Run HVAC Annual System Tune-Up Inspection — Free

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 critical (required)

Confirm de-energization and isolation before removing access panels or touching internal components.

Yes No N/A

Required PPE is worn for the task

Select all PPE used during inspection and service.

Yes No N/A

Work area is clear and safe for service access

Verify access panels, ladders, and surrounding area are unobstructed and free of trip hazards.

Yes No N/A

Visible safety labels and disconnects are legible

Check that disconnects, panel labels, and warning labels are present and readable.

Yes No N/A

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 critical (required)

Check for air bypass around the filter rack, missing gaskets, or loose access doors.

Yes No N/A

Supply and return airflow appear unobstructed

Verify grilles, registers, and return openings are clear of obstructions.

Yes No N/A

Static pressure reading

Measure total external static pressure if available.

Note (optional)

Coils and Condensate System

Evaporator coil is clean and free of visible debris critical (required)

Check coil face for dust buildup, matting, biological growth, or blockage.

Yes No N/A

Condenser coil is clean and unobstructed critical (required)

Inspect coil surface and surrounding clearance for dirt, debris, or airflow blockage.

Yes No N/A

Condensate drain and trap are clear critical (required)

Verify proper drainage, no standing water, and no visible blockage in drain line or trap.

Yes No N/A

No evidence of water leaks, overflow, or corrosion

Inspect pan, cabinet, and nearby surfaces for water staining, rust, or active leakage.

Yes No N/A

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 critical (required)

Inspect service valves, fittings, brazed joints, and line set insulation for signs of leakage.

Yes No N/A

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 critical (required)

Assess system operation for signs of undercharge or overcharge based on measured values and manufacturer guidance.

Yes No N/A

Compressor operation is normal

Check for abnormal noise, short cycling, excessive vibration, or overheating.

Yes No N/A

Electrical and Controls

Disconnect, contactor, and wiring are in good condition critical (required)

Check for loose connections, heat damage, corrosion, or damaged insulation.

Yes No N/A

Capacitors and motors show no visible signs of failure

Inspect for bulging capacitors, burned terminals, excessive noise, or bearing issues.

Yes No N/A

Control wiring and terminals are secure

Verify low-voltage wiring, terminals, and connectors are intact and secure.

Yes No N/A

Thermostat or BAS command responds correctly critical (required)

Confirm setpoint changes, mode changes, and start/stop commands operate as intended.

Yes No N/A

Safety controls and interlocks function properly critical (required)

Verify applicable safeties such as high/low pressure switches, freezestats, and condensate switches.

Yes No N/A

Startup, Performance, and Closeout

Unit starts and runs without abnormal vibration or noise critical (required)

Observe startup and steady-state operation after service is complete.

Yes No N/A

Supply air temperature recorded

Measure supply air temperature at the appropriate test point.

Note (optional)

Any deficiencies or corrective actions documented critical (required)

List all non-conformances, repairs completed, and follow-up work required.

Inspector signature

Inspector signs to confirm the inspection findings and service completion.

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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