HVAC Maintenance Checklist Template SafetyCulture

7/21/2021 HVAC Maintenance Checklist Template - SafetyCulture
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Air Conditioner
Check and adjust thermostat.
OK Needs Action N/A
Check the condenser coil to determine if it needs cleaning.
OK Needs Action N/A
Check all wiring and connections to controls and electrical connections.
OK Needs Action N/A
Check blower belt wear, tension & adjust.
OK Needs Action N/A
Check voltage & amperage draw on all motors with meter.
OK Needs Action N/A
https://public-library.safetyculture.io/products/hvac-maintenance-checklist-template?referrer=https%3A%2F%2Fsafetyculture.com%2Fchecklists… 1/18
Check compressor contactor.
OK Needs Action N/A
Visually inspect compressor and check amp draw.
OK Needs Action N/A
Check start capacitor & potential relay.
OK Needs Action N/A
Check pressure switch cut-out setting.
OK Needs Action N/A
Replace air filter or clean reusable type filter.
OK Needs Action N/A
REFERENCE: Reusable type filter
[This is an example of how you can use iAuditor to include best practice reference images in
your templates to assist with inspections]
Install gauges & check operating pressures.
OK Needs Action N/A
Check refrigerant (freon) level and advise if adjustments necessary.
OK Needs Action N/A
Check condensate drain and pan then advise of any discrepancies.
OK Needs Action N/A
Check expansion valve & coil temperatures.
OK Needs Action N/A
Lubricate parts as needed.
OK Needs Action N/A
Check evaporator coil and advise if dirty or if it needs cleaning.
OK Needs Action N/A
Check the shape that the total system is in and advise customer of discrepancies.
OK Needs Action N/A
Heat Pump
OK Needs Action N/A
Check to make sure that the indoor & outdoor units turn on.
OK Needs Action N/A
Replace the air filter or clean if reusable type.
OK Needs Action N/A
Check bearings & lubricate blower motor if needed.
OK Needs Action N/A
Check blower belt, wear, tension & adjust as needed.
OK Needs Action N/A
Check electrical connections for tightness.
OK Needs Action N/A
Check evaporator coil to determine if it needs cleaning.
OK Needs Action N/A
Check voltage to unit.
OK Needs Action N/A
Check blower motor amp draw.
OK Needs Action N/A
Check electric heaters with amp probe and voltage during heating inspection.
OK Needs Action N/A
Check condenser motor bearings & lubricate if needed.
OK Needs Action N/A
Check condenser motor amp draw.
OK Needs Action N/A
Check refrigerant (freon) level.
OK Needs Action N/A
Check compressor amp draw.
OK Needs Action N/A
Check crankcase heater if compressor has one installed.
OK Needs Action N/A
Check defrost controls.
OK Needs Action N/A
Check reversing valve operation.
OK Needs Action N/A
Check coil temperature.
OK Needs Action N/A
OK Needs Action N/A
Perform visual inspection of ductwork and make notes regarding discrepancies.
OK Needs Action N/A
OK Needs Action N/A
Electric Heater
OK Needs Action N/A
Check to make sure that the indoor unit turns on.
OK Needs Action N/A
OK Needs Action N/A
OK Needs Action N/A
OK Needs Action N/A
OK Needs Action N/A
OK Needs Action N/A
Check amp draw on motor.
OK Needs Action N/A
Check amperage draw on each element.
OK Needs Action N/A
Check total amperage draw on elements.
OK Needs Action N/A
Check heat sequencer.
OK Needs Action N/A
Check electrical wiring and connections.
OK Needs Action N/A
Check temperature rise.
OK Needs Action N/A
Check supply temperature.
OK Needs Action N/A
Check heat anticipator.
OK Needs Action N/A
OK Needs Action N/A
OK Needs Action N/A
Gas Furnace
OK Needs Action N/A
Check heat anticipator.
OK Needs Action N/A
Check to make sure furnace/heat comes on.
OK Needs Action N/A
OK Needs Action N/A
Check blower motor bearings & lubricate if needed.
OK Needs Action N/A
Check blower belt wear, tension & adjust as needed.
OK Needs Action N/A
Check the flue for rust & corrosion and advise of discrepancies.
OK Needs Action N/A
Check flue for satisfactory operation.
OK Needs Action N/A
Check, clean, and adjust pilot if needed.
OK Needs Action N/A
https://public-library.safetyculture.io/products/hvac-maintenance-checklist-template?referrer=https%3A%2F%2Fsafetyculture.com%2Fchecklist… 10/18
Check electronic spark ignition control for proper operation.
OK Needs Action N/A
Check all wiring and connections to controls and electrical connections.
OK Needs Action N/A
Check burners to see if they need cleaning and advise.
OK Needs Action N/A
Check and adjust burners for fuel efficiency.
OK Needs Action N/A
Check heat exchanger for cracks, soot, & rust.
OK Needs Action N/A
Check heat exchanger for cracks when the furnace is hot.
OK Needs Action N/A
Check blower motor & induce draft motor amps.
OK Needs Action N/A
Check manifold pressure.
OK Needs Action N/A
Check fan controls.
OK Needs Action N/A
Test safety shutoff response.
OK Needs Action N/A
OK Needs Action N/A
OK Needs Action N/A
OK Needs Action N/A
Dual Fuel Heat Pump Furnace
OK Needs Action N/A
Check to make sure that the indoor & out doorunits come on, which includes the furnace.
OK Needs Action N/A
OK Needs Action N/A
OK Needs Action N/A
OK Needs Action N/A
Check electrical connections for tightness.
OK Needs Action N/A
OK Needs Action N/A
OK Needs Action N/A
Check blower motor amp draw.
OK Needs Action N/A
Check electric heaters with amp probe and voltage during heating inspection.
OK Needs Action N/A
Check condenser motor bearings & lubricate if needed.
OK Needs Action N/A
Check condenser motor amp draw.
OK Needs Action N/A
Check refrigerant (freon) level.
OK Needs Action N/A
Check compressor amp draw.
OK Needs Action N/A
Check crankcase heater if compressor has one installed.
OK Needs Action N/A
Check defrost controls.
OK Needs Action N/A
Check reversing valve operation.
OK Needs Action N/A
Check coil temperature.
OK Needs Action N/A
Check the flue for rust & corrosion and advise of discrepancies.
OK Needs Action N/A
Check flue for satisfactory operation.
OK Needs Action N/A
Check, clean, and adjust pilot if needed.
OK Needs Action N/A
Check electronic spark ignition control for proper operation.
OK Needs Action N/A
Check and adjust burners for fuel efficiency.
OK Needs Action N/A
Check heat exchanger for cracks, soot, & rust.
OK Needs Action N/A
Check heat exchanger for cracks when the furnace is hot.
OK Needs Action N/A
Check blower motor & induce draft motor amps.
OK Needs Action N/A
Check manifold pressure.
OK Needs Action N/A
Check fan controls
OK Needs Action N/A
Test safety shut off response.
OK Needs Action N/A
OK Needs Action N/A
OK Needs Action N/A
OK Needs Action N/A
Completion
Overall Comment / Cost of Maintenance
Enter text
Name and Signature 
Please note that this checklist is a hypothetical example and provides basic information only. It is not intended
to
take the place of, among other things,
workplace, health and safety advice; medical advice, diagnosis, or
treatment;
or other applicable laws. You should also seek your own professional advice to
determine if the use of such
checklist is
permissible in your workplace or jurisdiction.

