Free boiler monthly service procedure
Free boiler monthly service checklist (PDF-ready). Safety valve, water level, burner, water chemistry, blowdown and flue inspection. Download free.
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Updated 26 Oct 2026
Boiler Monthly Service Procedure
Monthly service - steam and hot water boilers (gas and oil fired)
Safety Devices
Burner
Boiler Body
Water Quality
Flue and Exhaust
Operating Data
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Short answer
A boiler monthly service procedure records monthly checks on a steam or hot water boiler: safety valve, low water cutoff and emergency stop tests, burner and fuel checks, gaskets, gauges, water chemistry, blowdown, flue and operating data. The monthly interval is common practice, not a legal requirement. Regulation 224 of the model WHS Regulations requires competent-person inspection of pressure equipment, and AS/NZS 3788:2024 covers in-service inspection.
Checked against AS/NZS 3788:2024 (incl. Amd 1:2025) on by the MapTrack templates team. How we check templates
Key takeaways
- The MapTrack boiler monthly service procedure contains 15 checks across 6 sections. Sections covered: Safety Devices, Burner, Boiler Body, Water Quality, Flue and Exhaust, Operating Data.
- AS/NZS 3788:2024 sets in-service inspection intervals and relief device inspection; the monthly service is common practice on top of that.
- Schedule 5 lists boilers of hazard level A, B or C under AS 4343 as items of plant that must be registered, with listed exclusions.
- If the low water cutoff fails to stop the burner, take the boiler out of service until a competent person repairs it.
- Records of tests, inspections, maintenance and alterations must be kept for registered plant (regulation 237).
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What is a boiler monthly service procedure?
A monthly boiler service is a scheduled preventive maintenance procedure performed every month on steam and hot water boilers (gas and oil fired). It covers safety device testing (relief valve, low water cutoff, emergency stop), burner inspection (flame pattern, fuel pressure, combustion air), boiler body checks (gaskets, packing glands, pressure gauge), water quality management (chemistry sampling, blowdown, feedwater system), flue and exhaust inspection, and operating data logging. The monthly service is focused on ensuring all safety systems are functional and water quality is within acceptable limits. Unlike the annual service (which involves shutting down and opening the boiler for internal inspection), the monthly service is performed while the boiler is operational or during a brief shutdown.
In Australia, boilers are classified as pressure equipment under WHS Regulations 2011, Chapter 5, Part 5.1, and must be inspected on a regular basis by a competent person (regulation 224), with AS/NZS 3788 (Pressure equipment - In-service inspection) the standard for in-service inspection. Monthly servicing forms the backbone of the ongoing maintenance regime between annual inspections, and documented monthly service records are essential evidence during WorkSafe audits, insurance renewals and AS 3788 compliance reviews. A boiler explosion remains one of the most catastrophic equipment failures possible in any facility, and the monthly safety valve and low water cutoff tests are the primary safeguards against overpressure and dry-firing incidents. Facilities that skip monthly servicing risk not only equipment damage and unplanned shutdowns, but also regulatory enforcement action and voided insurance cover if an incident occurs without current maintenance documentation.
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Benefits of using this boiler monthly service procedure
- Safety: monthly safety valve and low water cutoff testing is the most important preventive measure against boiler incidents. A boiler explosion is one of the most catastrophic equipment failures in any facility.
- Compliance: documented monthly service records demonstrate compliance with AS/NZS 3788 (Pressure equipment - In-service inspection) and support insurance and regulatory requirements.
- Efficiency: monitoring burner performance, water chemistry and flue conditions ensures the boiler operates at optimal combustion efficiency, reducing fuel consumption.
- Reduced corrosion and scale: monthly water chemistry testing and blowdown prevents scale buildup (which reduces heat transfer) and corrosion (which weakens the pressure vessel).
- Extended equipment life: proactive maintenance prevents the cumulative damage that shortens boiler life. A well-maintained boiler can operate safely for 25-40 years.
- Avoid unplanned shutdowns: catching issues early prevents emergency shutdowns that leave the building without heating or process steam.
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When you digitise boiler service procedures in MapTrack, you get:
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- Download any completed form as a PDF, with failed answers listed at the top.
- Fill in forms offline; they upload when the device is back online.
- Build conditional logic (show or hide questions based on answers).
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- Raise a work order from a submitted form with an automation you set up.
- Track service intervals by hours, kilometres or calendar date in one place.
- Attach supplier invoices and parts receipts to each maintenance record.
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What to include in a boiler monthly service procedure
This boiler monthly service procedure covers 6 key areas:
- Safety devices: test safety relief valve (lift test), check water level controls, test low water cutoff, test emergency shutdown, inspect safety valve discharge pipe.
- Burner: inspect flame pattern (colour, shape, stability), check fuel supply pressure, check combustion air supply (dampers, louvres, ventilation).
- Boiler body: inspect gaskets and packing glands for leaks, check pressure gauge calibration (visual).
- Water quality: check boiler water chemistry (TDS, pH, alkalinity, hardness), blow down boiler (bottom blowdown), check feedwater system.
