Your chimney inspection process should do three things:

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1) Help you collect all the necessary data from the home’s installation.
2) Provide a format to organize the data and information.
3) Prepares you to create an exceptional customer presentation, whether in person, by email, or Zoom meetings.
When data is collected consistently, and delivered with the customer’s best interest in mind, even hard sell customers will consider your proposal.
 There are many parts or transitions to any installation. You are checking each one to verify its operating condition before continued use.

The Flue & Hearth Notes™ organizes the items listed in the annex and creates a path to complete a level 1 or Level 2 inspection.

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By categorizing the four most common installations seen in the field into specific checklists:

By providing a logical order to the inspection and how it relates to the customer’s installation.

A repeatable process where each team member can produce the same data and information.


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Sample of Urban Inspection Language©

Sitting on the hearth extension (the area in front of the fireplace opening) we noted the bricks inside your firebox or hearth were built with the wrong brick type. This is common red brick, not designed for the temperatures created inside the fireplace. Continued operation will only worsen the existing spalling and cracking. This condition can potentially increase the temperature beyond the firebox to possible combustible materials hidden within the structure. We recommend not to use the fireplace until corrective actions are done. A viable option would be to replace the existing brick within the firebox with the appropriate fire brick so your enjoyment of the fireplace can continue.

One Form Doesn't Fit All Chimneys

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Items or question concerning masonry fireplaces are different from those referring to a wood stove connected to a prefabricated chimney (factory built). As an example, masonry fireplaces do not have a connector pipe and wood stove installation do not have smoke chambers.  Each form drills down the items (Annex items) to be inspected. A sweep/tech can follow the form answering the yes/no questions quickly, creating an inspection path from the hearth to the top of the chimney cap. Along with service-related items (dimensions) creates an easy to understand format, which is commonly completed within 5-8 minutes.


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There are certain times when a checklist can answer all the...

needed questions to complete the job when small faults are noted. Others installations when more severe issues are noted may require more documentation in the form of a narrative report with photos and commentary for the customer to review. You may have to do a checklist, narrative report to put together a Scope of Repair (SOR) requiring more documentation and pricing. Flue and Hearth Notes™ can provide those needs,
covering small to large projects. (FHN™ checklists, Templates, and Urban Inspection Language). Flue & Hearth Notes™ are flexible.


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The illustration, below, shows how the Flue & Hearth Note Templates are predesigned pages. Each template page references a portion of the chimney and has text boxes that can be filled in on the PDF with the Urban Inspection Language©. FHN™ Templates are predesigned pages referencing the four installation styles to help place photos and copy onto a page when creating a narrative report. Template pages are designed for each section of the checklist. Within each FHN checklist are sections indicated by a green box. Therefore, you can place photos into the template pages along with your own language or drop in Urban Inspection Language©

to fill in the preset text boxes. For example, Masonry fireplaces template pages: You can use all of them or only the sections that need better documentation, which a narrative report can supply