HVAC rough-in checklist

Before the walls close: ducts, returns, refrigerant lines, condensate, venting and control wire.

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HVAC rough-in checklist

koira.ai/checklists/hvac-rough-in-checklist
Ducts
Lines and venting
Controls and inspect

What this checklist covers

Ducts that are undersized, unsealed or crushed are hard to fix after drywall, and they decide how well the system works for its whole life. ENERGY STAR's quality installation guidance asks for a duct system that is inspected, leakage tested and repaired; rough-in is when that is easy.

How to use it

Tick each item as you go. The sheet saves in this browser, so you can close the page and come back. Print a blank copy for the truck, or fill it in on your phone and print or save it as a PDF for the customer at the end.

With Koira: Estimates and change orders

Anything the walkthrough turns up that is outside the scope goes on a new estimate, signed on the customer's phone before you do it. Koira keeps the original, the change and the photos together on the job.

Sources

Last checked October 9, 2026. This page is general information, not legal or tax advice. Rules change and differ by state and city, so confirm with the agency named before you act.

FAQ

What is HVAC rough-in?

Ducts, boots, refrigerant and condensate lines, venting and control wire installed before walls are closed.

Why seal ducts at rough-in?

Joints are reachable now; after drywall most are not.

Should ducts be leakage tested?

ENERGY STAR quality installation guidance calls for inspecting and leakage testing ducts; some codes require it.

What comes after rough-in?

Trim-out: equipment set, registers on, start-up and commissioning.

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HVAC Rough-In Checklist: Ducts, Lines and Venting Before Drywall | Koira