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hvac preventative maintenance checklist

Many dealers provide priority service for their customers who have an annual maintenance or service agreement. Bi-annual preventative maintenance will ensure that your system runs as efficiently as possible. Your local dealer will perform the following tasks, depending on the unit:

Outdoor Units

  • Inspect unit for proper refrigerant level and adjust if necessary
  • Clean dirt, leaves and debris from inside cabinet
  • Inspect base pan for restricted drain openings—remove obstructions as necessary
  • Inspect coil and cabinet—clean as needed
  • Inspect fan motor and fan blades for wear and damage—on older models lubricate as needed
  • Inspect control box, associated controls/accessories, wiring and connections. Controls may include contactors, relays, circuit boards, capacitors, sump heat and other accessories. All control box and electrical parts should be checked for wear or damage.
  • Inspect compressor and associated tubing for damage

Indoor Units

  • Inspect and clean blower assembly (includes blower housing, blower wheel and motor)
  • On older models, lubricate motor and inspect and replace fan belt if needed
  • Check combustion blower housing for lint and debris and clean as necessary
  • Inspect evaporator coil, drain pan and condensate drain lines. Clean as needed
  • Inspect for gas leaks in gas furnaces
  • Inspect burner assembly—clean and adjust as needed
  • Inspect ignition system and safety controls—clean and adjust as needed
  • Inspect heat exchanger or heating elements
  • Inspect flue system—check for proper attachment to the furnace, any dislocated sections, and for signs of corrosion. Replace if necessary.
  • Inspect control box, associated controls, wiring and connections
  • Clean or replace air filters
  • Inspect conditioned airflow system (ductwork)—check for leaks