• Client

  • Conducted on

  • Prepared by

  • Location

Heat Pump

  • Check and adjust thermostat.

  • Check to make sure that the indoor & outdoor units turn on.

  • Replace the air filter or clean if reusable type.

  • Check bearings & lubricate blower motor if needed.

  • Check blower belt, wear, tension & adjust as needed.

  • Check electrical connections for tightness.

  • Check evaporator coil to determine if it needs cleaning.

  • Check voltage to unit.

  • Check blower motor amp draw.

  • Check electric heaters with amp probe and voltage during heating inspection.

  • Check condenser motor bearings & lubricate if needed.

  • Check condenser motor amp draw.

  • Check refrigerant (freon) level.

  • Check compressor amp draw.

  • Check crankcase heater if compressor has one installed.

  • Check defrost controls.

  • Check reversing valve operation.

  • Check coil temperature.

  • Check condensate drain and pan then advise of any discrepancies.

  • Perform visual inspection of ductwork and make notes regarding discrepancies.

  • Check the shape that the total system is in and advise customer of discrepancies.


  • Overall Comment / Cost of Maintenance

  • Name and Signature

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