SOP Templates > HVAC > Project Management > Crew & Subcontractor Oversight

Crew & Subcontractor Oversight for HVAC

The Crew & Subcontractor Oversight workflow supports HVAC contractors by standardizing how field teams and subcontractors are supervised. It includes monitoring installations, ensuring safety compliance, and verifying schedules. By following this system, HVAC companies reduce costly errors, prevent delays, and improve efficiency. Clients benefit from confidence in quality and professionalism, while teams gain accountability. With this workflow in place, HVAC contractors can protect margins, strengthen credibility, and deliver projects with greater consistency and reliability.

Review duct, unit, and test team's schedule

Huddle on duct rigging and confined spaces

Confirm scope for duct, thermostat, and venting work

Track duct run and unit set timeline

Review register locations and duct seal quality

Clarify return grill location or route issues

Monitor confined space and lift safety

Record duct hung and team pace

Stagger duct install to follow framing

Inform HVAC crew of size change or new duct run

Report ductwork delay or wrong size

Document ducting and equipment progress

Review flex duct issue or test redo

Adjust duct team focus to high-impact area