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Top 7 HVAC Maintenance Checklists

Published 10 Sep 2021

HVAC maintenance is the periodic inspection of either commercial or residential heating, ventilation, and air conditioning systems. Performing regular HVAC maintenance can prolong equipment life, reduce repair incidence, and prevent costly breakdowns. HVAC contractors and property managers should perform HVAC preventive maintenance inspections at least quarterly or bi-annually, especially before peak usage seasons. Though the exact maintenance requirements of each property and unit are different, in general, HVAC maintenance involves cleaning, removing debris, replacing filters, and testing the functions of various components. To maintain HVAC systems, contractors also check for leaks and signs of corrosion. Such issues may indicate that there is a larger, more systemic problem which needs to be addressed sooner rather than later.

What is an HVAC Maintenance Checklist?

An HVAC maintenance checklist is used to easily conduct preventive maintenance of an HVAC system in commercial buildings and residential properties. Utilizing digital HVAC checklists help easily identify signs of HVAC failure, address potential issues, and ensure that heating, ventilation, and air conditioning systems are well-maintained and running cost-efficiently.

What Equipment is Checked During HVAC  Maintenance?

The following equipment is checked during routine HVAC maintenance:

  • Air Conditioner
  • Heat Pump
  • Electric Heater
  • Gas Furnace
  • Dual Fuel Heat Pump Furnace

What are HVAC Inspection Report Forms?

An HVAC inspection report details all the issues found during preventive maintenance and follow-up actions necessary for maintaining HVAC efficiency. Key HVAC inspection report findings may also include a comprehensive cost estimate for any repair or replacement work to be performed.

HVAC inspection report forms typically cover the following key areas of HVAC equipment:

  • Equipment wear and tear
  • Parts to be cleaned, replaced or lubricated
  • Motors and controls
  • Condition of electrical connections and voltage
  • Coil temperature

HVAC Maintenance Checklist App

Regular preventive maintenance tasks, creating comprehensive inspection reports, and tracking HVAC equipment performance can be challenging and time-consuming. HVAC contractors and property managers can use iAuditor, the world’s #1 mobile inspection app, to easily perform paperless HVAC inspections and instantly generate detailed reports.

SafetyCulture staff writer

Erick Brent Francisco

Erick Brent Francisco is a content writer and researcher for SafetyCulture since 2018. As a content specialist, he is interested in learning and sharing how technology can improve work processes and workplace safety. His experience in logistics, banking and financial services, and retail helps enrich the quality of information in his articles.

Erick Brent Francisco is a content writer and researcher for SafetyCulture since 2018. As a content specialist, he is interested in learning and sharing how technology can improve work processes and workplace safety. His experience in logistics, banking and financial services, and retail helps enrich the quality of information in his articles.