Seasonal HVAC maintenance checklist

Seasonal HVAC maintenance checklist

A two-visit residential plan: cooling in spring, heating in fall. Adjust it to the equipment you service and the manufacturer instructions.

Spring: cooling tune-up

• Replace or clean the air filter and note the size
• Check thermostat operation and settings
• Clean the condenser coil and clear debris around the unit
• Check refrigerant operating pressures, superheat and subcool
• Test the capacitor (record µF vs. rating) and inspect the contactor
• Measure amp draw on compressor and fan motors
• Clear and flush the condensate drain and check the pan and float switch
• Measure supply and return temperatures (temperature split)
• Inspect the disconnect, whip and wiring for heat damage

Fall: heating tune-up

• Replace or clean the air filter
• Inspect the burners, flame sensor and igniter
• Check gas pressure and run a combustion safety test
• Inspect the heat exchanger and flue venting
• Test safety limits and the rollout switches
• Check the blower wheel, motor and amp draw
• Heat pumps: test the defrost cycle and reversing valve
• Test CO detectors near sleeping areas

Every visit

• Record model and serial numbers if they are missing
• Photograph the data plate and anything you recommend replacing
• Note the system's age and any repair-or-replace conversation
• Leave the customer a visit report

Notes: