HVAC Installation Checklist

• Date and Time

  Date

• Customer Name

• Location
  Address

• Technician Name

Pre-Installation Check

• Have the project specifications and requirements been reviewed?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• Is the installation location suitable for the HVAC unit?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• Is the unit inspected for shipping damage?

  Yes

  No

  N/A

• Does the model number match the order?

  Yes

  No

  N/A

• Is there a new filter in place?

  Yes

  No

  N/A

• Information about the filter

Installation Checklist

Indoor Unit Checklist

• Is an indoor HVAC unit being installed?

  Yes

  No

• Type of indoor unit installed

  Air Handler

  Gas Furnace / Evaporator Coil

• Photo of air handler/furnace

  Media

• Photo of air handler/furnace model & serial number

  Media

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

  Yes

  No

  N/A

• Are all wires neatly secured with wire ties?

  Yes

  No

  N/A

• Was an electric heater package installed?

  Yes

  No

  N/A

• Picture of the electric heater amperage on meter

  Media

• Is a condensate drain trap required?

  Yes

  No

  N/A

• Does the indoor unit have an EZ Trap installed?

  Yes

  No

  N/A

• Is the condensate drain line secured with PVC glue?

  Yes

  No

  N/A

• Filter size

• Was the new filter installed?

  Yes

  No

  N/A

• Was the indoor unit wiped down?

  Yes

  No

  N/A

• Were the trash and debris cleaned up?

  Yes

  No

  N/A

• Additional notes

• Additional photo(s)

  Media

• No action needed. Proceed with other items.

Outdoor Unit Checklist

• Is an outdoor HVAC unit being installed?

  Yes

  No

• Type of outdoor unit

  Air Conditioner

  Heat Pump

• Brand of condenser

• Photo of outdoor unit

  Media

• Photo of condenser model & serial number

  Media

• Was the service disconnect replaced?

  Yes

  No

  N/A

• Was the electrical whip replaced?

  Yes

  No

  N/A

• What is the outdoor unit amperage draw?

• Photo of meter

  Media

• Type of refrigerant

• Outdoor temperature

• Indoor wet bulb temperature

• Indoor dry bulb temperature

• What is the charging requirement?

  Superheat

  Subcool

• Required superheat

• Actual superheat

• Required subcool

• Actual subcool

• Photo of system pressures

  Media

• Are all wires neatly secured with wire ties?

  Yes

  No

  N/A

• Is the outdoor unit wiped down?

  Yes

  No

  N/A

• Are the trash and particles cleaned up?

  Yes

  No

  N/A

• Additional notes

• Additional photo(s)

  Media

• No action needed. Proceed with other items.

Thermostat Checklist

• Is a thermostat being installed?

  Yes

  No

• Brand of thermostat installed

• Photo of thermostat

  Media

• Was the unit in each thermostat mode checked?

  Yes

  No

  N/A

• What is the final thermostat temperature and mode?

• Additional notes

• Additional photo(s)

  Media

• No action needed. Proceed with other items.

Customer Communication Checklist

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

• Thermostat settings

  Yes

  No

  N/A

• Warranty information

  Yes

  No

  N/A

• Maintenance agreements

  Yes

  No

  N/A

• Review request

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• Additional Remarks

• Name and Signature of Technician

  Sign

• Name and Signature of Customer

  Sign