Standard Operating Procedures
equipment maintenance
HVAC Filter Replacement
Quarterly air filter swap — shutdown → remove → verify size → install with airflow arrow → tag date. 15 minutes per unit.
Built for:
Facilities
Property Management
Office
Manufacturing
Healthcare
What's inside this template
Steps
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Shut off unit at thermostat or disconnect
Turn off the air handler at the thermostat first; then lock out at the disconnect switch if performing electrical-adjacent work.
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Remove old filter
Open access panel. Slide filter out, supporting bottom edge to avoid loose debris falling. Note size printed on filter frame.
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Verify replacement size and MERV
New filter dimensions must match exactly (within 1/4"). MERV rating per facility spec — typical office is MERV 8-11; healthcare is MERV 13+.
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Install with airflow arrow
Filter has airflow direction arrow on frame — must point toward the blower (away from return). Backwards installation collapses the filter.
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Tag with installation date
Write installation date on filter frame with marker. Update PM log with date, location, filter size/MERV, and tech name.
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Restart and verify
Close access panel. Restore power if locked out. Restart unit at thermostat. Verify normal airflow at supply registers.
Common use cases
Quarterly PM
Indoor air quality
Service contract task
Related templates
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