Template

Titan Group - PPM Air Conditioning V1

by Tim Brien, from the Community

60+

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.

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Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

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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
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
PPM Air Conditioning Unit Checklist
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.
by Jon Warren, from the Community
Downloads: 200+
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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+
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Template
HVAC PPM Checklist for Air Conditioning Maintenance
This HVAC planned preventive maintenance checklist covers internal and external air conditioning assets. Tasks include cleaning filters and facias, cleaning evaporator and condenser coils, leak testing refrigeration pipework and coils, checking for water leaks, verifying thermostat settings at 21 degrees in Auto mode, and testing both cooling and heating operation. External checks include pressure washing/OFN cleaning of condenser coils, confirming panels, fixings, and fan guards are secure, ensuring drip trays drain correctly, verifying the mains isolator functions and is in good condition, and clearing debris around outdoor units. Includes site sign-offs for technician and BP site manager.
by Tony Craven, from the Community
Downloads: 0
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Titan Group - PPM Air Conditioning V1

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