HVAC System Maintenance Checklist: Building Climate Control & Energy Savings

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Label Value Notes
Created by checklistguro.com
Pre-Inspection & Safety (STEP)
Scheduled Inspection Date (DATE)
Start Time of Inspection (DATE)
HVAC Unit Location (LOCATION)
Ambient Temperature (Fahrenheit/Celsius) (NUMBER)
PPE Required (Select all that apply) (SELECTION options: Safety Glasses, Gloves, Hearing Protection, Respirator, Hard Hat)
Notes on Potential Hazards (TEXT)
Inspector Signature (SIGNATURE)
Visual Inspection & Cleaning (STEP)
Overall System Condition (Brief Description) (TEXT)
Specific Areas of Visible Dirt or Debris (TEXT)
Photographs of Visible Issues (UPLOAD)
Estimated Dust/Debris Thickness (mm) (NUMBER)
Presence of Mold/Mildew (SELECTION options: Yes, No, Unsure)
Description of Any Rust or Corrosion Observed (TEXT)
Filter Maintenance (STEP)
Filter Identification Number (if applicable) (NUMBER)
Filter Condition (SELECTION options: Clean, Slightly Dirty, Moderately Dirty, Very Dirty)
Filter Type (SELECTION options: Disposable, Washable/Reusable)
Date Filter Replaced/Cleaned (DATE)
Pressure Drop (in) (NUMBER)
Filter Material (SELECTION options: Fiberglass, Pleated, Electrostatic, Other)
Notes on Filter Condition or Replacement (TEXT)
Coil Inspection & Cleaning (STEP)
Coil Fin Condition Rating (1-5, 1=Excellent, 5=Severe) (NUMBER)
Type of Cleaning Method Used (SELECTION options: Brush, Chemical Wash, Vacuum, Water Flush)
Description of any visible damage or corrosion (TEXT)
Upload before/after photos of coils (UPLOAD)
Refrigerant Charge Adjustment (oz/g) (NUMBER)
Coil Material (SELECTION options: Aluminum, Copper, Stainless Steel)
Blower Motor & Fan Assessment (STEP)
Motor RPM (Revolutions Per Minute) (NUMBER)
Belt Tension Gauge Reading (if applicable) (NUMBER)
Motor Lubrication Status (SELECTION options: Lubricated, Needs Lubrication, Not Applicable (Sealed Motor))
Fan Balance Check (SELECTION options: Balanced, Slight Vibration, Significant Vibration)
Notes on Motor Condition (TEXT)
Belt Condition (if applicable) (SELECTION options: Excellent, Good, Fair, Poor)
Refrigerant Level & Pressure (STEP)
Suction Line Pressure (PSI) (NUMBER)
Liquid Line Pressure (PSI) (NUMBER)
Superheat (Degrees F) (NUMBER)
Subcooling (Degrees F) (NUMBER)
Refrigerant Type (SELECTION options: R-22, R-410A, R-134a, R-32, Other)
Notes on Refrigerant Condition (TEXT)
Refrigerant Added (oz) (NUMBER)
Electrical Components (STEP)
Capacitor Microfarads (µF) (NUMBER)
Capacitor Voltage (V) (NUMBER)
Wiring Condition (SELECTION options: Excellent, Good, Fair, Poor)
Electrical Issues Observed (SELECTION options: Loose Connections, Damaged Wiring, Arcing, Overheating, None)
Last Electrical Inspection Date (DATE)
Notes on Electrical Component Condition (TEXT)
Drainage System (STEP)
Condensate Pan Depth (inches) (NUMBER)
Drain Line Condition (SELECTION options: Clear, Slightly Obstructed, Obstructed)
Description of Any Drainage Issues (TEXT)
Airflow through Drain Line? (SELECTION options: Yes, No)
Last Drain Line Cleaning Date (DATE)
Description of Cleaning Method Used (if applicable) (TEXT)
Performance Testing (STEP)
Supply Air Temperature (Leaving) (NUMBER)
Return Air Temperature (NUMBER)
Delta T (Temperature Difference) (NUMBER)
Airflow (CFM) (NUMBER)
Static Pressure (NUMBER)
Noise Level (SELECTION options: Normal, Slightly Elevated, Elevated - Requires Investigation)
Vibration Assessment (SELECTION options: None, Minor, Moderate, Significant - Requires Investigation)
Test Start Time (DATE)
Post-Maintenance & Documentation (STEP)
Date of Maintenance (DATE)
Time of Maintenance Start (DATE)
Maintenance Hours (NUMBER)
Detailed Notes on Work Performed (TEXT)
Overall System Performance (Post-Maintenance) (SELECTION options: Excellent, Good, Fair, Needs Improvement)
Refrigerant Added (Yes/No) (SELECTION options: Yes, No)
Attach Photos/Reports (Optional) (UPLOAD)
Technician Signature (SIGNATURE)

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