HVAC Replacement Checklist Template (Free Download) - Housecall Pro

HVAC replacement checklist template

An HVAC replacement checklist ensures the necessary steps are taken to properly replace the components of an HVAC system. An HVAC company references this information for recurring services provided to a client.

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HVAC replacement checklist example

An HVAC replacement checklist includes:

  1. Company Information – Name, Address, Phone Number, Email Address
  2. Reference or Invoice Information
  3. Customer Information – Name, Address, Phone Number, Name of Technician, Date of Service
  4. Equipment Information – Type of Equipment, Make of Unit, Model Number, Serial Number, Condition of New Unit
  5. Unit Checklists
  6. Service Acknowledgement – Technician Signature, Customer Signature

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