HVAC Installation Checklist

Use this HVAC installation Checklist for contractors and quality managers to verify equipment setting, refrigerant pipework, condensate, ductwork, gas, and electrical work.

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HVAC Installation Checklist



Equipment Receipt And Pre-install Verification

1. Equipment model, capacity, and voltage match the approved order


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2. Equipment serial numbers are recorded for warranty registration


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3. Units and cartons are free of shipping damage, dents, and crushed fins


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4. All loose parts, kits, and accessories listed on the packing slip are present


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5. The load calculation and equipment selection are documented for this property


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6. Required permits are obtained and available on site before work begins


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Site Protection And Work Area

1. Floor coverings and finishes along the work route are protected before material is carried in


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2. Furniture and customer belongings are moved clear or covered


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3. Dust containment is in place at openings into occupied areas


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4. Tools, materials, and waste are kept clear of walkways and exits


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Removal Of Existing Equipment

1. Power to the existing system is isolated and locked off before removal starts


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2. Refrigerant is recovered by a certified technician before any line is opened


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3. The gas supply is isolated and capped where gas equipment is removed


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4. Removal of the old equipment and its disposal are recorded


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Outdoor Unit Setting

1. The pad, bracket, or stand is level and rated for the weight of the unit


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2. The unit is secured against movement, wind, and accidental contact


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3. The unit sits high enough above grade to clear standing water and snow


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4. Clearances on all sides and above the unit meet the manufacturer's specification


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5. Service access to the electrical compartment and service valves is unobstructed


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Indoor Unit Setting

1. The indoor unit or air handler is level and securely fastened to its mounting


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2. The unit is oriented for the intended airflow direction and drain fall


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3. Filter and coil access are reachable without dismantling other installed work


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4. A secondary drain pan is fitted where leakage would damage the building


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5. The cabinet is sealed at the coil and blower joints with no open gaps


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Refrigerant Pipework

1. Line set diameter and total run length match the manufacturer's specification


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2. Lines are supported at the required intervals with no kinks or flattening


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3. Nitrogen is purged through the lines during all brazing


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4. The system holds a pressure test at the specified value with no loss


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5. The system is evacuated to the manufacturer's micron target before charging


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6. Suction line insulation is continuous with sealed joints and no gaps at the wall


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7. Refrigerant charge is weighed in and the quantity is recorded


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Condensate Management

1. The drain line is trapped as required for the equipment and installation type


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2. The drain line has continuous fall from the pan to the discharge point


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3. A float switch or overflow cutout is fitted where leakage would damage the building


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4. Drain lines in unconditioned space are insulated against condensation


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5. The discharge point is approved and does not run onto a walkway or into a habitable space


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6. The drain line is tested with water and flows freely with no leaks at the joints


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Ductwork Connections And Insulation

1. Supply and return connections at the unit are mechanically fastened and sealed


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2. Transitions and plenums are sealed with no open seams at the cabinet


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3. Flexible duct is fully extended with no kinks, sags, or compressed bends


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4. Duct supports are spaced to prevent sagging along the full run


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5. Duct insulation is continuous with the vapor barrier sealed at all joints


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Gas Piping And Venting

1. Gas pipe size matches the appliance input rating and the total run length


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2. A sediment trap and an accessible manual shutoff are fitted at the appliance


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3. All gas joints are leak tested and the test result is recorded


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4. The vent terminal position meets clearance requirements for openings and boundaries


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5. Combustion air provision meets the appliance requirement for the space


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Electrical Connections

1. A disconnect is fitted within sight of the unit and is accessible


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2. Breaker rating and conductor size match the equipment nameplate requirement


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3. Equipment grounding and bonding are connected and continuous


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4. The whip, conduit, and wall penetrations are secured and sealed against air and pest entry


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5. Control and thermostat wiring is terminated correctly with no exposed conductors


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Handover And Documentation

1. Manufacturer manuals and warranty registration are left with the customer or facility


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2. The thermostat or controller is set up and the customer is shown how to operate it


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3. Filter size, location, and replacement interval are explained and recorded


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4. The work area is cleaned and all packaging and old equipment are removed from site


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5. Outstanding items are listed and a return date is agreed


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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.

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