Pre-Bid Site Visit Process for HVAC

The Pre-Bid Site Visit Process workflow supports HVAC contractors by ensuring site conditions are evaluated thoroughly before bidding. It includes reviewing equipment access, measuring duct paths, confirming service clearances, and checking code requirements. Managers document findings, photograph conditions, and compare them with design documents. By following this process, HVAC companies reduce estimating errors, protect profitability, and improve efficiency. Clients benefit from transparent, realistic proposals. Teams gain accountability with documented reports. With this workflow in place, HVAC contractors can strengthen professionalism, improve efficiency, and deliver projects more reliably by aligning estimates with actual field conditions.