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Window Installation Inspection Checklist: What to Check Before You Sign Off

The final walk-through is the one moment when everything is easy to fix: the crew is there, the tools are out, and the last payment has not been made. Twenty minutes with this list is worth more than any warranty call later.

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When the crew says the job is done, do not take their word for it and do not take ours. Walk it yourself. A window that sticks, a missed bead of sealant, or a scratched pane takes minutes to fix while the installers are still on site.

This checklist goes window by window, then covers the paperwork. Print it or pull it up on your phone. It is part of our California window guide.

Before you start

Part 1: each window, from inside

Is it the right window?

Operation

Milgard's instructions describe the standard: windows must be installed level, plumb, square, and weather-tight in the opening. Smooth operation is how you test the first three.

Locks and latches

A lock that needs help to engage is the most reliable sign of a frame that is slightly out of square or bowed.

Reveals, gaps, and shimming

You will not see the shims once the trim is on. What you can see is their effect: a frame that is straight and a sash that fits evenly was shimmed properly.

Glass

Interior seal and trim

Screens

More on screens is on our window screen replacement page.

Part 2: each window, from outside

Exterior sealant

Weep holes and the sill

This is the item most often done wrong and least often checked.

Why this matters is explained on our window flashing and waterproofing page.

Flange, trim, and cladding

Frame condition

Part 3: code items worth a second look

The building inspector checks these on a permitted job. You can check them too.

Part 4: the site

Part 5: the permit final

If the job had a permit, it is not finished until the building department signs it off. Whether your job needed one is covered on our permits for retrofit windows page.

A finaled permit matters later. It is the record that the work was legal, and buyers and their inspectors ask for it.

Documents to keep

DocumentWhy you want it
Signed contract and any change ordersDefines the scope and what was promised
Order scheduleEvery window's size, type, glass, and options, for future parts and glass
NFRC labels (photos, or one of each type)Certified performance figures; useful for rebates, resale, and energy questions
Manufacturer warranty, and registration confirmationMilgard notes registration is not required for coverage but simplifies service
Contractor's workmanship warranty, in writingCovers installation problems, which are the most common early issues
Permit and final inspection recordProof the work was permitted and approved
Energy Code certificate of installation (CF2R)The installer's certification on permitted work; copies go to the homeowner
Manufacturer installation instructions and care guideJELD-WEN tells installers to give the building owner a copy; care requirements are often tied to the warranty
Lead-safe paperwork, if the home is pre-1978Record that lead-safe practices were followed
Final invoice, proof of payment, and lien releasesCloses out the money side
Your own photosBefore, during (openings and flashing), and after

Keep paper copies in one folder and scans in the cloud. If you sell the house, the next owner will want the warranty and the permit record.

What to do with your punch list

  1. Write every item down, with the window's location and a photo.
  2. Give the list to the crew lead before they leave. Most items are adjusted on the spot.
  3. For anything that needs a part or a return visit, get a date.
  4. Hold the final payment until the list is complete, as your contract provides. Payment terms are covered on our California window contract requirements page.
  5. Note the completion date and keep it with your warranty documents.

After that, a little upkeep keeps the windows working as installed. See our window maintenance guide.

Sources

Working with Heritage Exteriors

Walk the job with us before final payment; we would rather you find something on that walk than a month later. Bring this list; we will go through it window by window. Licensed in California, CSLB #1055919. Call (916) 546-2991.

Frequently Asked Questions

Should I peel the stickers off my new windows?

Not until the building inspector has been, if the job has a permit. Section 110.6(a)5 of the 2025 Energy Code says the temporary label on a manufactured window shall not be removed before inspection by the enforcement agency. Before you do remove them, photograph every label with the window it belongs to, or peel one of each product type and keep it in your file.

How do I know if a window is square without tools?

Look at the gap between the sash and the frame, called the reveal. On a square window it is the same width from top to bottom and side to side. A reveal that tapers means the frame is racked. Then operate the window: a square window slides or swings smoothly and the lock lines up without pushing or lifting the sash.

Is it normal for a new window to be hard to open?

New weatherstripping is snug, so a new window can feel firmer than a worn-out old one. It should still move smoothly through its full travel and lock without force. A window that binds at one point, scrapes, or needs a shove to latch is out of adjustment or out of square, and should be corrected before you sign off.

What is a CF2R and do I get one?

The CF2R is the Energy Code's certificate of installation. On permitted work, the contractor who installs a regulated feature such as windows completes and signs it to certify that what was installed matches the approved compliance documents. The Energy Commission's compliance manual says copies of the registered CF2R forms are to be provided to the homeowner. Ask for yours.

The inspector passed the job. Do I still need my own walk-through?

Yes. A building inspector checks code compliance: labels, safety glazing, egress, alarms, and sometimes flashing. The inspector is not checking whether every sash glides, whether the caulk lines are neat, whether a screen is bent, or whether your flowerbed was cleaned up. Those are between you and the contractor.

What if I find a problem after I have signed off and paid?

Report it in writing as soon as you notice it, with photos. Installation problems go to the contractor under the workmanship warranty and product defects to the manufacturer under the product warranty. Your written warranties say what is covered and for how long. Call (916) 546-2991 if the windows are ours and something is not right.

Recent Heritage Exteriors Projects

A look at homes we have re-sided and re-glazed across Sacramento, the Bay Area, and Lake Tahoe.

Heritage Exteriors siding and window project in the Sacramento area 1Heritage Exteriors siding and window project in the Sacramento area 2Heritage Exteriors siding and window project in the Sacramento area 3Heritage Exteriors siding and window project in the Sacramento area 4Heritage Exteriors siding and window project in the Sacramento area 5Heritage Exteriors siding and window project in the Sacramento area 6Heritage Exteriors siding and window project in the Sacramento area 7Heritage Exteriors siding and window project in the Sacramento area 8

What Our Clients Say

★★★★★ Rated 4.9 from 69 Google reviews

★★★★★

Heritage Exteriors is beyond exceptional. Very impressed with the timeliness, communication, and reasonable price of the whole project.

Scott Doyen
Sacramento, CA · Google
★★★★★

Heritage replaced my old crumbling wood siding and did a fantastic job. From the first interactions assessing the project and providing a quote, to the project itself, was all exceptional. My home looks brand new.

Stacey Leanos
Sacramento, CA · Google
★★★★★

We recently had our house re-sided with Hardie product. We interviewed 3 companies, one of them being Heritage Exteriors. From our first meeting with David to the last day's work touching up paint, the experience was excellent.

Zane Anderson
Sacramento, CA · Google