HVAC SYSTEM MAINTENANCE CHECKLIST: BUILDING CLIMATE CONTROL & ENERGY SAVINGS

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--- PRE-INSPECTION & SAFETY ---
[ ] Scheduled Inspection Date
[ ] Start Time of Inspection
[ ] HVAC Unit Location
[ ] Ambient Temperature (Fahrenheit/Celsius)
[ ] PPE Required (Select all that apply) (Safety Glasses, Gloves, Hearing Protection, Respirator, Hard Hat)
[ ] Notes on Potential Hazards
[ ] Inspector Signature

--- VISUAL INSPECTION & CLEANING ---
[ ] Overall System Condition (Brief Description)
[ ] Specific Areas of Visible Dirt or Debris
[ ] Photographs of Visible Issues
[ ] Estimated Dust/Debris Thickness (mm)
[ ] Presence of Mold/Mildew (Yes, No, Unsure)
[ ] Description of Any Rust or Corrosion Observed

--- FILTER MAINTENANCE ---
[ ] Filter Identification Number (if applicable)
[ ] Filter Condition (Clean, Slightly Dirty, Moderately Dirty, Very Dirty)
[ ] Filter Type (Disposable, Washable/Reusable)
[ ] Date Filter Replaced/Cleaned
[ ] Pressure Drop (in)
[ ] Filter Material (Fiberglass, Pleated, Electrostatic, Other)
[ ] Notes on Filter Condition or Replacement

--- COIL INSPECTION & CLEANING ---
[ ] Coil Fin Condition Rating (1-5, 1=Excellent, 5=Severe)
[ ] Type of Cleaning Method Used (Brush, Chemical Wash, Vacuum, Water Flush)
[ ] Description of any visible damage or corrosion
[ ] Upload before/after photos of coils
[ ] Refrigerant Charge Adjustment (oz/g)
[ ] Coil Material (Aluminum, Copper, Stainless Steel)

--- BLOWER MOTOR & FAN ASSESSMENT ---
[ ] Motor RPM (Revolutions Per Minute)
[ ] Belt Tension Gauge Reading (if applicable)
[ ] Motor Lubrication Status (Lubricated, Needs Lubrication, Not Applicable (Sealed Motor))
[ ] Fan Balance Check (Balanced, Slight Vibration, Significant Vibration)
[ ] Notes on Motor Condition
[ ] Belt Condition (if applicable) (Excellent, Good, Fair, Poor)

--- REFRIGERANT LEVEL & PRESSURE ---
[ ] Suction Line Pressure (PSI)
[ ] Liquid Line Pressure (PSI)
[ ] Superheat (Degrees F)
[ ] Subcooling (Degrees F)
[ ] Refrigerant Type (R-22, R-410A, R-134a, R-32, Other)
[ ] Notes on Refrigerant Condition
[ ] Refrigerant Added (oz)

--- ELECTRICAL COMPONENTS ---
[ ] Capacitor Microfarads (µF)
[ ] Capacitor Voltage (V)
[ ] Wiring Condition (Excellent, Good, Fair, Poor)
[ ] Electrical Issues Observed (Loose Connections, Damaged Wiring, Arcing, Overheating, None)
[ ] Last Electrical Inspection Date
[ ] Notes on Electrical Component Condition

--- DRAINAGE SYSTEM ---
[ ] Condensate Pan Depth (inches)
[ ] Drain Line Condition (Clear, Slightly Obstructed, Obstructed)
[ ] Description of Any Drainage Issues
[ ] Airflow through Drain Line? (Yes, No)
[ ] Last Drain Line Cleaning Date
[ ] Description of Cleaning Method Used (if applicable)

--- PERFORMANCE TESTING ---
[ ] Supply Air Temperature (Leaving)
[ ] Return Air Temperature
[ ] Delta T (Temperature Difference)
[ ] Airflow (CFM)
[ ] Static Pressure
[ ] Noise Level (Normal, Slightly Elevated, Elevated - Requires Investigation)
[ ] Vibration Assessment (None, Minor, Moderate, Significant - Requires Investigation)
[ ] Test Start Time

--- POST-MAINTENANCE & DOCUMENTATION ---
[ ] Date of Maintenance
[ ] Time of Maintenance Start
[ ] Maintenance Hours
[ ] Detailed Notes on Work Performed
[ ] Overall System Performance (Post-Maintenance) (Excellent, Good, Fair, Needs Improvement)
[ ] Refrigerant Added (Yes/No) (Yes, No)
[ ] Attach Photos/Reports (Optional)
[ ] Technician Signature

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