Preventative Maintenance Checklist

Outdoor units

• Inspect unit for proper refrigerant level
• Clean dirt, leaves and debris from inside cabinet
• Inspect base pan for restricted drain openings—remove obstructions as necessary
• Inspect coil and cabinet
• Inspect fan motor and fan blades for wear and damage
• Inspect control box, associated controls/accessories, wiring and connections. 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.
• Inspect control box, associated controls, wiring and connections
• Clean or replace air filters
• Inspect conditioned airflow system (ductwork)

While your system is operating

• Monitor system starting characteristics and capabilities
• Listen for abnormal noise
• Monitor air conditioning and heat pump systems for correct refrigerant charge
• Measure outdoor dry bulb temperature
• Measure indoor dry and wet bulb temperature
• Measure high and low side system pressures
• Monitor gas furnace for correct line and manifold gas pressure
• Measure temperature rise
• Check vent system for proper operation
• Monitor system for correct line and load volts/amps
• Monitor system operation per manufacturer's specifications
• Provide system operation report and recommend repairs or replacement as necessary

NOTE:  Manufacturers recommend all maintenance and service work be performed by a professional air conditioning and heating dealer that holds the appropriate credentials to install and service air conditioning and heating equipment.