Copy this apartment HVAC scope checklist (What should an apartment HVAC service scope include?)
From https://instabids.ai/us/property-managers/apartment-communities/hvac (facts read 2026-11-06)

[ ] Identify the HVAC equipment being serviced and mark the applicable filter, coil, sensor, valve, damper and flow-analysis tasks.
[ ] Record the HVAC filter location, existing dimensions and initial resistance at the design airflow rate.
[ ] For central hot-water/chilled-water HVAC coils, identify dirt loading, cleaning access and the proposed cleaning interval.
[ ] Name the HVAC temperature, pressure, relative-humidity and carbon-dioxide sensors included in assessment and calibration.
[ ] For water-based HVAC equipment, separate control-valve diagnosis from coil cleaning.
[ ] Identify HVAC damper faults included in the diagnostic visit, such as stuck positions, missing vanes or poor seals.
[ ] Include the equipment-off or thermostat-control step while replacing HVAC filters.
[ ] Record periodic HVAC filter findings: debris, collapsed fins, startup noises, dampness or mold.