HVAC Preventive Maintenance Checklist

Use the HVAC Preventive Maintenance Checklist to maintain peak performance across various climatic conditions ensuring the reliability of HVAC systems.

HVAC Preventive Maintenance Checklist



Spring & Summer Maintenance

1. Are the coils and condensers cleaned?


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2. Are all unit’s filters replaced?


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3. Is the outside unit checked, and any debris cleared, with the cabinet door ensured to be closed?


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4. Are the cabinets checked for leaks?


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5. Are drain lines cleared of any clogs to ensure proper airflow?


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6. Are the refrigerant charge, thermostats, and all electrical connections checked during maintenance?


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7. Are ducts inspected for dust and mold, along with a check on blowers and blades?


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8. Is the fan motor checked for correct operation, and are moving parts lubricated?


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Fall & Winter Maintenance

1. Are drain lines cleared and all heating elements carefully inspected?


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2. Are all moving parts such as bearings and motors lubricated?


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3. Is the filter replaced every 30 to 90 days, and are any pulleys or belts that are damaged or frayed replaced?


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4. Are gas pressure checks and inspections for areas prone to gas leaks conducted?


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5. Are thermostats, wiring, electrical connections, and the ignition burner assembly checked?


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6. Is the heat pump inspected, and is the flue system attached to the furnace?


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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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