HVAC Change Out Checklist

Use this HVAC Change Out Checklist to ensure all steps are followed during equipment replacement, from removal to installation and final system testing.

Download as free PDF

Library
Property Inspection
HVAC Change Out Checklist

Inspection

Permits And Permissions

Safety Precautions

Component Removal

Installation

System Testing

Customer Walkthrough

Final Documentation

Maintenance Schedule

Competitor Analysis

Is this sample what you are looking for?
Sign up to use & customise this template, or create your own custom checklist:

Checklist by GoAudits.com – Please note that this checklist is intended as an example. We do not guarantee compliance with the laws applicable to your territory or industry. You should seek professional advice to determine how this checklist should be adapted to your workplace or jurisdiction.

Easy inspection app for your digital checklists

Conduct inspections anytime, anywhere - even offline
Capture photos as proof of compliance or areas needing attention
Instantly generate and share detailed reports after the inspections
Assign & track follow-up tasks, view historical trends on a centralized dashboard

HVAC Change Out Checklist

Use this HVAC Change Out Checklist to ensure all steps are followed during equipment replacement, from removal to installation and final system testing.

1. Has the existing HVAC system been thoroughly inspected for any issues?

2. Has the ductwork been checked for leaks, damage, or poor condition?

3. Are all electrical connections inspected for safety and compatibility?

4. Is the thermostat functioning correctly and compatible with the new system?

1. Have all necessary permits been obtained prior to beginning the change-out?

2. Has customer permission been verified and documented for the HVAC replacement?

1. Has power to the HVAC system been shut off to ensure safety before work begins?

2. Have all electrical connections been safely disconnected from the old system?

3. Has the refrigerant been properly recovered and disposed of according to environmental regulations?

1. Have all old system components been removed carefully and completely (thermostat, indoor unit, outdoor unit, filters)?

1. Has the foundation for the new unit been prepared and leveled properly?

2. Has the new thermostat been installed according to the manufacturer’s specifications?

3. Have the indoor and outdoor units been positioned and secured properly?

4. Are all refrigerant lines and electrical wiring connected securely and in compliance with code?

5. Has the ductwork been inspected and repaired (if necessary) before connecting to the new system?

1. Are refrigerant levels correctly charged and verified?

2. Are all electrical connections tested for proper function and safety?

3. Is proper airflow confirmed throughout the system?

4. Does the thermostat operate correctly and control the system as expected?

1. Has the customer been given a clear explanation of the new system’s operation?

2. Have maintenance tips been provided to help ensure long-term performance?

3. Have all customer questions or concerns been answered satisfactorily?

1. Have the model and serial numbers of all new components been recorded?

2. Has the refrigerant charge amount been documented?

3. Has any additional work performed during installation been noted?

4. Has the customer signed off on the completed work?

1. Has a follow-up maintenance check-up been recommended for 6 months after installation?

2. Has annual maintenance been scheduled or recommended to the customer?

1. Has the pricing for the change-out been compared with competitors to ensure it is competitive?

2. Are warranty details for the new system clearly highlighted?

3. Have any special features, rebates, or ongoing promotions been communicated to the customer?

4. Are customer reviews and ratings available and shared to support the decision-making process?