HVAC Maintenance Checklist
A ready-to-print HVAC service checklist with furnace and AC sections. Add your logo, edit the items, print or save as PDF.
How to use| Item | OK | Needs attention | N/A | Notes |
|---|---|---|---|---|
| General / controls | ||||
| Thermostat operation, settings and batteries | ||||
| Air filter checked / replaced (size: ) | ||||
| Electrical connections tight, no signs of overheating | ||||
| Motor voltage and amperage within nameplate rating | ||||
| Moving parts lubricated where required | ||||
| Condensate drain, trap and pan cleaned and flowing | ||||
| Float / condensate safety switch tested | ||||
| System starts, runs and shuts off properly | ||||
| Furnace / heating | ||||
| Burners clean, flame even and blue | ||||
| Heat exchanger inspected for cracks or corrosion | ||||
| Igniter and flame sensor checked / cleaned | ||||
| Gas pressure checked, no leaks at gas connections | ||||
| Flue and venting secure, proper draft | ||||
| Carbon monoxide test (record ppm) | ||||
| High-limit and safety switches tested | ||||
| Blower wheel, motor and belt inspected | ||||
| Temperature rise within manufacturer range | ||||
| Air conditioning / cooling | ||||
| Condenser coil cleaned, area clear of debris | ||||
| Evaporator coil inspected / cleaned | ||||
| Refrigerant pressures, superheat / subcooling recorded | ||||
| Capacitor tested (rated / actual µF) | ||||
| Contactor inspected for pitting or burning | ||||
| Condenser fan motor and blade checked | ||||
| Refrigerant line insulation intact | ||||
| Supply / return temperature split recorded | ||||
| Airflow | ||||
| Visible ductwork sealed, no disconnections | ||||
| Supply registers and return grilles open and clear | ||||
| Total external static pressure recorded | ||||
How to use
- The HVAC template is already loaded, with general, furnace, AC and airflow sections. To mix in other trades, use the custom builder.
- Fill in the boxes. Your business name and logo are remembered on this device.
- Check the preview below the form. It updates as you type.
- Press Print, or Save as PDF and choose “Save as PDF” in the print window.
- Want to mix trades or add your own sections? Use the custom builder.
About this HVAC maintenance checklist
Use it as an HVAC preventive maintenance checklist, a seasonal tune-up sheet or a furnace and AC service checklist. Readings such as CO, refrigerant pressures, capacitor values and temperature split go in the Notes column. For hot water and steam boilers, use the boiler maintenance checklist.
Questions
What does an HVAC maintenance checklist cover?
This one covers controls and filters, furnace checks (burners, heat exchanger, flame sensor, venting, CO test, safety switches), AC checks (coils, refrigerant readings, capacitor, contactor, temperature split) and airflow. Remove anything that does not apply to the unit.
Can I use it for a furnace-only or AC-only visit?
Yes. Remove the section you do not need with its ✕ button, or change the title to Furnace Maintenance Checklist or AC Maintenance Checklist.
How often should HVAC equipment be serviced?
Most manufacturers recommend a heating tune-up before winter and a cooling tune-up before summer. Follow the equipment manufacturer and any service agreement you have with the customer.
Templates and calculators are for general use only and are not legal, tax or accounting advice.