Free planning tool

Ice-machine planning file check

Check whether your file contains the evidence needed for the next conversation. This does not determine legal compliance, qualification, warranty coverage, or technical safety.

Scope

Scope

Have you recorded the exact work scope, equipment make/model, site, and jurisdiction?

Official sources

Official sources

Have you located the current government or credential-holder source for qualification, refrigerant, and business questions that apply?

Technical sources

Technical sources

Do you have the current manufacturer manual, service bulletin path, warranty terms, and approved-parts information for the model?

Site records

Site records

Have you requested water, sanitation, access, electrical, drainage, and prior-service information from the site owner?

Business records

Business records

Have you documented insurance, customer authorization, estimate, parts, and service-record requirements?

Source control

Source control

Did you record each source URL or document version, access date, owner, open question, and recheck date?

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