Run HVAC Annual System Tune-Up Inspection — Free

System Identification and Safety

Verify equipment ID and location

Record the HVAC unit identifier, served area, and exact location.

Lockout/tagout applied when required critical (required)

Confirm safe work practices were followed before opening panels or servicing components.

Yes No N/A

Unit accessible and safe to inspect critical (required)

Check that access panels, clearances, and surrounding area allow safe inspection and service.

Yes No N/A

Visible damage or abnormal conditions noted

Inspect for leaks, corrosion, vibration, unusual noise, or other visible issues.

Yes No N/A

Air Filters and Airflow

Air filters inspected and replaced if needed critical (required)

Verify filter condition, fit, and cleanliness.

Yes No N/A

Filter type and size verified

Document the installed filter type, MERV rating if known, and size.

Return and supply airflow unobstructed

Check that grilles, registers, and duct openings are not blocked.

Yes No N/A

Blower compartment clean and secure

Inspect blower area for dust buildup, loose components, and proper panel fit.

Yes No N/A

Airflow performance acceptable

Rate overall airflow performance after inspection and any maintenance performed.

Coils and Condensate System

Evaporator coil condition acceptable critical (required)

Check for dirt buildup, damage, icing, or restricted airflow across the coil.

Yes No N/A

Condenser coil condition acceptable critical (required)

Inspect outdoor coil for debris, blockage, corrosion, and physical damage.

Yes No N/A

Condensate drain clear and functioning critical (required)

Verify drain line is clear, trap is present if required, and no overflow is observed.

Yes No N/A

Drain pan clean and free of standing water

Inspect drain pan for sludge, microbial growth, cracks, or standing water.

Yes No N/A

Coil cleaning completed or scheduled

Document the coil maintenance status.

Refrigerant Circuit

Refrigerant lines inspected for leaks or damage critical (required)

Inspect suction and liquid lines, insulation, and fittings for oil residue, damage, or leaks.

Yes No N/A

Operating pressures recorded

Record suction and discharge pressures or other applicable readings.

Superheat or subcooling within acceptable range critical (required)

Confirm refrigerant performance readings are within manufacturer specifications.

Yes No N/A

Refrigerant charge acceptable

Document overall refrigerant charge assessment.

Signs of frost, icing, or abnormal cycling

Check for symptoms that may indicate refrigerant or airflow issues.

Yes No N/A

Electrical and Controls

Electrical connections secure and free of overheating critical (required)

Inspect wiring, terminals, contactors, and connections for looseness, discoloration, or heat damage.

Yes No N/A

Capacitors and contactors in good condition

Check for bulging, wear, pitting, or other signs of failure.

Yes No N/A

Thermostat or control system operating correctly critical (required)

Verify setpoint response, mode changes, and communication with the HVAC unit.

Yes No N/A

Safety switches and interlocks tested critical (required)

Confirm applicable safeties, limits, and interlocks function as intended.

Yes No N/A

Control settings documented

Record relevant control settings, schedules, or adjustments made during service.

Startup, Performance, and Closeout

System starts and runs normally critical (required)

Confirm proper startup, stable operation, and no unusual noise or vibration.

Yes No N/A

Supply air temperature recorded

Record supply air temperature at the appropriate test point.

Note (optional)

Corrective actions documented

List any repairs, recommendations, or follow-up work required.

Inspector signature

Inspector sign-off confirming the inspection was completed.

Get your results

Enter your email — we'll send you a PDF of your filled-out template. We won't sign you up to anything; you can opt in to the trial from the email if you want.

Email (required)

Your name (optional)

Run: HVAC Annual System Tune-Up Inspection

System Identification and Safety

Air Filters and Airflow

Coils and Condensate System

Refrigerant Circuit

Electrical and Controls

Startup, Performance, and Closeout

Get your results