinning of water heaters? (Or plumbing modifications - detail in notes below)
Will this application require twinning of water heaters? (Or plumbing modifications - detail in notes below)
YES
NO
N/A
6) Water Drainage
Is there an active drain?
Is there an active drain?
YES
NO
Is the drain covered or blocked?
Is the drain covered or blocked?
YES
NO
Any visible signs of water escape, if so what are the areas affected?
Any visible signs of water escape, if so what are the areas affected?
Are there an obstructions between drain and the tank (walls, furniture, etc.)?
Are there an obstructions between drain and the tank (walls, furniture, etc.)?
YES
NO
What is the distance between the tank to the drain?
What is the distance between the tank to the drain?
7) Electrical Requirements for the Water Heater
Is there power available for an electric water heater?
Is there power available for an electric water heater?
YES
NO
N/A
Is there power available for a power vented water heater?
Is there power available for a power vented water heater?
YES
NO
N/A
Does the electrical panel meet requirements for the new tank? (Attach panel photo)
Does the electrical panel meet requirements for the new tank? (Attach panel photo)
YES
NO
N/A
Does the gas piping require bonding?
Does the gas piping require bonding?
YES
NO
N/A
Customer Section
Ensure customer is aware area around the equipment must be clear with unobstructed access before installation starts
Ensure customer is aware area around the equipment must be clear with unobstructed access before installation starts
YES
NO
Explain the process for installing new water heater
Explain the process for installing new water heater
YES
NO
Bill 55 complete or number left for homeowner?
Bill 55 complete or number left for homeowner?
YES
NO
Were any additional costs explained?
Were any additional costs explained?
YES
NO
9) Other
Pre-Inspection required?
Pre-Inspection required?
YES
NO
Warning Tag Issued?
Warning Tag Issued?
YES
NO
Sleeping Area/Bathroom VISIBLE?
Sleeping Area/Bathroom VISIBLE?
YES
NO
Tech asked customer if sleeping area or bathroom present? (REQUIRED BY FM)
(Required)
Tech asked customer if sleeping area or bathroom present? (REQUIRED BY FM)
YES
Customer advised sleeping area/bathroom present?
Customer advised sleeping area/bathroom present?
CX advised YES sleeping area/bathroom present.
CX advised NO sleeping area/bathroom present.
Installation requirements: Model/Size
Installation requirements: Model/Size
Monthly rate for new water heater:
Monthly rate for new water heater:
Photos/Files:
Photos/Files:
Drop files here or
Select files
Max. file size: 256 MB.
Additional Notes:
Additional Notes:
