Title Page

  • Date and Time

  • Customer Name

  • Location
  • Technician Name

Installation Checklist

Pre-Installation Check

  • Have the project specifications and requirements been reviewed?

  • Was a site visit performed to assess the installation location?

  • Is the installation location suitable for the HVAC unit?

  • Was the appropriate HVAC unit size and capacity determined based on load calculations?

  • Are the necessary permits and approvals for the installation obtained?

  • Is the unit inspected for shipping damage?

  • Does the model number match the order?

  • Is there a new filter in place?

  • Information about the filter

Installation Checklist

Indoor Unit Checklist

  • Is an indoor HVAC unit being installed?

  • Type of indoor unit installed

  • Photo of air handler/furnace

  • Photo of air handler/furnace model & serial number

  • Was the ductwork adequately secured with screws and metal tape?

  • Are all wires neatly secured with wire ties?

  • Was an electric heater package installed?

  • Picture of the electric heater amperage on meter

  • Is a condensate drain trap required?

  • Does the indoor unit have an EZ Trap installed?

  • Is the condensate drain line secured with PVC glue?

  • Filter size

  • Was the new filter installed?

  • Was the indoor unit wiped down?

  • Were the trash and debris cleaned up?

  • Additional notes

  • Additional photo(s)

  • No action needed. Proceed with other items.

Outdoor Unit Checklist

  • Is an outdoor HVAC unit being installed?

  • Type of outdoor unit

  • Brand of condenser

  • Photo of outdoor unit

  • Photo of condenser model & serial number

  • Was the service disconnect replaced?

  • Was the electrical whip replaced?

  • What is the outdoor unit amperage draw?

  • Photo of meter

  • Type of refrigerant

  • Outdoor temperature

  • Indoor wet bulb temperature

  • Indoor dry bulb temperature

  • What is the charging requirement?

  • Required superheat

  • Actual superheat

  • Required subcool

  • Actual subcool

  • Photo of system pressures

  • Are all wires neatly secured with wire ties?

  • Is the outdoor unit wiped down?

  • Are the trash and particles cleaned up?

  • Additional notes

  • Additional photo(s)

  • No action needed. Proceed with other items.

Thermostat Checklist

  • Is a thermostat being installed?

  • Brand of thermostat installed

  • Photo of thermostat

  • Was the unit in each thermostat mode checked?

  • What is the final thermostat temperature and mode?

  • Additional notes

  • Additional photo(s)

  • No action needed. Proceed with other items.

Customer Communication Checklist

  • Did the technician allow the customer to see the unit in operation?

  • Have the technician conducted a final walkthrough with the client to demonstrate system operation and address any questions?

  • After the installation, did the technician discuss the following topics with the customer?

  • Thermostat settings

  • Warranty information

  • Maintenance agreements

  • Review request

  • Has the technician scheduled follow-up visits for routine maintenance and potential issues?

  • Have the technician completed and submitted all required documentation, including permits and inspection reports?


  • Additional Remarks

  • Name and Signature of Technician

  • Name and Signature of Customer

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