SOP Templates > HVAC > Punch List > Punch List Creation & Distribution

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