Free HVAC Preventive Maintenance Template
HVAC Preventive Maintenance Schedule
Prepared by: [Your Name]
Date: October 1, 2050
Overview
The HVAC preventive maintenance schedule outlines all required tasks to ensure optimal performance, energy efficiency, and longevity of the heating, ventilation, and air conditioning systems. This plan should be strictly followed by designated personnel to minimize downtime and costly repairs.
General Maintenance Schedule
Monthly Tasks
-
Inspect air filters and replace if necessary.
-
Clean condensate drain lines.
-
Check thermostat settings for proper functioning.
Quarterly Tasks
-
Clean evaporator and condenser coils.
-
Inspect refrigerant levels and adjust if needed.
-
Check ductwork for leaks or damage.
|
Task |
Frequency |
Responsible Personnel |
|---|---|---|
|
Filter Replacement |
Monthly |
HVAC Technician |
|
Coil Cleaning |
Quarterly |
Maintenance Supervisor |
|
Refrigerant Level Check |
Quarterly |
HVAC Technician |
Bi-Annual Tasks
-
Check electrical connections and tighten them where needed.
-
Lubricate all moving parts.
-
Inspect the outdoor unit for debris and clear it as necessary.
Annual Tasks
-
Calibrate thermostats.
-
Inspect heat exchangers for cracks and other signs of wear.
-
Perform a complete system functionality test.
Additional Recommendations
-
[Your Company Name] recommends scheduling maintenance during low-demand periods to minimize disruptions. Please contact [Your Company Name] for additional assistance or if any issues arise between scheduled maintenance checks.
Documentation & Recordkeeping
All inspections, repairs, and replacements must be documented to track system performance. The responsible personnel should ensure that records are maintained for future reference and compliance with regulatory standards.
|
Inspection Date |
Personnel |
Task Performed |
|---|---|---|
|
October 1, 2050 |
HVAC Technician |
General System Inspection |
|
January 1, 2050 |
Maintenance Supervisor |
Quarterly Coil Cleaning |
|
April 1, 2050 |
HVAC Technician |
Filter Replacement |
Contact Information
For any issues or to schedule preventive maintenance services, please reach out to [Your Name] at [Your Email]. You may also contact [Your Company Name] at [Your Company Email] or [Your Company Number] for further inquiries. We encourage you to reach out promptly to prevent any potential system malfunctions.
