Playbook

Equipment Installation Problems — All Commercial Sites

Fifteen cross-site equipment problems covering AHUs, RTUs, split systems, rigging, curbs, access, drainage, flexible connectors, weatherproofing, and startup readiness.

What this covers

Use this playbook when installation conditions do not match the plan, the work cannot be completed cleanly, or the crew needs a structured way to inspect the problem before changing the installation.

How to use this playbook

  1. Identify the exact location, system, installation phase, and affected work.
  2. Open the closest matching problem below.
  3. Complete the listed checks before changing or removing installed work.
  4. Use the field solution only when it matches project requirements and crew direction.
  5. Apply the prevention note to the next similar installation.
  6. Stop and escalate whenever the listed stop condition applies.

Problems and field solutions

Rigging · AHUs/RTUs

1. Equipment arrives with shipping damage

Open
1

What to check

Inspect casing, coils, base rails, doors, fans, and accessories before unloading.

2

Field solution

Document damage; notify supplier; protect unit; do not install compromised components without disposition.

3

Prevent it next time

Perform receiving inspection before crane/rigging.

Stop / escalate

Stop if structural, refrigerant, electrical, or fan damage exists.

Best fitJourneyman/Foreman
Rigging · AHU sections

2. Sections are rigged from unapproved points

Open
1

What to check

Check manufacturer rigging instructions and labels.

2

Field solution

Reset rigging with approved lifting points, spreader bars, and qualified plan.

3

Prevent it next time

Review rigging manual before lift.

Stop / escalate

Stop lift immediately.

Best fitQualified rigging crew
Setting · Equipment

3. Unit is not level and drain pan will not drain

Open
1

What to check

Check base, curb/frame, isolators, and manufacturer level requirements.

2

Field solution

Shim/reset support as approved; relevel unit; test drain before connections are finalized.

3

Prevent it next time

Survey pad/curb before set.

Stop / escalate

Stop startup until drainage is proven.

Best fitJourneyman-led
Connections · AHU/RTU

4. Duct weight is carried by unit casing

Open
1

What to check

Inspect final supports, transitions, and flexible connectors.

2

Field solution

Add independent supports; realign duct; reset connector neutral; repair casing if damaged.

3

Prevent it next time

Install equipment-adjacent supports before connecting.

Stop / escalate

Stop if casing is distorted.

Best fitJourneyman-led
Connections · Flexible connectors

5. Connector is stretched tight

Open
1

What to check

Check alignment and gap.

2

Field solution

Reposition duct/support or fabricate correct transition; replace connector and leave neutral slack.

3

Prevent it next time

Do not use connector to make up dimensional error.

Stop / escalate

Stop startup with torn or overstressed connector.

Best fitApprentice with verification
Access · AHU

6. Coil pull path is blocked by wall or duct

Open
1

What to check

Check submittal service dimensions.

2

Field solution

Relocate obstruction or unit before completion; maintain full pull path.

3

Prevent it next time

Mark service envelope on floor/walls during layout.

Stop / escalate

Stop installation if access cannot be achieved.

Best fitJourneyman-led
Access · RTU

7. Filter doors cannot open due to gas/electrical/duct routing

Open
1

What to check

Check all service-door swings.

2

Field solution

Reroute services and supports; preserve code and manufacturer clearances.

3

Prevent it next time

Perform service-access walk before final connections.

Stop / escalate

Stop turnover until access works.

Best fitJourneyman-led
Drainage · Cooling equipment

8. Condensate trap is installed from a guessed dimension

Open
1

What to check

Check manufacturer static-pressure trap requirements.

2

Field solution

Remove and rebuild trap exactly per unit instructions; add cleanout/vent as required; test.

3

Prevent it next time

Use unit-specific IOM at rough-in.

Stop / escalate

Stop startup until correct.

Best fitJourneyman-led
Controls · Equipment

9. Sensor tubing or wiring is pinched during duct connection

Open
1

What to check

Inspect penetrations, grommets, tubing, and harness routes.

2

Field solution

Repair/replace damaged components; reroute and secure away from sharp edges.

3

Prevent it next time

Protect controls during mechanical connection.

Stop / escalate

Stop commissioning until signals are verified.

Best fitJourneyman/Controls
Vibration · Equipment

10. Shipping blocks/restraints are left in place

Open
1

What to check

Check manufacturer startup checklist and visible labels.

2

Field solution

Remove restraints as instructed; inspect isolators and fan movement.

3

Prevent it next time

Include shipping-restraint check in turnover list.

Stop / escalate

Stop startup if restraints remain.

Best fitJourneyman-led
Weatherproofing · Outdoor equipment

11. Curb or casing joint leaks rainwater

Open
1

What to check

Check gasket, curb squareness, flashing, panel seams, and penetrations.

2

Field solution

Coordinate roof/casing repair; reseal with approved system; correct standing water.

3

Prevent it next time

Inspect weather seals before startup.

Stop / escalate

Stop if water reaches electrical or occupied space.

Best fitJourneyman-led
Orientation · Equipment

12. Unit is set backwards relative to duct openings

Open
1

What to check

Compare unit model/handedness, curb, and drawings.

2

Field solution

Do not cross-connect; reset unit if feasible or use engineered approved adapter only.

3

Prevent it next time

Verify orientation during pre-lift meeting.

Stop / escalate

Stop all connections until resolved.

Best fitForeman/Journeyman
Accessories · Equipment

13. Economizer or curb adapter is missing during set

Open
1

What to check

Check packing list, submittal, and sequence.

2

Field solution

Delay final set or install accessory per manufacturer-approved sequence; protect opening.

3

Prevent it next time

Verify all loose-ship accessories before crane day.

Stop / escalate

Stop if later installation would require unsafe rework.

Best fitForeman
Power Coordination · Equipment

14. Disconnect location blocks service panel

Open
1

What to check

Check electrical layout and service-door swing.

2

Field solution

Coordinate relocation before final wiring; maintain required clearances.

3

Prevent it next time

Overlay electrical and mechanical service zones.

Stop / escalate

Stop energization until access is safe.

Best fitJourneyman/Electrical coordination
Startup Handoff · Equipment

15. Unit is released for startup with dirty filters and debris

Open
1

What to check

Inspect filters, coil, fan section, drain pan, and duct cleanliness.

2

Field solution

Clean unit and connected duct; install correct filters; close panels; document readiness.

3

Prevent it next time

Use formal pre-start checklist.

Stop / escalate

Stop startup until clean and complete.

Best fitJourneyman/Foreman

Check

  • Current approved drawings and submittals
  • Actual field dimensions and access
  • Support, joint, equipment, and life-safety requirements
  • Whether the correction changes design intent or another trade's work

Warnings

  • Do not solve coordination problems by crushing, stretching, or forcing duct and equipment.
  • Do not bury access, dampers, controls, filters, coils, cleanouts, or service panels.
  • Do not treat lift, rigging, welding, refrigerant, gas, electrical, structural, or life-safety work as apprentice-only work.

Stop and ask

  • Stop when the correction changes route, size, pressure class, listed assembly, equipment connection, structure, life-safety function, or another trade's approved work.