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Ducted Air Conditioner Quoting Checklist

by Reliable Tradies, from the Community

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Standardize your HVAC estimating process with this ducted air conditioner quoting checklist. Capture key job details including brand and model, indoor and outdoor unit locations, whether it is a replacement or new installation, and if a pipe flush is required. Assess ductwork reuse vs new ducting, number of zones and outlets, single or three phase power, return air location, and attach a mud map of the system layout. Record building specifics such as storeys, truss spacing, and timber or steel frame. Check electrical requirements including switchboard condition, mains cable size, and switchboard location. Plan resourcing by noting the number of refrigeration mechanics, electricians, and apprentices, plus any additional notes. Ideal for HVAC contractors and estimators to produce accurate, transparent quotes and reduce scope gaps.

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Digitize any process, procedure or policy
Eliminate mistakes made by paper-based processes
Create and share professional reports instantly
Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy
Eliminate mistakes made by paper-based processes
Create and share professional reports instantly
Confirm accountability and compliance with a digital log

About author

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Ducted Air Conditioner Quoting Checklist for Trades | Free Template