Punch List Creation & Distribution for HVAC
The Punch List Creation & Distribution workflow supports HVAC contractors by standardizing how remaining project items are managed. It includes recording issues like calibration adjustments, insulation fixes, or ductwork corrections, assigning them to crews, and distributing updates to supervisors and clients. By following this process, HVAC companies reduce warranty issues, prevent delays, and improve efficiency. Clients benefit from transparency and confidence in system performance. Teams gain accountability and organization. With this workflow in place, HVAC contractors can protect profitability, strengthen professionalism, and close projects with greater reliability and smoother client satisfaction.
Inspect registers, ducts, and thermostats
Flag disconnected or misrouted ducting
Assign duct or equipment fixes to HVAC
Take duct routing or vent miss photos
Review fixes with HVAC foreman
Schedule HVAC fixes by area
Send HVAC punch to crew and office
Review HVAC fixes and photos
Confirm HVAC punch completed
Update client on HVAC punch
Schedule HVAC walkthrough
Store HVAC fix verification
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