Maintenance ChecklistHVAC

HVAC Rooftop Unit Maintenance Checklist Template

Keep your commercial HVAC rooftop units running efficiently with our comprehensive maintenance checklist. Prevent costly breakdowns and extend equipment lifespan with regular maintenance.

Free Template

Overview

Rooftop HVAC units require regular maintenance to ensure efficient operation and prevent costly breakdowns. This comprehensive checklist covers compressors, fans, electrical systems, refrigerant circuits, and economizers. Proper maintenance can improve efficiency by 15-20% and significantly extend unit lifespan.

Key Benefits

Streamlined Operations

Standardize your service workflows with professional templates that ensure consistency across all jobs and technicians.

Faster Job Completion

Pre-built checklists and forms help technicians complete jobs more efficiently, reducing time on-site and increasing daily job capacity.

Improved Compliance

Built-in safety checks and compliance requirements help you meet industry standards and reduce liability risks.

Better Customer Experience

Professional documentation and clear communication templates enhance customer trust and satisfaction.

Reduced Errors

Structured templates minimize missed steps and ensure all critical information is captured accurately every time.

Easy Customization

Adapt templates to your specific business needs with customizable fields, branding options, and workflow modifications.

Complete Checklist

General Inspection
  • Inspect unit cabinet for damage or rust
  • Check roof curb flashing and sealing
  • Verify access panels secure
  • Inspect weatherstripping condition
  • Check unit leveling and supports
  • Inspect wiring penetrations sealed
  • Verify nameplate data readable
  • Check for signs of overheating
  • Inspect vibration isolators
  • Document unit model and serial numbers
Electrical Components
  • Check and tighten all connections
  • Measure and record voltage
  • Check compressor amperage draw
  • Inspect contactors and relays
  • Check capacitor condition
  • Verify proper fuse sizing
  • Inspect disconnect condition
  • Check control wiring integrity
  • Test safety controls operation
  • Verify thermostat calibration
Compressor and Refrigerant
  • Check refrigerant charge levels
  • Measure superheat and subcooling
  • Check compressor oil level
  • Inspect refrigerant piping
  • Check service valves for leaks
  • Inspect crankcase heater operation
  • Check compressor contactors
  • Verify proper compressor staging
  • Monitor discharge and suction pressures
  • Document refrigerant readings
Condenser Section
  • Clean condenser coils thoroughly
  • Check fan blade condition
  • Inspect fan motor bearings
  • Verify proper fan rotation
  • Check fan motor amperage
  • Inspect condenser fan blades
  • Clean coil guard screens
  • Check for coil damage or leaks
  • Verify proper airflow
  • Inspect fan cycling controls
Evaporator Section
  • Inspect evaporator coil condition
  • Clean evaporator coil if needed
  • Check drain pan and clean
  • Verify drain line clear and flowing
  • Inspect blower wheel cleanliness
  • Check blower motor operation
  • Verify belt tension if applicable
  • Check blower bearings
  • Inspect air filters and replace
  • Verify proper airflow CFM
Economizer and Controls
  • Check economizer damper operation
  • Verify minimum position setting
  • Test dry bulb or enthalpy sensor
  • Check actuator operation
  • Inspect damper linkage
  • Verify damper fully closes
  • Test economizer changeover
  • Check OA temperature sensor
  • Verify sequence of operations
  • Document economizer settings
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