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hvac install checklist

HVAC Install Checklist

Finally trust your team to tackle the day the way you need them to and ensure nothing falls through the cracks with FieldPulse’s detailed HVAC Install Checklist. Download a copy of our template below to make it your own!


Prior To Appointment

  • Sent reminder email and/or text 24-48 hours before scheduled appointment
  • Dressed appropriately with clean company shirt
  • Packed all materials needed for install before leaving
  • Sent reminder email and/or text the morning of scheduled appointment 
  • Called or texted customer on the way to appointment

Apartment Complexes

  • Contacted maintenance supervisor for apartment keys and gate access code
  • Asked maintenance staff whether they want to keep the old equipment
  • Confirm complex installation process and review/sign-off

Entering Home

  • Confirmed an adult was present before entering home
  • Allowed tennant time to put up pets or block their path from exit before beginning work 
  • Received signed approval to begin work

Preparing for Installation

  • Put on shoe covers 
  • Put down drop cloth from the entrance to work area
  • Took photos of any pre-existing damage to work area and equipment (including interior and exterior of equipment)
  • Furnace unplugged
  • Gas shut off


Removing Old

  • Service valves closed so refrigerant oil won’t stain driveways/walkways or kill grass
  • Blew out condensation lines with nitrogen until came out clear
  • Burner compartment in upward position when carried out
  • Evaporator coil and drain pans drained before removal

Unboxing New

  • Equipment received as ordered: undamaged, no missing parts
  • Contacted distributor or office so they can contact distributor if any equipment was damaged
  • Located all paperwork and set it aside for customer

Condenser Unit

  • Evacuate any refrigerant still present in the system
  • Removed vent pipe and support it if necessary to prevent damage to flashing or another vent connection
  • Ground where unit will sit is level/secure
  • Unit is out of direct sunlight for maximum efficiency
  • Unit is away from gutters, downspouts, and outlets and won’t have water pouring down on it directly from roof
  • Unit is 6-10 inches away from home (or per manufacturer specifications, on both sides if in corner), fences, plants, and there’s plenty of clearance around unit for air flow
  • Unit is at least 3ft away from gas/electric meter
  • Pad is level
  • Condenser fits pad properly


Not Replacing

  • Check widths of furnace and coil to make sure they match and plenums are correct


  • Remove any existing driers, and remove electrical whip disconnect box
  • Disconnect low voltage to condenser
  • No air tights with dampers installed on the returns, only supplies 
  • Make sure all dampers are locked in the open position

Evaporator Coil

  • Clear condensate drain with nitrogen
  • Clear emergency drain with nitrogen
  • Flush line set from upstairs to outside to remove any non-compatible oils
  • Make sure condensate drain has fall. Back shelf should be about a half inch higher than front shelf, pitched towards front so bottom tray can run out drain hole and water that collects can run out


  • Copper not in the way of the drain
  • Vent not in the way of the drain
  • Copper, drain, and vent won’t interfere with each other
  • All drain accessory switches are clear of filter racks and obstructions

Drip Pans

  • Clean and free of cracks and rust
  • No standing water, odors, or leaks
  • Drain is clear and free of fungi

Duct Work

  • No kinks, gaps, cracks, or leaks, and free of obstructions
  • Strapped and hung correctly
  • Air distribution balanced
  • Supply and return vents are open and clean


  • Power to air conditioning unit shut off and double checked no currents are going through wires
  • If disconnect box is present, has an on/off switch and cover
  • Replaced or installed disconnect box if needed
  • Disconnect box is easily accessible and within sight of the unit. Note: You should be able to touch the unit and disconnect switch at the same time and kill power without having to reach across the top of the unit
  • Disconnect box is high enough to avoid water and snow fall line and won’t interfere with electrical system. (See local electrical codes.)
  • Line, load, and ground wires are attached correctly and are snug and secure under lugs and screws
  • Rings and screws were all reattached and are tight
  • Inside cover and disconnect have been put back inside disconnect box
  • Sealed around box so no moisture and bugs can get in
  • Opened and closed the box a few times to make sure that the lid functions correctly.


