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Furnace Maintenance Checklist Template

This complete furnace maintenance checklist can be used by professional furnace inspectors and property managers for general inspections and identify a furnace’s repair and maintenance needs. It provides pointers for cleaning, changing of disposable filters, and items to inspect to ensure that the furnace is in good condition.

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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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Please note that this checklist template is a hypothetical appuses-hero example and provides only standard information. The template does not aim to replace, among other things, workplace, health and safety advice, medical advice, diagnosis or treatment, or any other applicable law. You should seek your professional advice to determine whether the use of such a checklist is appropriate in your workplace or jurisdiction.
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