Information
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Client
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Conducted on
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Prepared by
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Location
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HVAC System: click +
HVAC
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Identify the HVAC
Air Conditioner
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Check and adjust thermostat.
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Check the condenser coil to determine if it needs cleaning.
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Check all wiring and connections to controls and electrical connections.
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Check blower belt wear, tension & adjust.
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Check voltage & amperage draw on all motors with meter.
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Check compressor contactor.
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Visually inspect compressor and check amp draw.
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Check start capacitor & potential relay.
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Check pressure switch cut-out setting.
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Replace air filter or clean reusable type filter.
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Install gauges & check operating pressures.
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Check refrigerant (freon) level and advise if adjustments necessary.
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Check condensate drain and pan then advise of any discrepancies.
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Check expansion valve & coil temperatures.
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Lubricate parts as needed.
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Check evaporator coil and advise if dirty or if it needs cleaning.
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Check the shape that the total system is in and advise customer of discrepancies.
Heat Pump
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Check and adjust thermostat.
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Check to make sure that the indoor & outdoor units turn on.
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Replace the air filter or clean if reusable type.
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Check bearings & lubricate blower motor if needed.
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Check blower belt, wear, tension & adjust as needed.
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Check electrical connections for tightness.
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Check evaporator coil to determine if it needs cleaning.
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Check voltage to unit.
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Check blower motor amp draw.
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Check electric heaters with amp probe and voltage during heating inspection.
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Check condenser motor bearings & lubricate if needed.
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Check condenser motor amp draw.
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Check refrigerant (freon) level.
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Check compressor amp draw.
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Check crankcase heater if compressor has one installed.
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Check defrost controls.
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Check reversing valve operation.
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Check coil temperature.
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Check condensate drain and pan then advise of any discrepancies.
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Perform visual inspection of ductwork and make notes regarding discrepancies.
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Check the shape that the total system is in and advise customer of discrepancies.
Electric Heater
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Check and adjust thermostat.
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Check to make sure that the indoor unit turns on.
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Replace the air filter or clean if reusable type.
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Check bearings & lubricate blower motor if needed.
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Check blower belt, wear, tension & adjust as needed.
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Check evaporator coil to determine if it needs cleaning.
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Check voltage to unit.
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Check amp draw on motor.
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Check amperage draw on each element.
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Check total amperage draw on elements.
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Check heat sequencer.
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Check electrical wiring and connections.
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Check temperature rise.
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Check supply temperature.
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Check heat anticipator.
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Perform visual inspection of ductwork and make notes regarding discrepancies.
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Check the shape that the total system is in and advise customer of discrepancies.
Gas Furnace
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Check and adjust thermostat.
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Check heat anticipator.
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Check to make sure furnace/heat comes on.
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Replace the air filter or clean if reusable type.
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Check blower motor bearings & lubricate if needed.
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Check blower belt wear, tension & adjust as needed.
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Check the flue for rust & corrosion and advise of discrepancies.
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Check flue for satisfactory operation.
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Check, clean, and adjust pilot if needed.
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Check electronic spark ignition control for proper operation.
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Check all wiring and connections to controls and electrical connections.
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Check burners to see if they need cleaning and advise.
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Check and adjust burners for fuel efficiency.
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Check heat exchanger for cracks, soot, & rust.
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Check heat exchanger for cracks when the furnace is hot.
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Check blower motor & induce draft motor amps.
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Check manifold pressure.
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Check fan controls.
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Test safety shutoff response.
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Check condensate drain and pan then advise of any discrepancies.
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Perform visual inspection of ductwork and make notes regarding discrepancies.
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Check the shape that the total system is in and advise customer of discrepancies.
Dual Fuel Heat Pump Furnace
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Check and adjust thermostat.
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Check to make sure that the indoor & out doorunits come on, which includes the furnace.
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Replace the air filter or clean if reusable type.
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Check bearings & lubricate blower motor if needed.
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Check blower belt, wear, tension & adjust as needed.
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Check electrical connections for tightness.
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Check evaporator coil to determine if it needs cleaning.
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Check voltage to unit.
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Check blower motor amp draw.
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Check electric heaters with amp probe and voltage during heating inspection.
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Check condenser motor bearings & lubricate if needed.
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Check condenser motor amp draw.
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Check refrigerant (freon) level.
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Check compressor amp draw.
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Check crankcase heater if compressor has one installed.
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Check defrost controls.
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Check reversing valve operation.
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Check coil temperature.
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Check the flue for rust & corrosion and advise of discrepancies.
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Check flue for satisfactory operation.
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Check, clean, and adjust pilot if needed.
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Check electronic spark ignition control for proper operation.
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Check and adjust burners for fuel efficiency.
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Check heat exchanger for cracks, soot, & rust.
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Check heat exchanger for cracks when the furnace is hot.
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Check blower motor & induce draft motor amps.
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Check manifold pressure.
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Check fan controls
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Test safety shut off response.
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Check condensate drain and pan then advise of any discrepancies.
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Perform visual inspection of ductwork and make notes regarding discrepancies.
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Check the shape that the total system is in and advise customer of discrepancies.
Completion
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Overall Comment / Cost of Maintenance
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Name and Signature