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HVAC Maintenance Checklist

Scheduled service & inspection record: complete at each maintenance visit

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PAGE 1 OF 2

Unit & Site Details
Service type
Routine / Scheduled Breakdown / Reactive Commissioning Warranty Pre-season

Inspection Items

Mark the applicable column for each item: P = Pass  |  F = Fail / Action required  |  N/A = Not applicable. Add notes for any F.

# Check P F N/A Notes / Action
Visual & Physical Inspection
1Cabinet / casing: no damage, corrosion or missing panels
2Clearances: adequate access and airflow around unit
3Pipework / refrigerant lines: insulation intact, no visible damage or oil staining
4Mounting / supports: unit secure, no vibration damage or loose fixings
5Isolating valves: correct position, labelled, accessible
Air Filters
6Filter condition: no excessive dust, damage or bypass
7Filter replaced or cleaned (record type / MERV rating in notes)
8Filter housing / frame: sealed, no air bypass around filter
9Pre-filter (if fitted): cleaned or replaced
Evaporator / Indoor Coil
10Coil fins: clean, no blockage, no bent fins (straighten if required)
11Coil cleaned (chemical clean or brush as required)
12No evidence of frost / ice formation during operation
13Drain pan: clean, no standing water, slime or debris
14Condensate drain flowing freely, no blockage or odour
Condenser / Outdoor Coil
15Coil fins: clean, no blockage (leaves, debris, dirt)
16Coil cleaned (high-pressure rinse or brush as required)
17Fan guard / grilles: secure, undamaged, unobstructed
18No vegetation or foreign objects within 500 mm of unit
HVAC Maintenance Checklist - Page 2 of 2
Unit ID
Date
Technician
# Check P F N/A Notes / Action
Refrigerant System
19Refrigerant charge: suction and discharge pressures within range (record below)
20No evidence of refrigerant leaks: oil staining, frost, hissing
21Schrader valve caps: fitted and secure
22Sight glass (if fitted): bubble-free, no moisture indication
Electrical & Controls
23Electrical enclosure: secure, clean, no moisture ingress
24Wiring: no fraying, loose connections or burn marks; terminals torqued
25Contactors / capacitors: no pitting, swelling or burning
26Supply voltage and amperage: within rated range (record below)
27Thermostat / controller: set points correct, display functioning
28Safety sensors and switches: test operation (high pressure, low pressure, freeze)
Blower / Fan & Motor
29Blower wheel / fan blades: clean, balanced, no damage
30Fan motor: no excessive noise, vibration or heat; bearings smooth
31Drive belts (if fitted): tension, condition, alignment; replace if cracked
32Motor bearings lubricated (if type requires lubrication)
33Airflow direction correct through coil, no recirculation
Drainage System
34Condensate drain pipe: clear, correct fall, no blockage
35Condensate pump (if fitted): operational, float switch functional
36Drain tested with water: flows clear to approved point of discharge
Heating Section (gas / heat pump - mark N/A if cooling only)
37Heat exchanger: no cracks, corrosion or sooting (gas units)
38Burner / igniter: clean, lights reliably (gas units)
39Flue / exhaust: secure, unobstructed, terminates correctly
40Gas pressure: correct inlet and manifold pressures (record in notes)
Ductwork & Supply Air (if applicable)
41Supply / return grilles: clean, unobstructed, correctly oriented
42Ductwork: no visible damage, disconnections or excessive leakage
43Dampers (if fitted): open / close correctly, actuator functional
Performance Readings  (record measured values; compare against design / rated data)
Supply air temp (°C)
Return air temp (°C)
Suction pressure (kPa)
Discharge pressure (kPa)
Supply voltage (V)
Compressor amps (A)
Fan motor amps (A)
Ambient temp (°C)
Overall Result
PASS: unit serviceable, no action required MONITOR - minor items noted, schedule follow-up FAIL: defect(s) found, unit requires repair

Defects & Action Required  (reference item # from checklist)

Item # Defect / issue description Action taken / reported to Rectified by / date

Declaration

I declare that I have completed this HVAC maintenance inspection in accordance with the manufacturer's requirements, applicable Australian Standards (AS/NZS 1677, AS 3814 where applicable) and company procedures. All defects have been recorded above and reported to the relevant supervisor or client. The unit has been left in a safe condition and the client has been advised of any outstanding actions.

Technician Sign-off
Signature
Print name
Licence / reg no.
Date & time
Client / Site Representative Acknowledgement
Signature
Print name
Date