Example record only — all property and equipment details shown below are fictional
August Home Passport

One clear record for the systems that keep your home running.

This example shows how August Mechanical can organize equipment details, completed work, shutoff locations, upcoming maintenance and long-term priorities.

4Systems documented
6Equipment records
3Service entries
2Upcoming priorities

Equipment registry

Key details stay together, making future service calls and replacement planning easier.

EquipmentCondensing boilerMechanical room
IdentificationIBC • Sample modelSerial recorded privately
Installed2018Estimated age: 8 years
Operating
EquipmentIndirect water heaterMechanical room
IdentificationSample 40-gallon unitWarranty record attached
Installed2018Estimated age: 8 years
Operating
EquipmentBackflow assemblyMain mechanical room
IdentificationRP assembly • ¾ inchTest record on file
Last testedSep 2026Next date scheduled
Passed
EquipmentExpansion tankBoiler loop
IdentificationHydronic system tankPressure recorded
Installed2018Review next service
Monitor

Service history

Backflow assembly tested

Assembly passed testing. Results and test values added to the property record.

Heating system maintenance

Boiler inspected, system pressure checked and heating zones operated.

Plumbing baseline completed

Main shutoffs documented and visible piping reviewed for active concerns.

Important shutoffs

Main water shutoffMechanical room, north wall beside the water service entry
Gas meter shutoffExterior east wall at the gas meter
Boiler isolation valvesLabelled directly above the boiler supply and return
Hot-water isolationMechanical room above the indirect water heater

Maintenance & replacement outlook

A simple forward plan separates immediate maintenance from items that only need monitoring.

Annual boiler serviceInspect, clean as required and confirm safe operation before heating season.
Routine maintenance
Backflow retestComplete the next required test and add the results to the Passport.
Scheduled
Expansion tank reviewMonitor system pressure and replace only if testing indicates declining performance.
Plan ahead
Heating equipment outlookReview condition, repair history and efficiency before planning replacement.
Long-term
This sample is a maintenance record, not a whole-home inspection. Actual recommendations depend on the property, equipment condition and work within August Mechanical’s qualified scope.

Start building your home’s service history.

Ask August Mechanical about adding a Home Passport to your next maintenance visit.

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