A simple home heating record worth keeping

Start with documents you already have

Look for the installation invoice, equipment manual, prior service invoices and any written recommendations. Keep originals together, or save readable copies in a folder you can find again. You do not need to reconstruct every past visit before the record becomes useful.

For a newly purchased home, keep any heating documents supplied by the seller with the rest of the house records. Mark missing information as unknown instead of filling in an assumed date or model.

Make an equipment summary

Record the make, model and serial number from existing paperwork, along with the installation date if documented. If the information is missing, ask the technician to help identify it at the next visit rather than opening equipment to look for it.

• Equipment make and model.
• Installation date, if known, and the document it came from.
• Last service date and the contractor’s contact details.
• Where the manual, invoices and coverage documents are stored.

Add one note after each visit

Write down the date, the reason for the visit, a brief description of the completed work and any follow-up the contractor recommended. Attach the invoice so the short summary is not your only record.

Keep ‘work completed’ separate from ‘work proposed.’ An estimate is a plan, not evidence that an installation or repair took place. If the plan changes, keep the updated version alongside the earlier proposal.

Use the record at your next call

Have the summary nearby when you arrange service. You can describe what equipment is in the home, when it was last serviced and which questions are still open without searching while on the phone.

The printable heating-service checklist provides a starting point. Print a fresh copy for a visit, add the answers afterward and keep it with the invoice. It is a personal worksheet, not an online submission, and the website does not receive your notes.

Have a question about your home?

Call Thibodeau’s about your equipment and the work you want to discuss. Confirm coverage, availability and any service-visit charge directly.