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How To Prepare For A Heating And Air Conditioning Service

Preparing for a heating and air conditioning service appointment seems like a straightforward process. Usually, the protocol includes calling the heating and cooling service technician and then waiting for them to arrive. However, sometimes it’s not that simple. Several things need to be taken care of by the homeowner before the technician arrives. This way, you can ensure that you get the best heating and air conditioning service.


Find the documents that have the model numbers and manufacturer or brand name of your heating and cooling system. The technician may need this product information in order to get the job done.

Go Over The Issue

Be ready to clearly explain the problems and symptoms of your system to the technician. Are there any strange noises, smells, or sources of dripping water? When did the problems start, and for how long have there been issues with the heating and cooling process? It may be a good idea to write everything down to help ensure the technician can provide you with quality heating and air conditioning service. You don’t want to forget anything.

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Clean up the area around the heating and air conditioning system. Remove all pieces of furniture, such as side tables, chairs, and couches, to clear the path. Also, don’t forget to move aside small items that tend to be left lying around the house, like toys, or magazines, and even decorations that might be in the way. All these obstacles may be blocking the system from the technician who will need easy access to the unit. Also, make sure no pets or children are running around, as it may be dangerous for them and the technician.

Be Sure Of Payment

It is essential to know beforehand who is responsible for paying for the heating and air conditioning service. This consideration is most relevant for people who are renting a home or an apartment.


We all know that plans and appointments often change due to various circumstances. Make sure that the air conditioning and heating service has your phone number and keep your phone with you on the day of the appointment. In case you will not be at home when the appointment is taking place, pass all the information, details, and documents to the designated adult who will supervise the work while you’re away from home.

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Schedule Your Heating and Air Conditioning Service

If you follow this simple list of preparations for your heating and air conditioning service appointment, then the technician will get the job done in the shortest amount of time.

If you’re looking for a high-quality technician, contact us. At Shepherd’s Plumbing Heating and Air Conditioning, you can always rely on the service we provide. Schedule with us today at (650) 422-2466, or use this easy form.

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