HVAC MAINTENANCE CHECKLIST TEMPLATE

Created by ChecklistGuro (https://checklistguro.com)


--- SAFETY & INITIAL INSPECTION ---
[ ] Date of Inspection
[ ] Time of Inspection
[ ] Equipment Location
[ ] Lockout/Tagout Procedure Verified? (Yes, No, N/A)
[ ] Weather Conditions
[ ] Inspector's Name
[ ] PPE Usage Confirmed? (Yes, No)

--- FILTER INSPECTION & REPLACEMENT ---
[ ] Filter Inspection Date
[ ] MERV Rating (if known)
[ ] Filter Condition (Clean, Slightly Dirty, Dirty, Very Dirty)
[ ] Filter Replacement Required? (Yes, No)
[ ] Filter Size (e.g., 16x25x1)
[ ] Filter Part Number (if applicable)
[ ] Filter Photo (Optional)

--- COIL CLEANING ---
[ ] Description of Coil Condition (Prior to Cleaning)
[ ] Coil Type (Aluminum, Copper, Stainless Steel, Other)
[ ] Coil Temperature (Prior to Cleaning) - °F
[ ] Cleaning Method Used (e.g., Chemical, Water Blast)
[ ] Cleaning Solution Concentration (%)
[ ] Description of Coil Condition (After Cleaning)
[ ] Coil Temperature (After Cleaning) - °F

--- REFRIGERANT LEVEL & PRESSURE ---
[ ] Suction Pressure (Low Side)
[ ] Liquid Line Pressure (High Side)
[ ] Superheat (degrees F)
[ ] Subcooling (degrees F)
[ ] Refrigerant Type (R-22, R-410A, R-134a, R-32, Other)
[ ] Leak Detection Notes (if applicable)
[ ] Recharge Required? (Yes, No)
[ ] Refrigerant Added (oz)

--- ELECTRICAL COMPONENT INSPECTION ---
[ ] Voltage (V)
[ ] Amperage (A)
[ ] Capacitor Status (Good, Bulged, Leaking, Failed)
[ ] Wiring Condition (Good, Frayed, Exposed, Damaged)
[ ] Notes on Electrical Components
[ ] Electrical Component Photos (Optional)

--- BLOWER MOTOR & FAN INSPECTION ---
[ ] Blower Motor RPM
[ ] Motor Bearing Temperature (°F)
[ ] Bearing Condition (Good, Fair, Poor, Requires Replacement)
[ ] Fan Blade Condition Notes
[ ] Lubrication Required? (Yes, No)
[ ] Lubrication Details (if applicable)
[ ] Amperage Draw

--- DRAIN LINE INSPECTION & CLEANING ---
[ ] Describe Current Condition of Drain Line
[ ] Signs of Blockage Found? (Algae/Slime, Debris (leaves, dust), Mineral Deposits, No Signs of Blockage)
[ ] Drain Line Slope (inches per foot)
[ ] Cleaning Method Used
[ ] Amount of Debris Removed (gallons)
[ ] Date of Last Drain Line Cleaning

--- THERMOSTAT CALIBRATION & FUNCTIONALITY ---
[ ] Current Thermostat Setting
[ ] Actual Room Temperature (measured)
[ ] Temperature Difference (Actual - Set)
[ ] Thermostat Mode (Heat/Cool/Auto/Off) (Heat, Cool, Auto, Off)
[ ] Calibration Adjustment Needed? (Yes, No)
[ ] Calibration Adjustment Details (if applicable)
[ ] Last Calibration Date

--- OVERALL PERFORMANCE & NOTES ---
[ ] Supply Air Temperature (°F)
[ ] Return Air Temperature (°F)
[ ] Differential Temperature (°F)
[ ] System Noise Observations
[ ] Unusual Smells Detected?
[ ] Overall System Performance (Excellent, Good, Fair, Poor)
[ ] Corrective Actions Taken
[ ] Next Scheduled Maintenance Date

--- END OF TEMPLATE ---
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