Templates
HVAC preventive maintenance checklist template

HVAC preventive maintenance checklist template

This HVAC preventive maintenance checklist template is designed to keep heating, ventilation, and air conditioning systems running efficiently.

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
HVAC preventive maintenance checklist template

This HVAC preventive maintenance checklist template is designed to keep heating, ventilation, and air conditioning systems running efficiently.

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

An HVAC preventive maintenance checklist is an essential tool for maintaining the peak performance of your commercial heating and cooling systems so they can last longer. This template covers critical inspection points across system components, equipment inspection, and maintenance tasks, enabling you to pinpoint possible issues.

According to Energy Star, airflow problems—which this checklist helps identify—can lower your system efficiency by up to 15%. Imagine avoiding an unexpected system breakdown during a heatwave because your maintenance team caught a refrigerant leak early during their scheduled inspection using this checklist.

Related categories

Preview of the template
System Components
Check air filters
Clean or replace air filters
Inspect ductwork for leaks
Seal ductwork leaks
Inspect thermostat operation
Clean or replace thermostat
Equipment Inspection
Inspect for unusual noises or vibrations
Inspect for proper airflow
Inspect electrical connections
Inspect refrigerant levels
Inspect condensate drain
Maintenance Tasks
Clean condenser coil
Clean evaporator coil
Lubricate moving parts
Check system refrigerant
Inspect safety controls

Frequently asked questions

How can I customize this HVAC preventive maintenance checklist for my specific building?

Review your equipment manuals for manufacturer-specific maintenance requirements and add these as line items. Then incorporate your building’s unique needs based on age, usage patterns, and previous issues. Finally, adjust inspection frequencies for components with known vulnerabilities in your specific system configuration.

How does this checklist help me reduce energy costs for my building?

This checklist ensures your HVAC system operates at peak efficiency by identifying issues that increase energy consumption, such as dirty coils, clogged filters, and refrigerant problems. By systematically addressing these maintenance points, you can reduce energy waste and lower utility bills while maintaining comfortable indoor conditions.

What should I do if I find multiple issues when using this HVAC checklist?

Prioritize issues based on their impact on system operation, safety concerns, and potential for causing additional damage. Address safety issues immediately, schedule repairs for operational problems within days, and plan for efficiency improvements during your next maintenance window. Document all findings for future reference.

What’s a good way to incorporate this checklist into my existing maintenance program?

Start by conducting a baseline inspection using this checklist to identify your system’s current condition. Then establish a regular schedule based on your equipment needs. Train your team on proper inspection techniques and documentation to ensure consistent implementation.

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.