Templates
HVAC final inspection checklist

HVAC final inspection checklist

Verify HVAC system functionality with this final inspection checklist. Assess if all components meet safety and performance standards before project completion.

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The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
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HVAC final inspection checklist

Verify HVAC system functionality with this final inspection checklist. Assess if all components meet safety and performance standards before project completion.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

This HVAC final inspection checklist is for verifying that newly installed or serviced HVAC systems meet performance and safety standards before client handover. The template covers essential inspection points from thermostat functionality to refrigerant levels and electrical connection security, helping you avoid the headache of return visits for issues that could have been caught during final inspection.

In a real-world scenario, using this checklist can prevent situations where customers report improper airflow or system cycling issues days after installation. According to the US Department of Energy, maintenance contracts are a primary revenue driver for HVAC contractors, making thorough final inspections crucial for maintaining customer satisfaction and securing future business.

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Preview of the template
Page 1
General Information
Project Name
Location
Date
Technician Name
HVAC System Inspection
Thermostat Functional
Refrigerant Level Checked
Refrigerant Leaks Detected
Registers/Diffusers Functional
Ductwork Sealed
Air Filters Installed
Access Panels Secured
Condensate Drain Functional
Electrical Connections Secured
Comments
Startup and Testing
System Started
Heating Tested
Cooling Tested
Airflow Balanced
Thermostat Calibrated
Safety Controls Functional
Comments

Frequently asked questions

How do I properly check refrigerant levels during a final inspection?

Use manifold gauges to measure system pressure while the unit is running, comparing readings to manufacturer specifications for the specific equipment and ambient conditions. Look for pressure readings that fall within the recommended range—too high could indicate overcharging, while too low suggests a potential leak requiring immediate attention.

How do I properly document my HVAC final inspection for client records?

Take clear photos of completed work, record all test measurements, and note any recommendations for future maintenance. Customize then fill out every section of the checklist completely, including comments about system performance. This documentation serves as proof of proper installation, protects you legally, and provides a baseline for future service visits.

When should I schedule the final HVAC inspection in my project timeline?

Schedule the final inspection after all components are installed but before removing your tools and equipment from the site. This timing allows you to make any necessary adjustments immediately if issues are discovered. Always perform the inspection with enough daylight remaining to complete any unexpected repairs without delaying project completion.

This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.