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Residential HVAC inspection checklist

Residential HVAC inspection checklist

Detect hidden HVAC issues before they become costly failures with this inspection form that builds client trust through detailed documentation.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
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  • Assign and track corrective actions
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Prices start from ░░░ per month
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or Download template as PDF
Residential HVAC inspection checklist

Detect hidden HVAC issues before they become costly failures with this inspection form that builds client trust through detailed documentation.

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 residential HVAC inspection checklist delivers a methodical approach to evaluating home heating and cooling systems, ensuring consistent quality across maintenance visits. By addressing outdoor components, indoor machinery, ductwork integrity, and overall system performance, the template creates a comprehensive picture of system health.

The Better Business Bureau notes that informativeness ranks highly among traits in positive HVAC reviews, as consumers want to understand what’s happening with their systems. This checklist facilitates those positive interactions by providing clear documentation to share with homeowners.

Related categories

  • Health and safety management templates
  • Facility management templates
  • Maintenance templates
  • Safety templates
Preview of the template
Page 1
Outdoor Unit
Outdoor unit level and secure
Condenser coil clean
Fans and fan motors operational
Refrigerant lines properly insulated
Adequate clearance around unit
Electrical disconnect accessible and operational
Refrigerant level
Indoor Unit
Filter clean and unobstructed
Blower wheel and motor operational
Condensate drain line clear
Electrical connections secure
Thermostat operational
Temperature differential
Ductwork
Ductwork properly sealed
Ductwork properly insulated
Adequate airflow at registers
General
System properly sized for home
System operational and effective
Safety devices operational
Homeowner education provided

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Frequently asked questions

What should I look for when inspecting the outdoor condenser unit?

Check that the unit sits level on a stable surface, has clean condenser coils, operational fans and motors, properly insulated refrigerant lines, and adequate clearance around all sides. Also verify the electrical disconnect is accessible and operational, and check refrigerant levels using appropriate gauges. These items ensure efficient operation and prevent premature system failure.

How do I properly check the refrigerant level in an HVAC system?

To check refrigerant levels, attach manifold gauges to the service ports while the system is running. Compare the pressure readings with the manufacturer’s specifications for the specific refrigerant type. Abnormal readings may indicate a leak or improper charge. Remember that handling refrigerants requires proper certification, so document your findings but leave adjustments to qualified technicians.

How can I determine if ductwork is properly sealed during an inspection?

Check for visible signs of air leakage at duct connections, including dust streaks, disconnected sections, or damaged insulation. Use your hand to feel for air escaping at joints while the system runs. For thorough assessment, consider using smoke pencils near suspected leak areas or recommend a duct blaster test. Properly sealed ducts should show no air movement at connection points.

What safety devices should I verify are operational during an HVAC inspection?

Verify that high-pressure cutoff switches, flame sensors, limit switches, and carbon monoxide detectors are functioning correctly. Test the thermostat’s emergency heat function if applicable. For gas systems, check that the gas shutoff valve is accessible and that flame rollout switches are operational. These safety devices prevent dangerous operating conditions that could damage equipment or harm occupants.


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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