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HVAC Checklist
1. General Inspection
Check the overall condition of the HVAC unit.
Inspect for visible signs of wear or damage.
Ensure all access panels are secured.
2. Air Filter Maintenance
Check and replace air filters as needed.
Turn off the HVAC system.
Locate the air filter compartment.
Remove the old filter carefully.
Inspect the filter for dirt and damage.
Insert a new filter if necessary.
Turn the HVAC system back on.
Verify that filters are the correct size and type.
Consult the HVAC system manual.
Measure the dimensions of the old filter.
Check the filter type (e.g., HEPA, fiberglass).
Purchase filters matching specifications.
Ensure the airflow direction is correct.
Label the filter compartment for future reference.
3. Refrigerant Levels
Check refrigerant levels and pressures.
Look for signs of refrigerant leaks.
Ensure proper operation of the expansion valve.
4. Electrical Components
Inspect electrical connections for tightness and corrosion.
Test the thermostat for accurate readings and functionality.
Check the capacitor and contactor for wear.
5. Ductwork Inspection
Inspect ductwork for leaks or blockages.
Conduct a visual inspection of all duct joints and seams.
Use smoke pencils or fog machines to identify airflow leaks.
Check for obstructions such as debris or nesting materials.
Examine duct transitions and connections for proper sealing.
Ensure proper insulation on ducts.
Check insulation thickness against manufacturer recommendations.
Inspect for any exposed or damaged insulation.
Ensure insulation is securely fastened and covering all duct surfaces.
Look for condensation on ducts indicating insufficient insulation.
Clean ductwork if necessary to improve airflow.
Remove access panels to reach interior duct surfaces.
Use vacuum equipment to remove dust and debris.
Employ brushes for scrubbing stubborn residue on duct walls.
Replace filters in the HVAC system to enhance air quality.
6. Condenser Unit Maintenance
Clean the condenser coils to remove dirt and debris.
Ensure the condenser fan is operating properly.
Check for obstructions around the condenser unit.
7. Indoor Unit Maintenance
Clean evaporator coils as needed.
Inspect the drain line for clogs and ensure proper drainage.
Check blower fan operation and lubrication.
8. System Performance Testing
Test the system for proper heating and cooling cycles.
Measure airflow and temperature differentials.
Evaluate system noise levels during operation.
9. Safety Checks
Verify that safety switches are functioning correctly.
Check carbon monoxide detectors if applicable.
Ensure proper ventilation is maintained.
10. Documentation and Reporting
Record all findings and maintenance performed.
Schedule any necessary repairs or follow-up inspections.
Provide a summary report to the homeowner or facility manager.
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