Project Schedule Creation for HVAC
The Project Schedule Creation workflow helps HVAC contractors develop accurate, consistent timelines for installation and service projects. It covers scheduling equipment delivery, ductwork, inspections, and testing. By standardizing this process, HVAC companies reduce delays, improve coordination with builders, and increase client satisfaction. The workflow ensures accountability within teams and creates predictable outcomes. Clients benefit from transparent schedules and reliable updates. With this scheduling system in place, HVAC contractors can improve efficiency, complete projects on time, and strengthen their reputation for professionalism and quality service.
Review HVAC contract and mechanical drawings
Define ductwork, equipment set, and startup
Break down sheet metal, controls, piping, startup
Estimate ductwork and equipment days by tonnage
Align HVAC with electrical and framing schedules
Account for AHU delivery, duct, and refrigerant lines
Create schedule with duct install zones
Ductwork must precede ceiling finishes
Schedule ductwork, set units, and final test/startup
Account for HVAC permit delays or weather access
Review with mechanical project lead
Provide HVAC sequence to GC and builder
Adjust startup dates for mechanical inspections
Lock HVAC schedule into master calendar
Track duct install and system test progress
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