Generator Installation Checklist
Job Name
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Job #
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Lead Tech
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Pre-Installation
Confirm Generator Location w/ Client
Confirm ATS location w/ Client
Confirm job design with Client and Field Supervisor
“Before” work photos of entire job site / work area
Tech Signature
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signature
keyboard
Clear
I have contacted management about the above checklist items and have received approval to continue with the installation.
Customer Signature
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signature
keyboard
Clear
Customer has approved all pre-installation checklist items.
Check here if the client is not present to sign
Post Installation
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Service Fusion
Serial number uploaded
Before and after install photos / videos uploaded
Gas pressure test before/after photos uploaded
Finalize Installation
Label ATS load center using label maker
Label main panel if needed
Install filler plates
Verify trench depth (24” for direct burial, 18” if in non-metallic conduit, 6” if in rigid)
Seal penetrations w/ silicone. Seal vent penetrations using Kwikmesh
Verify all gas and conduit connections glued and/or tightened
Install generator skirt / Bolt generator down
Place transfer switch throw in ATS (remove from instruction manual bag and place inside of ATS)
Multimeter pictures 120 on each leg 240 on client load side (3 photos total)
Job Site Cleanup
Vacuum debris (inside ATS, main panels, garage floors, etc)
Pick up wire insulation scraps around work areas
Pack up any left over material
Final walk through of job site to verify ALL equipment has been removed
Take wide shot photos of completed job site
Demo System
Shut off test - Take video of system demonstrations and upload to SF
Re-light pilot lights
Set exercise time and notify customer when exercise will occur
Set up mobile link
Walk customer through load center / explain backed up loads if necessary
Explain 3 buttons on controller
Explain auxiliary switches / Error 2800 and how to reset the error. (Enter, Off, Auto)
Demonstrate emergency shut off switch functionality (Advise client this is for fire department use)
Generator keys
Completion Notes
Demo results (if mobile link was set up or not, and if there are any other left over items for inspection)
Collect Final Payment
Tech Signature
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signature
keyboard
Clear
All items and tasks in the above check list have been addressed and the client has received a demo of the system.
Customer Signature
*
signature
keyboard
Clear
I certify that the property improvements are completed to my satisfaction in accordance with the terms contained in the purchase agreement.
Check here if the client is not present to sign after job completion
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