HVAC Scope of Work Template
HVAC scopes get argued over ductwork. Replacing equipment is well defined; the condition and sizing of the existing distribution it connects to is not, unless the scope says so.
Where hvac scopes usually fail
- Existing ductwork condition and sizing assumed adequate for new equipment.
- Electrical work for the new unit not assigned.
- Refrigerant line set reuse left unstated.
The template
Copy this structure section by section. Anything you cannot state definitively belongs under exclusions or open items — not left out and hoped over.
Removal and Equipment
Work to be Performed
- Recover refrigerant and remove existing equipment per regulation
- Set and connect new equipment
Materials & Specifications
- Equipment make, model, capacity and efficiency rating
Exclusions
- Asbestos-containing duct insulation remediation
Distribution
Work to be Performed
- Inspect and document existing duct condition and static pressure
- Seal accessible duct connections
Materials & Specifications
- Line set — reused or replaced, stated explicitly
Exclusions
- Duct replacement or resizing unless explicitly agreed after inspection
- Duct work in inaccessible areas
Controls and Commissioning
Work to be Performed
- Install thermostat, start up the system and verify operation
Materials & Specifications
- Thermostat model
Exclusions
- Electrical circuit or disconnect upgrades unless listed
Assumptions & Open Items
Every scope needs this section. List anything the homeowner raised that you did not confirm, and anything you inferred rather than agreed. It is the difference between a change order and an argument.
WalkProof writes this for you. Record the walkthrough, and you get a draft in exactly this structure — per area, with assumptions and unclear items flagged separately so you can check them before anything goes to the homeowner.