Heat Pump Maintenance Checklist

Use this Heat Pump Maintenance Checklist to maximize heat pump efficiency by inspecting ducts, filters, blowers, indoor coils, refrigerants, and more.

Heat Pump Maintenance Checklist



General Inspection

1. Is the heat pump checked for snow or ice build-up during the winter to ensure it has access to outside air and is working efficiently?


Photo Comment

2. Is the foliage removed from around the outdoor unit and are shrubs kept at least 18 inches away from the heat pump on all sides?


Photo Comment

3. Is the heat pump elevated 4 to 8 inches above the ground to allow for proper drainage, and is the outdoor unit not sitting below a leaking gutter to prevent water from collecting and freezing?


Photo Comment

4. Are the filters cleaned or changed once a month, or as needed?


Photo Comment

5. Are the registers kept open?


Photo Comment

6. Are the outdoor coils cleaned whenever they appear dirty?


Photo Comment

7. Is the thermostat set to no lower than 65 degrees during the heating season?


Photo Comment

8. Is the thermostat set to no lower than 70 degrees during the cooling season to help lower utility costs and reduce usage?


Photo Comment
Heat Pump Maintenance Schedule

1. Is a preventative maintenance checkup scheduled with the local dealer at least once a year, ideally in the fall before winter and in the spring before the AC season?


Photo Comment

2. Are all ducts, filters, blower, and indoor coil for dirt and other obstructions checked?


Photo Comment

3. Is duct leakage checked for and repaired?


Photo Comment

4. Does the heat pump receive adequate airflow?


Photo Comment

5. Is the refrigerant charge corrected?


Photo Comment

6. Are refrigerant leaks checked for and has any lost refrigerant been replaced?


Photo Comment

7. Are electric terminals inspected, cleaned, and tightened if necessary, and is a non-conductive coating applied?


Photo Comment

8. Are motors lubricated and belts inspected for tightness and wear?


Photo Comment

9. Is the electric control corrected, and heating locked out when the thermostat calls for cooling and vice versa?


Photo Comment

10. Are the heat pump’s condensing unit base-pan drain holes inspected and debris removed?


Photo Comment

11. Are the thermostat sensors verified to be working properly?


Photo Comment
Heat Pump Filter

1. Is the heat pump filter changed once a month?


Photo Comment

2. When changing the air filter, is the heat pump turned off?


Photo Comment

3. Is the correct filter size identified?


Photo Comment

4. Is the old filter removed?


Photo Comment

5. Is the new filter inserted, ensuring the airflow arrows are followed?


Photo Comment

Is this sample what you are looking for?
Sign up to use & customise this template, or create your own custom checklist:

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.

Seeing is Believing

Get a live demo customized to your unique needs, or get started with a 14-day FREE trial.

linkedin linkedin