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Free HVAC maintenance checklist: Every unit, checked the same way.

A printable HVAC maintenance checklist for rooftop units, split systems and air handlers. It covers airflow, coils, drains, refrigerant and controls. Change the checks to fit your units, mark each one, and print it or save a PDF for the customer.

1. Pick a template
Suggested: monthly or quarterly
2. Mark each check
Before you start
  1. Isolate power and lock out the unit
  2. Look for leaks, rust or damage on the cabinet
Airflow
  1. Check air filters and replace if dirty
  2. Check belts for wear and tension
  3. Clean the condenser and evaporator coils
  4. Check the blower motor and fan blades
Cooling and controls
  1. Clear the condensate drain and drain pan
  2. Check refrigerant pressures against the nameplate
  3. Tighten electrical connections and check contactors
  4. Test the thermostat and run a full cooling cycle
  5. Record supply and return air temperatures
0 of 11 checks done0 pass · 0 fail · 0 N/A

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What it covers

The hvac unit checks.

How often: monthly or quarterly

Before you start

  • Isolate power and lock out the unit
  • Look for leaks, rust or damage on the cabinet

Airflow

  • Check air filters and replace if dirty
  • Check belts for wear and tension
  • Clean the condenser and evaporator coils
  • Check the blower motor and fan blades

Cooling and controls

  • Clear the condensate drain and drain pan
  • Check refrigerant pressures against the nameplate
  • Tighten electrical connections and check contactors
  • Test the thermostat and run a full cooling cycle
  • Record supply and return air temperatures

These are common checks to start from. Your machine’s manual and the safety rules for your site come first, so add or change checks to match them.

From the field

Tips for a better check.

  • Write down supply and return air temperatures every visit. A change in the gap between them shows a problem early.
  • Photograph the filter before you swap it. It answers "was it really that dirty?" before anyone asks.
  • Note the filter size on the unit record, so the next visit brings the right one.

Want this check to come up on schedule? See how preventive maintenance plans work in Catalyces.

More free checklists

Questions

HVAC unit checklist questions.

Still wondering about something?Call, text or write to us. A real person on the team will answer.+1 934-200-2385
Email hello@catalyces.com

Most commercial units get a visit every quarter, with a fuller service before the cooling and heating seasons. Units that run hard all year, or sit in dusty or coastal air, often need monthly filter checks. The manufacturer’s manual and your service contract set the real interval.