HVAC Maintenance Checklist Template SafetyCulture

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7/21/2021 HVAC Maintenance Checklist Template - SafetyCulture

Convert your paper

Check and adjust thermostat.

OK Needs Action N/A

Check the condenser coil to determine if it needs cleaning.

OK Needs Action N/A

Check all wiring and connections to controls and electrical connections.

OK Needs Action N/A

Check blower belt wear, tension & adjust.

OK Needs Action N/A

Check voltage & amperage draw on all motors with meter.

OK Needs Action N/A

Check compressor contactor.

OK Needs Action N/A

Visually inspect compressor and check amp draw.

OK Needs Action N/A

Check start capacitor & potential relay.

OK Needs Action N/A

Check pressure switch cut-out setting.

OK Needs Action N/A

Replace air filter or clean reusable type filter.

OK Needs Action N/A

REFERENCE: Reusable type filter

Install gauges & check operating pressures.

OK Needs Action N/A

Check refrigerant (freon) level and advise if adjustments necessary.

OK Needs Action N/A

Check condensate drain and pan then advise of any discrepancies.

OK Needs Action N/A

Check expansion valve & coil temperatures.

OK Needs Action N/A

Lubricate parts as needed.

OK Needs Action N/A

Check evaporator coil and advise if dirty or if it needs cleaning.

OK Needs Action N/A

OK Needs Action N/A

Check and adjust thermostat.

OK Needs Action N/A

OK Needs Action N/A

Replace the air filter or clean if reusable type.

OK Needs Action N/A

Check bearings & lubricate blower motor if needed.

OK Needs Action N/A

Check blower belt, wear, tension & adjust as needed.

OK Needs Action N/A

Check electrical connections for tightness.

OK Needs Action N/A

Check evaporator coil to determine if it needs cleaning.

OK Needs Action N/A

Check voltage to unit.

OK Needs Action N/A

Check blower motor amp draw.

OK Needs Action N/A

OK Needs Action N/A

Check condenser motor bearings & lubricate if needed.

OK Needs Action N/A

Check condenser motor amp draw.

OK Needs Action N/A

Check refrigerant (freon) level.

OK Needs Action N/A

Check compressor amp draw.

OK Needs Action N/A