Punch List Task Assignment & Completion for HVAC
The Punch List Task Assignment & Completion workflow supports HVAC contractors by creating consistency in managing outstanding tasks. It covers assigning corrections like duct adjustments, insulation fixes, or equipment calibration, while tracking completion and documenting progress. By following this process, HVAC companies reduce warranty claims, improve professionalism, and protect profitability. Clients benefit from transparency and confidence in system performance. Teams gain accountability and organization. With this workflow in place, HVAC contractors can strengthen credibility, improve efficiency, and close projects with greater reliability and client satisfaction.
Review HVAC punch with foreman
Sort items by duct, unit, or vent zone
Send to duct crew or HVAC tech
Assign duct/grill punch completion
Review vent routing or unit correction
Ensure flex, vents, and tape onsite
Inspect duct/thermostat punch areas
Verify duct seal and airflow
Track HVAC fix by location
Flag disconnected ducts or misaligned vents
Notify GC of HVAC punch finish
Approve all HVAC punch work
Save HVAC punch completion logs
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