Schedule Summary
Full Equipment Schedule
| Type | Manufacturer | Model Number | Capacity | Refrigerant | Location | Electrical |
|---|
How to Build an Equipment Schedule
Add a project name so the exported schedule is clearly labeled for the correct job.
Enter the equipment type, manufacturer, model number, rated capacity, refrigerant type, electrical data, and installed location for each unit.
Click Add Equipment for every mechanical unit on the project, from the main furnace or air handler down to individual mini-split heads.
Click Generate Equipment Schedule to produce the formatted table, then export as a PDF for the permit set or spec book, or CSV for further editing.
Understanding Equipment Schedules for HVAC Projects
An equipment schedule is the single reference document that ties together every mechanical unit on a project. Whether it's a permit reviewer confirming what's being installed, a technician troubleshooting a call three years from now, or a building owner planning a future replacement, the equipment schedule answers the same basic question every time: what exactly is installed here, and where?
What a Complete Schedule Includes
At minimum, a useful equipment schedule lists the type of unit, its manufacturer, model number, rated capacity, and installed location. Adding refrigerant type and basic electrical data, such as voltage, phase, and breaker size, turns the same document into a quick reference during commissioning, since a technician can confirm the correct refrigerant and circuit without pulling the spec sheet for every unit individually. The figures that matter are on the nameplate: minimum circuit ampacity and maximum overcurrent protection. If you need to work them out from a unit's loads, the MCA and MOCP calculator covers that step.
Why Refrigerant Type Belongs on the Schedule
Listing refrigerant type matters more today than it used to. Environment and Climate Change Canada's overview of the Ozone-depleting Substances and Halocarbon Alternatives Regulations (SOR/2016-137) explains how Canada implements the Kigali Amendment, and the HFC phase-down reached a 40 percent reduction from baseline in 2024, with an 85 percent reduction set for 2036. Separately, R-22 production and import ended in January 2020, so any unit still running it depends on recovered supply. Newer refrigerants such as R-32 and R-454B are mildly flammable, which changes how a technician approaches service. Knowing at a glance which units use which refrigerant helps plan for eventual replacement rather than discovering the issue during an emergency service call.
Permit Sets and Multi-Unit Projects
Commercial and multi-unit residential projects often have enough equipment that a permit reviewer specifically asks for a schedule rather than trying to trace units through drawings alone. Pairing this schedule with the duct schedule generator in this category gives a reviewer the full mechanical picture: what's producing the conditioned air and what's distributing it. Requirements differ by municipality, and the building permit calculator can help you plan for the permit side of the job before the submission is assembled.
A Living Document
An equipment schedule built during installation doesn't have to end its useful life at permit closure. Kept with the project file or handed to the building owner, it becomes the fastest reference for any future technician: model numbers and locations right there, no searching required. Consider handing it over together with the HVAC documentation generator package at project handover so the client has everything in one place.
Keeping the Schedule Current
Equipment gets replaced over a building's life, and a schedule that isn't updated after a replacement becomes actively misleading rather than just incomplete. Whoever performs a future replacement should update this schedule as part of the job. A replacement unit often has different electrical requirements, so check its nameplate against the existing circuit under the Canadian Electrical Code (CSA C22.1) and record the new figures, keeping the reference document accurate for whoever comes next.
Frequently Asked Questions
A complete equipment schedule lists the equipment type, manufacturer, model number, rated capacity, and installed location for every mechanical unit on a project. Many schedules also include the refrigerant type and electrical data, such as voltage, phase, and breaker size, so the schedule can double as a quick reference during commissioning and service.
Many Canadian municipalities request an equipment schedule as part of a mechanical permit submission, particularly for commercial projects with multiple units. Requirements vary by authority having jurisdiction, so confirming the expected format with the local building department before submission is worthwhile.
Yes, and for two reasons. R-22 production and import ended in Canada in 2020, so units still using it depend on recovered supply, and HFCs such as R-410A are being phased down under the Kigali Amendment, which limits new supply over time. Newer refrigerants such as R-32 and R-454B are mildly flammable, so a technician also needs to know what is in a unit before servicing it.
Yes. A well-documented equipment schedule is useful well beyond the permit process. Technicians on future service calls can reference model numbers and locations immediately instead of searching the site, which saves time and reduces the chance of ordering the wrong replacement part.