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Inspection

Pre-inspection

Turn off the electrical and fuel supply before working on your furnace

• The electrical supply is usually a red switchplate near the stairs or the burner
• The fuel supply is usually near the oil tank or the incoming gas pipe

Electrical and fuel supply has been turned off

Clean


If you are unable to clean the furnace thoroughly, contact a professional

Sweep or vacuum dust from around the furnace and registers so air can flow freely

Vacuum the burners and around the base of the furnace

Use a flashlight to spot any soot that’s collected, indicating poor combustion

Remove the bolts securing the blower and gently lift it out

Use a small brush and vacuum to clean the blower blades properly

Remove the lower door and vacuum the blower compartment

Clean the belts and pulleys that lead to the blower

Vacuum the heat vents in your home (do this annually before winter begins)

Replace Disposable Filters

Open the filter access and remove the filter

Check the filter size and type and note this on or near the furnace in permanent marker

- If you use a pleated or polyester filter, change every three (3) months
- If you use a fiberglass filter, change it monthly
- If you smoke inside or have pets, change it each month regardless of filter type
- For a permanent filter, follow the manufacturer’s instructions, attached to the furnace itself

Place the old filter in the trash, not the recycling

Close the filter access, using the clasps to ensure it remains shut

Inspect

Ensure the combustion air openings are not blocked or restricted

Inspect the flue pipe for corrosion or leaks

Check the drive belt leading to the blower for any cracks or frayed edges

Use a straw to remove dust from the pilot

Use an emery cloth to clean the flame sensor and reinsert into the proper bracket

Check the vents for rust and leaky water

Keep an eye out for loose panels as these can raise your heating bill or cause your furnace to shutdown

Look to see that drain lines are clear and draining properly

Have a look at your electronic thermostat to see if the batteries need to be changed

If you use the same vents for heating and air conditioning, there may be a setting to adjust the dampers based on season.

Sign off
Inspector's name and signature

Complete Furnace Maintenance Checklist

Created by: SafetyCulture Staff | Industry: General | Downloads: 11

This complete furnace maintenance checklist can be used by professional furnace inspectors and property managers for general inspections and identify a furnace’s repair and maintenance needs. It provides pointers for cleaning, changing of disposable filters, and items to inspect to ensure that the furnace is in good condition.

Signup for a free iAuditor account to download and edit this checklist. It will be added to your free account and you will be able to conduct inspections from your mobile device.

Download and edit this free checklist

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Inspection

Pre-inspection

Turn off the electrical and fuel supply before working on your furnace

• The electrical supply is usually a red switchplate near the stairs or the burner
• The fuel supply is usually near the oil tank or the incoming gas pipe

Electrical and fuel supply has been turned off

Clean


If you are unable to clean the furnace thoroughly, contact a professional

Sweep or vacuum dust from around the furnace and registers so air can flow freely

Vacuum the burners and around the base of the furnace

Use a flashlight to spot any soot that’s collected, indicating poor combustion

Remove the bolts securing the blower and gently lift it out

Use a small brush and vacuum to clean the blower blades properly

Remove the lower door and vacuum the blower compartment

Clean the belts and pulleys that lead to the blower

Vacuum the heat vents in your home (do this annually before winter begins)

Replace Disposable Filters

Open the filter access and remove the filter

Check the filter size and type and note this on or near the furnace in permanent marker

- If you use a pleated or polyester filter, change every three (3) months
- If you use a fiberglass filter, change it monthly
- If you smoke inside or have pets, change it each month regardless of filter type
- For a permanent filter, follow the manufacturer’s instructions, attached to the furnace itself

Place the old filter in the trash, not the recycling

Close the filter access, using the clasps to ensure it remains shut

Inspect

Ensure the combustion air openings are not blocked or restricted

Inspect the flue pipe for corrosion or leaks

Check the drive belt leading to the blower for any cracks or frayed edges

Use a straw to remove dust from the pilot

Use an emery cloth to clean the flame sensor and reinsert into the proper bracket

Check the vents for rust and leaky water

Keep an eye out for loose panels as these can raise your heating bill or cause your furnace to shutdown

Look to see that drain lines are clear and draining properly

Have a look at your electronic thermostat to see if the batteries need to be changed

If you use the same vents for heating and air conditioning, there may be a setting to adjust the dampers based on season.

Sign off
Inspector's name and signature