AC and Heat Pump Startup and Commissioning Checklist

New install sign-off: pressure test, evacuation, charge, airflow, electrical and customer walkthrough on one sheet.

Follow the manufacturer's installation instructions for charge, airflow and settings. This sheet records what was done.

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Job

CompanyTechnicianDateCustomerAddress

Equipment

Indoor model / serialOutdoor model / serialRefrigerant / gas type

Installation

Equipment matched (AHRI match confirmed)
Line set sized per instructions; length recorded
Line set length	ft
Brazed with nitrogen flowing
Filter drier installed (if required)
Condensate drain trapped, sloped and tested; float switch installed
Outdoor unit level on pad; clearances met
Disconnect, breaker and wire size per nameplate MCA / MOP

Pressure test and evacuation

Nitrogen standing pressure test	psig
Test held for	min
Final vacuum	microns
Decay test: reading after 10–15 min isolated	microns

Charge

Factory charge (from nameplate)	lb/oz
Refrigerant added for line length	lb/oz
Superheat	°F
Subcooling	°F
Outdoor / indoor temperatures at check	°F

Airflow and electrical

Blower speed / airflow setting	tap/CFM
Total external static pressure	in. w.c.
Temperature split	°F
Supply voltage	V
Compressor amps	A
Thermostat configured (system type, stages, O/B)
Heat pump: defrost tested; aux heat tested

Close-out

Caps on service valves; leak checked
Work area cleaned; old equipment removed
Warranty registration done or scheduled
Customer shown thermostat, filter, and what to watch for

Notes and recommendations

Technician signatureCustomer signature

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General good practice for field reference. The equipment manufacturer's instructions and local code always come first. Suggest an improvement: hello@hvaccheatsheet.com.

HVAC Cheat Sheet · Free PT charts, code lookups and calculators for techs at hvaccheatsheet.com