SOP Templates > HVAC > Installation > System-Specific Installation Workflows

System-Specific Installation Workflows

Review HVAC layout, duct runs, and system specs

Verify unit, duct, thermostat, and flex delivered

Confirm equipment pad, attic access, utility power

Coordinate install after rough and drain tie-in

Assign HVAC crew certified for system line

Hang ducts, seal boots, install system step-by-step

Use mastic, screws, duct wrap from kit

Test unit clearances, duct take-offs

Check airflow and pressure at key stages

Airflow test, thermostat test, system run

Fix duct leaks or shift pads

Document ducts, units, thermostats

Schedule HVAC rough and final

Submit HVAC brand registration

Provide filter schedule and unit docs