SOP Templates > HVAC > Quality Control > Pre-Task Quality Checklist

Pre-Task Quality Checklist for HVAC

The Pre-Task Quality Checklist workflow supports HVAC contractors by creating a structured process for confirming readiness before system installation. It includes verifying equipment, reviewing duct layouts, checking safety requirements, and confirming compliance with manufacturer standards. By standardizing this process, HVAC companies reduce errors, improve efficiency, and protect profitability. Clients benefit from assurance that systems are installed correctly the first time. Teams gain accountability through documented pre-task steps. With this workflow in place, HVAC contractors can strengthen professionalism, deliver projects more reliably, and reduce costly callbacks.

Review system layout, unit, and vent map

Check attic/path access and staging

Confirm unit, flex, thermostat staged

Test duct cutter, vac, and meter

Review duct path, pad, and vent sequence

Review unit install and duct clearance doc

Check duct register size/location

Confirm ductwork doesn't block framing

Confirm confined space and PPE needed

Check digital QC before HVAC start

Notify HVAC techs all pre-checks done

Review system layout, unit, and vent map

Check attic/path access and staging

Confirm unit, flex, thermostat staged

Test duct cutter, vac, and meter

Review duct path, pad, and vent sequence

Review unit install and duct clearance doc

Check duct register size/location

Confirm ductwork doesn't block framing

Confirm confined space and PPE needed

Check digital QC before HVAC start

Notify HVAC techs all pre-checks done