Hold Points, Inspections & In-Progress Approvals for HVAC
The Hold Points, Inspections & In-Progress Approvals workflow supports HVAC contractors by organizing inspections and approvals during installation. It includes scheduling code inspections, verifying system readiness, and recording approvals before proceeding. By following this process, HVAC companies reduce compliance risks, improve efficiency, and build trust. Clients benefit from transparency and assurance that systems meet standards. Teams gain accountability and consistency. With this workflow in place, HVAC contractors can protect profitability, strengthen credibility, and deliver projects smoothly and safely.
1List duct test, unit start-up, and air balance——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
2Schedule duct test and final inspection——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
3Notify HVAC inspector for duct test——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
4Prep duct zones and label equipment——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
5Print duct runs, mechanical plans——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
6Inspect duct runs and fire-blocks——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
7Pressure test and balance internal checks——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
8Host HVAC inspector and test equipment——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
9Reroute duct or adjust insulation——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
10Receive HVAC checklist approval——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
11Update duct test result in tracker——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
12Alert HVAC crew to continue install——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
13Begin final duct seal after approval——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
14Archive duct test and balance reports——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
You found the SOP
Now make sure it actually gets done.
14 tasks is the easy part. The hard part is that six months from now the project still has to run this way when you are not the one watching.
Book a free strategy session
Founder of Subtrak · Twenty years in commercial roofing operations
“One session and this template becomes how your company actually does the work, with a name and a date on every step.”
Every project runs your way. And you can see that it did.
Put a name and a date on every step, and the crew gets a reminder when their part comes up.
Book a free strategy session