What is HVAC trim-out?

Setting and connecting the equipment, installing registers and the thermostat, ready for start-up.

What happens after trim-out?

Start-up and commissioning, then the final inspection.

What should the owner be shown?

How to change the filter and use the thermostat.

When should a maintenance plan be offered?

At hand-off, while the new system is fresh in the owner's mind.

HVAC Trim-Out Checklist: Equipment Set, Registers and Start-Up

What this checklist covers

Trim-out sets and connects the equipment so the start-up can begin. Use our HVAC commissioning checklist for the start-up itself: airflow, charge, duct testing and the hand-off.

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: Maintenance plans

Sell the first maintenance visit as a plan on your site and on every invoice. On Koira's Front Office plan, Koira bills the plan, books each visit when it comes due and puts it on your day.

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.

HVAC trim-out checklist