Workflow Templates: Preventive Maintenance Checklist

Inspect, clean or replace air filters every 1-3 months

Check thermostat settings to ensure the heating and cooling system keeps you comfortable when you are home and saves energy while you are away

Inspect insulation on refrigerant lines leading into the house

Clear the area around the HVAC system from any debris or vegetation

Check for duct leakage and seal any leaks

Inspect for leaks in various areas such as pipes, faucets, and couplings

Test water heater's pressure relief valve for proper operation

Drain and remove sediment from the water heater

Inspect and clean aerators on faucets

Ensure sump pump and pit are functioning correctly

Test and replace smoke detectors and carbon monoxide detectors batteries

Inspect and test GFCI outlets and breakers

Check for frayed cords and wires and replace them or schedule repairs

Inspect exterior lighting and replace bulbs as needed

Ensure that electrical panels are accessible and properly labeled

Inspect roofing for missing, loose, or damaged shingles and leaks

Clean gutters and downspouts to prevent water damage

Inspect siding for cracks or damage and perform necessary repairs

Check foundation for cracks and signs of movement

Inspect windows and doors for proper caulking and weatherstripping

Trim trees and shrubs to promote growth and prevent property damage

Inspect and repair walkways and driveways for cracks and uneven surfaces

Maintain lawn and garden areas to enhance curb appeal

Check irrigation systems for leaks and proper function

Ensure exterior lighting is operational and adequate for security and safety

Inspect and clean all common areas regularly

Check for damage to walls and ceilings and repair as needed

Ensure that all doors and windows operate smoothly and lock securely

Check for signs of pest infestation and arrange for pest control if necessary

Maintain all safety and emergency equipment, including fire extinguishers and exit signs