Seasonal maintenance tasks for heating and cooling equipment, for technicians and facility teams.
Regular HVAC maintenance keeps equipment efficient and reduces breakdowns at the worst possible time.
Refrigerant work requires EPA certification. Electrical and gas work should be done by qualified technicians.
14 items. Keep it on a tablet, or print a copy for the clipboard.
A spring service on a restaurant’s rooftop unit finds a cracked belt and a partly blocked condensate drain. Both are fixed before the first hot week, avoiding a breakdown during service.
Manufacturers often require proof of regular maintenance to honor equipment warranties, and clean filters, coils and drains keep units from working harder than they should. A service record per unit also helps plan replacement and shows tenants or inspectors that ventilation is being kept up.
| Unit | RTU-1, 5-ton, serving exam rooms |
|---|---|
| Filters | Changed, 20x25x2 MERV 8 |
| Coils | Condenser coil washed |
| Condensate drain | Line flushed, trap clear |
| Belts and bearings | Belt replaced for worn edges |
| Readings | Supply 55°F, return 75°F, 20°F split |
| Next service | October, heating and CO check |
Sample for Elm Street Veterinary Clinic in Milwaukee, Wisconsin. The temperature split is written as both readings and the difference so next spring’s number can be compared directly, and each line says what was done, which tells the next technician what is already new.
Per the manufacturer and your conditions.
Spring for cooling, fall for heating.
No, certified technicians only.
For warranty and to spot repeat problems.
Common ones are supply and return air temperatures, refrigerant pressures, and motor amp draw compared with the nameplate. Recording the same readings each visit shows a unit slowly losing capacity before it breaks down.
For gas furnaces and gas-fired rooftop units it should be, since a cracked heat exchanger or blocked flue can leak carbon monoxide into the building. Ask the technician to inspect the heat exchanger, test for CO and write the result on the checklist.
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Once the HVAC maintenance checklist is in place, the next question is usually about shifts and hours. Book a demo to see how EZTime handles scheduling and time tracking.