HVAC Seasonal Readiness and Preventive Maintenance Checklist
Seasonal HVAC maintenance prevents equipment failure during peak demand periods and extends system life. This bi-annual checklist covers both heating and cooling season preparation per ASHRAE 180 Standard Practice for Inspection and Maintenance of Commercial Building HVAC Systems.
- Industry: Real Estate & Property Management
- Frequency: Semi-Annually (Spring and Fall)
- Estimated Time: 45-60 minutes
- Role: Maintenance Supervisor / HVAC Technician
- Total Items: 32
- Compliance: ASHRAE Standard 180 HVAC Inspection and Maintenance, ASHRAE 62.1 Ventilation for Acceptable Indoor Air Quality, EPA Section 608 Refrigerant Management Regulations, ICC International Mechanical Code, OSHA 29 CFR 1910.147 LOTO for HVAC Service
Filters and Air Quality
Inspect and replace filters per ASHRAE guidelines.
- All air filters replaced with correct MERV rating?
- Filter housing and rack sealed with no air bypass?
- Evaporator and condenser coils cleaned?
- Condensate drain pan clean and draining freely?
- No IAQ concerns: mold, odors, or visible contamination in air handler?
Heating System (Fall Service)
Inspect and service heating equipment for cold season.
- Heat exchanger inspected - no cracks, rust holes, or CO leak risk?
- Burners cleaned and inspected for proper ignition?
- Flue and venting clear with no blockages, rust, or disconnections?
- Gas pressure at manufacturer specification?
- Heat pump heating mode tested and operational (if applicable)?
- Electric heating elements tested and connections tight?
Cooling System (Spring Service)
Inspect and service cooling equipment for warm season.
- Refrigerant charge at manufacturer specification (EPA 608 certified tech required)?
- Outdoor condenser coils cleaned and fins straightened?
- Condenser fan motor and blade inspected and lubricated?
- Run and start capacitors tested within specification?
- Suction line insulation intact to prevent sweating and efficiency loss?
Controls and Thermostat
Verify controls and thermostat calibration.
- Thermostat calibrated and responding correctly?
- Programmable or smart thermostat schedule set for occupancy?
- High-limit and low-limit safety controls tested?
- Zone control dampers and controllers operating correctly?
- Economizer controls functional (commercial)?
Ductwork and Air Distribution
Inspect ductwork for leaks and proper air distribution.
- Visible ductwork inspected for leaks, disconnections, or damage?
- Supply and return airflow appears balanced - no rooms significantly under-conditioned?
- All supply and return registers open and unobstructed?
- Duct insulation intact in unconditioned spaces (attic, crawlspace)?
- Static pressure within equipment design range?
Service Documentation
Document all service activities and findings.
- Service log updated with all work performed?
- Manufacturer warranty maintenance requirements met?
- Refrigerant addition or recovery documented per EPA 608?
- Written recommendations for repairs or replacement provided to property owner?
- Energy efficiency recommendations provided?
- Next seasonal service appointment scheduled?
Related Real Estate Property Checklists
- Roof and Exterior Building Envelope Inspection Checklist
- Plumbing System and Water Heater Inspection Checklist
- Electrical Panel and Wiring Safety Inspection Checklist
- Rental Property Appliance Condition and Safety Inspection Checklist
- Window and Door Condition and Security Assessment Checklist
- Property Fire Safety and Extinguisher Inspection Checklist
- ADA Accessibility Compliance Audit Checklist
- Smoke and Carbon Monoxide Detector Testing Compliance Checklist
Related Building Maintenance Checklists
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Why Use This HVAC Seasonal Readiness and Preventive Maintenance Checklist?
This hvac seasonal readiness and preventive maintenance checklist helps real estate & property management teams maintain compliance and operational excellence. Designed for maintenance supervisor / hvac technician professionals, this checklist covers 32 critical inspection points across 6 sections. Recommended frequency: semi-annually (spring and fall).
Ensures compliance with ASHRAE Standard 180 HVAC Inspection and Maintenance, ASHRAE 62.1 Ventilation for Acceptable Indoor Air Quality, EPA Section 608 Refrigerant Management Regulations, ICC International Mechanical Code, OSHA 29 CFR 1910.147 LOTO for HVAC Service. Regulatory-aligned for audit readiness and inspection documentation.
Frequently Asked Questions
What does the HVAC Seasonal Readiness and Preventive Maintenance Checklist cover?
This checklist covers 32 inspection items across 6 sections: Filters and Air Quality, Heating System (Fall Service), Cooling System (Spring Service), Controls and Thermostat, Ductwork and Air Distribution, Service Documentation. It is designed for real estate & property management operations and compliance.
How often should this checklist be completed?
This checklist should be completed semi-annually (spring and fall). Each completion takes approximately 45-60 minutes.
Who should use this HVAC Seasonal Readiness and Preventive Maintenance Checklist?
This checklist is designed for Maintenance Supervisor / HVAC Technician professionals in the real estate & property management industry. It can be used for self-assessments, team audits, and regulatory compliance documentation.
Can I download this checklist as a PDF?
Yes, this checklist is available as a free PDF download. You can also use it digitally in the POPProbe mobile app for real-time data capture, photo documentation, and automatic reporting.