HVAC maintenance checklist

The core of this list comes from ENERGY STAR's maintenance checklist, which says a typical check-up should include checking thermostat settings, tightening electrical connections and measuring voltage and current on motors, lubricating moving parts, checking the condensate drain, checking controls, and checking the starting cycle. For cooling it adds cleaning the coils, checking the refrigerant level, and cleaning and adjusting the blower; for heating, checking gas or oil connections, gas pressure, burner combustion and the heat exchanger.

ENERGY STAR says airflow problems can reduce a system's efficiency by up to 15 percent, and that a dirty filter can increase energy costs and damage equipment. It advises homeowners to inspect, clean or change filters once a month, which is worth showing the customer on every visit.

For a visit that covers only one season, use the spring cooling checklist or the fall heating checklist.

Tick each item as you go. The sheet saves in this browser, so you can close the page and come back. Print a blank copy for the truck, or fill it in on your phone and print or save it as a PDF for the customer at the end.

Sell the tune-up as a plan on your site and on every invoice. Koira bills the plan, books the spring and fall visits and reminds the customer, so the work shows up on your day.