Safety Precautions

  • Power is turned off both at disconnect and breaker
  • Flammable materials like leaves have been removed from around the area
  • Have clear and easy access to fire suppression tools like a fire extinguisher and/or charged water hose
  • If brazing close to a wall, the wall has wet rags or wetrag putty around where the lines go into the home (hot copper can transfer heat into the wall igniting black board insulation and other flammable materials).
  • Water nearby to resaturate rags if needed
  • Safety glasses and gloves are being worn


  • Tanks are full and leak checked
  • Pipes are dry and clean
  • Removed dirt, oil, corrosion, or residue from pipes and fittings. Cleaned pipes/fittings with sand/mesh cloth an inch or two above where you plan to cut pipe until shiny. This will help to avoid getting residue inside pipe. Then rub residue from mesh cloth off. 
  • Removed burrs that occur around the lip of the pipe after cutting until lip is completely smooth when you press finger into pipe. 
  • Double checked that nothing was inside pipes
  • Checked gauges were closed and connections are tight


  • Open only to about a quarter of a turn so it’s easy to turn off tank in emergency
  • Set secondary gauge to 5psi when valve is opened


  • Tank pressure set to around 1600psi
  • Set secondary gauge to 10psi

Refrigerant lines

  • Removed valve cores, valve caps, and schrader cores both on high and low side
  • Wrapped service valves with wet rags and ensured rags were extremely wet (but not dripping) and secure around valves
  • Flow nitrogen at 2-5 psi while brazing so pipe doesn’t flake off inside.
  • Left service port open on opposite side brazing
  • Flame is a controlled reducing flame, not pointed into the joint and pointed away from the valve
  • Started braising at bottom of joint

Piston Coil

  • Proper piston has been installed
  • New piston size recorded if changed
  • Installed in the right direction
  • Stub out seals installed correctly
  • Tightened correctly

Evaporator Coil

  • Strapped line set so can’t pop out while brazing if loose
  • TXV, TXV bulb, suction line, and thermostatic expansion valve protected
  • Put wet rag under area being brazed in case braze falls into plastic pan underneath
  • Replaced cover plate

After Brazing

  • Checked over work with a mirror to make sure no spots were missed 
  • All air leaks sealed
  • Removed wet rags being careful nothing fell inside
  • Reattached valve cores, valve caps, and schrader valves
  • Shut down pumps


  • Wiring can support the electrical needs of the new system
  • Using correct gauge per amp
  • Confirm breaker sizes are compatible in electrical panel and label equipment properly on panel 
  • All electrical is neat and straight
  • All connections inspected
  • Power cords free of damage
  • Capped off live electrical wires
  • Covers securely replaced

Furnace Cycle Test

  • Heating cycles
  • Continuous fan cycles
  • Cooling cycles (as applicable)

HVAC Post-Installation Checklist

  • Set gas pressure on gas valves
  • Leak tested gas lines
  • Test condensate pump, pull out cardboard on switch
  • Attached plenum/plenums
  • Reattach all ductwork
  • Insulated freon lines and ductwork
  • Grey caulk all seams – no silver tape or mastic to be used on new installations
  • Surge protectors or any other accessories installed
  • All panels and door latches secure 
  • Terminal screws and wiring connections secure in control, electric, and air modulator panels
  • Air hoods installed properly
  • Gas turned on, water heaters relit
  • Emergency drain pan tied in
  • Confirmed trap is present in drain
  • Condensate drains and trap insulated
  • AC Float Switch wired in 
  • Sealed return, plenum, AHU closet 
  • Flushed lineset/drain
  • Hurricane straps installed
  • Drain line sloped and draining
  • All wiring and tubing connections made at shipping splits
  • All field piping connections complete
  • All shipped loose parts installed
  • Verified all plug-ins and wire connections are tight
  • Clean air filters installed properly and secured
  • Armor flex installed
  • No bare copper on suction line
  • Sealed all holes to outside of house with weather tight seal
  • Filter gauge set to zero
  • All shipping splits sealed and secured properly
  • Pipe chase floor sealed at penetrations
  • All shipping bolts and other material have been removed. (Fan, VIFB, Energy Recovery Wheel, damper).
  • Damper linkage is tight and in correct “power off” position
  • Controls installation complete
  • Verified correct piping of split system.
  • Breakers correct and back on
  • Recovered refrigerant

