HVAC System Inspection Checklist Template

Ensure peak HVAC performance & tenant satisfaction! This comprehensive HVAC System Inspection Checklist Template helps technicians efficiently assess, document, and maintain heating, ventilation, and air conditioning systems. Stay compliant with regulations, identify potential issues early, and extend equipment lifespan. Download now for detailed inspections of all major components!

This Template was installed 1 times.

General Information

1 of 11

Record details about the inspection, location, and inspector.

Inspection Date

Inspection Time

Property Address

Inspector Name

Inspector Company

Client Name

Ambient Temperature (°F)

Weather Conditions

System Identification

2 of 11

Identify the specific HVAC system being inspected (e.g., make, model, serial number).

System Serial Number

System Type

Fuel Type (if applicable)

Manufacturer

System Capacity (BTU/h or Tons)

Installation Date (if known)

Visual Inspection - Outdoor Unit

3 of 11

Assess the physical condition of the outdoor unit.

Outdoor Unit Condition (1-5, 1=Excellent, 5=Poor)

Description of any visible damage (rust, dents, cracks)

Condition of Cabinet Fins

Attach Photo of Outdoor Unit

Fan Blade Condition

Notes on overall appearance and cleanliness

Refrigerant Levels & Pressures

4 of 11

Check refrigerant charge and operating pressures.

Suction Pressure (PSIG)

Liquid Line Pressure (PSIG)

Suction Line Temperature (°F)

Liquid Line Temperature (°F)

Refrigerant Type

Refrigerant Charge Status

Notes on Refrigerant Levels & Pressures

Electrical Components

5 of 11

Inspect wiring, connections, and electrical components.

Voltage (V)

Amperage (A)

Wiring Condition

Electrical Issues Found

Notes on Electrical Components

Airflow & Ductwork

6 of 11

Evaluate airflow and ductwork condition.

Static Pressure (inches of water)

Supply Air Temperature (F)

Duct Condition

Ductwork Issues

Notes on Airflow & Ductwork

Return Airflow Adequate?

Indoor Unit Inspection

7 of 11

Assess the indoor unit's operation and condition.

Supply Air Temperature (°F)

Return Air Temperature (°F)

Humidity Level (%)

Blower Motor Condition

Coil Condition

Notes on Unit Operation

Drain Line Condition

Photo of Indoor Unit

Filter Condition & Replacement

8 of 11

Check and document filter condition and replacement status.

Last Filter Change Date

Filter Type

Filter Size (x in x in x in)

Filter Condition

Notes on Filter Condition

Filter Replacement Required?

Safety Devices

9 of 11

Verify proper function of safety devices like high-pressure/low-pressure switches.

High-Pressure Switch Function

Low-Pressure Switch Function

High-Pressure Switch Cut-Out Pressure (PSI)

Low-Pressure Switch Cut-In Pressure (PSI)

Flame Sensor Condition

Freeze Sensor Status (If Applicable)

Performance Metrics

10 of 11

Record temperature readings and other performance indicators.

Supply Air Temperature (SAT) (°F)

Return Air Temperature (RAT) (°F)

Outdoor Air Temperature (°F)

Suction Pressure (PSI)

Liquid Line Pressure (PSI)

Amperage - Indoor Unit

Amperage - Outdoor Unit

System Efficiency (Estimated)

Recommendations & Repairs

11 of 11

Document any necessary repairs or maintenance recommendations.

Detailed Repair Recommendations

Estimated Repair Cost

Recommended Repair Completion Date

Parts Required (Select all that apply)

Contractor Contact Information (if applicable)

Additional Notes/Comments

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