Loading...

Run: HVAC Annual System Tune-Up Inspection

Use this HVAC Annual System Tune-Up Inspection template to document filters, coils, refrigerant, electrical, controls, and startup checks in one annual servi...

Fill this out, get a PDF emailed to you. No account required. Want to run it with your team and track results? Sign up free →

System Identification and Safety

Record unit ID, location, manufacturer, model, and serial number.
Confirm de-energization and isolation before removing access panels or touching internal components.
Select all PPE used during inspection and service.
Verify access panels, ladders, and surrounding area are unobstructed and free of trip hazards.
Check that disconnects, panel labels, and warning labels are present and readable.

Air Filters and Airflow

Record the filter condition and whether replacement is needed.
Record the installed filter size and rating; verify it matches the equipment requirement.
Check for air bypass around the filter rack, missing gaskets, or loose access doors.
Verify grilles, registers, and return openings are clear of obstructions.
Measure total external static pressure if available.

Coils and Condensate System

Check coil face for dust buildup, matting, biological growth, or blockage.
Inspect coil surface and surrounding clearance for dirt, debris, or airflow blockage.
Verify proper drainage, no standing water, and no visible blockage in drain line or trap.
Inspect pan, cabinet, and nearby surfaces for water staining, rust, or active leakage.
Document cleaning performed, chemical treatment used, or any observed deficiencies.

Refrigerant Circuit

Inspect service valves, fittings, brazed joints, and line set insulation for signs of leakage.
Record measured pressures and operating conditions during the inspection.
Document the applicable refrigerant performance measurement used for the system.
Assess system operation for signs of undercharge or overcharge based on measured values and manufacturer guidance.
Check for abnormal noise, short cycling, excessive vibration, or overheating.

Electrical and Controls

Check for loose connections, heat damage, corrosion, or damaged insulation.
Inspect for bulging capacitors, burned terminals, excessive noise, or bearing issues.
Verify low-voltage wiring, terminals, and connectors are intact and secure.
Confirm setpoint changes, mode changes, and start/stop commands operate as intended.
Verify applicable safeties such as high/low pressure switches, freezestats, and condensate switches.

Startup, Performance, and Closeout

Observe startup and steady-state operation after service is complete.
Measure supply air temperature at the appropriate test point.
List all non-conformances, repairs completed, and follow-up work required.
Inspector signs to confirm the inspection findings and service completion.

Get your results

Enter your email — we'll send you a PDF of your filled-out template, plus the occasional MangoScoop newsletter (templates, workflow tips, product updates). Unsubscribe anytime — link is in every email.

Generated with MangoApps Templates — browse 250+ free
Ask AI Product Advisor

Hi! I'm the MangoApps Product Advisor. I can help you with:

  • Understanding our 40+ workplace apps
  • Finding the right solution for your needs
  • Answering questions about pricing and features
  • Pointing you to free tools you can try right now

What would you like to know?