System-Specific Installation Workflows for HVAC
The System-Specific Installation Workflows support HVAC contractors by standardizing specialty system installations such as geothermal units, variable refrigerant flow (VRF) systems, or advanced controls. It covers reviewing manufacturer specifications, verifying designs, coordinating trades, and documenting compliance. By following this workflow, HVAC companies reduce warranty claims, protect profitability, and improve efficiency. Clients benefit from confidence in efficient, safe systems that perform as promised. Teams gain accountability through documentation and structured procedures. With this workflow in place, HVAC contractors can strengthen credibility, deliver projects more consistently, and meet growing client expectations for modern, high-performance systems.
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
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