HVAC Service Tech Checklist

HVAC service tech jobs get you out of an office and into the field.
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Now that you're working as an HVAC service tech, it's a good idea to keep a maintenance and service checklist handy for both you and your customers. By filling out a maintenance or repair checklist, you won't forget important items, and your customers will understand the work you've done. By making small repairs during scheduled maintenance for furnaces in the fall and in the spring for air-conditioning units, you ensure the reliability of your customers' home HVAC systems when needed. It also helps your customers avoid expensive repairs or service calls during summer and winter months when service techs are extra busy.

Filters and Belts

Cold-air returns have filters that need regular cleaning. Some filters require replacement at least every 90 days if they are not permanent washable filters. Along with filters, belts can wear with age or become cracked or hard, causing system malfunctions. As part of a regular HVAC furnace or air-conditioning seasonal check, add filters and belts to your HVAC checklist.


Thermostats control the settings for furnaces, air-conditioners and fans in HVAC units. New digital thermostats have multiple settings that include wake, leave, return or sleep. By performing thermostat checks, you ensure your customers' HVAC system works at optimum efficiencies.

Test and Calibration

A good test of the HVAC system allows you to check operation efficiency. Some parts need periodic recalibration or adjustment for prime system operation. Other parts may require cleaning, lubrication or realignment. This may include cleaning, inspecting and adjusting bent fan fins, greasing parts that turn and inspecting, cleaning and lubricating the fan, condenser or blower motors.

Duct Work

Duct leaks make an HVAC system work harder. It also increases the customer's utility bill unnecessarily. Check duct joints where possible to ensure there are no leaks in the system. Replace broken parts or use duct tape to seal bad joints. This may include an inspection of vents in the home to test for airflow. Also check for clogs, insect or rodent infestations inside duct work.

Electrical Components

When a system acts up periodically, it may be an electrical problem. Make certain that you include a check of all the electrical components, wires and connections to ensure solid connections. A faulty wire can cause other problems and drop the system's overall energy efficiency. Replace bad connections as needed.

Refrigeration Coils

The air-conditioning unit is outside the home where it can easily get dirty or dusty. To improve air-conditioner efficiency, make coil inspection and cleaning a regular part of your HVAC checklist. Excess buildup of dust or dirt can cause air-conditioning units to fail. Suggest to owners that they add a cover on the air-conditioning unit during winter months to help keep it clean.

Condensate Drain

HVAC units utilize a condensation drain to get rid of built-up moisture during heating or cooling. When the drain is plugged, this can cause mold and mildew to grow, or parts of the system to rust, requiring complete replacement. Add inspection and cleaning of the condensate drain to your HVAC checklist. When you've completed service on your customers' HVAC systems, give them a copy of your HVAC checklist for their files.

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