Free HVAC Preventive Maintenance Checklist
Streamline your HVAC maintenance operations with our comprehensive, industry-tested checklist. Designed for both residential and commercial systems.
Overview
This HVAC preventive maintenance checklist is designed to help field service technicians perform thorough, consistent inspections that prevent breakdowns and extend equipment life. Based on manufacturer recommendations and industry best practices, this template covers all critical components of heating and cooling systems.
Key Benefits
Reduce Equipment Failures
Catch potential issues before they become costly breakdowns
Increase Efficiency
Maintain optimal system performance and reduce energy costs
Extend Equipment Life
Regular maintenance can add years to HVAC system lifespan
Ensure Safety Compliance
Meet safety regulations and protect your team and customers
Complete Checklist
- Review service history and previous maintenance notes
- Verify customer concerns and special requests
- Check thermostat settings and operation
- Inspect air filter condition and replace if needed
- Document system make, model, and serial numbers
- Clean evaporator coils and drain pan
- Check condensate drain line for clogs
- Inspect blower assembly and motor
- Test fan belt tension and condition
- Verify proper airflow (CFM measurements)
- Check all electrical connections for tightness
- Lubricate motor bearings if applicable
- Clean condenser coils and remove debris
- Check refrigerant levels and pressure
- Inspect compressor for unusual sounds or vibration
- Test capacitors and contactors
- Verify fan motor operation and blade condition
- Check electrical connections and tighten if needed
- Inspect pad level and unit mounting
- Measure supply and return air temperatures
- Calculate temperature split across evaporator coil
- Test system startup and shutdown sequences
- Check safety controls and limit switches
- Verify proper refrigerant superheat and subcooling
- Test defrost cycle (heat pumps)
- Measure amp draw on motors and compressor
- Inspect gas connections for leaks (if applicable)
- Test carbon monoxide levels
- Verify proper venting and combustion air
- Check flame sensor and igniter operation
- Test emergency shutoff systems
- Document all readings and findings
- Review findings with customer
- Provide recommendations for repairs or upgrades
- Schedule follow-up service if needed
- Document customer approval for additional work
- Collect payment and obtain signature
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