HVAC Maintenance Checklist Template
Performing HVAC Maintenance Checklist Template using eAuditor & audit inspection.
HVAC Maintenance Checklist
1. General Inspection
- Visual Inspection: Check for any visible signs of wear, damage, or leaks.
- Check System Operation: Ensure the system is running smoothly and listen for any unusual noises.
2. Air Filters
- Inspect Filters: Check for dirt and debris.
- Clean/Replace Filters: Clean or replace filters if they are dirty or clogged.
3. Thermostat
- Check Calibration: Verify that the thermostat is reading accurately.
- Adjust Settings: Ensure settings are correct for current weather conditions.
4. Ductwork
- Inspect Ducts: Check for any signs of leaks or damage.
- Clean Ducts: Clean the ducts if necessary.
5. Coils
- Clean Coils: Clean evaporator and condenser coils if dirty.
- Inspect Coils: Check for signs of damage or corrosion.
6. Condensate Drain
- Inspect Drain: Ensure the condensate drain is clear and free-flowing.
- Clean Drain: Clean the drain if it’s clogged.
7. Refrigerant Levels
- Check Levels: Ensure refrigerant levels are within the recommended range.
- Top Off: Add refrigerant if levels are low.
8. Electrical Components
- Inspect Wires and Connections: Check for any loose or damaged wires.
- Test Components: Test electrical components such as the contactor and capacitor.
9. System Controls
- Check Start Cycle: Ensure the system starts and shuts off properly.
- Test System Performance: Check the system’s performance under normal operating conditions.
10. Blower Components
- Inspect Blower: Check for any signs of wear or damage.
- Clean Blower: Clean the blower fan and components if needed.
11. Heat Exchanger
- Inspect Heat Exchanger: Check for any cracks or signs of wear.
12. Safety Checks
- Check Carbon Monoxide Detector: Ensure it is functioning properly.
- Verify System Shutdown: Test the system’s safety shutdown features.
13. Documentation
- Record Maintenance: Document any maintenance performed, including date and details.
- Schedule Next Maintenance: Set a date for the next maintenance check.
HVAC Maintenance Checklist (eAuditor Audits & Inspection Version)
1. General Inspection
- Visual Inspection: Upload photos of any visible issues.
- System Operation: Log any unusual noises or performance issues.
2. Air Filters
- Inspect Filters: Use the eAuditor Audits & Inspection’s feature to note filter condition.
- Clean/Replace Filters: Set a reminder for cleaning or replacing filters.
3. Thermostat
- Check Calibration: Enter calibration readings into the eAuditor Audits & Inspection.
- Adjust Settings: Use the eAuditor Audits & Inspection to update or adjust thermostat settings.
4. Ductwork
- Inspect Ducts: Upload photos or notes of duct condition.
- Clean Ducts: Schedule cleaning or inspection through the eAuditor Audits & Inspection.
5. Coils
- Clean Coils: Use the eAuditor Audits & Inspection to log coil cleaning or inspection.
- Inspect Coils: Record any damage or corrosion.
6. Condensate Drain
- Inspect Drain: Note any clogs or blockages.
- Clean Drain: Schedule cleaning through the eAuditor Audits & Inspection.
7. Refrigerant Levels
- Check Levels: Enter refrigerant levels into the eAuditor Audits & Inspection.
- Top Off: Set reminders for refrigerant checks or refills.
8. Electrical Components
- Inspect Wires and Connections: Log any issues with wiring or connections.
- Test Components: Record test results for electrical components.
9. System Controls
- Check Start Cycle: Use the eAuditor Audits & Inspection to track system start and stop cycles.
- Test System Performance: Log performance metrics and any anomalies.
10. Blower Components
- Inspect Blower: Note the condition of the blower components.
- Clean Blower: Schedule cleaning or maintenance through the eAuditor Audits & Inspection.
11. Heat Exchanger
- Inspect Heat Exchanger: Document any issues with the heat exchanger.
12. Safety Checks
- Check Carbon Monoxide Detector: Log status and test results.
- Verify System Shutdown: Record the effectiveness of the system’s safety shutdown features.
13. Documentation
- Record Maintenance: Use the eAuditor Audits & Inspection’s documentation features to log details and dates.
- Schedule Next Maintenance: Set up reminders for the next maintenance check.