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HVAC Installation Checklist Form Template

Your Essential Guide to a Smooth HVAC Installation

You know how crucial it is to ensure an efficient HVAC installation, but missing steps can lead to costly delays. Our HVAC Installation Checklist Form Template is designed for contractors and homeowners alike, streamlining the installation process for heating, ventilation, and air conditioning systems. With this template, you can keep your project organized, reduce the chance of errors, and ensure compliance with industry standards, all while being able to access and edit it from any mobile device. Explore how this tool can simplify your HVAC projects.

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Work order or job number
Installation date
Customer full name
Site address
Customer phone number
System type
Split system
Packaged unit
Heat pump
Furnace + AC coil
Mini-split
Rooftop unit
Other
Please Specify:
If 'Other' system type, specify
Equipment brand and model
System capacity (BTU or tons)
Refrigerant type
R-410A
R-32
R-22 (existing only)
CO2 (R-744)
Other
Please Specify:
Thermostat type
Programmable
Non-programmable
Smart/Wi-Fi
Existing reused
None
Permit available on site
Yes
No
Work area is clear and accessible
Yes
No
Existing equipment de-energized and locked out
Yes
No
Mounting surface or pad is level and suitable
Yes
No
Condensate drainage route planned and available
Yes
No
Indoor unit is level and secured
Yes
No
Outdoor unit is level and required clearances are maintained
Yes
No
Line set size matches manufacturer specifications
Yes
No
Pressure test with nitrogen performed
Yes
No
Final vacuum (microns)
New filter drier installed
Yes
No
Condensate drain installed with trap and proper slope
Yes
No
Condensate safety/float switch installed
Yes
No
Overcurrent protection matches equipment nameplate
Yes
No
Refrigerant charge set method
Weighed in
Subcooling
Superheat
Factory charge verified
Adjusted after test
Not applicable
Refrigerant amount added or removed (oz or lbs)
Duct connections sealed (mastic or approved tape)
Yes
No
Delta T acceptable per manufacturer
Yes - within spec
No - outside spec
Not applicable
Total external static pressure (in. w.c.)
Modes tested
Cooling
Heating
Fan only
Emergency heat
Defrost cycle
System operating status
Normal
Issues observed
Not confirmed
Any alarms or fault codes present
None
Present - resolved
Present - unresolved
Thermostat programmed and settings verified
Yes
No
Customer instructed on basic operation and maintenance
Yes
No
Combustion venting verified (if applicable)
Yes
No
Not applicable
Gas leak test performed
Yes - no leaks
Yes - leaks found and repaired
No
Not applicable
Electrical disconnect within sight and labeled
Yes
No
Permits/inspections required
Yes - scheduled
Yes - completed
No
Additional notes
Photos captured
Indoor unit
Outdoor unit
Data plates
Electrical connections
Duct connections
Thermostat
Condensate drain
Other
Please Specify:
Customer name
Technician name
Completion date
Customer acceptance of completed work
Yes
No
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Paper art illustration depicting an HVAC installation checklist form for an article on FormCreatorAI

When to use this form

This form is useful before, during, and after installing HVAC equipment on residential, light commercial, or multi-unit projects. Use it to guide site surveys, track materials, verify clearances, document electrical and refrigerant work, and capture startup readings. It helps field techs, project managers, and QA leads prevent missed steps, pass inspections, and reduce callbacks. For example, use it on a rooftop unit changeout to confirm crane access, curb size, and proper disconnects, or on a new build to record duct tests and balancing. After handoff, schedule service using the HVAC Maintenance checklist form and store job details in a Maintenance record form to support warranty claims.

Must Ask HVAC Installation Checklist Questions

  1. What is the job site address, primary contact, and permit or inspection number?

    This anchors the install to a location and authority, which avoids mix-ups and failed inspections. Having the contact and permit on the form speeds scheduling and responses to AHJ requests.

  2. Which equipment are you installing (make, model, serial, AHRI match, capacity, and refrigerant)?

    Specifics ensure you bring the right materials, line sizes, and controls. Recording the AHRI match and serials supports warranty registration and utility rebates.

  3. Did you verify ductwork sizing, airflow, and external static pressure meet the design?

    Measured CFM and ESP prove the system can deliver comfort and efficiency. Capturing values now prevents noise, hot-cold spots, and callbacks.

  4. Are electrical supply, overcurrent protection, disconnect, grounding, and wiring correct and labeled?

    Verifying voltage, breaker size, wire gauge, and disconnect location protects equipment and installers. Labels help future techs troubleshoot fast and meet code.

  5. Did you complete evacuation, charging, and commissioning, and record startup readings?

    Tracking micron level, superheat, subcooling, and temperature split confirms proper charge and performance. Documented readings make future service faster and support warranty claims.

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