Prepare the task. Solve the field problem.
Use task playbooks before you start. Use problem playbooks when the installation does not match the plan.
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Choose the jobsite or work condition. Each playbook contains 15 problems with checks, solutions, prevention, and stop conditions.
Commercial HVAC Install Problems — Schools
Fifteen installation problems commonly encountered in classrooms, corridors, gyms, roofs, occupied renovations, VAV systems, ceilings, and life-safety work.
Open 15 problems and solutions →New · Commercial Problem PlaybookCommercial HVAC Install Problems — Retail
Fifteen installation problems involving exposed duct, tenant coordination, RTUs, storefront ceilings, access, flex, controls, finishes, and store-opening schedules.
Open 15 problems and solutions →New · Commercial Problem PlaybookCommercial HVAC Install Problems — Grocery
Fifteen installation problems involving refrigeration coordination, condensation, grease exhaust, make-up air, food-area protection, cold rooms, and store pressure.
Open 15 problems and solutions →New · Commercial Problem PlaybookCommercial HVAC Install Problems — Warehouses
Fifteen installation problems involving high-bay duct, rack layouts, rooftop units, lifts, long exposed runs, overhead doors, wide duct, and active traffic.
Open 15 problems and solutions →New · Commercial Problem PlaybookCommercial HVAC Install Problems — Shops
Fifteen installation problems involving welding exhaust, process capture, make-up air, machinery clearances, vibration, dust collection, and negative-pressure duct.
Open 15 problems and solutions →New · Commercial Problem PlaybookCommercial HVAC Install Problems — Industrial
Fifteen installation problems involving specialty materials, welded duct, heavy supports, thermal expansion, process equipment, chemical exhaust, and system documentation.
Open 15 problems and solutions →New · Commercial Problem PlaybookDuct Installation Problems — All Commercial Sites
Fifteen cross-site duct-installation problems covering receiving, storage, TDC/TDF, spiral, route dimensions, supports, fasteners, sealing, cleanliness, and identification.
Open 15 problems and solutions →New · Commercial Problem PlaybookEquipment 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.
Open 15 problems and solutions →New · Commercial Problem PlaybookCommercial Installation Safety Problems
Fifteen field-safety problems involving scissor lifts, aerial lifts, rigging, dropped objects, electrical hazards, hot work, staging, access, and crew communication.
Open 15 problems and solutions →New · Commercial Problem PlaybookCommercial HVAC Quality & Closeout Problems
Fifteen quality-control and closeout problems covering concealed work, dampers, access, leakage tests, TAB readiness, cleanliness, finishes, as-builts, startup, and turnover.
Open 15 problems and solutions →Task playbooks
Use these before cutting, drilling, routing, sealing, testing, covering, or changing installed work.
Before Installing Flex
Use before connecting, cutting, strapping, routing, or insulating flex duct.
Open →Task PlaybookBefore Insulation
Use before duct wrap, liner repair, vapor barrier, or insulation covers work.
Open →Task PlaybookBefore Leakage Test
Use this before duct gets tested so the obvious leak points are not missed.
Open →Task PlaybookBefore Moving a Hanger or Brace
Use before changing rods, straps, trapeze, anchors, seismic braces, or support layout.
Open →Task PlaybookBefore Sealing a Flange Leak
Use before mastic/tape/caulk gets thrown at a leaking TDC/Ductmate/flanged joint.
Open →Task PlaybookBefore Touching Grease Duct
Use before cutting, welding, wrapping, accessing, sealing, or modifying kitchen exhaust/grease duct.
Open →Task PlaybookBefore Treating Industrial Duct Like Normal HVAC
Use for dust collection, fume exhaust, welded/heavy-gauge/high-negative-pressure duct, and specialty exhaust.
Open →Task PlaybookBefore You Cover a Damper
Use before insulation, ceiling, wall, shaft, or duct layout hides a fire/smoke/volume/control damper.
Open →Task PlaybookBefore You Cut
Use this before cutting duct, sheet metal, flex, insulation, roof/wall openings, or field holes.
Open →Task PlaybookBefore You Drill
Use this before drilling deck, concrete, steel, roof curbs, wall framing, duct, or equipment panels.
Open →Task PlaybookBefore You Reroute
Use this when duct does not fit and you are tempted to offset, jog, lower, raise, reduce, or move the run.
Open →Task PlaybookBefore You Send a Field Photo
Use this to send photos that actually help the foreman/detailer solve the problem.
Open →Task PlaybookCloseout Photo Checklist
Use when hidden work needs photos before ceiling/walls/insulation cover it.
Open →Task PlaybookDelivery Damage Check
Use before signing for visibly damaged equipment/material.
Open →Task PlaybookField Photo Checklist
Use when the foreman asks for photos and you need them to actually explain the problem.
Open →Task PlaybookFloor QA Walk Guide
Use when you need a repeatable room-by-room QA walk before closeout.
Open →Task PlaybookLeakage Test Failed: Find the Leak
Use after a duct pressure/leakage test fails and you need a repair walk.
Open →Task PlaybookLife-Safety Renovation Check
Use when renovation work exposes old dampers, rated walls, sleeves, access doors, or questionable existing life-safety conditions.
Open →Task PlaybookLift Day Checklist
One-page crew awareness checklist before crane/RTU/equipment picks.
Open →Task PlaybookPre-Cover Walk Checklist
Use before ceiling, insulation, drywall, or finished work hides duct problems.
Open →Task PlaybookPre-Fire-Damper Inspection Walk
Use before AHJ/fire damper inspection to check access, labels, blade path, and corrections.
Open →Task PlaybookPre-Inspection Checklists Hub
One place for pre-TAB, pre-cover, pre-seismic, and pre-fire-damper walks.
Open →Task PlaybookPre-Seismic Inspection Walk
Use before seismic/restraint inspection so braces are visible, locatable, and ready.
Open →Task PlaybookPre-TAB Walk Checklist
Use this before TAB/balance starts so obvious install problems do not turn into startup drama.
Open →Task PlaybookSystem Airflow Investigation
Use when TAB says a system is short, a diffuser has no air, rooms are imbalanced, or startup symptoms point back to the install.
Open →Task PlaybookWhen Foreman Asks: “What's the Problem?”
Use this to explain the issue clearly instead of rambling or freezing.
Open →Task PlaybookWhen the Print Doesn't Match Field
Use when the plan, shop drawing, ceiling, structure, or actual installed work does not line up.
Open →Task PlaybookWhen the Route Is Blocked
Use when something physically blocks the duct where the print says it should go.
Open →Task PlaybookWhen You Don't Know the Fitting Name
Use when you are staring at a part and do not know what to call it.
Open →Task PlaybookWrong Material or Fitting Delivered
Use when the staged material, fitting, elbow, insulation, tape, or hardware does not match the job.
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