HVAC & Refrigeration · 141 checkpoints

HVAC Installation Checklist

An end-to-end HVAC installation checklist covering tools and materials, arrival, pre-install inspections, furnace and AC/heat pump installation, system testing, the commissioning measurements and amperage readings, cleanup, and closing the job with the client.

141 of 141 items on the sheet

Tick items off as you go, hide a section or a single line, write a note or add a photo on any row, then save it. Nothing you type, tick or attach here is saved or sent anywhere: a note and a photo print on the sheet and are gone when you reload.

The button opens your print dialog: choose Save as PDF as the destination (or print it straight to paper). The sheet carries only the items you kept.

Sheet details

Optional. Whatever you type prints across the top of the sheet; leave one blank and it prints as an empty line to fill in on site.

Tools and Materials 7/7

Pre-Arrival 5/5

On Arrival 3/3

Initial Site Safety Inspection 6/6

Existing Unit Troubleshooting 6/6

New Unit Inspection 5/5

Furnace Installation — Safety Tasks 3/3

Furnace Installation — Removal and Preparation 8/8

Furnace Installation — New Unit Placement 8/8

Furnace Installation — Electrical Wiring 7/7

Furnace Installation — Gas 4/4

Furnace Installation — System Testing 4/4

AC and Heat Pump Installation — Safety Tasks 4/4

AC and Heat Pump Installation — Removal and Preparation 4/4

AC and Heat Pump Installation — New Unit Placement 15/15

AC and Heat Pump Installation — Electrical Wiring 5/5

AC and Heat Pump Installation — Condensate Drain Line 3/3

AC and Heat Pump Installation — Air and Water 5/5

AC and Heat Pump Installation — System Testing 3/3

Measurements 20/20

  • Record only the measurements that apply to the system you installed — a job will rarely call for all of them. Write each value on the sheet as you take it, in the unit the instrument reads.

Amperage 3/3

Component Condition 1/1

  • Name the part, pick one of the three grades, and add what you actually saw. This is the record of what was left running and what is expected to want replacing.

Cleanup and Closing 4/4

Client Check-In 8/8

Notes

Optional. Anything you write here prints at the foot of the sheet, after the last section: one place for whatever does not belong to a single line.

0 of 3,000 characters

That is the whole sheet.

The button opens your print dialog: choose Save as PDF as the destination (or print it straight to paper). The sheet carries only the items you kept.

This checklist is a working document, not a code inspection or a substitute for a licensed professional. Confirm the current code, permit and licensing requirements for your own jurisdiction before you sign anything off.

What the HVAC Installation Checklist Covers

141 checks across 24 sections: Tools and Materials, Pre-Arrival, On Arrival, Initial Site Safety Inspection, Existing Unit Troubleshooting, New Unit Inspection, Furnace Installation — Safety Tasks, Furnace Installation — Removal and Preparation, Furnace Installation — New Unit Placement, Furnace Installation — Electrical Wiring, Furnace Installation — Gas, Furnace Installation — System Testing, AC and Heat Pump Installation — Safety Tasks, AC and Heat Pump Installation — Removal and Preparation, AC and Heat Pump Installation — New Unit Placement, AC and Heat Pump Installation — Electrical Wiring, AC and Heat Pump Installation — Condensate Drain Line, AC and Heat Pump Installation — Air and Water, AC and Heat Pump Installation — System Testing, Measurements, Amperage, Component Condition, Cleanup and Closing, Client Check-In. Work through it on a phone on site, or export the PDF and carry the paper. Anything you tick prints ticked, a note you write on a line prints under it, and a section you do not need can be hidden before you export.

It is free, there is no account, and nothing you enter is kept. Use it as a starting checklist, not a standard. It is written for general HVAC & Refrigeration work, so add the checks your own standards and your local code require before you take it to a job.

More HVAC & Refrigeration Checklists

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Where Zeus comes in

The checklist is the easy half. The paperwork after it is not.

Print this one as often as you like. When the filing starts to cost more than the inspection, Zeus keeps the job, the address, the photos and the finished report in one place on your phone. It all works with no signal in a basement.

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Free plan, no card. Inspections, quoting and invoicing are all free; Pro adds job photos and documents.