- Flue and exhaust: inspect flue and chimney (draft, soot, corrosion).
- Operating data: log pressure, temperature and fuel consumption.
How to use this boiler monthly service procedure
- Review the boiler log book and any outstanding fault reports. Record the equipment details, fuel type, rated capacity and operating pressure at the top of the service procedure form.: Check for any unresolved faults from the previous month. Record the boiler registration number, fuel type (natural gas, LPG or oil), rated capacity in kW or kg/hr steam, and current operating pressure in kPa. Note the total running hours if a meter is fitted.
- Start with safety devices: perform a lift test on the safety relief valve, simulate low water conditions to test water level controls, test the low water cutoff (verify shutdown at low level) and test the emergency stop.: Lift the safety relief valve lever for 5-10 seconds and confirm steam discharges freely, then confirm it reseats without leaking. Slowly lower the water level in the gauge glass to trigger the low water cutoff and verify the burner shuts down. Press the emergency stop and confirm all fuel and electrical circuits de-energise.
- Inspect the burner: observe flame pattern for correct colour, shape and stability. Check fuel supply pressure and combustion air supply (dampers, louvres, ventilation openings).: A gas burner flame should be blue with a stable, well-defined shape. Yellow tips or lifting indicate incorrect air/fuel ratio. Check the gas supply pressure at the burner manifold using a manometer. Ensure all combustion air openings are unobstructed and dampers move freely.
- Inspect the boiler body: check gaskets and packing glands for steam or water leaks. Visually check the pressure gauge calibration. Inspect the safety valve discharge pipe.: Look for steam wisps, water staining or mineral deposits around flanges, handholes and valve stems, which indicate leaks. Compare the pressure gauge reading against the control system reading. Ensure the safety valve discharge pipe terminates in a safe location and is not obstructed.
- Manage water quality: take a water sample and test for TDS, pH, alkalinity and hardness. Perform a bottom blowdown to remove sludge and sediment. Check the feedwater system (pump, tank, make-up).: Collect the water sample from the designated sample cooler after allowing it to run for 30 seconds. Test TDS using a conductivity meter, pH with test strips or a digital meter, and hardness using a titration kit. Open the bottom blowdown valve for 5-10 seconds to flush sludge.
- Inspect the flue and chimney for correct draft, soot buildup and signs of corrosion.: Open the flue inspection port and visually check for soot accumulation on surfaces. Use a draft gauge to confirm negative pressure in the firebox is within the manufacturer range. Look for rust, acid condensation stains or deterioration on the flue pipe and chimney cap.
- Log all operating data (pressure, temperature, fuel consumption). Record any defects or recommendations in the notes section.: Record the current operating pressure, stack temperature, feedwater temperature and fuel meter reading. Compare these against the previous month to identify trends. Note any defects found, their severity and recommended corrective actions with responsible persons and due dates.
- Set the next monthly and annual service due dates. Sign off and update the boiler log book.: Enter the next monthly service date (one calendar month from today) and confirm the annual service due date. The service technician signs the procedure form and the boiler log book. File a copy with the facility maintenance records.
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Get the free templateEnter your email above to download the full boiler monthly service procedure as a PDF.Back to download formHow often should you complete this service procedure?
Monthly boiler services should be performed every calendar month while the boiler is in operation. The monthly interval ensures safety devices are tested regularly, water quality is maintained and burner performance is monitored. For seasonal boilers, perform the monthly service during each month of operation and a full annual service before recommissioning after any idle period.
Between monthly services, operators should perform daily checks including verifying water level, operating pressure, temperature and observing for unusual sounds or smells. Any safety device malfunction discovered between monthly services requires immediate investigation and rectification. The monthly service frequency is a minimum requirement under good practice and AS 3788 guidelines, and some high-pressure or critical boilers may benefit from fortnightly safety device testing.
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Frequently asked questions
Applicable regulatory standards
This template is a starting point. Check the current requirements that apply to your equipment, work and location. The template alone does not establish compliance.
| Standard | Edition | Clauses this template relies on | Source |
|---|---|---|---|
| Pressure equipment - In-service inspectionIn-service inspection intervals, pressure-relief devices, inspector qualification and the history record for the boiler. | AS/NZS 3788:2024 (incl. Amd 1:2025) |
| Standards Australia and Standards New ZealandSold by the publisher |
| Model Work Health and Safety RegulationsRegular competent-person inspection, maintenance, and registration and records for boilers of hazard level A, B or C. | Model WHS Regulations as at 5 December 2025 (cited within as the Work Health and Safety Regulations 2011) |
| Safe Work Australia (drafted by the Parliamentary Counsel's Committee) |
| Pressure equipment - Hazard levelsHazard levels A to E, which decide whether the boiler must be registered. | AS 4343:2014 |
| Standards AustraliaSold by the publisher |
| Pressure equipment - BoilersBoiler design and construction. AS 1228:2016 superseded the 2006 edition the page names. | AS 1228:2016 | Whole instrument | Standards AustraliaSold by the publisher |
| Occupational Health and Safety Regulations 2017 (Vic)Victoria: inspection and maintenance records for specified plant, including boilers. | Occupational Health and Safety Regulations 2017 (Vic), version 018 (in force from 20 October 2026) |
| Victorian Government (Victorian Legislation) |
Pressure equipment - In-service inspection
Edition: AS/NZS 3788:2024 (incl. Amd 1:2025)
In-service inspection intervals, pressure-relief devices, inspector qualification and the history record for the boiler.
