HVAC Equipment Schedule Template

It is the tabular list of every piece of equipment on a job — one row per unit, carrying the tag, the area it serves, make, model and serial, capacity, airflow, electrical data, efficiency rating and refrigerant. It appears on drawings as a submittal schedule, and it is handed over at closeout as the as-built equipment list. It is the same document contractors also call an equipment list or an equipment inventory.

Four hundred CFM per ton is the rule of thumb, but the usable design range is three hundred and fifty to four hundred and fifty. ACCA's guidance is to move toward three fifty in hot, humid climates so the coil removes more moisture, and toward four fifty in dry climates where sensible capacity matters more. This template calculates CFM per ton from the capacity and airflow you enter and flags anything outside that band so you check it against the manufacturer's blower table rather than assuming.

MCA, the minimum circuit ampacity that sizes the conductors, is a hundred and twenty five percent of the largest motor-compressor rated load current plus the other loads, per NEC 440.33. MOCP, the maximum overcurrent protection that sizes the fuse or breaker, comes from NEC 440.22(A), which permits a device "not exceeding" a hundred and seventy five percent of the compressor RLA plus the other loads — so the computed value is rounded down to the next standard rating in NEC 240.6(A), never up. If that device will not carry starting current, 440.22(A) allows an increase capped at two hundred and twenty five percent, and this template shows that ceiling too. Always defer to the equipment nameplate when it disagrees.

Under the DOE 2023 standards, split-system air conditioners are regional: thirteen point four SEER2 in the North, and fourteen point three SEER2 under forty five thousand BTU per hour or thirteen point eight at and above that in the Southeast and Southwest, with the Southwest adding an EER2 floor of eleven point seven and eleven point two. Split-system heat pumps are national at fourteen point three SEER2 and seven point five HSPF2, and single-packaged units at thirteen point four SEER2 and six point seven HSPF2. Non-weatherized gas furnaces are eighty percent AFUE today, rising to ninety five percent for products manufactured on or after December 2028. Pick your region and the schedule applies the right number. Commercial equipment at sixty five thousand BTU per hour and above is not scored here — check ASHRAE 90.1 and the AHRI certificate.

Because the published SEER2 and HSPF2 ratings apply to a specific matched combination of outdoor unit and indoor coil, not to the condenser alone. The AHRI certified reference number identifies that exact combination. Building departments use it to confirm code compliance, and utility rebate programs and federal tax credit filings routinely require it. A schedule that already carries the number saves you digging it out of the directory months later.

Yes, and it matters more now than it used to. R-410A production for new equipment ended on January first, 2025 under the AIM Act GWP limit, so new systems ship with R-454B or R-32. Both are A2L refrigerants — mildly flammable rather than non-flammable — which changes handling, leak detection, and service parts. Recording the refrigerant and the charge tells the next technician what they are walking into before they open the unit.

Yes. Build and download it free as a landscape PDF, an Excel file, or a Word document — no login. Add as many units as the job needs, and the Excel version comes with proper column widths and a frozen header row so it stays readable when the schedule runs long.