HVAC Maintenance Checklist

Spring AC Tune-Up Checklist

Schedule in April or May before the cooling season begins:

• Clean condenser coils (outdoor unit) — dirt and debris reduce heat transfer efficiency
• Check refrigerant charge and inspect for leaks
• Test electrical components — capacitors, contactors, and disconnect
• Lubricate fan motor bearings
• Clean evaporator coil (indoor) if accessible
• Clear condensate drain line — prevents water backup and mold growth
• Check thermostat calibration and operation
• Inspect and test blower motor and belt
• Check airflow through the system
• Replace or inspect air filter

Fall Furnace Tune-Up Checklist

Schedule in September or October before the heating season:

• Inspect heat exchanger for cracks — a cracked heat exchanger leaks combustion gases into living space (carbon monoxide hazard)
• Clean burners and check burner operation
• Test ignition system (igniter, pilot, or electronic ignition)
• Inspect flue and venting for blockages or damage
• Test safety controls and limit switches
• Lubricate blower motor and bearings
• Check gas connections and pressure
• Clean or replace air filter
• Test thermostat operation in heat mode
• Test carbon monoxide detectors near the system

Monthly Homeowner Tasks

• Check air filter: Hold it to light. Replace if you can't see light through it.
• Clear area around outdoor unit: Keep 2 feet of clearance; remove leaves and debris
• Listen for unusual noises: Banging, rattling, or squealing warrants a service call
• Check condensate drain: If you have a drain pan, make sure it's not filling up

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