HVAC Annual System Tune-Up Inspection

Annual inspection template for HVAC system tune-up, covering filters, coils, refrigerant, electrical components, and controls.

System Identification and Safety

• Equipment identifier matches work order and asset record
  Record unit ID, location, manufacturer, model, and serial number.
• Unit is isolated using lockout-tagout before internal access
  Confirm de-energization and isolation before removing access panels or touching internal components.
• Required PPE is worn for the task
  Select all PPE used during inspection and service.
• Work area is clear and safe for service access
  Verify access panels, ladders, and surrounding area are unobstructed and free of trip hazards.
• Visible safety labels and disconnects are legible
  Check that disconnects, panel labels, and warning labels are present and readable.

Air Filters and Airflow

• Air filter condition is acceptable
  Record the filter condition and whether replacement is needed.
• Correct filter size and MERV rating installed
  Record the installed filter size and rating; verify it matches the equipment requirement.
• Filter rack and frame are sealed with no bypass gaps
  Check for air bypass around the filter rack, missing gaskets, or loose access doors.
• Supply and return airflow appear unobstructed
  Verify grilles, registers, and return openings are clear of obstructions.
• Static pressure reading
  Measure total external static pressure if available.

Coils and Condensate System

• Evaporator coil is clean and free of visible debris
  Check coil face for dust buildup, matting, biological growth, or blockage.
• Condenser coil is clean and unobstructed
  Inspect coil surface and surrounding clearance for dirt, debris, or airflow blockage.
• Condensate drain and trap are clear
  Verify proper drainage, no standing water, and no visible blockage in drain line or trap.
• No evidence of water leaks, overflow, or corrosion
  Inspect pan, cabinet, and nearby surfaces for water staining, rust, or active leakage.
• Coil and drain condition notes
  Document cleaning performed, chemical treatment used, or any observed deficiencies.

Refrigerant Circuit

• Refrigerant lines show no visible oil staining or leak evidence
  Inspect service valves, fittings, brazed joints, and line set insulation for signs of leakage.
• Suction and discharge pressures recorded
  Record measured pressures and operating conditions during the inspection.
• Superheat or subcooling recorded
  Document the applicable refrigerant performance measurement used for the system.
• Refrigerant charge appears within normal operating range
  Assess system operation for signs of undercharge or overcharge based on measured values and manufacturer guidance.
• Compressor operation is normal
  Check for abnormal noise, short cycling, excessive vibration, or overheating.

Electrical and Controls

• Disconnect, contactor, and wiring are in good condition
  Check for loose connections, heat damage, corrosion, or damaged insulation.
• Capacitors and motors show no visible signs of failure
  Inspect for bulging capacitors, burned terminals, excessive noise, or bearing issues.
• Control wiring and terminals are secure
  Verify low-voltage wiring, terminals, and connectors are intact and secure.
• Thermostat or BAS command responds correctly
  Confirm setpoint changes, mode changes, and start/stop commands operate as intended.
• Safety controls and interlocks function properly
  Verify applicable safeties such as high/low pressure switches, freezestats, and condensate switches.

Startup, Performance, and Closeout

• Unit starts and runs without abnormal vibration or noise
  Observe startup and steady-state operation after service is complete.
• Supply air temperature recorded
  Measure supply air temperature at the appropriate test point.
• Any deficiencies or corrective actions documented
  List all non-conformances, repairs completed, and follow-up work required.
• Inspector signature
  Inspector signs to confirm the inspection findings and service completion.