Free template · Checklist
HVAC maintenance checklist
The tune-up checklist for cooling, heat pump and gas furnace visits, with the readings to record, so every tech does every visit the same way. Read it here, or get the printable PDF with a readings log and customer summary.
Get the printable PDFCooling / heat pump: outdoor unit
- Clean condenser coil and straighten fins
- Check contactor for pitting and capacitor µF against rating
- Check fan motor, blade and bearings
- Confirm unit is level and clear of debris
- Inspect line insulation and service valve caps
Cooling / heat pump: indoor unit
- Replace or clean the filter
- Inspect evaporator coil and drain pan; flush the condensate line
- Test the float / condensate safety switch
- Check blower wheel and motor amps
Cooling performance
- Superheat (fixed orifice) or subcooling (TXV) against target
- Temperature split across the coil
- Total external static pressure
- Compressor and fan amps
Gas furnace
- Test for CO at the flue and in the living space
- Inspect heat exchanger, venting and gas connections
- Clean flame sensor and record micro-amps
- Check gas pressure and temperature rise against the nameplate
- Verify safeties: rollout, high limit, pressure switch
Free download
HVAC Maintenance Checklist (Cooling + Heating)
Printable tune-up checklists for AC, heat pump and furnace visits, with readings to record.
Get it free- Cooling / heat pump tune-up checklist
- Gas furnace tune-up checklist
- Readings log: superheat, subcooling, static pressure, temperature split, amps
- Customer recommendations section
Frequently asked questions
Most manufacturers and contractors recommend servicing cooling before summer and heating before winter, typically twice a year for a heat pump or a split system with a furnace. Check the manufacturer's warranty terms, which sometimes require annual maintenance.
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