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HVAC Install Job Completion and Customer Walkthrough

Close out an installation: quality checks, cleanup, paperwork and the customer walkthrough before you leave.

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Job
Equipment
Quality checks
Startup and commissioning sheet complete
Permit posted; inspection scheduled
Equipment labeled (breaker, disconnect, filter size)
Photos taken: equipment, nameplates, line set, electrical, drain
Cleanup
Old equipment and debris removed
Floors and work areas cleaned
Attic/crawl access closed and sealed
Customer walkthrough
Thermostat operation shown
Filter location, size and change schedule explained
Warranty registration and terms explained
Maintenance plan offered
Customer questions answered; contact info left
Customer signaturesign
Notes and recommendations

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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.

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