HVAC Checklist
HVAC Preventive Maintenance Checklist
Use a consistent, printable workflow for documenting a preventive maintenance visit.
HVAC Preventive Maintenance Checklist
Use a consistent, printable workflow for documenting a preventive maintenance visit.
For trained HVAC personnel only. Follow manufacturer instructions, applicable codes, licensing requirements, OSHA rules, and company procedures. Use required PPE and lockout/tagout. Stop when conditions are unsafe or work is outside your qualifications.
Take it with you
Send Me the Preventive-Maintenance Checklist
Keep the interactive, printable maintenance workflow in your inbox for planned visits and technician coaching.
- Reusable browser checklist
- Print-friendly field workflow
- Structured inspection and closeout prompts
How to use this checklist
Work through each section in the order required by your company procedure. Add notes for exceptions, measurements, follow-up, or items that do not apply. Progress is stored only in this browser unless the user intentionally prints or shares a copy.
Included sections
Customer and equipment information, Safety and lockout preparation, Thermostat, Filters, Electrical components, Blower assembly, Evaporator side, Condenser side, Refrigerant observations, Drain and condensate, Heating components when applicable, Airflow observations, Controls and operation, Final cleanup and customer recommendations, Technician signoff.
Important limitations
For trained HVAC personnel only. Follow manufacturer instructions, applicable codes, licensing requirements, OSHA rules, and company procedures. Use required PPE and lockout/tagout. Stop when conditions are unsafe or work is outside your qualifications.