Free checklist

Free Heat Load Checklist for HVAC Contractors

Which data from a PDF floor plan really matters before a room-by-room heat load workflow can be prepared in a useful way.

Floor plans often contain room areas, room position, windows, doors and floors. For heat load preparation, those details still need to be reviewed and structured. This checklist helps catch common gaps early.

Reviewed by Prometo · Last updated June 2026

Prometo floor plan import review with room data on a tablet
Workflow visual

From floor plan to reusable project data

The same basic structure matters across the workflow: start with project context, check room data, then carry cleaner information into the next technical step.

From floor plan to reusable project data Animated diagram showing how a floor plan becomes checked room data and then feeds the next HVAC workflow step. Plan project start Room data checked basis Next step HVAC workflow

Project data

Address and location

Building type

Construction year or renovation state

Available floor plan documents

Known U-values or envelope assemblies

Room data

Room name

Floor level

Room area

Room height

Room use and design indoor temperature

Building envelope

Exterior walls per room

Window and door areas

Roof and floor boundary conditions

Adjacent unheated spaces

Why Prometo

Where Prometo fits into the workflow

Prometo is intended to connect PDF floor plans, digital takeoff, room data and heat load preparation. It does not replace professional review; it supports clearer preparation before technical decisions are made.

FAQ

Frequently Asked Questions

Does the checklist replace a heat load calculation?

No. The checklist supports preparation and data review. Technical calculation and assessment still need qualified professional review.

Who is the checklist for?

It is for HVAC contractors, heating specialists, MEP planners and energy consultants who want to prepare floor plan data more systematically.

Is Prometo complete?

Prometo is currently in beta. Individual workflows are being developed and improved around practical requirements.