Workflow Templates: HVAC Maintenance Checklist

Inspect the HVAC system for any visible signs of wear or damage.

Check and replace air filters as needed to ensure proper airflow.

Lubricate motors and bearings to prevent friction and wear.

Verify that the thermostat settings are appropriate for the current season.

Calibrate the thermostat to ensure accurate temperature control.

Check for proper operation of the thermostat and replace batteries if necessary.

Inspect the condition of belts and pulleys, making adjustments or replacements as needed.

Clean the coils to ensure efficient heat transfer and airflow.

Check the drain pans and condensate lines to ensure they are clear of obstructions and draining properly.

Check refrigerant levels and inspect for leaks.

Adjust refrigerant charge if necessary to meet manufacturer specifications.

Record refrigerant usage as per EPA regulations.

Inspect electrical connections for tightness and corrosion.

Test the operation of the contactor and relays.

Verify that the capacitors are within their rated capacitance range.

Test safety and limit controls for proper operation.

Check the fire and smoke dampers for correct functionality.

Ensure that all emergency shut-off procedures are in place and operational.

HVAC Maintenance Checklist