Ensure your HVAC system operates efficiently with the HVAC Preventive Maintenance Template, offered by Template.net. This customizable, downloadable, and printable template is editable in our AI Editor Tool. Ideal for scheduling regular inspections, filter replacements, and system checks, it helps prevent costly repairs, enhances indoor air quality, and prolongs the lifespan of your HVAC equipment.
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.
