HVAC inspection and maintenance checklist

Equip your technicians with a standardized checklist to ensure every tune-up is thorough, reducing emergency breakdowns and protecting your customers' comfort.

• What’s inside the template:
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  System evaluation prep Verify equipment history, safety checks, and system baselines before the tools even come out.
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  Detailed inspection steps Step-by-step documentation for electrical components, blower motors, refrigerant levels, and thermostat calibration.
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  Cleaning and tuning Ensure optimal coil cleanliness, drain line clearance, and peak system performance before leaving the job site.
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  Customer walkthrough Guide your techs through the final health report, system education, and review requests.
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  Growth opportunities Embedded prompts to remind techs to discuss system upgrades, necessary repairs, and indoor air quality (IAQ) add-ons while on-site.