FREE HVAC TOOL
Free HVAC preventive maintenance checklist
Work through this free, interactive HVAC maintenance checklist on-screen during the visit, record readings, flag conditions, add tech notes, then print or download a completed copy for the customer before leaving the property.
Preventive Maintenance Checklist
1. Airside Inspection
in. WC
in. WC
2. Refrigeration System
PSIG
PSIG
°F
°F
°F
°F
3. Electrical System
MFD measured
MFD rated
4. Condensate System
5. Outdoor Unit
A
A
6, Thermostat and Controls
7. Tech Notes and Recommendations
Items observed / noted for customer
Recommended but not performed today
Items requiring a return visit
Overall system condition
Technician
Customer acknowledgment
This checklist documents observations made during this visit. It does not constitute a warranty of equipment performance.
What this HVAC maintenance checklist covers
A complete preventive maintenance visit touches every major system on the unit. Use this list to make sure nothing gets skipped and the customer gets a record of what was found.
- Customer and equipment info. Name, service address, make, model, serial, system age, refrigerant type, filter size, and date of last service
- Airside inspection. Filter condition, evaporator coil cleanliness, blower wheel, supply and return static pressure, and visible duct condition
- Refrigeration system checks. Suction and discharge pressures, suction and liquid line temperatures, superheat, subcooling, and refrigerant charge assessment
- Electrical system. Contactor condition, capacitor MFD reading with tolerance check, wire and terminal inspection, safety controls, and disconnect condition
- Condensate system. Drain pan cleanliness, drain flow test result, float switch test, and secondary drain or overflow alert status
- Outdoor unit. Condenser coil condition, fan blade inspection, fan rotation confirmation, and compressor running and startup amp draw
- Thermostat and controls. Cooling mode, heating mode, and fan-only mode test, plus customer instruction on operation
- Tech notes and recommendations. Free-text fields for customer-facing observations, items declined or deferred, follow-up needs, and overall system condition rating
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Start for $1$1 for 14 days, then $19/mo. Card required. Cancel any time.
HVAC maintenance checklist FAQ
What should be on an HVAC preventive maintenance checklist?
A thorough HVAC maintenance checklist covers the airside (filter, blower, coil, static pressure), the refrigeration system (pressures, superheat and subcooling, refrigerant charge), the electrical system (capacitor, contactor, wiring), the condensate system (drain pan, drain flow, float switch), the outdoor unit (coil, fan, compressor amps), and thermostat and controls, plus a section for tech notes and recommendations.
Is this checklist really free?
Yes, the HVAC maintenance checklist is free with no signup, no credit card, and nothing saved to a server, so the customer and equipment details stay on the device.
How often should HVAC maintenance be performed?
Most residential systems benefit from maintenance twice per year. A cooling season check in spring and a heating season check in fall. Commercial systems with higher run hours often require quarterly checks. Annual maintenance at minimum is the standard recommendation from most equipment manufacturers and is often required to maintain warranty coverage.