Matt, How Important Is Proper Documentation as a Technician?
In this edition of "HVAC Skill Builder," Matt discusses how important proper documentation is as a technician.
Q: How Important Is Proper Documentation as a Technician? A: It's absolutely important. There's a saying in the business if you didn't write it, it didn't happen so when you go out there, you definitely want to cover a few things with the customers, and I call them the four C's of invoice and you want to document the reason for the call, the cause, what caused today's problem the cure, your options, what did you recommend and identify any code deficiencies and if you find any of that out there, be sure to write that down, get the customer to sign it because if you do not have proper documentation, this could become a liability issue and start costing you or your customers or your business a lot of money, so again, if you didn't write it, it didn't happen and the final thought for that is going to be always document everything when you go out there to better protect yourself.
Matt Akins is the Manager of HVACR Technical Education at ACCA.
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Posted In: HVAC Skill Builder, Technical Tips