Start Up

  • Verified correct voltage, phase and cycles.
  • Checked operation of dampers
  • Checked for air leaks
  • All 410a went in as a liquid
  • Checked safeties
  • Took pics of gauges and thermostat/ thermometer


Steam Pressure

Heating Coils ____ PSI
Humidifier ____ PSI

Hot Water Pressure/Temp
Supply ____ PSI ____ °F
Return  ____  PSI ____ °F


Chilled Water Pressure/ Temp
Supply ____ PSI ____ °F
Return  ____  PSI ____ °F

Potable Water Pressure
____ PSI
Pneumatic Air Pressure ___ PSI

Fan Inspection

  • Clean and free of dust/dirt
  • Bearings and locking collars have tight setscrews, bolts and nuts
  • Sheaves properly aligned and tight on shaft
  • Belt tension adjusted properly per drive pkg. label on fan
  • Check fan alignment with unit discharge. Adjust with isolation
  • Fan wheel properly aligned, tight on shaft and freely moving
  • Checked fan base isolators and thrust restraints for proper adjustment
  • Fan bearings have been re-lubricated properly
  • Fan belt has right tension


Fan Manufacturer Name

Supply _______ Exhaust/Return _______

Type or Model Name

Supply _______ Exhaust/Return _______

Code or Shop Order Number

Supply _______ Exhaust/Return _______

Serial Number

Supply _______ Exhaust/Return _______


Belts (Qty & Id #) Supply _______ Exhaust/Return _______

Belt Tension

Supply   Tag _______  Actual _______

Exhaust/Return Tag _______  Actual _______

Fan RPM (DN)

Supply   Tag _______  Actual _______

Exhaust/Return Tag _______  Actual _______


  • Installed new thermostat if needed
  • Thermostat is level
  • Wired correctly
  • Connected to wi-fi
  • Programmed


  • Removed all garbage, debris, and material as well as dirt, fingerprints, or other marks left behind on equipment, walls, ceilings
  • Double-checked no tools were left behind

Audit After Installation

  • Took and uploaded photos of job site, data plates, condenser, etc.
  • Took picture of any openings, holes, drywall damage

Incomplete Work

  • Work is:   Complete      Incomplete
  • Discussed remaining work with customer
  • Scheduled next appointment:  ______________
  • Entered what work remains to be done into system

Customer Check-In


  • Locked doors and returned keys if applicable
  • Summarized work done to customer
  • Customer received a copy of invoice
  • Collected payment
  • Left all equipment booklets, warranties, and any other paperwork with customer
  • Explained operation of system to equipment owner including thermostat usage to customer including operation, programming, and battery replacement (if applicable)
  • Asked if customer was satisfied
  • Collected payment and customer signature


  • Explained the importance of regular filter replacement and equipment maintenance
  • Showed customer how to access and clean/change filter
  • Explained how to care for outside unit, including to keep debris away from A/C unit, 12” minimum
  • Explained maintenance program offered by company
    • Customer signed up: Y/N
    • Next maintenance scheduled: _______


  • Left sticker on equipment
  • Left business card with customer
  • Explained referral program 
  • Explained the importance of social media and how/where to leave reviews: Yelp, Google, Facebook

Follow Up

  • Sent customer follow up email summarizing the work done with a copy of the invoice
  • Reminded customers about referral program
  • Requested review
  • Asked customer to visit company on social media

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