HVAC Preventive Maintenance

• Conducted On

  Date

• Client

• Prepared By

• Location
  Address

• Suite #

Unit Model and Serial #

• Make

• Model #

• Serial #

Air Handler Model And Serial #

• Make

• Model #

• Serial #

• Refrigerant type

Thermostat

• Thermostat In Working Conditions

  Yes

  No

  N/A

• Make Of Thermostat?

• Room Temperature Accuracy?

  Good

  Fair

  Poor

  N/A

Check Voltage & Amperage Draw

• Compressor Load Voltage

• Compressor Amp Draw

• Condenser Fan Motor Amp Draw

Capacitor(s)

• Dual Run Capacitor

  Yes

  No

  N/A

• Multiple Capacitors?

  Yes

  No

  N/A

• Test Capacitor(s)

  Yes

  No

  N/A

• Does System Have A Start Capacitor?

  Yes

  No

  N/A

• If Applicable, What Is Start Capacitor Rated?

• What Microfarad is Capacitor(s)?

Suction/Vapor Side

• PSIG

• Super Heat

• Vapor Saturation Temperature

• Suction Line Temperature

Discharge/Liquid Side

• PSIG

• Sub Cooling

• Required Sub Cooling Per Manufacturer

• Liquid Saturation Temperature

• Liquid Line Temperature

Refrigerant

• Check Refrigerant (Freon) Levels

  Good

  Fair

  Poor

  N/A

• Was Freon Added?

  Yes

  No

  N/A

• Was Freon Recovered?

  Yes

  No

  N/A

• How Much Freon was Recovered/Added?

Visual Inspections

• Inspect All Wiring And Electrical Connections

  Good

  Fair

  Poor

  N/A

• Condition Of Condenser Coil

  Good

  Fair

  Poor

  N/A

• Condition Of Suction Line Insulation

  Good

  Fair

  Poor

  N/A

• Chemically Wash Condenser Coil

  Yes

  No

  N/A

• Any Signs Of Oil On Condenser

  Yes

  No

  N/A

• Inspect Evaporator Coil

  Good

  Fair

  Poor

  N/A

• Inspect Condensate Drain Pan

  Good

  Fair

  Poor

  N/A

• Inspect Condensate Secondary Drain Pan

  Good

  Fair

  Poor

  N/A

• Inspect Supply and Return Plenums For Leaks

  Good

  Fair

  Poor

  N/A

• Inspect Disconnect

  Compliant

  Non-Compliant

  N/A

• Check Condensate Drain Lines

  Good

  Fair

  Poor

  N/A

• Inspect Compressor Contactor

  Good

  Fair

  Poor

  N/A

• Inspect Compressor

  Good

  Fair

  Poor

  N/A

Test Unit In Cooling Mode

• Is Ambient Temperature Above 70 Degrees?

  Yes

  No

  N/A

• Does System Have A TXV?

  Yes

  No

  N/A

• Will Field Charging Jacket Be Used?

  Yes

  No

  N/A

• Did System Pass In Cooling Mode?

  Yes

  No

  N/A

Test Unit In Heating Mode

• Reversing Valve Energized In Cooling Or Heating?

• Does System Enter Defrost?

• Is Defrost Timed Or Initiated By Temperature?

• Does Electric Heat Come On When Defrost Is Initiated?

  Yes

  No

  N/A

Air Handler

• Inspect And Adjust Thermostat

  Good

  Fair

  Poor

  N/A

• Check To Make Sure Heat Comes On

  Pass

  Fail

  N/A

• Inspect Blower Motor

  ECM

  PSC

  Capacitor Pass

  No Capacitor

  Blower Motor Locked Up

• Inspect All Wiring Connections And Controls

  Safe

  At Risk

  N/A

• Test All Safety Shut Off

  Pass

  Fail

  N/A

• Check Electric Heat For Continuity

  Pass

  Fail

  N/A

• Check Electric Heat Amp Draw

• Indoor Blower Motor Amp Draw

Air Filter

• Replaced?

  Yes

  No

  N/A

• Size

• Are All Door/Panels Securely Fastened?

  Yes

  No

  N/A