Template

PPM Air Conditioning Unit Checklist

by Jon Warren, from the Community

200+

This PPM air conditioning unit checklist helps facilities and maintenance teams perform routine HVAC inspections. It covers filter cleaning or replacement, fan motors and bearings, compressor noise and vibration, discharge and suction pressures, refrigerant charge and leaks, coil and condensate drain cleaning, pipework vibration and supports, electrical conduit integrity, control panel overheating, setpoint and ambient/internal temperature recording, humidity, and maximum cooling and heating tests. The template also prompts photo evidence before and after service and follow-up reporting on defects, providing a structured, repeatable process for HVAC asset upkeep.

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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
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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Template
PPM Air Conditioning Maintenance Checklist
This planned preventive maintenance checklist is designed for servicing air conditioning units in facilities. It captures site and asset details, serial numbers, gas type, and refrigerant charge. Tasks include checking and cleaning filters, inspecting fan motors and bearings, assessing compressor noise and vibration, confirming refrigeration charge, checking for gas or oil leaks, and ensuring guards and inspection plates are secure. It guides cleaning of evaporators, coils, drains, drip trays, and pumps, verifies condensate drains are clear, and inspects electrical conduits and control panels for damage or overheating. The checklist records temperature set points, ambient and internal temperatures, humidity, and tests maximum cooling and heating. It includes before and after condition records and prompts reporting of defects and recommendations, with an engineer sign off.
by Jon Warren, from the Community
Downloads: 60+
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Template
Air Conditioning Service Report Template
Use this Air Conditioning Service Report template to document routine HVAC servicing across multiple units. Capture client and site details, system information, and unit descriptions. Record key checks including belts, compressor oil level, filters, bearings, expansion valve and safety switch operation, fan speed controls, condensate and chilled water pump operation, crankcase heater and fan assemblies. Verify operating temperatures and pressures, drains, electrical connections, pipework condition, and overall controls. Include cleaning actions like coil cleaning and leak checks. Log parts required and removed, complete a risk assessment and logbook, and obtain engineer and client signatures. Suitable for HVAC contractors and facilities management teams. F gas registered note included.
by Refoel Khubani, from the Community
Downloads: 20+
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Template
Air Conditioning Annual PPM Checklist (F-Gas)
This practical checklist supports annual major planned preventative maintenance (PPM) of air conditioning systems. It covers indoor and outdoor unit tasks including filter and coil cleaning, pump and fan checks, coil temperature checks in heating and cooling modes, drip tray cleaning with anti‑slime tablet, electrical connections, and unit condition. It includes an F‑Gas leak test, instructions to record completion to UKPPM031 Rev 01, client signature capture, Verisae update, and sending the completed PPM sheet. Space is provided for condition photos, engineer details, and site sign‑off to help demonstrate UK compliance.
by Martin Allen, from the Community
Downloads: 60+
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PPM Air Conditioning Unit Checklist

About author

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