Information

  • Client

  • Conducted on

  • Prepared by

  • Location

Air Conditioner

  • Check and adjust thermostat.

  • Check the condenser coil to determine if it needs cleaning.

  • Check all wiring and connections to controls and electrical connections.

  • Check blower belt wear, tension & adjust.

  • Check voltage & amperage draw on all motors with meter.

  • Check compressor contactor.

  • Visually inspect compressor and check amp draw.

  • Check start capacitor & potential relay.

  • Check pressure switch cut-out setting.

  • Replace air filter or clean reusable type filter.

  • REFERENCE: Reusable type filter
    [This is an example of how you can use iAuditor to include best practice reference images in your templates to assist with inspections]

    shutterstock_517733092_1.jpg
  • Install gauges & check operating pressures.

  • Check refrigerant (freon) level and advise if adjustments necessary.

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

  • Check expansion valve & coil temperatures.

  • Lubricate parts as needed.

  • Check evaporator coil and advise if dirty or if it needs cleaning.

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

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.

Electric Heater

  • Check and adjust thermostat.

  • Check to make sure that the indoor unit turns 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 evaporator coil to determine if it needs cleaning.

  • Check voltage to unit.

  • Check amp draw on motor.

  • Check amperage draw on each element.

  • Check total amperage draw on elements.

  • Check heat sequencer.

  • Check electrical wiring and connections.

  • Check temperature rise.

  • Check supply temperature.

  • Check heat anticipator.

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

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

Gas Furnace

  • Check and adjust thermostat.

  • Check heat anticipator.

  • Check to make sure furnace/heat comes on.

  • Replace the air filter or clean if reusable type.

  • Check blower motor bearings & lubricate if needed.

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

  • Check the flue for rust & corrosion and advise of discrepancies.

  • Check flue for satisfactory operation.

  • Check, clean, and adjust pilot if needed.

  • Check electronic spark ignition control for proper operation.

  • Check all wiring and connections to controls and electrical connections.

  • Check burners to see if they need cleaning and advise.

  • Check and adjust burners for fuel efficiency.

  • Check heat exchanger for cracks, soot, & rust.

  • Check heat exchanger for cracks when the furnace is hot.

  • Check blower motor & induce draft motor amps.

  • Check manifold pressure.

  • Check fan controls.

  • Test safety shutoff response.

  • 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.

Dual Fuel Heat Pump Furnace

  • Check and adjust thermostat.

  • Check to make sure that the indoor & out doorunits come on, which includes the furnace.

  • 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 the flue for rust & corrosion and advise of discrepancies.

  • Check flue for satisfactory operation.

  • Check, clean, and adjust pilot if needed.

  • Check electronic spark ignition control for proper operation.

  • Check and adjust burners for fuel efficiency.

  • Check heat exchanger for cracks, soot, & rust.

  • Check heat exchanger for cracks when the furnace is hot.

  • Check blower motor & induce draft motor amps.

  • Check manifold pressure.

  • Check fan controls

  • Test safety shut off response.

  • 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.

Completion

  • Overall Comment / Cost of Maintenance

  • Name and Signature

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