HVAC System Maintenance Checklist: Building Climate Control & Energy Savings

HVAC SYSTEM MAINTENANCE CHECKLIST: BUILDING CLIMATE CONTROL & ENERGY SAVINGS Created by ChecklistGuro (https://checklistguro.com) --- PRE-INSPECTION & SAFETY --- [ ] Scheduled Inspection Date [ ] Start Time of Inspection [ ] HVAC Unit Location [ ] Ambient Temperature (Fahrenheit/Celsius) [ ] PPE Required (Select all that apply) (Safety Glasses, Gloves, Hearing Protection, Respirator, Hard Hat) [ ] Notes on Potential Hazards [ ] Inspector Signature --- VISUAL INSPECTION & CLEANING --- [ ] Overall System Condition (Brief Description) [ ] Specific Areas of Visible Dirt or Debris [ ] Photographs of Visible Issues [ ] Estimated Dust/Debris Thickness (mm) [ ] Presence of Mold/Mildew (Yes, No, Unsure) [ ] Description of Any Rust or Corrosion Observed --- FILTER MAINTENANCE --- [ ] Filter Identification Number (if applicable) [ ] Filter Condition (Clean, Slightly Dirty, Moderately Dirty, Very Dirty) [ ] Filter Type (Disposable, Washable/Reusable) [ ] Date Filter Replaced/Cleaned [ ] Pressure Drop (in) [ ] Filter Material (Fiberglass, Pleated, Electrostatic, Other) [ ] Notes on Filter Condition or Replacement --- COIL INSPECTION & CLEANING --- [ ] Coil Fin Condition Rating (1-5, 1=Excellent, 5=Severe) [ ] Type of Cleaning Method Used (Brush, Chemical Wash, Vacuum, Water Flush) [ ] Description of any visible damage or corrosion [ ] Upload before/after photos of coils [ ] Refrigerant Charge Adjustment (oz/g) [ ] Coil Material (Aluminum, Copper, Stainless Steel) --- BLOWER MOTOR & FAN ASSESSMENT --- [ ] Motor RPM (Revolutions Per Minute) [ ] Belt Tension Gauge Reading (if applicable) [ ] Motor Lubrication Status (Lubricated, Needs Lubrication, Not Applicable (Sealed Motor)) [ ] Fan Balance Check (Balanced, Slight Vibration, Significant Vibration) [ ] Notes on Motor Condition [ ] Belt Condition (if applicable) (Excellent, Good, Fair, Poor) --- REFRIGERANT LEVEL & PRESSURE --- [ ] Suction Line Pressure (PSI) [ ] Liquid Line Pressure (PSI) [ ] Superheat (Degrees F) [ ] Subcooling (Degrees F) [ ] Refrigerant Type (R-22, R-410A, R-134a, R-32, Other) [ ] Notes on Refrigerant Condition [ ] Refrigerant Added (oz) --- ELECTRICAL COMPONENTS --- [ ] Capacitor Microfarads (µF) [ ] Capacitor Voltage (V) [ ] Wiring Condition (Excellent, Good, Fair, Poor) [ ] Electrical Issues Observed (Loose Connections, Damaged Wiring, Arcing, Overheating, None) [ ] Last Electrical Inspection Date [ ] Notes on Electrical Component Condition --- DRAINAGE SYSTEM --- [ ] Condensate Pan Depth (inches) [ ] Drain Line Condition (Clear, Slightly Obstructed, Obstructed) [ ] Description of Any Drainage Issues [ ] Airflow through Drain Line? (Yes, No) [ ] Last Drain Line Cleaning Date [ ] Description of Cleaning Method Used (if applicable) --- PERFORMANCE TESTING --- [ ] Supply Air Temperature (Leaving) [ ] Return Air Temperature [ ] Delta T (Temperature Difference) [ ] Airflow (CFM) [ ] Static Pressure [ ] Noise Level (Normal, Slightly Elevated, Elevated - Requires Investigation) [ ] Vibration Assessment (None, Minor, Moderate, Significant - Requires Investigation) [ ] Test Start Time --- POST-MAINTENANCE & DOCUMENTATION --- [ ] Date of Maintenance [ ] Time of Maintenance Start [ ] Maintenance Hours [ ] Detailed Notes on Work Performed [ ] Overall System Performance (Post-Maintenance) (Excellent, Good, Fair, Needs Improvement) [ ] Refrigerant Added (Yes/No) (Yes, No) [ ] Attach Photos/Reports (Optional) [ ] Technician Signature --- END OF TEMPLATE --- Transform this text into a digital, automated, and trackable mobile app! Visit: https://checklistguro.com/templates/facility-management/hvac-system-maintenance-checklist-building-climate-control-energy-savings (Click "Install Template" to launch your digital inspection tool immediately)