HVAC Design Checklist Template (Free Download) - Housecall Pro
​Free Download

HVAC Design Checklist Template

Simplify your HVAC system sizing with a free downloadable template. Capture every detail, look professional, and keep accurate records.


Built for Pros: Free HVAC design checklist template from Housecall Pro

This design checklist template is a quick and easy way to record job results, store information and keep accurate records.

  • Customizable

    Personalize by adding your branding and customer information.

  • Easy to Use

    Focus more on the job and less on the paperwork. Simply fill in the blanks with specific details.

  • Easily download, print, and share the professional, auto-populated template you create.

  • Works Anywhere

    Use the simple printable form at the office or on the jobsite.

Here’s everything included in our HVAC design checklist template

Residential and commercial HVAC units require proper sizing. HVAC technicians evaluate several different factors to design an HVAC system. This HVAC design checklist will ensure that your team lists these factors to produce the most accurate calculation. Our template contains:

  • Step-by-step instructions that walk you through the entire template

  • Simple customization to add your branding and personalize customer info

  • A printable report for your records or to send to customers

  • Built-in formulas that save you time calculating totals

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Download our HVAC design checklist template