HVAC Service Call Checklist

Use this HVAC Service Call Checklist to guide technicians through system diagnostics, repairs, and maintenance for consistent, efficient service visits.

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Property Inspection
HVAC Service Call Checklist

Customer & System Information

Initial Inspection & Safety

Operational Testing

Electrical Components & Connections

Airflow & Filtration

Refrigerant & Condensate Systems (Cooling Mode)

Combustion & Heat Exchange (Heating Mode)

Final Check & Customer Communication

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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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HVAC Service Call Checklist

Use this HVAC Service Call Checklist to guide technicians through system diagnostics, repairs, and maintenance for consistent, efficient service visits.

1. Has the customer described the issue clearly and provided system details?

2. Is the HVAC unit’s make, model, and serial number recorded?

3. Are service history and previous repairs reviewed before inspection?

4. Has the customer shared when the issue started and under what conditions?

1. Is power to the unit turned off and verified before beginning work?

2. Are there visible signs of damage, leaks, or burning smells?

3. Are safety covers and panels intact and securely fastened?

4. Are tools and protective equipment ready and used correctly?

1. Does the system power on and cycle properly through heating or cooling?

2. Are thermostat settings checked and adjusted as needed?

3. Does the blower motor operate smoothly without noise or vibration?

4. Are temperatures measured at supply and return vents to verify performance?

1. Are all wires and terminals inspected for wear, corrosion, or loose connections?

2. Are contactors, capacitors, and relays tested for correct operation?

3. Is voltage and amperage checked against manufacturer specifications?

4. Are circuit breakers and disconnects labeled and in working order?

1. Is the air filter checked and replaced if dirty or clogged?

2. Are ducts inspected for leaks, blockages, or loose insulation?

3. Are supply and return vents open and unobstructed?

4. Is static pressure measured to ensure proper airflow?

1. Is refrigerant level tested and adjusted if outside the correct range?

2. Are refrigerant lines inspected for wear, damage, or missing insulation?

3. Is the evaporator coil checked for dirt, frost, or ice buildup?

4. Is the condensate drain cleared and checked for proper drainage?

1. Is the heat exchanger inspected for cracks, rust, or damage?

2. Are burners clean and properly adjusted for flame quality?

3. Are vent pipes and flues checked for blockages and secure connections?

4. Are ignition systems and safety switches tested for correct operation?

1. Are test results and findings clearly explained to the customer?

2. Have all recommended repairs or maintenance actions been documented?

3. Is the work area cleaned and panels securely replaced?

4. Has the next service visit or follow-up call been scheduled if needed?