HVAC System Maintenance Checklist: Building Climate Control & Energy Savings
Ensure optimal building climate, reduce energy costs, and prevent costly breakdowns with our comprehensive HVAC maintenance checklist. Easily track filter changes, coil cleaning, refrigerant levels, and more. Perfect for facility managers and maintenance teams.
This Template was installed 2 times.
Pre-Inspection & Safety
Initial assessment, safety protocols, and documentation review before commencing work.
Scheduled Inspection Date
Start Time of Inspection
HVAC Unit Location
Ambient Temperature (Fahrenheit/Celsius)
PPE Required (Select all that apply)
Notes on Potential Hazards
Inspector Signature
Visual Inspection & Cleaning
Check for leaks, debris, corrosion, and perform necessary 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
Description of Any Rust or Corrosion Observed
Filter Maintenance
Check, clean or replace air filters as needed.
Filter Identification Number (if applicable)
Filter Condition
Filter Type
Date Filter Replaced/Cleaned
Pressure Drop (in)
Filter Material
Notes on Filter Condition or Replacement
Coil Inspection & Cleaning
Inspect and clean evaporator and condenser coils.
Coil Fin Condition Rating (1-5, 1=Excellent, 5=Severe)
Type of Cleaning Method Used
Description of any visible damage or corrosion
Upload before/after photos of coils
Refrigerant Charge Adjustment (oz/g)
Coil Material
Blower Motor & Fan Assessment
Check motor lubrication, belt tension (if applicable), and fan balance.
Motor RPM (Revolutions Per Minute)
Belt Tension Gauge Reading (if applicable)
Motor Lubrication Status
Fan Balance Check
Notes on Motor Condition
Belt Condition (if applicable)
Refrigerant Level & Pressure
Measure and adjust refrigerant levels according to manufacturer specifications.
Suction Line Pressure (PSI)
Liquid Line Pressure (PSI)
Superheat (Degrees F)
Subcooling (Degrees F)
Refrigerant Type
Notes on Refrigerant Condition
Refrigerant Added (oz)
Electrical Components
Inspect wiring, connections, capacitors, and control boards.
Capacitor Microfarads (µF)
Capacitor Voltage (V)
Wiring Condition
Electrical Issues Observed
Last Electrical Inspection Date
Notes on Electrical Component Condition
Drainage System
Verify condensate drain lines are clear and functioning correctly.
Condensate Pan Depth (inches)
Drain Line Condition
Description of Any Drainage Issues
Airflow through Drain Line?
Last Drain Line Cleaning Date
Description of Cleaning Method Used (if applicable)
Performance Testing
Measure airflow, temperature differentials, and overall system efficiency.
Supply Air Temperature (Leaving)
Return Air Temperature
Delta T (Temperature Difference)
Airflow (CFM)
Static Pressure
Noise Level
Vibration Assessment
Test Start Time
Post-Maintenance & Documentation
Record findings, actions taken, and schedule follow-up maintenance.
Date of Maintenance
Time of Maintenance Start
Maintenance Hours
Detailed Notes on Work Performed
Overall System Performance (Post-Maintenance)
Refrigerant Added (Yes/No)
Attach Photos/Reports (Optional)
Technician Signature
Facility Management Solution Screen Recording
Simplify facility management with ChecklistGuro! This screen recording shows how to manage work orders, track assets, and streamline maintenance. See the power of automation! #facilitymanagement #checklistguro #bpm #businessprocessmanagement #maintenance #assetmanagement
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