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Field survey checklist

Don't leave the roof missing a number

A complete, field-tested walk-through for a commercial rooftop unit change-out — every item to inspect, measure, and document while you're standing next to the unit. Tap to check things off, type your measurements right in, and print or save a clean PDF for the file. Everything stays on your device. Free, no sign-up.

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Job header

Survey details

How to use it: Work top to bottom while you're at the unit. Two questions reshape the whole survey, so answer them honestly: the discharge configuration in Section 1 (downflow vs side/horizontal) and the curb-adapter question in Section 4. Flag a unit as side / horizontal discharge and the tool opens a dedicated transition section — there is no like-for-like side-discharge swap, ever, so you'll be designing and pricing custom transition ductwork. If a curb adapter is already installed, you'll get extra fields for the original curb's hidden duct openings. Hit Print / Save PDF when you're done for a clean copy to drop in the job file. Pair it with the Cross-Reference tool to pull the matching submittal.