HVAC Inspection Checklist for Safer, Cheaper, All-Season Comfort

Safety and electrical checks:

• Tighten electrical connections, check wiring, and test safety controls.
• Test the ignition and flame sensor on the gas heat, and check for carbon monoxide.
• Verify proper voltages and startup, running, and shutdown.
• Inspect the heat exchanger, flue, and look for gas leaks or corrosion.
• Confirm electrical components are clean and secured.

Performance and efficiency checks:

• Measure refrigerant levels and look for leaks in refrigerant lines.
• Test thermostat and sensors for accurate readings and thermostat settings.
• Lubricate moving parts to cut wear, including fan blades and pulleys.
• Check compressor amps and overall energy efficiency trends.

Airflow and cleanliness checks:

• Inspect and clean the evaporator coil and the condenser coil.
• Clean or replace air filters for better indoor air quality.
• Inspect blower wheel, blower motor, belts, and pulleys.
• Check the drain pan, drain line, and condensate drain for clogs or leaks.
• Inspect ducts and ductwork for leaks or blockages that reduce airflow.

For a full view of our routine HVAC tune-up services, see our HVAC preventative maintenance programs.

You avoid surprise breakdowns and improve safety. Clean coils, clear ducts, and new filters restore airflow and lower energy bills. Parts last longer, from the compressor to the blower motor, which extends system lifespan and supports your warranty.

What to note before you call:

• Ice on lines or coils, weak airflow, or hot or cold spots.
• Odd sounds like buzzing or grinding.
• Thermostat not holding set temp.
• Water near the indoor unit, musty smell, or a wet drain pan.

Best timing:

• Twice a year, once in spring for air conditioning or heat pump cooling, once in fall for the heating system or gas furnace.
• Also, schedule after dusty projects or if energy bills jump.

Common problems found in inspections:

• Dirty air filters or coils that raise bills and stress parts.
• Low refrigerant weakens cooling and can hurt the compressor.
• Leaky ducts waste air and reduce comfort.
• Worn belts or motors that cause noise or failure.
• Clogged condensate lines that lead to water damage.
• Loose electrical connections that pose a hazard.
• Thermostat errors that run the HVAC unit too much or too little.