HVAC / Aircon maintenance checklist (practical)

Use this checklist to plan preventative maintenance and speed up quoting.

SITE
- Building/location:
- Contact person + phone:
- Access hours / security requirements:
- Number of units (approx.):
- Unit types (split, cassette, ducted, etc.):

INSPECTION
- Visual inspection (leaks, corrosion, vibration, noise)
- Filters checked/cleaned/replaced (as required)
- Coils inspected/cleaned (as required)
- Drain lines/trays checked and cleared
- Electrical connections inspected (tightness/condition)*
- Refrigerant performance checked (pressures/temperatures)*
- Thermostat/controller check

PERFORMANCE
- Airflow check (blocked returns/supplies)
- Temperature differential check
- Basic efficiency guidance (setpoints, run time)

REPORTING
- Findings summary
- Work done
- Parts/consumables used
- Recommendations and next actions
- Next service date

* Where specialist work is required, coordinate with the appropriate licensed technician.