Published 30 Nov 2021
HVAC maintenance is the periodic inspection of either commercial or residential heating, ventilation, and air conditioning systems. Performing regular HVAC maintenance can prolong equipment life, reduce repair incidence, and prevent costly breakdowns. HVAC contractors and property managers should perform HVAC preventive maintenance inspections at least quarterly or bi-annually, especially before peak usage seasons. Though the exact maintenance requirements of each property and unit are different, in general, HVAC maintenance involves cleaning, removing debris, replacing filters, and testing the functions of various components. To maintain HVAC systems, contractors also check for leaks and signs of corrosion. Such issues may indicate that there is a larger, more systemic problem which needs to be addressed sooner rather than later.
This HVAC maintenance checklist is used for preventive maintenance inspections and includes crucial maintenance checkpoints such as motors, controls, and 107 other items. Common areas of inspection include:
- Inspect cooling system functioning
- Inspect heat pumps functioning
- Inspect electrical heaters and air filters
- Inspect gas furnace
What is an HVAC Maintenance Checklist?
An HVAC maintenance checklist is used to easily conduct preventive maintenance of an HVAC system in commercial buildings and residential properties. Utilizing digital HVAC checklists help easily identify signs of HVAC failure, address potential issues, and ensure that heating, ventilation, and air conditioning systems are well-maintained and running cost-efficiently.
What Equipment is Checked During HVAC Maintenance?
The following equipment is checked during routine HVAC maintenance:
- Air Conditioner
- Heat Pump
- Electric Heater
- Gas Furnace
- Dual Fuel Heat Pump Furnace
What are HVAC Inspection Report Forms?
An HVAC inspection report details all the issues found during preventive maintenance and follow-up actions necessary for maintaining HVAC efficiency. Key HVAC inspection report findings may also include a comprehensive cost estimate for any repair or replacement work to be performed.
HVAC inspection report forms typically cover the following key areas of HVAC equipment:
- Equipment wear and tear
- Parts to be cleaned, replaced or lubricated
- Motors and controls
- Condition of electrical connections and voltage
- Coil temperature
HVAC Maintenance Checklist App
Regular preventive maintenance tasks, creating comprehensive inspection reports, and tracking HVAC equipment performance can be challenging and time-consuming. HVAC contractors and property managers can use iAuditor, the world’s #1 mobile inspection app, to easily perform paperless HVAC inspections and instantly generate detailed reports.
- Capture photos to better explain the issues found and the cost of maintenance
- Spot issues and correct them as a group, where each assigned action includes a built-in chat and activity feed. Learn more.
- Automatically generate and share HVAC inspection reports before leaving the facility.
- Send/receive notifications for scheduled maintenance checks.
- Use for free with small teams. Unlimited storage, integrations, and real-time analytics for premium accounts.
Preview a sample printable PDF report.
Top HVAC Maintenance Checklists
This HVAC inspection checklist can be used to prove the functionality of newly installed or upgraded heating, ventilation, and air conditioning (HVAC) systems. This HVAC inspection checklist includes checking & testing:
- Programmable thermostats
- Condensing units
- Variable Air Volume (VAV) terminals
Every failed commissioning criterion triggers a push notification via the iAuditor mobile app, email, and/or text message (SMS).
This commercial HVAC preventive maintenance checklist allows HVAC contractors to check as many HVAC equipment as needed to be maintained or inspected in a facility. Begin by adding a piece of equipment and specify if it is an air conditioning unit, heat pump, electric heater, gas furnace, or dual-fuel heat pump furnace. The list of preventive maintenance tasks to be accomplished will automatically appear, and you can efficiently continue your work by adding another piece of equipment as required. Finally, complete the preventive maintenance check with additional comments and a digital signature for the inspection report.
This residential air conditioning maintenance checklist can be used by landlords for the proper maintenance of air conditioning units in residential properties. Use this checklist with iAuditor’s scheduling feature to automatically send inspection schedules on your maintenance personnel’s mobile devices, instantly receive alerts on completed maintenance checks, and easily evaluate team performance in real-time.
A heat pump maintenance checklist is used during routine inspections of commercial or residential heat pumps to increase operational efficiency and lower ongoing energy costs. To conveniently submit heat pump maintenance inspection reports, the iAuditor mobile app works offline and automatically syncs with the cloud once you are online. Equipped with new temperature sensors, more accurate and frequent readings, 24/7 remote monitoring, and triggered alerts when something goes wrong are now within your reach. Learn more.
This gas furnace maintenance checklist can be used by professional furnace inspectors and property managers for general inspections to identify a furnace’s repair and maintenance needs. It provides checkpoints for cleaning, changing of disposable filters, and other inspection items to ensure that the furnace is in good condition.
- Take pictures of identified damage and irregularities then annotate them for evidence and documentation
- Add comments and notes for repair and maintenance recommendations
- Validate inspection data by providing inspector’s digital signature
A chiller maintenance checklist is used to assess if commercial HVAC chillers are maintaining the setpoint to achieve maximum efficiency. Use this checklist to easily inspect pressure and temperature gauges, detect potential chiller failures, and prevent short cycling. This checklist has been designed to make it easier for HVAC chiller maintenance technicians to efficiently:
- Inspect the chiller area and its general condition and intended function
- Take/attach photos of damages, repairs, and more
- Assign corrective actions with a due date and priority level
- Complete the chiller maintenance check with a digital signature
- Store the chiller maintenance log in the cloud