Kind of hard to condense 15 months into 2 pages so if you have any questions, ask away.

when running supply through attic, 2017 Florida Building Code - Residential requires only hot to be insulated, but make sure you insulate the cold also (attic is 140 F in summers).Code allows a pan for water heaters - in Florida, we add a pipe from the hole on the side and run it horizontally thru an exterior wall, similar to a condensation pipe drain. 

Long story short, I recently repaired an old condenser motor to get the condenser to work without overheating.

I'll go back and look at compiled lists and try to prioritize which ones to read.Personally, I feel a lot of the new books are full of fluff and could be condensed to a couple chapters and still make their points.

I built it out as a table on the side, but I'm sure you can condense it into an IF-THEN Statement if you'd like.

We also had to retro fit a new a/c condenser into a Hi Efficiency Fce.

Every time you change the filter, pour a cup of vinegar down the condensate drain line. 

For a first timer, like myself, my plan is to use that condensed 25 category spreadsheet you created to help me learn the process and then, like you said, eventually tailor it to my own.

Here is  why...When the installers install heat pumps there is a condensing unit outside, and an indoor unit inside (usually in the attic) and you have copper pipes (lineset)  that run from the outside up the inside of the wall to the inside unit located in the attic or closet somewhere in the house.

But check the furnace, condenser, and roof to start with since those things are typically game changers.