What Things Should be Included in HVAC Preventive Maintenance?

Ensure proper detailed HVAC maintenance checklist. Find a reliable HVAC maintenance contractor and get expert assistance. Get your HVAC checklist at Sandium today.

Updated on Oct 22, 2023
5 min read
What Things Should be Included in HVAC Preventive Maintenance?

Are you searching for an HVAC preventative maintenance professional? You are probably unsure of what is included in preventative maintenance. This guide explains the things that should form part of HVAC preventative maintenance in your Northern California home or business.

Need for Preventative Maintenance

The primary purpose of preventative measures is to avoid the costly expense of replacement of parts. You would be able to save money, ensure supply of high-quality air, maintain system reliability, and stay comfortable with regular HVAC maintenance. It’s critical that you ask your HVAC technician to show the checklist they use as guide.

You should have a fair idea of what needs to be included in preventative maintenance to ensure nothing is missed. In addition, preventive maintenance tasks are different during hotter seasons as compared to the colder months.

HVAC Maintenance Checklist in the Summer Months

  • Examine refrigerant line for charge and potential leaks
  • Check thermostat controls to ensure they are set properly
  • Replace batteries in the thermostat if required
  • Examine all connections and the electrical system
  • Check whether the fan motor is working adequately
  • Replace all filters
  • Clean the evaporator and condenser coils
  • Clear obstructions, clean drain lines, and guarantee appropriate flow
  • Remove any standing water in drain lines and drain pans for avoiding overflows
  • Wearing belts and pulleys should be replaced
  • Check for mold, dust, and debris in the ductwork
  • Inspect blades and blowers for maintaining proper airflow
  • Lubricate all moving parts
  • Check for leaks within the HVAC cabinet
  • Ascertain whether the cabinet door is shut properly
  • Clear the area surrounding the outside area

HVAC Maintenance Checklist During the Winter

  • Replace filters in the heating system
  • Ensure the ignition burner assembly is in working order
  • Take a look at the heating elements or heat exchanger
  • Confirm if the flue system and furnace are securely attached
  • Look for gas leaks in gas furnaces
  • Check the pulleys and belts
  • Check the gas pressure
  • Drain pans and lines should be clear
  • Examine electrical connections
  • Ensure the bearings, motors and other moving parts are lubricated
  • Examine the thermostat and controls
  • Examine the heat pump
  • Check the blower and fan to ensure proper operation and ensure necessary adjustments
  • Check ductwork and vents

Choosing an HVAC Maintenance Contractor

You should never work with a provider that offers a one-size-fits-all contract. You should talk to different providers after attaining a basic understanding of all essentials that need to be covered under preventive maintenance contract. It’s best to find a company that will tailor your preventative maintenance contract to meet your specific equipment, demands, and budget.

The terms of the contract can be different and as per your unique wants. You may not want to pay for the entire system to be maintained. For instance, many apartment owners have central heating system that is maintained by the building owner. They only want their individual air conditioning unit maintained.

There are certain maintenance steps that you should perform on your own as well. For instance, filters should be replaced or cleaned every three months. It’s best to perform preventative maintenance at least twice a year. You can schedule the technician to pay a visit during spring and fall. It’s recommended that you get the equipment maintained before the unforgiving summer season commences.

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