HVAC Planned Preventive Maintenance Checklist
by Paul Marsden, from the Community
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.
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About author
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.