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Window & Door Installation Alignment Checklist

Ensure flawless window & door installation! Download our comprehensive Construction checklist to guarantee perfect alignment, prevent costly callbacks, and boost project quality. Includes crucial checks for plumb, level, square, and more. Your guide to seamless window & door fitting.

This Template was installed 5 times.

Pre-Installation Verification

1 of 7

Checks performed before any installation begins, ensuring proper preparation and accurate measurements.

Window/Door ID or SKU

Project Name/Address

Review of Shop Drawings/Specifications - Note any discrepancies?

Existing Wall Condition (observed)

Rough Opening Width (measured)

Rough Opening Height (measured)

Rough Opening Depth (measured)

Additional Notes/Observations (e.g., obstructions, insulation)

Frame Squareness & Level

2 of 7

Verification of the rough opening's squareness and levelness, critical for proper window/door fit.

Diagonal Measurement (Side 1)

Diagonal Measurement (Side 2)

Level Difference (Top)

Level Difference (Bottom)

Opening Squareness

Opening Levelness

Notes on Frame Squareness & Level (if corrections needed)

Window/Door Placement & Initial Alignment

3 of 7

Ensuring the window or door is positioned correctly within the rough opening and initially aligned.

Rough Opening Width (measured)

Rough Opening Height (measured)

Window/Door Width (measured)

Window/Door Height (measured)

Window/Door Placement (Centered/Offset)

Offset Location Details (if applicable)

Initial Shim Usage (Yes/No)

Shim Placement Notes (if applicable)

Vertical Alignment

4 of 7

Checking and adjusting the vertical alignment of the window or door relative to surrounding elements.

Distance from plumb (side 1) (in inches)

Distance from plumb (side 2) (in inches)

Total vertical adjustment needed (in inches)

Shimming Required?

Notes on vertical alignment adjustments (e.g., shimming locations, reasons for adjustments)

Check for Reveal (if applicable)

Reveal Distance (if applicable) (in inches)

Horizontal Alignment

5 of 7

Verifying and correcting the horizontal alignment of the window or door.

Horizontal Variation (at top)

Horizontal Variation (at bottom)

Overall Horizontal Deviation (max allowed)

Alignment Method Used

Notes on Horizontal Adjustment

Is horizontal alignment within tolerance?

Operating Functionality (if applicable)

6 of 7

Assessment of the window or door's opening, closing, and locking mechanisms.

Window/Door Operation: Smooth?

Clearance (Gap) Around Frame (mm)

Locking Mechanism Functionality

Notes on Operation/Adjustment Required

Weather Stripping Seal (Initial)

Final Inspection & Sign-off

7 of 7

A final assessment of alignment and overall installation quality, with necessary sign-off.

Temperature During Inspection (Fahrenheit)

Overall Alignment Satisfaction (Installer)

Operation Smoothness (Installer)

Installer Comments / Notes

Client Comments / Concerns

Installer Signature

Client Signature (Acceptance)

Date of Inspection

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