System Installation & Startup
HVAC install and commissioning form: vacuum decay, nitrogen brazing, charge by subcooling, static pressure, homeowner orientation and sign-off with photos and PDF. Free to start.
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Start a free trial, open it in the builder, and send it to a technician today. No card required.
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What happens when it's submitted
- Email the report to the customerEmails a branded PDF
- Flag for office reviewFlags for review · Notifies the office
System Installation & Startup, on a phone and as a PDF
Both panels are drawn from this template's actual fields, so they change when the form does. Sample values shown; branding and layout are yours to change in the PDF designer.
What's on the form
All of this is customizable to your process. Delete the fields you don't need, add the ones you do — and every lookup is powered by your customer list and your own data.
Job & Equipment
- CustomerRequiredcustomer lookup
- Installation dateRequireddate
- Lead installerRequiredemployee lookup
- Outdoor unit modelRequiredtext
- Outdoor unit serialRequiredtext
- Indoor unit / air handler modelRequiredtext
- RefrigerantRequireddropdown
Line Set & Evacuation
- Line setRequireddropdown
- Brazed while flowing nitrogenRequiredtoggle
- Nitrogen pressure test (psig held)Requirednumber
- Final vacuum (microns)Requirednumber
- Vacuum decay test passed (held under 1000 microns for 10 min)Requiredtoggle
Startup Readings
- Charge verification
- Outdoor ambient (°F)Requirednumber
- Suction pressure (psig)Requirednumber
- Liquid pressure (psig)Requirednumber
- Superheat (°F)Requirednumber
- Subcooling (°F)Requirednumber
- Airflow
- Total external static pressure (in. w.c.)Requirednumber
- Supply air temp (°F)Requirednumber
- Return air temp (°F)Requirednumber
- Temperature splitcalculation
Completion & Orientation
- Condensate drain and float switch testedRequiredtoggle
- Thermostat configured and staging verifiedRequiredtoggle
- Photos of finished installationRequiredphoto
- Homeowner shown filter location, thermostat operation, and shutoffsRequiredtoggle
- Outstanding punch-list items / warranty registration notestextarea
- Installer signatureRequiredsignature
- Homeowner signatureRequiredsignature
Use this template with your own crew
Start a free trial, open it in the builder, and send it to a technician today. No card required.
Start free trial →30 days free · no card · cancel yourself any time. No seat minimum.
Would rather ask a person first? Email us — a human answers.