HVAC Inspection Report

Record conditions, findings, test results, corrective recommendations, and sign-off in a clear report. Covers system and equipment identification, diagnostic…

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Preview of HVAC Inspection Report

When to use and what to include

Record an HVAC inspection in the guided form, then generate a clear PDF report. Identify each unit, capture measured performance, component condition, visible ductwork issues, findings, recommended work, and the qualified inspector's sign-off.

What to include

  • Equipment inventory: each unit's make, model, serial number, tonnage, SEER rating, refrigerant type, age, and estimated remaining useful life.
  • Measured performance data: temperature differential across coils, static pressure readings, carbon monoxide levels at heat exchangers, and flue draft readings.
  • Condition assessment by component: compressor, coils, blower motor, heat exchanger, ductwork (visible leaks, insulation condition), and thermostat operation.
  • Summary with rated condition (good/fair/poor) per component and prioritized recommendations with cost ranges for any deficiencies found.

Common questions

Can I save this HVAC Inspection Report for re-inspections and audits?
Yes. With an account, save it so future inspections can compare findings and close out outstanding items.
Can I export this HVAC Inspection Report as a formal PDF record?
Yes. Download a clean PDF ready to share with clients or keep in your job files.
Should I test for carbon monoxide during an HVAC inspection?
For any gas-fired equipment, yes. Test at the heat exchanger and in the supply air. Document the readings even if they are zero — it shows you checked.
What does a real estate agent expect in an HVAC inspection report?
Age and condition of each unit, estimated remaining life, any safety concerns, and approximate replacement costs. Keep it factual so it holds up in negotiations.
Should I estimate remaining equipment life?
Yes. Based on the unit age, condition, and maintenance history, give a range. Be honest — it helps buyers plan and keeps your credibility intact.
How does an inspection report help the customer?
It gives the customer a dated record of the conditions observed, supporting photos, recommended follow-up, and the inspector's sign-off. It should distinguish observations from work that still needs separate approval.