Templates
HVAC scope of work template

HVAC scope of work template

Document HVAC project tasks, specs, timelines, and handover steps in one clear workflow.

Use this template
or download pdf
HVAC scope of work template

Document HVAC project tasks, specs, timelines, and handover steps in one clear workflow.

Use this template
or download pdf

This HVAC scope of work template enables you to set project deliverables, technical specifications, and key responsibilities for any HVAC installation or maintenance job—whether you’re managing retrofits in commercial buildings or large-scale new construction. Facility managers, construction leads, and HVAC contractors can use this tool to make sure everyone is clear on expectations, timelines, and handover criteria.

Given that most HVAC systems are expected to last 15 to 20 years or more, it’s critical to document every detail from installation to maintenance. This template aids you in preventing costly misunderstandings around equipment replacement, service requirements, or system upgrades over the system’s lifespan. You can also download our electrical, plumbing, and building maintenance scope of work templates for other specialty needs.

Related categories

Preview of the template
Page 1
System Overview
Provide a detailed description of the HVAC system
List the key equipment and components
Scope of Work
Perform a thorough inspection of the existing HVAC system
Identify any necessary repairs or replacements
Provide a detailed plan for system upgrades
Outline the timeline for completion of work
System Performance
Ensure the system meets all relevant building codes and standards
Verify the system's energy efficiency and sustainability
Provide a written guarantee of system performance
Safety and Compliance
Comply with all local, state, and federal safety regulations
Obtain necessary permits and approvals
Implement appropriate safety measures during installation
Warranties and Maintenance
Provide a comprehensive warranty on all equipment and labor
Outline the recommended maintenance schedule
Include details on any ongoing service agreements

Frequently asked questions

What should be included in an HVAC scope of work?

An HVAC scope of work should include a detailed system description, specific tasks to be completed, performance standards, safety protocols, and maintenance schedules. It’s essential to clearly define roles and responsibilities to prevent confusion and boost project efficiency.

How often should HVAC systems be inspected?

HVAC systems should be inspected at least twice a year, ideally in the spring and fall. Regular inspections can catch potential issues early so the system runs smoothly and lasts longer. These inspections can be conducted during seasonal changes for best results.

What are common mistakes to avoid in HVAC projects?

Common mistakes include poor system documentation, unclear task assignments, and failure to regularly update the scope of work. Avoid these by maintaining thorough documentation and communicating clearly. Do periodic reviews of the project plan as well to address any changes or new standards.

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.