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Run: HVAC Annual System Tune-Up Inspection

Keep HVAC systems running efficiently with a structured annual tune-up inspection. Track filters, coils, refrigerant, electrical checks, and controls in one ...

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System Identification and Safety

Record the HVAC unit identifier, served area, and exact location.
Confirm safe work practices were followed before opening panels or servicing components.
Check that access panels, clearances, and surrounding area allow safe inspection and service.
Inspect for leaks, corrosion, vibration, unusual noise, or other visible issues.

Air Filters and Airflow

Verify filter condition, fit, and cleanliness.
Document the installed filter type, MERV rating if known, and size.
Check that grilles, registers, and duct openings are not blocked.
Inspect blower area for dust buildup, loose components, and proper panel fit.
Rate overall airflow performance after inspection and any maintenance performed.

Coils and Condensate System

Check for dirt buildup, damage, icing, or restricted airflow across the coil.
Inspect outdoor coil for debris, blockage, corrosion, and physical damage.
Verify drain line is clear, trap is present if required, and no overflow is observed.
Inspect drain pan for sludge, microbial growth, cracks, or standing water.
Document the coil maintenance status.

Refrigerant Circuit

Inspect suction and liquid lines, insulation, and fittings for oil residue, damage, or leaks.
Record suction and discharge pressures or other applicable readings.
Confirm refrigerant performance readings are within manufacturer specifications.
Document overall refrigerant charge assessment.
Check for symptoms that may indicate refrigerant or airflow issues.

Electrical and Controls

Inspect wiring, terminals, contactors, and connections for looseness, discoloration, or heat damage.
Check for bulging, wear, pitting, or other signs of failure.
Verify setpoint response, mode changes, and communication with the HVAC unit.
Confirm applicable safeties, limits, and interlocks function as intended.
Record relevant control settings, schedules, or adjustments made during service.

Startup, Performance, and Closeout

Confirm proper startup, stable operation, and no unusual noise or vibration.
Record supply air temperature at the appropriate test point.
List any repairs, recommendations, or follow-up work required.
Inspector sign-off confirming the inspection was completed.

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