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HVAC checklist
1. General Inspection
Check for any unusual noises or vibrations.
Listen for grinding, rattling, or hissing sounds.
Monitor vibrations during operation.
Use a stethoscope for closer inspection if needed.
Document any unusual findings for further evaluation.
Inspect the overall condition of the HVAC system.
Examine the exterior for rust or corrosion.
Check for leaks around connections and ducts.
Ensure all panels and covers are secure.
Assess insulation and seals for integrity.
Verify that the thermostat is functioning properly.
Confirm the display is operational and clear.
Test temperature settings against actual room temperature.
Check for responsiveness to adjustments.
Inspect wiring connections for damage or wear.
2. Air Filters
Inspect air filters for dirt and debris.
Replace or clean air filters as needed.
Check the filter size and type to ensure compatibility.
Here are some additional steps that could be included in the Air Filters section of your HVAC checklist
Verify the installation direction of the air filter is correct
Inspect filter housing for damage or wear
Check the filter's MERV rating to ensure it meets system requirements
Monitor the filter replacement schedule based on usage and manufacturer recommendations
Clean or replace pre-filters if applicable
Inspect the surrounding area for dust buildup that could affect filter performance
Check for air leaks around the filter housing that could reduce efficiency
Document filter replacement dates for maintenance records
Educate homeowners on the importance of regular filter maintenance
3. Ductwork
Inspect ductwork for leaks or damage.
Clean ducts to remove dust and allergens.
Ensure that all vents are open and unobstructed.
4. Refrigerant Levels
Check refrigerant levels in the system.
Look for signs of refrigerant leaks.
Ensure that the system is charged according to manufacturer specifications.
5. Electrical Components
Inspect electrical connections and wiring for wear.
Test the operation of the blower motor.
Check the capacitor and contactor for proper function.
6. Condenser Unit
Clean the condenser coils of dirt and debris.
Ensure the condenser fan is working properly.
Check for any signs of corrosion or wear.
7. Heat Exchanger (for heating systems)
Inspect the heat exchanger for cracks or corrosion.
Check for proper venting of exhaust gases.
Ensure that safety switches are functioning.
8. Thermostat Calibration
Test the thermostat accuracy against a separate thermometer.
Check programmable settings and make adjustments as necessary.
Replace batteries if applicable.
9. Final Checks
Ensure that all system covers and panels are securely in place.
Check for proper airflow throughout the system.
Schedule any necessary repairs or follow-up maintenance.
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