Free boiler monthly service checklist
Enter your email below to download the PDF-ready service procedure. No account required.
A step-by-step monthly service procedure for steam and hot water boilers (gas and oil fired). Covers safety relief valve testing, water level controls, burner flame inspection, fuel supply pressure, low water cutoff test, gasket inspection, boiler water chemistry sampling, bottom blowdown, flue and chimney inspection, combustion air supply, emergency shutdown test, feedwater system check and operating data logging. Includes fluid specifications, parts list and technician sign-off. This page explains what the service involves, how to perform it, and offers a free PDF-ready form you can download straight away.
Last updated: 2026-03-26 · MapTrack
Commercial Director
How to use: Fill equipment details and boiler information, then work through each service action. Tick Done as each task is completed. Record water chemistry results, pressure readings and notes. Set the next service due date and sign off.
- ✓ PDF-ready. Open and print to PDF
- ✓ Includes fluid specs, parts list and sign-off
- ✓ Free to use with or without MapTrack
Download free PDF template
Trusted by Australian facilities and maintenance teams
We use your email to send your download and occasional MapTrack updates. Unsubscribe anytime. Privacy policy
Preview the template
See the first part of the service procedure below. Enter your email above to download the full boiler monthly service procedure (PDF-ready).
What is a boiler monthly service?
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.
Benefits of scheduled boiler servicing
- 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 3788 (Boilers and Pressure Vessels) 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.
Benefits of digitising forms in MapTrack
When you move from paper or static PDFs to digital forms in MapTrack, you get:
- Field users can easily scan a QR code to complete a form on mobile. Unlimited users.
- Automatically get alerts when faults are identified.
- Link every form digitally as a PDF to the relevant asset, location or person.
- Receive a digital PDF copy with every submission to your email.
- Ability to share forms digitally.
- Build conditional logic (show or hide questions based on answers).
- Take pictures or attach photos. Not possible with a paper-based form.
- Electronic signatures.
- Edit forms later without reprinting.
- Restrict permissions (who can view, complete or approve).
- Build forms with AI (describe what you need and MapTrack suggests the form).
Book a demo to see digital service procedures and calendar-based scheduling in MapTrack.
Service actions included in the monthly procedure
This service procedure covers 15 service actions across 6 system 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.
Fluid specifications
General fluid specifications for steam and hot water boilers. Water treatment should be managed by a qualified water treatment provider.
| System | Type / Grade | Notes |
|---|---|---|
| Water treatment chemicals | Oxygen scavenger, pH control, anti-scale | Per water treatment provider |
| Fuel (gas) | Natural gas or LPG as applicable | Check supply pressure |
| Fuel (oil) | Diesel or light fuel oil as applicable | Check supply pressure |
Always refer to the boiler manufacturer's service manual for your specific make and model.
Parts and consumables
Have the following parts and consumables ready before starting the monthly boiler service:
- Water treatment chemicals
- Boiler water test kit (reagents)
- Sight glass gaskets (if replacing)
- Rags, PPE and pressure gauges
Check the manufacturer's parts manual for specific part numbers before ordering.
How to perform a boiler monthly service
- 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.
- 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.
- Inspect the burner: observe flame pattern for correct colour, shape and stability. Check fuel supply pressure and combustion air supply (dampers, louvres, ventilation openings).
- 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.
- 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).
- Inspect the flue and chimney for correct draft, soot buildup and signs of corrosion.
- Log all operating data (pressure, temperature, fuel consumption). Record any defects or recommendations in the notes section.
- Set the next monthly and annual service due dates. Sign off and update the boiler log book.
In MapTrack, you can schedule services by calendar date, get automatic reminders, complete service procedures on mobile and link every record to the asset. Book a demo to see how.
Get the free template
Enter your email above to download the boiler monthly service procedure.
Back to download formBoiler service interval hierarchy
Boiler maintenance follows a tiered schedule where each level includes all tasks from the level below. This is called carry-forward or cumulative servicing.
Monthly service (you are here)
Safety valve test, water level controls, burner inspection, water chemistry, blowdown, flue inspection. Estimated 1.5-2.5 hours.
All monthly tasks plus internal inspection, hydrostatic test, burner service, gasket replacement, refractory inspection, full electrical test, efficiency test and AS 3788 compliance. Estimated 6-10 hours (plus cool-down time).
In MapTrack, you can configure service schedules by calendar date and receive automatic alerts when each interval is due.
Frequently asked questions
- What is included in a boiler monthly service?
- A boiler monthly service covers testing the safety relief valve (lift test), checking water level controls by simulating low water conditions, inspecting the burner flame pattern, checking fuel supply pressure, testing the low water cutoff, inspecting gaskets and packing glands for leaks, checking boiler water chemistry (TDS, pH, alkalinity, hardness), performing a bottom blowdown, inspecting the flue and chimney, checking combustion air supply, testing the emergency shutdown, checking the pressure gauge, inspecting the safety valve discharge pipe, checking the feedwater system, and logging operating data. It takes approximately 1.5 to 2.5 hours.
- Why is the safety relief valve test important?
- The safety relief valve is the primary overpressure protection device on a boiler. If it fails to operate, the boiler could exceed its maximum allowable working pressure, potentially causing a catastrophic failure. Monthly lift tests (operating the lever to verify free operation) confirm the valve is not seized or blocked. A stuck safety valve is one of the most dangerous conditions in boiler operation.
- What boiler water chemistry should be tested monthly?
- Monthly boiler water testing should cover total dissolved solids (TDS), pH, alkalinity and hardness. High TDS causes foaming and carryover. Low pH causes acidic corrosion. Incorrect alkalinity leads to caustic embrittlement. Hardness indicates scale formation risk. Results should be compared to the water treatment provider recommendations and corrective dosing applied as needed.
- Is the template free to use without MapTrack?
- Yes. Download and use the boiler monthly service procedure for free. Open the file and use your browser's Print, then Save as PDF. No MapTrack account required. If you later want digital service procedures linked to each asset with scheduling, compliance tracking and alerts, we would be happy to show you MapTrack.
Need digital service procedures for your facilities?
Register every boiler, chiller and critical asset in MapTrack. Set up monthly and annual service schedules, complete procedures on mobile, track parts and costs, and get automatic alerts when the next service is due.