Equipment Maintenance Checklist
Monthly preventive maintenance walk for a retail store covering HVAC, electrical, refrigeration, lighting, and life-safety equipment. Run by the store manager with the facilities or maintenance lead; escalate findings that exceed the on-...
HVAC Systems
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Inspect and replace return-air filters
Pull each return-air filter, note the MERV rating, and replace if loaded or past the 90-day cycle. Loaded filters drive up energy cost and starve the coil — common cause of summer comfort complaints on the sales floor.
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Check rooftop unit for refrigerant leaks
Inspect line sets, Schrader valves, and the evaporator coil for oily residue. Suction-line frost or warm supply air at the register diffuser are classic symptoms. EPA Section 608 requires a certified technician to repair or recover refrigerant — escalate, do not top off.
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Calibrate the sales-floor thermostat
Verify setpoints match the corporate energy schedule (typically 72°F occupied, 78°F unoccupied cooling). Confirm the sensor is not mounted behind a fixture or near a register diffuser — common reason the floor feels off but the thermostat reads normal.
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Open a work order with the HVAC vendor
Submit a work order through ServiceChannel, Corrigo, or the facilities portal your chain uses. Include unit tag, photos, and the symptom — vague tickets ("AC not working") get triaged last.
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Electrical Systems
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Inspect and test circuit breakers
Open the panel and look for tripped breakers, scorch marks, or buzzing. Trip-test GFCI receptacles in restrooms, break room, and any wet-location stockroom outlets — required by NFPA 70B. Do not pull a panel cover unless you are qualified per NFPA 70E; otherwise photograph and escalate.
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Tighten visible electrical connections
Check accessible junction-box covers, outlet plates, and POS power strips. Discolored outlets, warm cover plates, or wiggling plugs indicate loose terminations — log these and route to a licensed electrician.
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Test emergency lighting and exit signs
Hold the test button on each exit sign and emergency egress fixture for 30 seconds — required monthly under NFPA 101. Annual 90-minute battery load test is logged separately. Photograph any fixture that fails to illuminate or drops out early.
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Log failed emergency fixtures for replacement
Record fixture location, battery serial, and failure mode. AHJ inspectors check the NFPA 101 monthly log first — a missing entry is a faster citation than a failed fixture you've already documented for repair.
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Refrigeration Units
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Clean condenser coils on reach-in cases
Vacuum and brush condenser coils on every reach-in and walk-in condensing unit. Dust-clogged coils are the number-one cause of compressor failure and energy waste; budget 10 minutes per case.
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Inspect walk-in door gaskets and sweeps
Close the door on a dollar bill; if it pulls out with no resistance, the gasket is shot. Look for ice buildup at the hinge corner — a sign of warm-air infiltration that the compressor is fighting 24/7.
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Verify temperature logs against setpoint
Pull the last 30 days of temperature readings from the monitoring system (Cooper-Atkins, Therma, or built-in panel). Coolers should hold 33–38°F, freezers ≤ 0°F. Excursions over 4 hours require a product disposition decision per the food-safety SOP.
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Document the temperature excursion and notify the food-safety lead
Capture the date, duration, peak temperature, and affected SKUs. Excursions on TCS (time/temperature control for safety) products may require disposal under the local health code; the food-safety lead authorizes destroy-out and credits.
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Lighting Systems
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Replace burnt-out lamps on the sales floor
Walk the floor with the lighting plan and replace any dark lamp at end-cap, focal wall, and fitting-room fixtures first — these drive conversion. Match color temperature (typically 3000K or 3500K per brand standard); a mixed-temp end-cap reads as "messy" to customers.
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Clean track-light and recessed fixture lenses
Dust on a lens drops output by 20–30%. Wipe lenses with a dry microfiber; never spray solvent directly on a hot LED fixture.
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Verify lighting-control schedule
Open the lighting-control panel (Lutron, Wattstopper, or local time clock) and confirm on/off times match current store hours. After daylight-saving changes the schedule is the single most common drift point — stores end up lit at 6 a.m. on a closed Sunday, burning labor-budget energy.
Life Safety Equipment
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Inspect and restock the first-aid kit
Confirm the kit meets ANSI/ISEA Z308.1 Class A contents. Check expiration on antiseptics and burn gel; replace anything used since the last walk. Required under OSHA 29 CFR 1910.151.
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Test fire alarms and sprinkler tamper switches
Coordinate with the monitoring company before testing — silent test or place the panel on test mode to avoid a false dispatch. NFPA 25 requires quarterly tamper-switch and water-flow tests; the annual full test is contracted separately.
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Verify fire extinguisher tags and gauges
Each extinguisher needs a current annual service tag (NFPA 10) and a needle in the green. Check that each is mounted on the bracket, fully visible, and not blocked by stock — blocked extinguishers are the most common AHJ citation in stockrooms.
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Schedule the fire-protection vendor for recharge or replacement
Out-of-service extinguishers must be replaced with a loaner of equal class and rating per NFPA 10 — you cannot leave a bracket empty. Confirm the vendor's tech is certified by the state fire marshal's office.
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Sign off on the monthly maintenance walk
The store manager signs the completed walk. File the record for three years; AHJ inspectors and corporate facilities audits both ask for the trailing 12 months.
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