Free HVAC Maintenance Schedule Template

HVAC MAINTENANCE SCHEDULE

Prepared by: [Your Name]


I. Introduction

This HVAC Maintenance Schedule is essential for ensuring the efficient operation and longevity of HVAC systems across [Your Company Name]'s facilities. Regular maintenance not only enhances equipment performance but also contributes to energy efficiency and indoor air quality management.


II. Equipment Identification

Equipment

Location

Model/Serial Number

HVAC Unit 1

Main Office

ACX-3001 / SN-123456

HVAC Unit 2

Warehouse

BX-2000 / SN-789012

HVAC Unit 3

Production Area

CZ-4500 / SN-567890


III. Maintenance Tasks

Task Description

Details

Replace air filters

Use MERV 8 filters for standard offices and MERV 13 for areas with sensitive equipment or high dust levels. Check monthly and replace as needed to maintain air quality.

Clean condenser coils

Bi-annually inspect and clean coils using a non-acidic coil cleaner. Remove debris, dirt, and potential mold to optimize heat transfer and reduce energy consumption. Check for corrosion or leaks.

Lubricate moving parts

Annually apply lithium grease to fan motors, bearings, and pulleys. Ensure all moving parts operate smoothly to prevent wear and noise issues.

Check thermostat calibration

Bi-annually calibrate thermostats for accuracy. Verify temperature readings against a calibrated thermometer in various zones to maintain occupant comfort and energy efficiency.

Inspect ductwork

Annually inspect ducts for leaks, cracks, or blockages. Seal leaks promptly to optimize airflow and prevent energy loss. Ensure ducts are clean to maintain indoor air quality.


IV. Frequency

Task

Frequency

Air filter replacement

Monthly (standard), Quarterly (specialized)

Coil cleaning

Bi-annually

Lubrication

Annually

Thermostat calibration

Bi-annually

Ductwork inspection

Annually


V. Responsible Parties

Task

Responsible Party

Air filter replacement

HVAC Technician

Coil cleaning

Maintenance Team

Lubrication

HVAC Contractor

Thermostat calibration

Facility Manager

Ductwork inspection

HVAC Specialist


VI. Notes/Comments

Regular HVAC maintenance is critical for compliance with industry regulations and to uphold warranty requirements. Document any observations, recommendations, or issues encountered during maintenance visits here. Ensure all maintenance tasks are logged and reviewed to maintain operational efficiency and comfort for building occupants.


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