Creating a thorough checklist for your HVAC technicians performing spring/summer preventative maintenance (PM) can help ensure that each visit is productive and that no critical checks are overlooked. Here’s a detailed checklist tailored for residential HVAC systems during these seasons:

Spring/Summer Preventative Maintenance Checklist for Residential HVAC

Customer Interaction

  • Greet the homeowner and explain the PM process.
  • Address any specific concerns or issues reported by the homeowner.

General Inspection and Maintenance

  • Inspect overall system condition: Check for visible signs of wear and tear.
  • Check system installation quality: Ensure the unit is level and securely mounted.

Indoor Components

  • Air Filters:
    • Replace or clean the air filters.
    • Check for proper fit and airflow restrictions.
  • Blower Assembly:
    • Check blower wheel for debris and cleanliness.
    • Lubricate motor and inspect belts for wear (if applicable).
  • Evaporator Coil:
    • Inspect for dirt buildup and clean if necessary.
    • Check for signs of leaks or corrosion.
  • Condensate Drain:
    • Flush and clean the drain line to prevent water backup.
    • Inspect the drain pan and clean if necessary.
  • Thermostat:
    • Verify proper operation.
    • Check settings to ensure energy efficiency.
  • Electrical Connections:
    • Check and tighten electrical connections.
    • Measure voltage and current on motors.

Outdoor Components

  • Condenser Coil:
    • Clean the condenser coil to ensure airflow and heat transfer efficiency.
    • Inspect for damage or blockage.
  • Fan Motor and Blades:
    • Inspect fan blades for damage.
    • Lubricate the fan motor (if applicable).
  • Refrigerant Level:
    • Check refrigerant level and recharge if necessary.
    • Inspect for refrigerant leaks.
  • Control Box:
    • Inspect contactors, relays, and other controls for wear and proper operation.
  • Cabinet:
    • Inspect the cabinet for rust or loose parts.
    • Ensure the cabinet is free of debris and obstructions.

System Testing

  • System Start-up and Check:
    • Ensure the system starts properly and runs smoothly.
    • Check for unusual noises or vibrations.
  • Temperature and Airflow:
    • Measure supply/return temperature differential.
    • Verify adequate airflow throughout the system.
  • Safety Controls:
    • Test all safety controls for proper operation.


  • Documentation:
    • Record all findings and any services performed.
    • Note any recommendations for repairs or upgrades.
  • Homeowner Consultation:
    • Discuss any issues found and recommend next steps.
    • Review maintenance tips with the homeowner for better system longevity.
  • Clean Up:
    • Ensure work area is clean and all tools and materials are removed.

Tools and Equipment Needed

  • Screwdrivers (various sizes)
  • Wrench set
  • Multimeter
  • Coil cleaner
  • Replacement filters
  • Refrigerant gauges
  • Vacuum pump
  • Portable vacuum for cleaning

This checklist ensures your technicians cover all crucial aspects of the HVAC system maintenance, keeping it running efficiently during the warmer months and preventing future issues.