SOP Templates > HVAC > Punch List > Punch List Task Assignment & Completion

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