Printable checklists for contractors

Tick them on your phone or print them for the truck. Each one saves in your browser as you go and prints clean, ready to hand to the customer.

13Checklists and reports

SourcedENERGY STAR, InterNACHI, OSHA

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HVAC

ChecklistHVAC maintenance checklistHeating and cooling tune-up, from the ENERGY STAR check-up list.ChecklistSpring HVAC maintenance checklistThe spring cooling check-up for AC and heat pumps.ChecklistFall HVAC maintenance checklistThe fall heating check-up for furnaces and heat pumps.ChecklistHVAC commissioning checklistNew system start-up: sizing, airflow, charge, ducts, hand-off.

Inspections

ChecklistRoof inspection checklistCovering, flashing, penetrations, gutters and leak signs.Inspection reportRoof inspection reportMark each part OK or needs attention, add notes, print for the owner.ChecklistPlumbing inspection checklistShut-offs, water heater, fixtures, drains and leaks.Inspection reportPlumbing inspection reportMark each part OK or needs attention, with notes, for the customer.Inspection reportElectrical inspection checklistService, panel, grounding, GFCI and AFCI, receptacles, alarms.

Safety

Safety formJob hazard analysisSteps, hazards and controls, from OSHA's JHA guide.ChecklistConstruction site safety checklistDaily site walk built on OSHA's Focus Four hazards.

Cleaning

ChecklistMove-out cleaning checklistRoom by room, inside everything, and the walk-through.

Office

ChecklistNew client onboarding checklistBefore, during and after the first visit with a new customer.

Where the items come from

The HVAC lists follow ENERGY STAR's maintenance and quality installation guidance, the inspection lists follow the InterNACHI home inspection Standards of Practice, and the safety forms follow OSHA's job hazard analysis guide and Focus Four hazards. Each page names its sources and the date they were checked.