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Heat Pump Maintenance

Use this checklist to perform preventative maintenance on your heat pump. Check its overall condition along with some small performance details, such as checking if the thermostat is working or whether the air filters need to be cleaned or replaced, which are all vital components to its smooth operation.

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Audit
Heat Pump
Check and adjust thermostat.
Check to make sure that the indoor & outdoor units turn on.
Replace the air filter or clean if reusable.
Check bearings & lubricate blower motor if needed.
Check blower belt, wear, tension, & adjust as needed.
Check electrical connections for tightness.
Check evaporator coil to determine if it needs cleaning.
Check voltage to unit.
Check blower motor amp draw.
Check electric heaters with amp probe and voltage during heating inspection.
Check condenser motor bearings & lubricate if needed.
Check condenser motor amp draw.
Check refrigerant (freon) level.
Check compressor amp draw.
Check crankcase heater if compressor has one installed.
Check defrost controls.
Check reversing valve operation.
Check coil temperature.
Check condensate drain and pan then note any discrepancies.
Perform a visual inspection of the ductwork and make notes regarding discrepancies.
Check the overall condition of the total system and alert customer of discrepancies.
Completion
Additional Comments / Cost of Maintenance
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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