Preventive Maintenance Checklist
Heating and Cooling Checklist

All service technicians will use the below listed checks when performing a clean and check on a heat pump or air conditioner. Also, a diagnostic visit should not only fix the apparent problem but incorporate these checks as well. To separate ourselves from the ordinary, we must give our customers extraordinary service.

• Check thermostat operation
• Replace filter at air handler (Service agreement customers only)
• Inspect blower assembly
• Inspect and lubricate blower motor
• Take amperage reading of blower motor
• Inspect condensate drain and flush if necessary
• Inspect condenser coil
• Inspect all electrical connections in condensing unit
• Check service valves and service port caps
• Check compressor voltage
• Check contactor contacts for voltage drop
• Read and record compressor discharge gas temperature
• Read and record suction line temperature
• Read and record liquid line temperature
• Check evaporator coil performance
• Check temperature drop across evaporator
• Check unit operation according to charging calculator
• Clean coils as required (on service agreement inspections at no additional cost)
• Cycle system through one complete cycle
• Reset thermostat
• Review results with customer
• Review plumbing issues with customer
• Review electrical issues with customer
• Review service agreement