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Commercial HVAC inspection checklist

Commercial HVAC inspection checklist

Maintain your commercial HVAC systems effectively with our detailed inspection checklist. Ensure they stay safe and in compliance with industry standards.

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The Lumiform application helps frontline teams uphold internal standards effortlessly.
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Commercial HVAC inspection checklist

Maintain your commercial HVAC systems effectively with our detailed inspection checklist. Ensure they stay safe and in compliance with industry standards.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

This commercial HVAC inspection checklist helps you maintain compliance with industry standards while protecting your valuable equipment investment. You’ll be able to systematically critical aspects of commercial systems—including safety controls, refrigerant levels, and air distribution. As stated in CNET, properly maintained HVAC systems can last 15 to 20 years or even longer.

For example, if you implement regular inspections using this checklist, you can identify failing components and better prevent complete system failures. You can then address issues during scheduled maintenance visits.

Related categories

  • Health and safety management templates
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Preview of the template
Page 1
General Information
Building Name
Address
Date of Inspection
Inspector Name
HVAC System Overview
Is the HVAC system operating properly?
Are all system components in good condition?
Are all safety devices functioning correctly?
Are all system controls and thermostats working correctly?
Air Handling Unit (AHU) Inspection
Is the AHU cabinet in good condition?
Are all internal components (fans, coils, filters) clean and functioning properly?
Is the AHU providing adequate airflow?
Are all safety controls (high/low limits, smoke detectors) working correctly?
Ducting and Air Distribution
Are all ducts, grilles, and diffusers properly sealed and functioning?
Is the system providing adequate airflow to all spaces?
Are there any signs of air leaks or duct damage?
Refrigeration System
Are all refrigerant lines properly insulated?
Is the refrigerant charge level correct?
Are all system components (compressor, condenser, evaporator) functioning properly?
Are there any signs of refrigerant leaks?
Heating System
Is the heating system operating correctly?
Are all safety controls (high limits, gas valves) functioning properly?
Are there any signs of combustion issues (soot, corrosion)?
Additional Comments
Additional Comments

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Frequently asked questions

What should I look for when inspecting commercial HVAC air filters?

Focus on dust accumulation, proper fit, and structural integrity. Check if airflow is restricted and if the filter frame is damaged. For pleated filters, ensure the pleats aren’t collapsed. Replace filters showing significant dirt buildup, as clogged filters force systems to work harder, increasing energy consumption and reducing equipment lifespan.

What are the most common issues found during commercial HVAC inspections?

Dirty or clogged filters rank highest, followed by refrigerant pressure problems and electrical connection issues. Condensate drain clogs frequently cause water damage and mold growth. Belt wear and misalignment often go unnoticed until they cause component failure. Using this checklist helps identify these issues systematically before they lead to system breakdown or efficiency losses.

How can I tell if my commercial HVAC system is operating efficiently?

Check for consistent temperatures throughout your building, listen for unusual noises during operation, and monitor your energy bills for unexpected increases. The inspection checklist helps you verify proper refrigerant charge, clean heat exchange surfaces, and correct airflow—all critical efficiency factors. Measuring supply/return temperature differentials during the inspection provides concrete efficiency indicators.

How do I properly document HVAC inspection findings for compliance purposes?

Customize the checklist based on your needs, then complete every section of the checklist, including the general information fields. Take photos of concerning components and note specific measurements where applicable. This documentation helps demonstrate compliance with building codes, insurance requirements, and equipment warranty terms while creating a valuable maintenance history.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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