RTU Maintenance Checklist for Rooftop Units

Use this RTU Maintenance Checklist for HVAC rooftop units to check the roof curb, coils, economizer, gas heat section, and controls on every PM visit.

Download as free PDF

GET A DEMO
SIGN UP TO USE TEMPLATE
SIGN UP

RTU Maintenance Checklist for Rooftop Units



Asset Records And Service History

1. Unit make, model, and serial number


Photo Comment

2. Asset or tag number and roof position of the unit being serviced


Photo Comment

3. Refrigerant type and nameplate charge


Photo Comment

4. Defects raised at the previous PM visit have been closed out


Photo Comment
Roof Access And Safety

1. Roof access is authorized and the access hatch or ladder is secure and in good condition


Photo Comment

2. Fall protection is used where work takes place within the unprotected roof edge zone


Photo Comment

3. Weather conditions on the roof are safe for the planned work


Photo Comment

4. The unit is switched off at the service disconnect and locked off before any panel is opened


Photo Comment

5. Personal protective equipment for sharp edges, electrical work, and coil cleaning is worn


Photo Comment
Roof Curb And Mounting

1. Curb flashing is intact and sealed, with no lifted edges or open laps


Photo Comment

2. Sealant at the roof penetration for power and control conduit is sound


Photo Comment

3. The roof membrane around the unit is free of punctures, tears, and foot traffic damage


Photo Comment

4. No ponding water is present around the curb or the condensate discharge point


Photo Comment

5. Tie-downs, wind restraints, and vibration isolators are secure and not perished


Photo Comment
Cabinet And Filters

1. All cabinet panels are refitted with fasteners complete and gaskets seating cleanly


Photo Comment

2. Cabinet corrosion is limited to surface rust, with no perforation of panels or base rails


Photo Comment

3. Coil guards and hail guards are undamaged and correctly positioned


Photo Comment

4. Filters are replaced or cleaned and seated with no bypass gaps at the rack


Photo Comment

5. Filter differential pressure is within the manufacturer's stated limit


Photo Comment
Supply Fan, Evaporator, And Condensate

1. Motor and fan sheaves are aligned, with no drive wobble or shaft play


Photo Comment

2. The supply fan wheel is clean and turns freely with no bearing noise


Photo Comment

3. The evaporator coil is clean and free of fouling, ice, and refrigerant oil staining


Photo Comment

4. The drain pan is clean, drains fully, and shows no corrosion or standing water


Photo Comment

5. The condensate trap is correctly configured and primed


Photo Comment

6. The condensate line is clear and discharges to the roof drain without pooling


Photo Comment
Condenser And Refrigerant Circuit

1. Suction and discharge pressures and measured superheat


Photo Comment

2. The condenser coil is clean across its full depth, with debris cleared from between rows


Photo Comment

3. Condenser fins are straight and free of corrosion, with bent areas combed out


Photo Comment

4. Condenser fan blades are clean and undamaged, and the fan guard is secure


Photo Comment

5. No oil staining is present at brazed joints, service valves, or the compressor body


Photo Comment

6. Refrigerant added or recovered is weighed and logged against this unit


Photo Comment
Economizer And Outside Air

1. The economizer dampers travel through their full stroke without binding or overshoot


Photo Comment

2. The damper actuator and linkage are secure, with no slipped couplings or stripped gears


Photo Comment

3. The changeover sensor reads correctly and free cooling enables at its setpoint


Photo Comment

4. Dampers hold the specified minimum outside air position when the unit runs occupied


Photo Comment

5. The outside air hood and intake screen are clear and drain without water carryover


Photo Comment
Gas Heat Section

1. The heat exchanger shows no cracking, separation, soot, or scale on accessible surfaces


Photo Comment

2. Burners are clean and the flame pattern is stable across all burners


Photo Comment

3. The flue terminal is clear, correctly oriented, and free of corrosion at the roof line


Photo Comment

4. The gas connection at the unit is leak free and the manual shutoff is accessible


Photo Comment
Electrical And Controls

1. The roof service disconnect is labeled, weather-tight, and operates cleanly


Photo Comment

2. Contactors and relays are free of pitting, welding, and heat discoloration


Photo Comment

3. Run and start capacitors measure within tolerance of their nameplate rating


Photo Comment

4. High and low pressure switches and the freeze stat operate at their set values


Photo Comment

5. Active fault codes on the unit controller are recorded and cleared after resolution


Photo Comment
Performance Verification

1. Return air and supply air temperatures at the unit


Photo Comment

2. Compressor and fan motor amp draw on each phase


Photo Comment

3. Measured amp draw is within nameplate limits for the compressor and each motor


Photo Comment

4. Each cooling stage loads and unloads in sequence without short cycling


Photo Comment

5. The occupied and unoccupied schedule on the controller matches actual building use


Photo Comment

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.

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

NEW! Try generating a custom checklist with our free AI tool:

AI spark green AI CHECKLIST CREATOR

Easy inspection app for your digital checklists

  • Conduct inspections anytime, anywhere - even offline
  • Capture photos as proof of compliance or areas needing attention
  • Instantly generate and share detailed reports after the inspections
  • Assign & track follow-up tasks, view historical trends on a centralized dashboard
GET A DEMO
START FREE TRIAL
GoAudits care app