HVAC installation checklist template

Equip your technicians with a standardized checklist to ensure every install is done right the first time, reducing callbacks and protecting your margins.

• What’s inside the template:
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  Pre-installation prep Verify equipment, safety checks, and site readiness before the tools even come out.
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  System installation steps Step-by-step documentation for electrical, ductwork, refrigerant lines, and thermostat wiring.
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  Testing and commissioning Ensure optimal airflow, pressure, and system performance before leaving the job site.
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  Customer walkthrough Guide your techs through the final sign-off, system education, and review requests.
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  Upsell opportunities Embedded prompts to remind techs to discuss maintenance plans and IAQ add-ons while on-site.