HVAC Maintenance Checklist Template
Ensure peak HVAC performance and prevent costly breakdowns with our comprehensive HVAC Maintenance Checklist Template! This easy-to-use checklist guides technicians through essential inspections, cleaning, and preventative maintenance tasks for optimal efficiency, extended equipment lifespan, and reduced energy costs. Download now and streamline your HVAC maintenance program!
This Template was installed 2 times.
Safety & Initial Inspection
Verify safety protocols, lock out/tag out procedures, and perform a visual inspection of the unit.
Date of Inspection
Time of Inspection
Equipment Location
Lockout/Tagout Procedure Verified?
Weather Conditions
Inspector's Name
PPE Usage Confirmed?
Filter Inspection & Replacement
Check and replace air filters as needed. Document filter size and type.
Filter Inspection Date
MERV Rating (if known)
Filter Condition
Filter Replacement Required?
Filter Size (e.g., 16x25x1)
Filter Part Number (if applicable)
Filter Photo (Optional)
Coil Cleaning
Inspect and clean condenser and evaporator coils. Note any signs of fouling or damage.
Description of Coil Condition (Prior to Cleaning)
Coil Type
Coil Temperature (Prior to Cleaning) - °F
Cleaning Method Used (e.g., Chemical, Water Blast)
Cleaning Solution Concentration (%)
Description of Coil Condition (After Cleaning)
Coil Temperature (After Cleaning) - °F
Refrigerant Level & Pressure
Check refrigerant levels and pressures. Document readings and address any leaks or discrepancies.
Suction Pressure (Low Side)
Liquid Line Pressure (High Side)
Superheat (degrees F)
Subcooling (degrees F)
Refrigerant Type
Leak Detection Notes (if applicable)
Recharge Required?
Refrigerant Added (oz)
Electrical Component Inspection
Inspect wiring, capacitors, motors, and other electrical components. Check for signs of wear or damage.
Voltage (V)
Amperage (A)
Capacitor Status
Wiring Condition
Notes on Electrical Components
Electrical Component Photos (Optional)
Blower Motor & Fan Inspection
Inspect blower motor bearings, fan blades, and airflow. Lubricate as needed.
Blower Motor RPM
Motor Bearing Temperature (°F)
Bearing Condition
Fan Blade Condition Notes
Lubrication Required?
Lubrication Details (if applicable)
Amperage Draw
Drain Line Inspection & Cleaning
Inspect condensate drain lines and clean as necessary. Ensure proper drainage.
Describe Current Condition of Drain Line
Signs of Blockage Found?
Drain Line Slope (inches per foot)
Cleaning Method Used
Amount of Debris Removed (gallons)
Date of Last Drain Line Cleaning
Thermostat Calibration & Functionality
Verify thermostat accuracy and functionality. Calibrate as needed.
Current Thermostat Setting
Actual Room Temperature (measured)
Temperature Difference (Actual - Set)
Thermostat Mode (Heat/Cool/Auto/Off)
Calibration Adjustment Needed?
Calibration Adjustment Details (if applicable)
Last Calibration Date
Overall Performance & Notes
Assess overall system performance. Document any unusual noises, smells, or performance issues. Record any corrective actions taken.
Supply Air Temperature (°F)
Return Air Temperature (°F)
Differential Temperature (°F)
System Noise Observations
Unusual Smells Detected?
Overall System Performance
Corrective Actions Taken
Next Scheduled Maintenance Date
Maintenance Management Solution Screen Recording
See our Machine Maintenance Management Solution in action! This screen recording demonstrates how our software streamlines maintenance scheduling, tracking, and reporting. Improve your team's efficiency and reduce downtime. #machine-maintenance #maintenance-software #industry-40 #efficiency
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