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
👈 Use this SOP template inside Subtrak
Edit with AI. Customize in seconds. Store and share all your SOPs and checklists in one place.