Free HVAC Design Maintenance Checklist Template

HVAC Design Maintenance Checklist


Prepared by: [Your Name]

Company: [Your Company Name]

Date: [Date]


I. System Information

HVAC System Details

Manufacturer:                                                             

Model Number:                                                             

Installation Date:                                                             

Last Service Date:                                                             

II. Inspection Tasks

Inspect Components

  • Check air filters for cleanliness and replace them as needed.

  • Inspect ductwork for leaks or insulation issues.

  • Examine coils for debris or damage.

  • Check electrical connections for security and wear.

Inspect Operational Efficiency

  • Assess thermostat calibration and functionality.

  • Observe system start-up, operation, and shutdown processes.

III. Cleaning Tasks

Clean System Components

  • Vacuum and clean vents and grilles.

  • Clean condenser and evaporator coils.

  • Remove debris from the outdoor unit.

IV. Testing Procedures

System Performance Testing

  • Measure refrigerant levels and refill if necessary.

  • Test system airflow for optimal output.

  • Check thermostat response time and accuracy.

V. Repair and Replacement

Repair Tasks

  • Identify and repair any leaks in ductwork.

  • Replace worn or damaged insulation.

Replacement Tasks

  • Replace faulty thermostats or sensors.

  • Exchange any failing electrical components.

VI. Compliance and Safety Checks

Safety Inspections

  • Ensure all safety switches are operational.

  • Check and verify carbon monoxide levels are within safe limits.

Compliance Verification

  • Verify system meets local code requirements.

  • Review and document compliance with safety standards.

VII. Date and Sign-Off

Date of Inspection:                                                             

[Your Name]

Inspector



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