Scope Of Work Form

Client Name (As It Appears In ServiceTitan)

First NameLast Name

Your Name

How Many Systems Are We Working On?

Please fill out a separate SOW form for each system

Which System Is it?

Other

What Will We Be Replacing Or Adding?

Where Will We Be Installing The Indoor Unit?

Explain Where The Indoor Unit Is Going

Attic Dimensions (LxW)

Crawlspace Entrance Dimensions (LxW)

Closet Dimensions (LxWxH)

What Type Of Indoor Unit Are We Installing?

Is There Already A PVC Flue?

Is The Existing Flue Pipe 4"?

Will We Need A Roofer?

How Many Heads Will We Be Installing?

Where Will The Head(s) Be Installed?

Where Will The Condenser Be Installed?

Existing Furnace/Air Handler Width

Width Of Furnace/Air Handler We'll Be Installing

Will We Be Adding Any Ductwork?

How Many Supply Ducts Will We Be Adding?

What Size Supply Ducts Will We Be Adding? Where Will We Install The Register(s)?

Rows	Quantity	Location	Type Of Register	Special Notes
4"
6"
8"
10"
12"
14"
Other

How Many Return Ducts Will We Be Adding?

What Size Return Ducts Will We Be Adding? Where Will We Install The Grill(s)?

Rows	Quantity	Location	Special Notes
4"
6"
8"
10"
12"
14"
Other

Will We Be Building Any Cannons?

Will We Be Adding Or Replacing Any Line sets?

Will We Be Using Line set Cover?

Where Will We Install The Line Set Cover?

Will We Be Replacing Any Breakers Or Wiring?

Describe The Breaker(s) And/Or Wiring We Need To Replace. Which Are We Replacing? What Will We Replace It With (size and brand)?

Will We Be Installing Or Altering Any Zoning?

Describe The Zoning Work That Needs To Be Done. Be Very Detailed.

Will We Be Replacing A Drain Line Or Vinyl Tubing?

Describe The Drain Line Or Tubing That Needs To Be Replaced. Which System Is it On? How Much Of it Are We Replacing?

Will We Be Replacing A Condensate Pump?

Will We Be Cutting Holes In Flooring?

Describe Where We Are To Cut The Holes In As Much Detail As Possible

Will We Be Adding Or Replacing Any Existing Registers?

Which Registers Will We Be Replacing And What Kind Of Registers Will We Replace Them With?

Will We Be Adding Any Landscaping Rock?

Will We Also Be Installing A Barrier For The Rock?

Describe Where Exactly To Put The Rocks

Will We Be Adding Any Attic Insulation?

How Many Sq. Ft. Will We Be Insulating?

How Many Bags Of Insulation Will We Need?

What Is The Commissionable Total For This Job?

Additional Notes To Installers

You May Use This Area To Draw A Diagram

Are there photos and/or video to refer to in ServiceTitan?

Note To Installers: Photos/Videos from the consultant can be viewed in ServiceTitan by going to History>Photos & Videos

I Understand That This Form Is Necessary For Every Install. I Understand That Failure To Fill This Form Accurately And In It's Entirety Could Result In A Dock On My Pay