[COMPANY NAME HERE]
[YOUR COMPANY NAME AND LOGO
HERE]
HVAC INSPECTION CHECKLIST
INSPECTION DATE: [ ___/___/____ ]
1
HOW TO USE:
❏
This template is a sample flat rate pricing schedule that can be used in
conjunction with your recurring service agreement.. Each item is an example
item and can and should be customized to fit your business's needs. THIS PAGE
SHOULD OMITTED FROM SCHEDULE SENT TO CUSTOMER
❏
The checklist is to be used by the technician inspecting the
property and all applicable steps should be inspected and
graded using following conditions (NOTED WITH 'X') :
❏ CHECKED SUFFICIENT/WORKING ORDER
❏ REQUIRES ATTENTION/SOME CONCERN
❏ REQUIRES IMMEDIATE ATTENTION/REPAIR
❏
The checklist should be signed by the technician and a copy
given to the customer after the inspection
❏
The technician should given an overview of the services and
repairs that are required as well as cost of repairs/service and
timeline.
2
AIR CONDITIONING
Good
INSPECTION ITEM:
AIR CONDITIONER
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.
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.
3
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Notes:
HVAC Inspection Checklist
Good
INSPECTION ITEM:
AIR CONDITIONER
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.
Lubricate parts as needed.
HEAT PUMP
Check and adjust thermostat. OK
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. OK
4
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Notes:
HVAC Inspection Checklist
Good
INSPECTION ITEM:
Check blower motor amp draw.
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.
5
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Notes:
HVAC Inspection Checklist
Good
INSPECTION ITEM:
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.
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Notes:
HVAC Inspection Checklist
Good
INSPECTION ITEM:
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.
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Notes:
HVAC Inspection Checklist
Good
INSPECTION ITEM:
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.
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Notes:
HVAC Inspection Checklist
OVERALL INSPECTION NOTES AND ESTIMATED
COSTS:
NOTES:_________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
____________________
TECHNICIAN NAME, SIGNATURE AND DATE:
NAME:_________________________________________________
SIGN:__________________________________________________
DATE: ___/___/____
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