Template

AC Maintenance Checklist

by Steve Hearn, from the Community

100+

Use this AC maintenance checklist to standardize HVAC servicing for indoor and outdoor units. It covers quarterly, half yearly and annual tasks including cleaning and inspecting filters, coils, fans and motors, checking belts and bearings, verifying duct connections and wiring, ensuring condensate drains and pumps operate, testing thermostats and sensors, recording FGAS compliance, logging findings and sign off. Supports issue tracking and scheduling of further works.

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Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
HVAC Planned Preventive Maintenance Checklist
This HVAC Planned Preventive Maintenance checklist supports servicing of air conditioning and chiller systems across multiple sites. Capture job number and engineer details, log indoor and outdoor unit model and serial numbers, and record service tasks such as cleaning filters, performing full leak tests, inspecting coils, belts, and defrost controls, verifying pressure switch settings, checking condensate pumps and drains, and confirming operating temperatures. Include notes on general equipment condition, additional works, materials used or required, and refrigerant gas type and charge. Attach photos and obtain customer sign-off to complete the visit.
by Paul Marsden, from the Community
Downloads: 30+
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Template
Ducted AC Maintenance and Inspection Checklist
Use this comprehensive ducted air conditioning maintenance and inspection checklist to service indoor and outdoor units. Steps include verifying operation, photographing units, cleaning return air filters and coils, checking drains and pipework, assessing zone motors and airflow, measuring current draw, inspecting electrical connections, clearing debris around the condenser, and documenting issues and customer handover.
by Cameron MacDiarmid, from the Community
Downloads: 10+
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Template
AC Split System Evaporator Preventive Maintenance
Use this annual preventive maintenance checklist to service AC split system evaporators in facilities. It outlines required tools and safety steps, including lockout/tagout and ladder practices. Follow detailed procedures to clean and inspect casings, coils, filters, condensate pans and lines, insulation, controls and stats, and condensate pumps. Clean and lubricate motors and fans, tighten electrical connections, megger 5 HP+ motors, verify operation in heating and cooling, calibrate sensors, check for leaks, record amperage, and log maintenance time.
by Botha CG, from the Community
Downloads: 0
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Template
Maintenance Quarterly and Half-Yearly Checks
This checklist supports quarterly and half-yearly maintenance in healthcare facilities. It prompts teams to confirm health and safety meetings, check water storage tanks and shower head disinfection, record defects, complete LOLER inspections for patient hoists and slings, assess ladders and steps, and clear gutters and drains. Use it to schedule tasks, capture findings, and improve compliance and safety.
by Darren Lucas, from the Community
Downloads: 20+
Get

HVAC Planned Preventive Maintenance Checklist

This HVAC Planned Preventive Maintenance checklist supports servicing of air conditioning and chiller systems across multiple sites. Capture job number and engineer details, log indoor and outdoor unit model and serial numbers, and record service tasks such as cleaning filters, performing full leak tests, inspecting coils, belts, and defrost controls, verifying pressure switch settings, checking condensate pumps and drains, and confirming operating temperatures. Include notes on general equipment condition, additional works, materials used or required, and refrigerant gas type and charge. Attach photos and obtain customer sign-off to complete the visit.

by Paul Marsden, from the Community

30+

Get

Template

Ducted AC Maintenance and Inspection Checklist

Use this comprehensive ducted air conditioning maintenance and inspection checklist to service indoor and outdoor units. Steps include verifying operation, photographing units, cleaning return air filters and coils, checking drains and pipework, assessing zone motors and airflow, measuring current draw, inspecting electrical connections, clearing debris around the condenser, and documenting issues and customer handover.

by Cameron MacDiarmid, from the Community

10+

Get

Template

AC Split System Evaporator Preventive Maintenance

Use this annual preventive maintenance checklist to service AC split system evaporators in facilities. It outlines required tools and safety steps, including lockout/tagout and ladder practices. Follow detailed procedures to clean and inspect casings, coils, filters, condensate pans and lines, insulation, controls and stats, and condensate pumps. Clean and lubricate motors and fans, tighten electrical connections, megger 5 HP+ motors, verify operation in heating and cooling, calibrate sensors, check for leaks, record amperage, and log maintenance time.

by Botha CG, from the Community

Get

Template

Maintenance Quarterly and Half-Yearly Checks

This checklist supports quarterly and half-yearly maintenance in healthcare facilities. It prompts teams to confirm health and safety meetings, check water storage tanks and shower head disinfection, record defects, complete LOLER inspections for patient hoists and slings, assess ladders and steps, and clear gutters and drains. Use it to schedule tasks, capture findings, and improve compliance and safety.

by Darren Lucas, from the Community

20+

Get

AC Maintenance Checklist

About author

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HVAC Planned Preventive Maintenance Checklist

Ducted AC Maintenance and Inspection Checklist

AC Split System Evaporator Preventive Maintenance

Maintenance Quarterly and Half-Yearly Checks

You might also like

HVAC Planned Preventive Maintenance Checklist

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AC Split System Evaporator Preventive Maintenance

Maintenance Quarterly and Half-Yearly Checks