Top 7 HVAC Maintenance Checklists

Proactively address potential issues and prevent costly breakdowns

Instantly generate HVAC inspection reports with photos

HVAC maintenance is the periodic inspection of commercial or residential heating, ventilation, and air conditioning systems to prolong equipment life, reduce repair incidence, and prevent costly breakdowns. HVAC contractors and property managers should perform HVAC preventive maintenance inspections quarterly or bi-annually, particularly before peak usage seasons.

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.

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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:

  • 1) Equipment wear and tear;
  • 2) Parts to be cleaned, replaced or lubricated;
  • 3) Motors and controls;
  • 4) Condition of electrical connections and voltage; and
  • 5) 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.

hvac maintenance checklist app

Try iAuditor HVAC Maintenance Checklist App for FREE

1. HVAC Maintenance Checklist

An HVAC maintenance checklist is used for preventive maintenance inspections of the air conditioning unit, heat pump, electric heater, gas furnace, or dual-fuel heat pump furnace. Use this comprehensive checklist to select OK, Needs Action, or N/A to crucial maintenance checkpoints such as motors, controls, and 107 other items. iAuditor templates are easily customizable so you can add, edit, or remove any inspection item or category to make your checklist more specific and fulfill business needs.


2. HVAC Inspection Checklist

This HVAC inspection checklist can be used to prove the functionality of newly installed or upgraded heating, ventilation, and air conditioning (HVAC) systems. Effectively test programmable thermostats, condensing units, and variable air volume (VAV) terminals and handling units using this intuitive checklist. Every failed commissioning criterion triggers a push notification via the iAuditor mobile app, email, and/or text message (SMS).


3. Commercial HVAC Preventive Maintenance Checklist

This commercial HVAC preventive maintenance checklist allows HVAC contractors to check as many HVAC equipment as needed to be maintained or inspected in a facility. Begin by adding a piece of equipment and specify if it is an air conditioning unit, heat pump, electric heater, gas furnace, or dual-fuel heat pump furnace. The list of preventive maintenance tasks to be accomplished will automatically appear, and you can efficiently continue your work by adding another piece of equipment as required. Finally, complete the preventive maintenance check with additional comments and a digital signature for the inspection report.


4. Residential Air Conditioning Maintenance Checklist

This residential air conditioning maintenance checklist can be used by landlords for the proper maintenance of air conditioning units in residential properties. Use this checklist with iAuditor’s scheduling feature to automatically send inspection schedules on your maintenance personnel’s mobile devices, instantly receive alerts on completed maintenance checks, and easily evaluate team performance in real-time.


5. Heat Pump Maintenance Checklist

A heat pump maintenance checklist is used during routine inspections of commercial or residential heat pumps to increase operational efficiency and lower ongoing energy costs. To conveniently submit heat pump maintenance inspection reports, the iAuditor mobile app works offline and automatically syncs with the cloud once you are online. Equipped with new temperature sensors, more accurate and frequent readings, 24/7 remote monitoring, and triggered alerts when something goes wrong are now within your reach. Learn more.


6. Gas Furnace Maintenance Checklist

This gas furnace maintenance checklist can be used by professional furnace inspectors and property managers for general inspections to identify a furnace’s repair and maintenance needs. It provides checkpoints for cleaning, changing of disposable filters, and other inspection items to ensure that the furnace is in good condition.

  1. Take pictures of identified damage and irregularities then annotate them for evidence and documentation
  2. Add comments and notes for repair and maintenance recommendations
  3. Validate inspection data by providing inspector’s digital signature

7. Chiller Maintenance Checklist

chiller maintenance checklist

A chiller maintenance checklist is used to assess if commercial HVAC chillers are maintaining the setpoint to achieve maximum efficiency. Use this checklist to easily inspect pressure and temperature gauges, detect potential chiller failures, and prevent short cycling. This checklist has been designed to make it easier for HVAC chiller maintenance technicians to efficiently:

  1. Inspect the chiller area and its general condition and intended function
  2. Take/attach photos of damages, repairs, and more
  3. Assign corrective actions with a due date and priority level
  4. Complete the chiller maintenance check with a digital signature
  5. Store the chiller maintenance log in the cloud