Furnace Maintenance Checklist Template - Free PDF

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Furnace maintenance checklist template

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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

This furnace maintenance checklist template transforms how you manage preventive maintenance for heating systems across your properties. The template includes critical inspection points for gas furnaces, including safety controls, combustion analysis, and carbon monoxide testing—elements that directly impact both operational efficiency and occupant safety.

When implemented as part of your regular maintenance program, you’ll document essential service records that protect your warranty coverage while preventing the unexpected breakdowns. The template’s structured approach helps you standardize maintenance procedures across your entire maintenance team, regardless of location or system type.

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Preview of the template

Inspection

Pre-inspection

Turn off the electrical and fuel supply before working on your furnace • The electrical supply is usually a red switchplate near the stairs or the burner • The fuel supply is usually near the oil tank or the incoming gas pipe

Electrical and fuel supply has been turned off

Clean

If you are unable to clean the furnace thoroughly, contact a professional

Sweep or vacuum dust from around the furnace and registers so air can flow freely

Vacuum the burners and around the base of the furnace

Use a flashlight to spot any soot that’s collected, indicating poor combustion

Remove the bolts securing the blower and gently lift it out

Use a small brush and vacuum to clean the blower blades properly

Remove the lower door and vacuum the blower compartment

Clean the belts and pulleys that lead to the blower

Vacuum the heat vents in your home (do this annually before winter begins)

Replace Disposable Filters

Open the filter access and remove the filter

Check the filter size and type and note this on or near the furnace in permanent marker

- If you use a pleated or polyester filter, change every three (3) months - If you use a fiberglass filter, change it monthly - If you smoke inside or have pets, change it each month regardless of filter type - For a permanent filter, follow the manufacturer’s instructions, attached to the furnace itself

Place the old filter in the trash, not the recycling

Close the filter access, using the clasps to ensure it remains shut

Inspect

Ensure the combustion air openings are not blocked or restricted

Inspect the flue pipe for corrosion or leaks

Check the drive belt leading to the blower for any cracks or frayed edges

Use a straw to remove dust from the pilot

Use an emery cloth to clean the flame sensor and reinsert into the proper bracket

Check the vents for rust and leaky water

Keep an eye out for loose panels as these can raise your heating bill or cause your furnace to shutdown

Look to see that drain lines are clear and draining properly

Have a look at your electronic thermostat to see if the batteries need to be changed

If you use the same vents for heating and air conditioning, there may be a setting to adjust the dampers based on season.

Sign off

Inspector's name and signature

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Frequently asked questions

What information should I include in a furnace maintenance template?

Your furnace maintenance template should include inspection points for safety controls, heat exchanger condition, burner operation, electrical connections, ventilation systems, and filter replacement. Also document combustion analysis readings, carbon monoxide test results, and any parts replaced during service to create comprehensive maintenance records for warranty and compliance purposes.

What documentation should accompany a completed furnace maintenance checklist?

Your completed furnace maintenance checklist should be accompanied by combustion analysis readings, carbon monoxide test results, parts replacement records, and photos of any identified issues. Include technician certification information and timestamps to create proper documentation for warranty claims, insurance requirements, and regulatory compliance.

How can I customize a furnace maintenance template for different system types?

Customize your furnace maintenance template by adding system-specific sections for different heating technologies (gas, oil, electric), including manufacturer-recommended maintenance points for each model. Also, create separate sections for specialized components like modulating gas valves, variable-speed blowers, or condensing heat exchangers that require specific inspection protocols.

How should seasonal changes affect my furnace maintenance checklist priorities?

During fall preparation, your furnace maintenance checklist should prioritize complete system inspection, burner cleaning, and safety testing before initial startup. Mid-winter checks should focus on filter replacement, monitoring fuel efficiency, and verifying proper ventilation. Spring shutdown maintenance should document any repairs needed before the next heating season.

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.