Routine HVAC Maintenance Checklist

Use this Routine HVAC Maintenance Checklist for preventative inspections of various elements and controls in heating, ventilation, and air conditioning systems.

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Routine HVAC Maintenance Checklist



Air Filters

1. All air filters are inspected and their condition recorded against the last replacement date


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2. Filters showing visible dirt buildup, damage, or blockage are replaced before the inspection continues


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3. Filter replacement dates are logged and the next scheduled replacement date is confirmed


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4. Filter housing and surrounding frames are free of dust accumulation and debris


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5. Filter MERV ratings are appropriate for the building type and occupancy level


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Air Handling Unit (AHU)

1. Supply and return fan belts are inspected for cracking, fraying, glazing, or incorrect tension


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2. Fan bearings are lubricated in line with the manufacturer's schedule and show no signs of excessive heat or noise


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3. Blower wheels and fan blades are clean and free of dust buildup that could cause imbalance


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4. Evaporator and cooling coils are clean and free of dirt, biological growth, or ice formation


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5. Heating coils are clean and free of scale, corrosion, or physical damage


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6. Condensate drain pan is clean, free of standing water, and draining correctly with no blockages or biological growth


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7. Condensate drain line is clear and flows freely — flush tested where accessible


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8. AHU access panels and cabinet seals are intact with no air bypass around filters or coils


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9. Flexible duct connectors at the AHU are in good condition with no cracks, gaps, or detachment


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10. Unit casing and housing are free of rust, corrosion, and physical damage


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Ductwork & Ventilation

1. Supply and return air grilles and diffusers are clean and free of visible dust or blockage


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2. Accessible ductwork sections show no visible gaps, disconnections, or signs of air leakage


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3. Outdoor air intake grilles and bird screens are clear of debris, nesting, and obstruction


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4. Outdoor air dampers open and close correctly and are free of corrosion or mechanical binding


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5. Exhaust fans and ventilation fans are operational, clean, and free of excessive noise or vibration


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6. Toilet exhaust, kitchen exhaust, and specialist extract fans are functioning at the correct airflow rate


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7. Supply and return air temperature differential is within the expected range for current operating conditions


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Cooling System

1. Condenser unit is clear of vegetation, debris, and obstructions within the recommended clearance zone


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2. Condenser coils are clean and free of dirt, lint, or biological growth — cleaned if required


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3. Condenser fan blades are clean, undamaged, and rotating in the correct direction without excessive vibration


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4. Refrigerant suction and discharge pressures are measured and recorded against manufacturer specifications


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5. Refrigerant lines show no signs of oiling, icing, or physical damage along their run


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6. Refrigerant charge is confirmed as adequate — any shortfall is logged and reported for licensed technician action


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7. Compressor is operating within normal current draw and shows no signs of overheating, noise, or vibration


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8. Expansion valve or metering device is functioning correctly with no signs of hunting or restriction


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Heating System

1. Heat exchanger is inspected for cracks, corrosion, or signs of combustion gas leakage


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2. Burners are clean and firing correctly with a stable, consistent flame pattern


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3. Ignition system functions correctly on test cycle with no failed starts or lockouts


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4. Flue and exhaust venting are clear of obstruction, corrosion, and physical damage


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5. Gas supply pressure is within the specified operating range and all connections are leak-tested


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6. Heat pump reversing valve operates correctly in both heating and cooling modes


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7. Hot water or steam heating coils show no signs of leakage, scale buildup, or valve failure


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8. Safety controls and high-limit switches are tested and functioning correctly


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Electrical & Controls

1. All electrical connections at the disconnect, contactor, and terminal strips are tight and show no signs of arcing, burning, or corrosion


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2. Disconnect switches and isolators are accessible, correctly labeled, and functioning


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3. Contactors and relays show no signs of pitting, burning, or sticking


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4. Capacitors are tested and within tolerance — any that are swollen, leaking, or out of range are replaced


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5. Thermostat or building management system (BMS) setpoints are verified against the current schedule and season


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6. Temperature, humidity, and CO₂ sensors are responding correctly and calibrated within acceptable tolerance


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7. Control wiring is intact with no exposed conductors, chafing, or loose connections


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8. Motor current draw is measured and recorded for supply fan, return fan, condenser fan, and compressor


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Safety & Documentation

1. Carbon monoxide detector in or near the plant room is tested and functioning correctly


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2. Emergency shutoff switches are clearly labeled, accessible, and tested


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3. Refrigerant leak detector (where fitted) is functioning and has been tested


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4. Pressure relief valves and safety cutouts are in place and have not been bypassed or disabled


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5. All defects identified during this inspection are logged with a severity rating and assigned for corrective action


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6. Previous inspection defects are reviewed and confirmed as resolved or carried forward with updated status


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7. Maintenance log is updated with this inspection date, technician name, readings, and any replacements made


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8. Next scheduled maintenance date is confirmed and communicated to the facilities manager


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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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