Client Walkthrough for HVAC
The Client Walkthrough workflow supports HVAC contractors by ensuring clients are confident in system performance before project closeout. It includes reviewing installation details, demonstrating thermostat functions, checking airflow, and resolving punch list items. By following this process, HVAC companies reduce disputes, prevent warranty issues, and improve professionalism. Clients benefit from hands-on demonstrations and clear explanations of system operation. Teams gain accountability through documented feedback and sign-offs. With this workflow in place, HVAC contractors can protect profitability, improve trust, and deliver projects with smoother transitions to client ownership.
Schedule walkthrough with client once project is near completion
Verify all work is complete or near completion prior to meeting
Clean and prepare the job site for presentation
Bring plans, scope of work, and any change orders for reference
Walk the site with the client and review all key areas
Explain systems, finishes, or features as needed
Address any client questions or concerns on the spot
Create a punch list of any final touch-ups or corrections
Agree on punch list scope and timeline for completion
Have client sign off on punch list if applicable
Provide warranties, manuals, or care instructions
Confirm client satisfaction and explain next steps for closeout
Thank client and request referral or review, if appropriate
Log walkthrough notes and archive for project records
👈 Use this SOP template inside Subtrak
Edit with AI. Customize in seconds. Store and share all your SOPs and checklists in one place.