Sample report. Illustration only. Not a real home or real data.
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What a record carries

This is what your home's mechanical and energy life looks like, written down.

Every system. Every install. Every service. Signed by the technician who did the work, with the invoice, the warranty, and the permit number on file. Below is what a real Asset History Report contains. The annotations explain what each section is doing for the homeowner.

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Scroll the sample below. Annotated callouts explain what each part of the record does for you.
Mechanical & Energy Record
Report Reference
AHR-SAMPLE-0418
Property
1 Sample Way
Harmelo Demonstration Home · Calgary, AB · Single-family · Built 2009 · 6 systems on record
Infrastructure Condition IndexTM
74%
GOOD
Whole-home condition, weighted across all systems. The home is largely healthy, but the aging water tank and a deferred furnace issue are holding the score back. Resolving both would lift this into the high 80s. Left unaddressed, both will keep drawing more energy and decline further.
Total invested in home $45,640
Systems on Record
What this gives you
Replacement planning, not panic
Every system, its age, its warranty position, its expected replacement window. You decide when and how to replace. Not the failure.
High-Efficiency Furnace
Gas, 96% AFUE · Installed Nov 2019 · Serviced 4 times
HMIN · 7A2F-90C4-11E8
In Service 7 years old · parts warranty to 2029
Condition Index 72% · deferred issue
Install $6,800 · Service $520$7,320 lifetime
Central Air Conditioner
16 SEER · Installed May 2021 · Under warranty
HMIN · 3B8E-2D17-44A9
In Service 5 years old · warranty to 2031
Condition Index 87% · optimal
Install $5,200 · Service $180$5,380 lifetime
Hot Water Tank
50 gal, gas · Installed Mar 2014 · 6-yr warranty, expired
HMIN · 9F1C-6A02-77D3
Replace Soon 12 years old · warranty expired
Condition Index 25% · action needed
Install $2,100 · Service $240$2,340 lifetime
Electrical Panel
200A service · Upgraded Aug 2018 · Permit on file
HEIN · 5D4A-8810-23BC
In Service 8 years old · warranty to 2028
Condition Index 93% · optimal
Install $4,200 · Service $0$4,200 lifetime
Rooftop Solar Array
8.4 kW · Commissioned Jun 2022 · Inverter logged
HEIN · E2C9-4F71-9008
In Service 4 years old · warranty to 2047
Condition Index 94% · optimal
Install $24,500 · Service $0$24,500 lifetime
EV Charger
Level 2, 48A · Installed Jun 2022 · Hardwired
HEIN · 1A7B-33D5-6620
In Service 4 years old · warranty expired
Condition Index 90% · optimal
Install $1,900 · Service $0$1,900 lifetime
How the Condition Index works

Every system is scored against its condition when new, adjusted for normal age and wear, then reduced for any issue that has been flagged but left unresolved. A furnace running a worn blower motor, or a water tank past its service life with sediment buildup, draws more energy and declines faster, so its score falls. The whole-home Index is not a simple average. It is weighted by how critical each system is and pulled down by the systems in the worst condition, so a single failing system a homeowner depends on cannot be masked by newer equipment elsewhere. The longer an issue goes unaddressed, the more it tends to cost in monthly energy use, and the lower the Index falls.

Service History
What this gives you
Continuity across contractors
Every visit signed by the technician who did it. The next tech never starts from zero. The warranty claim never falls apart for lack of paperwork.
14 Mar 2025
Annual furnace service & inspection
Cleaned burners, replaced filter, verified heat exchanger. Blower motor flagged for monitoring at next visit.
Recorded by Marcus Reyes · Northside Heating & Air
Field-app submission · HMIN 7A2F-90C4-11E8
Signed & submitted on site
Temperature readings
Heat Rise52 °F
Air Return68 °F
Gas Pressure3.5 in WC
Electrical readings (Amps)
Blower Motor9.4 A
Inducer Motor1.1 A
Flame Sensor3.8 µA
Technician notes
Combustion within spec; heat exchanger clear. Blower motor amp draw above nominal and running loud, monitor for failure at next visit.
Recommended repairs
No immediate action. Budget for blower motor + run capacitor replacement within 12 months.
Marcus Reyes
Marcus Reyes · Northside Heating & Air
Lic. #HVAC-22841 · Signed 14 Mar 2025, 11:42 AM
08 Jul 2024
A/C seasonal tune-up
Refrigerant within spec, coils cleaned, condensate line cleared. No issues found.
Recorded by Marcus Reyes · Northside Heating & Air
Field-app submission · HMIN 3B8E-2D17-44A9
Signed & submitted on site
Refrigerant & pressures
Suction128 psi
Head Pressure312 psi
Superheat11 °F
Subcooling10 °F
Temp Split18 °F
Compressor13.6 A
Technician notes
All readings in range. Coils cleaned, condensate line cleared, refrigerant charge verified. System operating normally.
Recommended repairs
None. Continue annual maintenance cadence.
Marcus Reyes
Marcus Reyes · Northside Heating & Air
Lic. #HVAC-22841 · Signed 08 Jul 2024, 2:15 PM
19 Sep 2023
Hot water tank inspection
Anode rod inspected, minor sediment noted. Tank approaching end of typical service life, replacement recommended within 2 years.
Recorded by Tunde Okonkwo · Valley Plumbing Co.
Field-app submission · HMIN 9F1C-6A02-77D3
Signed & submitted on site
Readings
Outlet Temp127 °F
Gas Pressure4.4 in WC
Anode Rod32% left
T&P ValveTested OK
Technician notes
Anode rod heavily depleted, minor sediment buildup in tank base. Unit functioning but past typical 10-year service life (installed 2014).
Recommended repairs
Plan tank replacement within 2 years. Anode rod replacement optional as a short-term measure.
Tunde Okonkwo
Tunde Okonkwo · Valley Plumbing Co.
Lic. #PL-10398 · Signed 19 Sep 2023, 10:04 AM
22 Jun 2022
Solar array & EV charger commissioned
8.4 kW rooftop array and Level 2 charger installed and commissioned. Inverter logging enabled.
Recorded by Arjun Singh · SunPath Energy
Field-app submission · HEIN E2C9-4F71-9008
Signed & submitted on site
Commissioning readings
DC String V402 V
Output98% nameplate
Inverter Eff.97.1%
Ground FaultPass
EV Charge Rate48 A verified
GFCI TestPass
Technician notes
8.4 kW rooftop array and Level 2 hardwired charger installed and commissioned. All strings within spec; inverter logging enabled and reporting. Charger continuity and GFCI verified.
Recommended repairs
None. New installation. Annual inspection recommended to maintain inverter warranty.
Arjun Singh
Arjun Singh · SunPath Energy
Master Electrician #ME-1209 · Signed 22 Jun 2022, 4:30 PM
This is a sample illustrating the format of an Asset History Report. The address, systems, and service entries shown are fictional and for demonstration only. Every entry in a real report is a signed submission from an enrolled contractor's licensed technician, captured on site and locked to the system's permanent ID.
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