HVAC Preventive Maintenance Inspection

Quarterly / seasonal HVAC preventive maintenance check covering air handlers, compressors, condensers, filters, electrical, and refrigerant. Used by facility managers and HVAC technicians to extend equipment life and prevent surprise failures.

Pre-Work Safety and Access

• Lockout-tagout applied before opening guarded or energized equipment
  Verify equipment is de-energized and isolated before internal inspection or service.
• Work area clear, dry, and safe for access
  No standing water, trip hazards, blocked access, or unsafe conditions around HVAC equipment.
• Required PPE available and worn
  Confirm task-appropriate PPE is in use, such as gloves, eye protection, and hearing protection as needed.
• Access panels, ladders, and service clearances adequate
  Equipment can be reached safely without forcing access or creating fall hazards.
• Inspection date and equipment location confirmed
  Record the unit identifier, building, floor, or zone being inspected.

Air Handlers and Indoor Units

• Air filters installed, clean, and correctly seated
  Check filter condition, fit, and orientation. Replace if loaded, damaged, or bypassing air.
• Blower assembly free of excessive dust, debris, and vibration
  Inspect blower wheel, housing, and visible vibration or imbalance.
• Coil surfaces clean and unobstructed
  Evaporator or indoor coil is not visibly matted with dust, grease, or biological buildup that restricts airflow.
• Condensate drain and pan clear and draining properly
  No overflow, standing water, algae, or blockage observed in drain pan or drain line.
• Belts, pulleys, and mounts in serviceable condition
  Check for cracking, fraying, misalignment, looseness, or abnormal wear.
• Supply and return airflow appears normal
  Verify no obvious restriction, unusual noise, or weak discharge at the unit.

Compressors and Condensers

• Condenser coil clean and free of blockage
  Coil fins are not clogged with dirt, leaves, trash, or other debris that would reduce heat transfer.
• Compressor starts and runs without abnormal noise or short cycling
  Observe startup and operating behavior for chatter, grinding, repeated cycling, or other abnormal operation.
• Refrigerant lines insulated and free of visible damage
  Suction line insulation is intact where required and lines show no visible abrasion, oil staining, or damage.
• Visible oil staining or refrigerant leak indicators present
  Check fittings, valves, and coil areas for oil residue or other signs of leakage.
• Condenser fan blades and guards in good condition
  No cracks, looseness, rubbing, or guard damage observed.
• Operating pressures and temperatures recorded
  Record measured suction/discharge pressures and line temperatures if available during the inspection.

Electrical and Controls

• Disconnects, panels, and covers secure and intact
  No missing covers, exposed conductors, or damaged enclosures observed.
• Wiring, terminals, and conduit show no visible damage or overheating
  Look for discoloration, loose connections, frayed insulation, or burn marks.
• Contactors, relays, and capacitors operating within normal condition
  No pitting, swelling, buzzing, or other signs of failure observed.
• Thermostats and control sensors respond correctly
  Verify setpoint response, mode changes, and sensor readings are reasonable for current conditions.
• Measured supply voltage within acceptable range
  Record the measured voltage and compare to equipment nameplate or manufacturer requirements.
• Electrical deficiencies documented for follow-up
  Record any non-conformance, corrective action, or escalation needed.

Refrigerant, Performance, and Documentation

• Refrigerant charge appears normal for operating conditions
  Verify no obvious undercharge or overcharge indicators such as icing, poor cooling, or abnormal cycling.
• System temperature split recorded
  Record supply and return air temperatures or other applicable performance measurements.
• Maintenance log updated with findings and actions
  Document completed tasks, deficiencies, parts replaced, and follow-up work required.
• Next service interval scheduled
  Record the planned date or season for the next preventive maintenance visit.
• Inspector signature completed
  Signature confirms the inspection was completed and findings were recorded accurately.