Fall HVAC Maintenance Checklist

Use the Fall HVAC Maintenance Checklist to inspect, clean, and prep heating systems, ensuring efficiency and safety before colder weather arrives at homes.

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Property Inspection
Fall HVAC Maintenance Checklist

Heating System Readiness

Air Filters & Indoor Airflow

Electrical & Safety Components

Combustion & Ventilation

Thermostats & System Controls

Humidifier & Indoor Comfort

Final System Inspection & Documentation

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Checklist by GoAudits.com – Please note that this checklist is intended as an example. We do not guarantee compliance with the laws applicable to your territory or industry. You should seek professional advice to determine how this checklist should be adapted to your workplace or jurisdiction.

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Fall HVAC Maintenance Checklist

Use the Fall HVAC Maintenance Checklist to inspect, clean, and prep heating systems, ensuring efficiency and safety before colder weather arrives at homes.

1. Has the furnace or heat pump been tested to ensure it starts and runs properly?

2. Are burners clean and burning with a steady blue flame?

3. Is the heat exchanger inspected for cracks or damage?

4. Has the thermostat been switched to heating mode and tested for accuracy?

1. Has the air filter been checked and replaced if dirty?

2. Are all supply and return vents open, clean, and free of blockages?

3. Is the blower motor inspected and lubricated if required?

4. Is ductwork checked for leaks, damage, or loose connections?

1. Are all electrical connections tightened and free of corrosion?

2. Are safety controls (limit switches, flame sensors) tested and functioning?

3. Is the circuit breaker labeled and tested for proper operation?

4. Is the carbon monoxide detector tested and batteries replaced if needed?

1. Are flue pipes and vents checked for rust, blockages, or leaks?

2. Is the draft inducer motor operating correctly on gas furnaces?

3. Are fresh air intake vents free of debris and unobstructed?

4. Is the condensate drain checked and cleaned to prevent clogs?

1. Is the thermostat programmed to an efficient fall schedule?

2. Are smart thermostat features tested and software updated if applicable?

3. Are manual thermostats calibrated to maintain accurate temperatures?

4. Is system cycling tested to prevent short cycling or long run times?

1. Is the whole-house humidifier cleaned and a new evaporative pad installed?

2. Are humidistat settings adjusted for seasonal humidity levels?

3. Are any portable humidifiers cleaned and ready for use?

4. Is indoor humidity checked to maintain comfort and prevent dryness?

1. Has a professional HVAC tune-up been scheduled or completed?

2. Are all findings and recommended repairs documented for future reference?

3. Has outdoor equipment been cleared of leaves, dirt, and debris?

4. Is the next seasonal maintenance reminder set for spring?