Run HVAC Preventive Maintenance Inspection — Free

Pre-Work Safety and Access

Lockout-tagout applied before opening guarded or energized equipment critical (required)

Verify equipment is de-energized and isolated before internal inspection or service.

Yes No N/A

Work area clear, dry, and safe for access critical (required)

No standing water, trip hazards, blocked access, or unsafe conditions around HVAC equipment.

Yes No N/A

Required PPE available and worn critical (required)

Confirm task-appropriate PPE is in use, such as gloves, eye protection, and hearing protection as needed.

Yes No N/A

Access panels, ladders, and service clearances adequate

Equipment can be reached safely without forcing access or creating fall hazards.

Yes No N/A

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 critical (required)

Check filter condition, fit, and orientation. Replace if loaded, damaged, or bypassing air.

Yes No N/A

Blower assembly free of excessive dust, debris, and vibration

Inspect blower wheel, housing, and visible vibration or imbalance.

Yes No N/A

Coil surfaces clean and unobstructed

Evaporator or indoor coil is not visibly matted with dust, grease, or biological buildup that restricts airflow.

Yes No N/A

Condensate drain and pan clear and draining properly critical (required)

No overflow, standing water, algae, or blockage observed in drain pan or drain line.

Yes No N/A

Belts, pulleys, and mounts in serviceable condition

Check for cracking, fraying, misalignment, looseness, or abnormal wear.

Yes No N/A

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 critical (required)

Coil fins are not clogged with dirt, leaves, trash, or other debris that would reduce heat transfer.

Yes No N/A

Compressor starts and runs without abnormal noise or short cycling critical (required)

Observe startup and operating behavior for chatter, grinding, repeated cycling, or other abnormal operation.

Yes No N/A

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.

Yes No N/A

Visible oil staining or refrigerant leak indicators present critical (required)

Check fittings, valves, and coil areas for oil residue or other signs of leakage.

Yes No N/A

Condenser fan blades and guards in good condition

No cracks, looseness, rubbing, or guard damage observed.

Yes No N/A

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 critical (required)

No missing covers, exposed conductors, or damaged enclosures observed.

Yes No N/A

Wiring, terminals, and conduit show no visible damage or overheating critical (required)

Look for discoloration, loose connections, frayed insulation, or burn marks.

Yes No N/A

Contactors, relays, and capacitors operating within normal condition

No pitting, swelling, buzzing, or other signs of failure observed.

Yes No N/A

Thermostats and control sensors respond correctly

Verify setpoint response, mode changes, and sensor readings are reasonable for current conditions.

Yes No N/A

Measured supply voltage within acceptable range

Record the measured voltage and compare to equipment nameplate or manufacturer requirements.

Note (optional)

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 critical (required)

Verify no obvious undercharge or overcharge indicators such as icing, poor cooling, or abnormal cycling.

Yes No N/A

System temperature split recorded

Record supply and return air temperatures or other applicable performance measurements.

Note (optional)

Maintenance log updated with findings and actions

Document completed tasks, deficiencies, parts replaced, and follow-up work required.

Yes No N/A

Next service interval scheduled

Record the planned date or season for the next preventive maintenance visit.

Note (optional)

Inspector signature completed critical (required)

Signature confirms the inspection was completed and findings were recorded accurately.

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Run: HVAC Preventive Maintenance Inspection

Pre-Work Safety and Access

Air Handlers and Indoor Units

Compressors and Condensers

Electrical and Controls

Refrigerant, Performance, and Documentation

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