SOP Templates > HVAC > bidding&-estimating > Pre-Bid Site Visit Process

Pre-Bid Site Visit Process

Book mechanical room walkthrough with GC

Take duct map, mechanical schedule

Confirm attic or chase clearance

Review mechanical closet and chase size

Photograph duct runs, returns, penetrations

Note attic temp or duct routing risks

Check duct size, wall clearances

Note missing vents, flue routes

Clarify HVAC rough-in vs framing overlap

Discuss duct leakage and rough-in test

Note tight duct spacing or bends

Share mechanical chase photos

Update duct routing and box count

Log HVAC observations in project board