FIELDFOLIO
New system install
- Load and size confirmed
- Pad or stand level
- Equipment set
- Data plate photos (indoor and outdoor)
- Lines and electric connected
- Startup, charge and airflow readings
- Customer trained
Checklists by trade
HVAC job checklists
Installs, swaps, no-cool calls and tune-ups. Here are common steps for each HVAC job.
Pick the job you are on. Run down the steps. Print this page for the truck. In the app, you can add any of these as your own checklist on a job.
New install
Mini-split install
- Head and condenser locations
- Line set run and sealed
- Condensate drain run
- Vacuum held
- Valves opened
- Modes tested
- Remote explained
Ductwork install (new)
- Layout to plan
- Trunks & runs hung
- Joints sealed
- Registers cut in
- Airflow balanced
- Debris removed
Thermostat install (new / smart)
- Wiring labeled
- C-wire confirmed
- Thermostat mounted
- Wi-Fi / app set
- Heat & cool tested
- Customer shown
Air purifier / UV install
- Mount location set
- Power connected
- Unit installed
- Tested running
- Filter / bulb date noted
- Customer shown
Humidifier / dehumidifier install
- Location & drain set
- Water / power connected
- Humidistat set
- Tested
- No leaks
- Customer shown
Replace / 1-for-1 swap
System replace (1-for-1)
- Old refrigerant recovered
- Pad or stand ready
- New unit set
- Data plate photos (old and new)
- Lines and electric connected
- Startup and charge
- Customer trained
Furnace replace
- Gas off and old unit out
- New furnace set
- Venting and gas connected
- Startup, combustion and CO checked
- Temp rise checked
- Cleanup
Condenser / heat pump replace
- Refrigerant recovered
- Old unit out
- New unit set & level
- Lines brazed & vacuum
- Charged & tested
- Cleanup
Capacitor / contactor swap
- Power off and tested dead
- Capacitor discharged
- Part replaced
- Wiring checked
- Amps measured
- System ran
- Old part shown
Blower motor replace
- Power off
- Old motor out
- New motor in
- Speed taps set
- Airflow checked
- Cleanup
Thermostat swap
- Old stat removed
- Wires labeled
- New stat mounted
- Settings set
- Heat & cool tested
- Customer shown
Repair / service call
No-cool / no-heat call
- Diagnosis documented
- Parts identified
- Repair completed
- Temps verified
- Thermostat OK
- Follow-up noted
Refrigerant leak repair
- Leak found
- Repair made
- Vacuum held
- Charged to spec
- Pressures and temps noted
- Customer briefed
Frozen coil / drain clog
- Cause found
- Coil thawed
- Drain line cleared
- Float switch checked
- System ran
- Customer briefed
Noisy system call
- Noise source found
- Part fixed / tightened
- System ran quiet
- Amps checked
- Cleanup
- Customer briefed
Duct / vent repair
- Access made
- Duct sealed / repaired
- Airflow checked
- Registers set
- Debris removed
- Comfort confirmed
Thermostat blank / not responding
- Batteries and power checked
- Wiring at stat and furnace checked
- Fuse or transformer tested
- Repair or swap made
- Heat and cool tested
- Customer shown
Renovation / remodel
Duct redesign / remodel
- Existing ducts assessed
- New layout set
- Old runs removed
- New runs installed and sealed
- Airflow measured at registers
- Comfort confirmed
Addition / room HVAC tie-in
- Load checked
- Supply & return added
- Zoning (if)
- Tied into system
- Airflow checked
- Temps confirmed
Inspect / maintain
Tune-up / maintenance
- Filter checked
- Coils inspected
- Electrical connections tightened
- Capacitor and amps noted
- Condensate drain flushed
- Thermostat verified
- System ran clean
Furnace safety check
- Heat exchanger inspected
- Combustion and CO tested
- Flame sensor cleaned
- Venting checked
- Safeties tested
- Report shared
Duct cleaning
- Registers removed
- Ducts vacuumed and brushed
- Coil and blower checked
- Filter replaced
- Registers reinstalled
- Before and after photos
Filter change
- Old filter removed
- Size noted
- New filter in (arrow right way)
- Date written
- System ran
- Next change date set
Use these as a base. You know the job best, so add or skip steps to fit it. You are responsible for the work and the customer info you collect. See the Terms.
Not sure which photos to take? See the HVAC job photo checklist. Want these as a print-ready book with a sheet per job type? That is a trade pack, on the pricing page.