HVAC Installation Checklist & Template (Free Download)

Are you new to the HVAC business, or just looking to improve your installation process with less stress? With a HVAC checklist you can improve the efficiency and accountability amongst your technicians and HVAC contractors which in turn boost your customer relationships.

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When creating your HVAC installation checklist, you will need to adapt this process for your specific needs. Below we break down what any essential HVAC install checklist should include to be effective.

What is an HVAC installation checklist?

A HVAC installation checklist is used to reduce errors and create more structure in your job. This checklist system can apply from anything from installing air conditioning systems to replacing existing ductwork in a house.

A HVAC installation template includes steps for your HVAC contractor or technician to follow when on site. Steps will be outlined from details on the local building codes to the installation steps.

With any general maintenance checklist, you can create a standard for your business to follow and ensure that you produce a minimum effort across all your work. This helps to obtain consistency and show your customers that you produce quality work every time.

Benefits of using an HVAC installation template

From installing new equipment to maintenance work, a template can help your business refine your process and ensure everyone is on the same page. With a great HVAC installation checklist template you can:

  • Boost customer satisfaction
  • Build accountability
  • Increase likelihood to reach goals
  • Increase productivity
  • Create consistency across your work
  • Improve quality of work
  • Meet installation requirements
  • Cut wasted time
  • Build a standard for future work

What You Should Include In an HVAC installation template

In order to create consistency with your HVAC install checklist, you need to have the same template for all your install jobs. For your field service checklist there are some important steps you should always try to include:

1. HVAC equipment

It’s important to include the HVAC equipment details such as the product number, model number, or quantities of the asset you are installing. Whether you are installing an air conditioning unit, cooling system, heat pumps, drainage pipes, or replacing air filters, you need to document what you are installing for accountability.

This helps if someone complains about missing parts, damaged parts or the wrong unit being installed. This is also a great time to check for shipping damage if you have just received the asset. As a rule of thumb you should always document your process before you start installing to avoid mistakes down the road.

2. Location details

Before you start installing, you should also inspect the location of where the new system will be installed. This helps to ensure that your HVAC system is being installed in the correct place.

Want to learn more about how to boost efficiency? Learn more about locations and route optimization for your next job.

3. HVAC Installation process

Next you need to detail all your steps regarding the installation of the HVAC system. Default checklists should have at minimum a brief overview of how to install the HVAC unit. For each type of air conditioner or heating system, you will need to adjust this process.

Including steps in your installation checklist around safety can also help keep your team safe. Sometimes a step as important as ‘switch off power before touching wires’ can be missed. That’s why you should include high risk SWMS and safety management as a part of your HVAC installation checklist template.

For each new job that you complete, your HVAC checklist should be fully customizable to suit your relevant information. Remember before adding steps to your checklist, double checking is important when handling asset details such as model numbers or installation steps.

4. Building codes

Local building codes, national electrical code and warranty information, they are all essential parts to include in your HVAC contractor checklist. Local codes can sometimes restrict the type of asset you are installing or the permits you will need to obtain to install them.

Contact your local council if you need help with your local building codes before you install your new unit.

Challenges Of Using A Paper-based System

Checklists, scheduling, managing data or creating SWMS, there are lots of moving parts in any HVAC business. But is a paper based system effective enough to run a successful business?

Some of the challenges that accompany using a paper based system include:

  • Lack of accountability in your work
  • Slow quoting and invoicing cycle
  • Hard to find information when you need it
  • Security issues on customer and account details
  • Lack of storage for your paperwork
  • Documents are easy to lose and damage
  • Frustrating to share information
  • Lack of real time data
  • Limited productivity
  • Increase in human errors
  • Hard to edit existing documents
  • Lack of communication
  • Delay in customer responses
  • High costs in printing and more office supplies
  • Not environmentally friendly
  • Increased energy and lack of reward
  • and the list goes on…

Paper based systems are now a thing of the past. When it comes to managing busy HVAC companies, you need a system that can grow with your business, not hold you back.

There’s no surprise why automation has become so popular for field service businesses…

Using a Job Management Platform

Whether you are installing a new air conditioning unit or conducting routine maintenance, you need to have a great system at the heart of your business.

With a job management platform you can leave behind the challenges of the paper based systems and move your business into the future.

With FieldInsight’s all-in-one platform you can:

  • Create more communication with real time data
  • Remove the space for human error
  • Eliminate double data entry with automation
  • Never lose paperwork again
  • Save time both in the office and the field
  • Easily automate your checklists
  • Set requirements for your field techs to follow
  • Make your workflow as complex or simple as you need
  • Access all your warranty information for assets
  • Manage scheduling
  • Select assets and techs to apply to a job
  • Use route optimization for all your jobs
  • Access everything from the one platform (not jumping from software to software just to complete a simple task!)
  • and so much more!

What have you got to lose? With FieldInsight everything from HVAC installation checklists to invoicing your customer can be accessed from the one platform. Start this next finical year off on the right foot by implementing a field service software that can save you time and boost your consistency today!

What You Should Do Now

  1. Book a Demo. You’ll be in touch with an automation expert who has worked in this space for over 5 years, and knows the optimal workflow to address your needs.
  2. If you’d like access to free articles about managing HVAC workflows, go to our blog.
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