Template

Split HVAC System Inspection Checklist

by Carlos Alvarez, from the Community

10+

This Split HVAC system checklist helps technicians document indoor and outdoor unit specifications and condition, including model and serial numbers, heater capacity, refrigerant type, voltage, motor and capacitor checks, blower and fan bearings, filters, coils, metering devices, drains, and overall condition. Capture notes, locations, and customer and technician signatures with date to support routine maintenance, troubleshooting, and compliance.

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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

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 Equipment Sheet Template
This HVAC Equipment Sheet template helps teams document essential unit information for maintenance and inspections. Record customer and site details, equipment type, manufacturer, model and serial numbers, voltage, phase, hertz, refrigerant type, and unit location. Capture condenser and supply fan details, belt and filter specifications, and heating type and capacity. Log operational readings including blower and compressor amp draws, refrigerant suction and discharge pressures, and air supply and return. Use this template to standardize equipment records, support troubleshooting, and keep facilities maintenance organized.
by Eric Smith, from the Community
Downloads: 10+
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Template
Retail HVAC Assessment Survey
Use this Retail HVAC Assessment Survey to document each new HVAC system installed at a site. Record unit type, ID, manufacturer, model and serial numbers, refrigerant type, capacity in tons, number of circuits and refrigerant charge, manufacturing year, and location. Link split system components, note replacements, and capture air filter and belt types. Include a photo of the data plate to verify details. Designed for retail facilities to standardize equipment records and support commissioning, maintenance planning, and compliance.
by Hugo Ramos, from the Community
Downloads: 30+
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Template
Split System Air Conditioning Commissioning
This split system air conditioning commissioning checklist helps HVAC technicians and installers document key details and verify installation quality. Record brand, type, model, serial number, installation location, capacity in kW, and pipe run length. Confirm pressure testing and proper evacuation vacuum, and verify the indoor unit is cleaned, the outdoor unit is clean and secure, and the site is cleared of rubbish. Capture commissioning dates, the person preparing the report, and location. Obtain installer and customer signatures to confirm completion and handover. Ideal for construction and HVAC projects to ensure compliance, performance, and a consistent commissioning process.
by Chris Clancy, from the Community
Downloads: 10+
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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+
Get

HVAC Equipment Sheet Template

This HVAC Equipment Sheet template helps teams document essential unit information for maintenance and inspections. Record customer and site details, equipment type, manufacturer, model and serial numbers, voltage, phase, hertz, refrigerant type, and unit location. Capture condenser and supply fan details, belt and filter specifications, and heating type and capacity. Log operational readings including blower and compressor amp draws, refrigerant suction and discharge pressures, and air supply and return. Use this template to standardize equipment records, support troubleshooting, and keep facilities maintenance organized.

by Eric Smith, from the Community

10+

Get

Template

Retail HVAC Assessment Survey

Use this Retail HVAC Assessment Survey to document each new HVAC system installed at a site. Record unit type, ID, manufacturer, model and serial numbers, refrigerant type, capacity in tons, number of circuits and refrigerant charge, manufacturing year, and location. Link split system components, note replacements, and capture air filter and belt types. Include a photo of the data plate to verify details. Designed for retail facilities to standardize equipment records and support commissioning, maintenance planning, and compliance.

by Hugo Ramos, from the Community

30+

Get

Template

Split System Air Conditioning Commissioning

This split system air conditioning commissioning checklist helps HVAC technicians and installers document key details and verify installation quality. Record brand, type, model, serial number, installation location, capacity in kW, and pipe run length. Confirm pressure testing and proper evacuation vacuum, and verify the indoor unit is cleaned, the outdoor unit is clean and secure, and the site is cleared of rubbish. Capture commissioning dates, the person preparing the report, and location. Obtain installer and customer signatures to confirm completion and handover. Ideal for construction and HVAC projects to ensure compliance, performance, and a consistent commissioning process.

by Chris Clancy, from the Community

10+

Get

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

30+

Get

Split HVAC System Inspection Checklist

About author

You might also like

HVAC Equipment Sheet Template

Retail HVAC Assessment Survey

Split System Air Conditioning Commissioning

HVAC Planned Preventive Maintenance Checklist

You might also like

HVAC Equipment Sheet Template

Retail HVAC Assessment Survey

Split System Air Conditioning Commissioning

HVAC Planned Preventive Maintenance Checklist