Work Scheduling & Coordination for HVAC
The Work Scheduling & Coordination workflow supports HVAC contractors by standardizing how system installations are planned and sequenced. It includes scheduling equipment delivery, ductwork installation, inspections, and testing. By following this checklist, HVAC companies reduce costly delays, prevent scheduling conflicts, and improve efficiency. Clients benefit from reliable timelines and transparent updates. Teams gain accountability and alignment. With this workflow in place, HVAC contractors can protect profitability, improve client trust, and deliver projects more consistently and professionally.
Evaluate HVAC install and test timelines
Assign duct, equipment, and startup by day
Identify duct crew, system installers, and units
Verify unit delivery and duct in stock
Share mechanical zone install plan with crew
Coordinate unit and duct drop to install start
Ensure duct test or pressure check areas are clear
Shift duct run due to access change
Use shared calendar for HVAC phase coordination
HVAC crew huddle for duct start area
Check duct drop and system start pace
Inform office of HVAC test results and status
Log HVAC zone delay from equipment issue
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