Hvac maintenance checklist template
Preventative maintenance inspection checklist for hvac equipment. keep your heating and cooling systems in check.
What does this form include?
This form contains 8 sections:
Air Conditioner
- Check and adjust thermostat.
- Check the condenser coil to determine if it needs cleaning.
- Check all wiring and connections to controls and electrical connections.
- Check blower belt wear, tension & adjust.
- Check voltage & amperage draw on all motors with meter.
- Check compressor contactor.
- Visually inspect compressor and check amp draw.
- Check start capacitor & potential relay.
- Check pressure switch cut-out setting.
- Replace air filter or clean reusable type filter.
REFERENCE: Reusable type filter[This is an example of how you can use iAuditor to include best practi
Heat Pump
- Check and adjust thermostat.
- Check to make sure that the indoor & outdoor units turn on.
- Replace the air filter or clean if reusable type.
- Check bearings & lubricate blower motor if needed.
- Check blower belt, wear, tension & adjust as needed.
- Check electrical connections for tightness.
- Check evaporator coil to determine if it needs cleaning.
- Check voltage to unit.
- Check blower motor amp draw.
- Check electric heaters with amp probe and voltage during heating inspection.
- Check condenser motor bearings & lubricate if needed.
- Check condenser motor amp draw.
- Check refrigerant (freon) level.
- Check compressor amp draw.
- Check crankcase heater if compressor has one installed.
- Check defrost controls.
- Check reversing valve operation.
- Check coil temperature.
- Check condensate drain and pan then advise of any discrepancies.
- Perform visual inspection of ductwork and make notes regarding discrepancies.
- Check the shape that the total system is in and advise customer of discrepancies.
Electric Heater
- Check and adjust thermostat.
- Check to make sure that the indoor unit turns on.
- Replace the air filter or clean if reusable type.
- Check bearings & lubricate blower motor if needed.
- Check blower belt, wear, tension & adjust as needed.
- Check evaporator coil to determine if it needs cleaning.
- Check voltage to unit.
- Check amp draw on motor.
- Check amperage draw on each element.
- Check total amperage draw on elements.
- Check heat sequencer.
- Check electrical wiring and connections.
- Check temperature rise.
- Check supply temperature.
- Check heat anticipator.
- Perform visual inspection of ductwork and make notes regarding discrepancies.
- Check the shape that the total system is in and advise customer of discrepancies.
Gas Furnace
- Check and adjust thermostat.
- Check heat anticipator.
- Check to make sure furnace/heat comes on.
- Replace the air filter or clean if reusable type.
- Check blower motor bearings & lubricate if needed.
- Check blower belt wear, tension & adjust as needed.
- Check the flue for rust & corrosion and advise of discrepancies.
- Check flue for satisfactory operation.
- Check, clean, and adjust pilot if needed.
- Check electronic spark ignition control for proper operation.
- Check all wiring and connections to controls and electrical connections.
- Check burners to see if they need cleaning and advise.
- Check and adjust burners for fuel efficiency.
- Check heat exchanger for cracks, soot, & rust.
- Check heat exchanger for cracks when the furnace is hot.
- Check blower motor & induce draft motor amps.
- Check manifold pressure.
- Check fan controls.
- Test safety shutoff response.
- Check condensate drain and pan then advise of any discrepancies.
- Perform visual inspection of ductwork and make notes regarding discrepancies.
- Check the shape that the total system is in and advise customer of discrepancies.
Dual Fuel Heat Pump Furnace
- Check and adjust thermostat.
- Check to make sure that the indoor & out doorunits come on, which includes the furnace.
- Replace the air filter or clean if reusable type.
- Check bearings & lubricate blower motor if needed.
- Check blower belt, wear, tension & adjust as needed.
- Check electrical connections for tightness.
- Check evaporator coil to determine if it needs cleaning.
- Check voltage to unit.
- Check blower motor amp draw.
- Check electric heaters with amp probe and voltage during heating inspection.
- Check condenser motor bearings & lubricate if needed.
- Check condenser motor amp draw.
- Check refrigerant (freon) level.
- Check compressor amp draw.
- Check crankcase heater if compressor has one installed.
- Check defrost controls.
- Check reversing valve operation.
- Check coil temperature.
- Check the flue for rust & corrosion and advise of discrepancies.
- Check flue for satisfactory operation.
- Check, clean, and adjust pilot if needed.
- Check electronic spark ignition control for proper operation.
- Check and adjust burners for fuel efficiency.
- Check heat exchanger for cracks, soot, & rust.
- Check heat exchanger for cracks when the furnace is hot.
- Check blower motor & induce draft motor amps.
- Check manifold pressure.
- Check fan controls
- Test safety shut off response.
- Check condensate drain and pan then advise of any discrepancies.
- Perform visual inspection of ductwork and make notes regarding discrepancies.
- Check the shape that the total system is in and advise customer of discrepancies.
Overall Comment / Cost of Maintenance
Name and Signature
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