Unlock hundreds more features
Save your Form to the Dashboard
View and Export Results
Use AI to Create Forms and Analyse Results

Forgot Password?
Get Started
OR
Sign UpLogin With Facebook
Sign UpLogin With Google

HVAC Maintenance Checklist Form Template

Streamline Your HVAC Inspections and Ensure Efficiency

Keeping your HVAC system in top shape can be challenging, especially with so many tasks to remember. This HVAC Maintenance Checklist Form Template is designed to help property managers, HVAC technicians, and homeowners efficiently track inspection tasks. By using this template, you can simplify routine maintenance, ensure regulatory compliance, and catch issues before they escalate, ultimately saving time and reducing costs. Enjoy a reliable HVAC performance while easily documenting your findings. Try out the live template to see its benefits in action.

Use this Template (FREE) Live Preview
Service date
Client name
Service address
Client email
Client phone
Access to equipment confirmed
Yes
No
Equipment type
Central AC with furnace/air handler
Heat pump (central)
Ductless mini-split
Packaged unit
Rooftop unit (RTU)
Not sure
Other
Please Specify:
Model number
Serial number
Fuel type (if applicable)
Electric
Natural gas
Propane
Oil
Not sure
Other
Please Specify:
Approximate system age
Under 1 year
1-3 years
4-7 years
8-12 years
13+ years
Not sure
Power to equipment turned off and lockout/tagout applied
Yes
No
Work area around equipment is clear and accessible
Yes
Partially
No
Carbon monoxide alarm present and functional (if combustion equipment)
Yes
No
Not applicable
Not sure
Air filter condition
Clean
Lightly soiled
Dirty - replace/clean
No filter installed
Not accessible
Evaporator coil condition
Clean
Light debris
Dirty - needs cleaning
Damaged fins
Not accessible
Not observed
Blower motor condition
Normal
Noisy
Worn bearings
Excessive vibration
Not checked
Condensate drain and pan status
Clear and draining
Slow drainage
Clogged - cleared today
Clogged - needs repair
Treatment applied
Not applicable
Safety switches (float/limit) tested
Pass
Fail
Not applicable
Not tested
Outdoor coil condition
Clean
Light debris
Dirty - needs cleaning
Damaged fins
Not accessible
Outdoor fan motor operation
Normal
Noisy
Not operating
Intermittent
Not checked
Refrigerant line insulation
Intact
Partial
Missing or damaged
Not applicable
Refrigerant charge assessment
Within range
Low
High
Not assessed
Thermostat operation verified
Yes
No
Temperature split (supply-return) and units
Airflow adequacy
Adequate
Marginal
Inadequate
Not assessed
Burner/flame quality
Normal blue flame
Yellow tipping
Lifting/flame instability
Not observed
Not applicable
Heat exchanger inspection
No cracks visible
Signs of corrosion
Cracks suspected
Not accessible
Not applicable
Flue/venting condition
Secure and clear
Obstructed
Backdrafting observed
Corroded/damaged
Not applicable
Overall system performance
Poor
Fair
Good
Very good
Excellent
Recommended follow-up timeframe
1 month
3 months
6 months
12 months
As needed
Not required
Notes and work performed (services, parts replaced, observations)
Customer signature (type full name)
Signature date
Technician name
Customer acknowledgment of services performed today
Strongly disagree
Disagree
Neither
Agree
Strongly agree
{"name":"Service date", "url":"https://www.quiz-maker.com/QPREVIEW","txt":"Service date, Client name, Service address","img":"https://www.quiz-maker.com/3012/images/ogquiz.png"}
Paper art illustration depicting an HVAC maintenance checklist for a form template article

When to use this form

Use this form during seasonal tune-ups, new service agreements, and move-in/move-out unit checks. It helps HVAC techs, facility teams, and property managers document the condition of rooftop units, splits, and heat pumps. Log readings, verify safeties, note parts, and capture photos so you spot issues early and reduce callbacks. When you plan recurring visits, pair it with the Preventive maintenance checklist form to keep routine tasks on schedule. After coil or drain cleaning, reference the Cleaning inspection checklist form to confirm the area is clear and ready for operation. The result is a consistent record you can share with clients or landlords, plus a clear list of fixes and follow-ups.

Must Ask HVAC Maintenance Checklist Questions

  1. Which unit are you servicing (site, location, make, model, and serial number)?

    This pins each check to the exact asset, so parts, warranty terms, and history line up. It also removes guesswork when you schedule follow-ups.

  2. What are the measured supply and return temperatures, static pressure, and motor amperage?

    These numbers provide a performance baseline and reveal airflow or load issues. They help justify repairs and prove improvements after service.

  3. Is the refrigerant charge within spec and are any leaks detected?

    Charge and leak findings affect efficiency, comfort, and environmental compliance. Recording results supports EPA requirements and speeds approval for leak repair.

  4. Were safety controls, gas pressure, and all electrical connections tested and verified?

    Documenting pass/fail on safeties reduces risk and prevents dangerous operation. Clear results make it easy to prioritize urgent fixes.

  5. Is the area around the unit clear, labeled, and safe to access?

    Good housekeeping prevents blocked intakes and trip hazards during service. For broader site checks, use the Workplace housekeeping checklist form.

More Forms

Copy/Edit Form Send to Recipients Make a Form w/AI Form Builder Must Ask Questions
  • 100% Free - No Catches
  • Collect Responses Today
  • Tailor to your Look & Feel