Free Tool
Free HVAC installation checklist
A residential new-install checklist your crew can run: load calculation through demo, set, startup, and closeout. Edit every step, add your own, and print a clean branded checklist. Free, no signup.
Construction Project Checklist Builder
General guide. Local codes, manufacturer specs, and permit requirements vary.
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Why installs need a checklist
A new system install is where callbacks start. Miss one step at startup and you are back at the house in July, for free.
The parts that matter are the easy ones to skip when you are moving fast. A load calc keeps you from oversizing. A deep vacuum to 500 microns pulls the moisture out. Checking the charge by subcool or superheat means the system runs the way it was rated.
Run the same list on every install and your crew installs the same way, whether you are on the truck or not. New techs follow it. Your best techs stop forgetting the small stuff.
Print it, check it off on the job, and keep it with the startup sheet. Edit the steps to match how your shop works and the equipment lines you carry.
HVAC Installation Checklist questions
Is this really free?
Yes. No email, no signup, and nothing you type leaves your browser.
What does the HVAC install checklist cover?
Four phases: before the install (load calc, permits, staging), demo and rough-in, set and startup (evacuation, charge, airflow), and closeout (inspection, warranty registration, invoicing). Every item is editable.
Can I adapt it to my company process?
Yes. Edit any step, reorder with the drag handles, add your own items and sections, and add printed columns like sign-off or due date for the crew.
Can I change the checklist?
Everything is editable: items, sections, order, and printed columns. The starter list is a starting point, not a cage.
Run every install the same way
Werx keeps job checklists live on every project and tracks the hours and billing beside them. 14-day free trial, no credit card.
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Disclaimer: These free tools and templates are provided for general information and estimating purposes only. All results — including quantities, material and cost estimates, load, sizing, and span figures, scores, and any guidance or warnings — are rough approximations that may not fit your specific project, site conditions, local building codes, or current prices. They are not engineering, architectural, structural, legal, financial, or other professional advice, and are not a substitute for a licensed engineer, architect, contractor, or other qualified professional. Always confirm quantities, sizing, and structural, electrical, mechanical, and code requirements with a licensed professional and your local authority having jurisdiction before purchasing materials or performing any work. Werx makes no warranty as to accuracy and accepts no liability for any decision made using these tools. Use at your own risk. See our Terms of Service.