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HVAC Preventive Maintenance Checklist

Use this checklist to inspect your equipment. Routine inspection and maintenance will help your unit work efficiently. Prolonged lack of maintenance could result in costly repairs or the need for complete replacement.
MaintainX
09/16/2022

HVAC Preventive Maintenance Checklist

Use this checklist to inspect your equipment. Routine inspection and maintenance will help your unit work efficiently. Prolonged lack of maintenance could result in costly repairs or the need for complete replacement.

    Building or Area being inspected

    Name of inspector/Auditor

    Date and time of inspection

    Inspect at least twice a year, with seasonal start-up and run inspections

    Do screws, latches, gaskets, or missing screws need replacements?

    • Yes
    • No
    • N / A

    Recharge P-traps or U-bend water traps for condensate drain pans

    • Yes
    • No
    • N / A

    Has a qualified mechanical contractor provide seasonal PM of chillers and boilers services

    • Yes
    • No
    • N / A

    For boiling towers, disassemble screens and access panels for inspection

    • Yes
    • No
    • N / A

    Inspect the cooling tower fill, support structure, sump and spray nozzles

    • Yes
    • No
    • N / A

    Fill valve, gear box, drive coupling, fan blades, and motor bearings

    • Yes
    • No
    • N / A

    Clean starter and cabinet

    • Yes
    • No
    • N / A

    Inspect wiring: check motor starter contacts for wear and proper operation; megger test the motor and log readings

    • Yes
    • No
    • N / A

    Check the condition of the sump heater and contactor, and log the observations

    • Yes
    • No
    • N / A

    Has bearing lubrication for pump been completed at least annually? Inspect couplings and check for leaks. Investigate unusual noises.

    • Yes
    • No
    • N / A

    Has cleaning or replacing air filters of air handling unit been completed at least once a month?

    • Yes
    • No
    • N / A
Source: MaintainX (Community Member)

Please note that any procedure, checklist, or other document available in the MaintainX Global Procedure Library is provided for general education and information only and does not constitute legal, medical, or financial advice. MaintainX makes the materials available AS IS and AS PROVIDED, without warranties of any kind. By downloading or using any such materials, you assume the risk that they may not be appropriate for your specific situation and agree that you are solely responsible for any such use, including compliance with applicable law and with meeting any conditions of product warranties.