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Free checklist

HVAC inspection checklist

Most HVAC callbacks trace to three things: condensate, duct sealing and a startup nobody documented. This checklist splits the walk into rough-in and startup so the concealed work is photographed before the ceiling closes and the numbers are recorded while the unit is running.

Items
14
Photos required
24

Who runs it

Mechanical foreman at rough-in; startup technician at commissioning; GC verifies both.

When in the schedule

Rough-in items before ceiling close-in and insulation. Startup items after permanent power, with filters installed and the building reasonably clean.

The checklist

Every item, and the photo that proves it

The photo count on each row is what RTI would require before the item can be submitted. Copy the list as-is, or load it into RTI and let the gate enforce it.

01

Equipment set

  • Unit level, supported and clearances maintained

    Manufacturer service clearances open on every required side; vibration isolation where specified.

    2 photos
  • Disconnect installed, labelled and accessible

    Within sight of the unit, correctly labelled, not blocked by ductwork.

    1 photo
  • Refrigerant lines supported, insulated and sealed at the wall

    Continuous insulation with no gaps at hangers; penetration sealed weather-tight.

    2 photos
02

Ductwork

  • All joints and seams sealed before insulation

    Mastic or approved tape at every transverse and longitudinal joint — photographed uncovered.

    3 photos
  • Duct supported at required intervals with no crushed flex

    Straps at the correct spacing and width, flex pulled tight, no sharp radius or compressed runs.

    2 photos
  • Fire and smoke dampers installed with access

    Damper in the rated assembly, access door sized and reachable, sleeve and retaining angles correct.

    2 photos
  • Openings covered until the system is cleaned

    Duct ends capped during construction so drywall dust does not end up in the coil.

    1 photo
03

Condensate

  • Trap built to the required depth and primed

    Trap matched to unit static, cleanout accessible, and a shot showing depth before it's concealed.

    2 photos
  • Drain line sloped continuously to termination

    No flat runs, no sag between supports, terminating where discharge is legal and visible.

    2 photos
  • Secondary protection installed and tested

    Secondary pan or wet switch present; test the switch and confirm the unit shuts down.

    1 photo
04

Controls and startup

  • Thermostat and sensors located per plan

    Not on an exterior wall, not in a supply stream, not behind a door swing.

    1 photo
  • Filters installed, correct size and direction

    Airflow arrow correct, no gaps at the rack, construction filters replaced before turnover.

    1 photo
  • Startup readings recorded

    Supply and return temperatures, static pressure, amp draw and refrigerant pressures — record the numbers, not a checkmark.

    2 photos
  • Airflow verified at terminals and balanced

    Every diffuser delivering; balancing report matched against the design values.

    2 photos

What usually sends this back

The failures are almost always the evidence, not the work

  • Duct seal photographed after insulation, so the seal itself is invisible.
  • Condensate trap depth not recorded, then the unit shuts down on a wet switch in week one.
  • Startup readings written on a paper sheet that never makes it into the turnover package.

Run it with the Photo Gate

A checklist nobody can submit half-finished

Load this list into RTI, stick a QR tag on the area it covers, and the submit button stays locked until every mandatory item is answered and the 24 required photos exist. Approved walks roll into a branded turnover package with a tamper-evident record behind every line.

Submission state

Mandatory items answered14 of 14
Photos attached21 of 24
Submit locked — 3 photos missing

The gate is enforced on the server, so it holds even if the phone is offline when the walk happens.