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Free printable checklist

HVAC maintenance checklist

A one-page sheet for every maintenance visit: the checks to make, the readings to record and what to recommend. Print it for your techs, or keep it on their phones.

HVAC maintenance checklist

Company
Customer
Address
Date
Technician
Arrived
Left
  1. System type * Furnace Heat pump Air conditioner Boiler Ductless mini-split
  2. Thermostat checked and operating
  3. Filter replaced or cleaned *
  4. Coils inspected and cleaned
  5. Condensate drain cleared
  6. Electrical connections inspected and tightened
  7. Refrigerant readings
  8. Supply air temperature
  9. Return air temperature
  10. Carbon monoxide test done (fuel-burning equipment)
  11. System condition * Good Needs attention Unsafe, shut off
  12. Parts used
  13. Recommendations for the customer

* Fill in on every visit

Customer signature
Technician signature

Put this checklist on your techs' phones

In Routova, the same checklist opens at each stop on the driver's phone, with photos, a customer signature and arrival and departure times saved against the visit. Every completed record stays with the customer's history.

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Using it on the route

Record supply and return temperatures on every visit; over a few seasons they show which systems are slipping before the customer calls. If you mark a system unsafe, note what you shut off and what you told the customer.

Questions

What should an HVAC maintenance checklist include?
The system type, thermostat, filter, coils, condensate drain, electrical connections, refrigerant readings, supply and return temperatures, a carbon monoxide test on fuel-burning equipment, the system's condition and your recommendations.
Can I change the checklist?
Print it as is, or copy the items into your own form. In Routova you can edit the same checklist, and changes only apply to new visits: completed visits keep the version they were filled in on.
Is it free?
Yes. Print as many copies as you like. No sign-up needed.