- 4.4: Time-based intervals between pressure equipment inspections
- 4.6: Inspection of pressure-relief devices
- 3.6: Qualification of inspection personnel
- 8.6: Keeping a history record for each item of pressure equipment
Standards Australia and Standards New ZealandSold by the publisher
Model Work Health and Safety Regulations
Edition: Model WHS Regulations as at 5 December 2025 (cited within as the Work Health and Safety Regulations 2011)
Regular competent-person inspection, maintenance, and registration and records for boilers of hazard level A, B or C.
- reg 224: Pressure equipment must be inspected regularly by a competent person; inspected gas cylinders carry a current inspection mark.
- reg 213: Plant must be maintained, inspected and, if necessary, tested by a competent person, following manufacturer or competent person recommendations; annual inspection applies only if neither is practicable.
- reg 237: Records of tests, inspections, maintenance and alterations must be kept for plant required to be registered.
- Schedule 5: Plant requiring registration: plant designs (Part 1) and items of plant (Part 2), such as boilers and tower cranes.
Safe Work Australia (drafted by the Parliamentary Counsel's Committee)
Pressure equipment - Hazard levels
Edition: AS 4343:2014
Hazard levels A to E, which decide whether the boiler must be registered.
- 2.1: Assigns hazard levels A to E to pressure equipment
Standards AustraliaSold by the publisher
Pressure equipment - Boilers
Edition: AS 1228:2016
Boiler design and construction. AS 1228:2016 superseded the 2006 edition the page names.
Standards AustraliaSold by the publisher
Occupational Health and Safety Regulations 2017 (Vic)
Edition: Occupational Health and Safety Regulations 2017 (Vic), version 018 (in force from 20 October 2026)
Victoria: inspection and maintenance records for specified plant, including boilers.
- reg 106: Requires records of inspection and maintenance to be kept for specified plant such as lifts, tower cranes, boilers and pressure vessels.
Each source was read at its publisher and the page checked on 26 October 2026. The publisher's current text is the authority.
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<div style="max-width:480px;font-family:system-ui,-apple-system,'Segoe UI',Roboto,sans-serif;border:1px solid #E5E7EB;border-radius:12px;padding:20px;background:#ffffff;">
<p style="font-size:12px;font-weight:700;letter-spacing:0.05em;text-transform:uppercase;color:#071D49;margin:0;">Free template</p>
<p style="font-size:18px;font-weight:700;color:#071D49;margin:6px 0 0;">Boiler monthly service procedure</p>
<ul style="margin:12px 0 0;padding-left:18px;color:#374151;font-size:14px;line-height:1.6;">
<li style="margin:4px 0;">Safety devices: test safety relief valve (lift test), check water level controls, test low water cutoff, test emergency shutdown, inspect safety valve discharge pipe.</li>
<li style="margin:4px 0;">Burner: inspect flame pattern (colour, shape, stability), check fuel supply pressure, check combustion air supply (dampers, louvres, ventilation).</li>
<li style="margin:4px 0;">Boiler body: inspect gaskets and packing glands for leaks, check pressure gauge calibration (visual).</li>
<li style="margin:4px 0;">Water quality: check boiler water chemistry (TDS, pH, alkalinity, hardness), blow down boiler (bottom blowdown), check feedwater system.</li>
<li style="margin:4px 0;">Flue and exhaust: inspect flue and chimney (draft, soot, corrosion).</li>
<li style="margin:4px 0;">Operating data: log pressure, temperature and fuel consumption.</li>
</ul>
<p style="font-size:13px;color:#6B7280;margin:14px 0 0;padding-top:12px;border-top:1px solid #E5E7EB;">Free <a href="https://www.maptrack.com/templates/boiler-monthly-service" style="color:#071D49;font-weight:600;text-decoration:none;">Boiler monthly service procedure</a> by MapTrack</p>
</div>Free to reuse, including commercially. This template is published under a Creative Commons Attribution 4.0 licence. Copy it, adapt it, put it on your own site or in your own docs. All we ask is that you credit MapTrack with a link back to this page. The snippet above already includes that credit, so if you use it as-is you’re covered.
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Writing about this topic? You’re welcome to quote this checklist. Here’s the wording to use so your readers can find the original.
The MapTrack boiler monthly service procedure contains 15 checks across 6 sections.
- Short attribution
- MapTrack Boiler monthly service procedure, https://www.maptrack.com/templates/boiler-monthly-service
- Reference list
- MapTrack. (2026). Boiler monthly service procedure [Checklist template]. Retrieved from https://www.maptrack.com/templates/boiler-monthly-service
Free to reuse with credit under a Creative Commons Attribution 4.0 licence. If you’d rather link straight to it, the page is https://www.maptrack.com/templates/boiler-monthly-service.
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