Template

HVAC Condition Assessment Checklist

by Neil Van Oudtshoorn, from the Community

10+

This HVAC condition assessment checklist supports inspections across refrigeration cabinets, self-contained units, central air conditioning plant rooms, air- and water-cooled condensers, compressors, and split AC systems. Verify hinges, seals, lights, fans, and glass; check coils for cleanliness and ice buildup; look for oil or refrigerant leaks and vibration; confirm insulation condition; ensure electrical panels and junction boxes have covers and labels; assess filters, condensate drains, ventilation, pumps, and capacity control. Record findings, add media, and flag alarms to maintain safe, efficient operation.

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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
MDD Condition Assessment Checklist
Use this comprehensive MDD condition assessment checklist to evaluate refrigeration and air conditioning equipment across your site. Sections cover refrigeration cabinets, self-contained cabinets, central plant rooms, air and water cooled condensers, compressors, and split air conditioning units. Verify hinges, handles, seals, lights, glass, fans, corner and kick plates, coil cleanliness, ice build-up, oil and refrigerant leaks, piping insulation, junction box covers, electrical panel safety and labeling, condensate drains, alarms, filter condition, ventilation, and pump operation. Ideal for facilities and property teams managing HVAC assets.
by Neil Van Oudtshoorn, from the Community
Downloads: 10+
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HVAC Inspection Report Template
This HVAC inspection report template helps facilities and service teams assess the condition and performance of building HVAC systems. It covers rooftop units, make-up air units, air handling units, split systems, air-cooled condensers, heat pumps, cooling towers, exhaust fans, radiant and unit heaters, boilers, and hot water tanks. Inspectors can verify electrical disconnects, gas lines, coils, belts, bearings, refrigerant pressures, fan operation, safeties, controls, thermostats, condensate drains, and venting. The form supports preventative maintenance findings, issue summaries, equipment replacements or additions, and sign-off. Use it to capture observations, photos, corrective actions, labor hours, and recommendations to maintain safe, compliant, and efficient HVAC operations.
by Junior Saboor, from the Community
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Titan Group - PPM Air Conditioning V1
This planned preventive maintenance checklist for air conditioning units helps facilities teams service HVAC assets efficiently. It captures site, asset and model details, refrigerant type and charge, heating and cooling duty, and key operating parameters. Technicians check filters, fan motors, compressors, pressures, refrigerant leaks, guards and panels, and clean evaporator coils and condensate drains. The form covers pipework supports, electrical conduit condition, control panel inspection for overheating, set points, ambient and internal temperatures, humidity, and maximum cooling and heating tests. It includes remote control checks, before and after photos, notes, and a section to log defects and recommendations for follow up.
by Tim Brien, from the Community
Downloads: 60+
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Air Cooled Chiller Preventive Maintenance Checklist
Use this monthly preventive maintenance checklist for AIRSTACK air cooled chillers to guide HVAC technicians through safe, consistent service. It outlines required tools and PPE, safety practices such as lockout tagout and proper refrigerant handling, and step-by-step checks: review daily logs and trends, inspect power and control connections, look for oil and water leaks, verify the refrigerant sight glass, and alternate hydronic pumps and lead or lag settings. Record findings and maintenance hours, report issues, and maintain compliance-ready documentation.
by Botha CG, from the Community
Downloads: 0
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HVAC Condition Assessment Checklist

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