SOP Templates > HVAC > Project Closeout > Warranty Procurement

Warranty Procurement for HVAC

The Warranty Procurement workflow supports HVAC contractors by standardizing how warranty documents are collected and shared. It covers securing manufacturer warranties for equipment, duct systems, and controls, verifying contractor guarantees, and compiling final packets for clients. By following this process, HVAC companies reduce liability, prevent disputes, and strengthen professionalism. Clients benefit from assurance that systems are protected and performance is guaranteed. Teams gain accountability through organized documentation. With this workflow in place, HVAC contractors can protect profitability, improve client relationships, and close projects with confidence, ensuring long-term client satisfaction and trust.

Review project scope to identify items requiring warranties

Collect product warranties from suppliers and manufacturers

Verify coverage terms (duration, exclusions, claim process)

Confirm subcontractor or third-party warranty information

Draft or finalize any in-house workmanship warranties

Gather serial numbers, model numbers, and installation dates

Organize all warranty documents into a single package

Review contents to ensure nothing is missing or expired

Add contact information for warranty support (vendors, subs, etc.)

Deliver warranty package to client (digital or hard copy)

Review warranty coverage with client and answer questions

Log delivery confirmation and archive documents for records