Free inspection template
HVAC Preventive Maintenance — Free Template
Run this HVAC Preventive Maintenance from your phone — online or offline — and get a finished PDF report when you're done.
Overview
What is A HVAC Preventive Maintenance?
A HVAC Preventive Maintenance is a structured checklist that helps inspectors systematically verify compliance with the relevant standards or operational requirements. Completing the inspection on mobile produces a timestamped PDF that can be shared immediately with clients or management.
The checklist
Every checkpoint, in full
A read-only preview of the live template. Clone it to run the inspection on mobile, where each item records Pass, Fail or N·A with optional photos and notes.
Service Information
6 checksNOTENote on Usage
This service record is based on ENERGY STAR / ASHRAE 180 maintenance practice. It does not replace manufacturer procedures, EPA Section 608 refrigerant-handling requirements, or required combustion-safety testing; the servicing technician/company remains responsible for safe, code-compliant work.
Service date
Technician name + EPA 608 certification #
Equipment / unit ID and location
System type
Cooling system present?
Gates the refrigeration-circuit section.
Combustion heating present (gas/oil furnace or boiler)?
Gates the combustion-safety section.
Filters & Airflow
5 checksAir filter inspected and replaced or cleaned
Filter size and MERV rating
Blower wheel / fan and belts clean and in good condition
Supply-to-return temperature split
Typical cooling split is ~15–22 °F.
Supply registers and return grilles clear and unobstructed
Cooling — Refrigeration Circuit
6 checksSuction pressure
Liquid pressure
Superheat / subcooling
Refrigerant charge adequate; no leaks found
Condenser coil clean and unobstructed
Condensate drain clear and flowing
Combustion Heating
5 checksHeat exchanger inspected — no cracks or corrosionCritical
Ambient carbon monoxide (CO)Critical
Action level: investigate any reading above 9 ppm immediately. Elevated ambient CO can indicate a cracked heat exchanger or backdrafting. Confirm your local threshold.
Flue / venting intact, clear, and properly slopedCritical
Burners and ignition clean and operating reliably
Gas connections leak-checked — no leaksCritical
Electrical
4 checksElectrical connections tight; no scorching or corrosion
Compressor / condenser-fan amp draw
Contactors and capacitors within specification
Disconnect and breaker in good condition
Controls & Safety
3 checksThermostat operates correctly and is calibrated
Safety / limit controls functional
Economizer and dampers operate correctly (if present)
Condensate & Drainage
2 checksCondensate pan clean; drain clear; no overflow
Drain-pan treatment applied (if needed)
General Condition
2 checksCabinet and access panels secure; insulation intact
Noise and vibration normal; mounts secure
Sign-off
2 checksWork performed and recommendations
Technician signature
Yours to edit
Not quite how your site runs?
Clone it and the checklist becomes yours in seconds. Reword a checkpoint, drop in a whole new section, flag what's critical, and add photo or signature fields wherever proof matters. No code, no form-building.
Field procedure
How to run this inspection
Walk the site area by area. Mark each checkpoint Pass, Fail or N·A as you go, and add a photo on any Fail to document it for the report.
STEP 01
Service Information
Check all items in the Service Information area and record Pass, Fail or N·A for each.
STEP 02
Filters & Airflow
Check all items in the Filters & Airflow area and record Pass, Fail or N·A for each.
STEP 03
Cooling — Refrigeration Circuit
Check all items in the Cooling — Refrigeration Circuit area and record Pass, Fail or N·A for each.
STEP 04
Combustion Heating
Check all items in the Combustion Heating area and record Pass, Fail or N·A for each.
STEP 05
Electrical
Check all items in the Electrical area and record Pass, Fail or N·A for each.
STEP 06
Controls & Safety
Check all items in the Controls & Safety area and record Pass, Fail or N·A for each.
Run your first HVAC Preventive Maintenance today
Clone the template, inspect from your phone, and hand over a finished PDF report before you leave the floor.