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Hvac inspection sheet template

Hvac forms with check boxes checklist 2025

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The document is an HVAC Checklist designed for assessing the condition and maintenance of heating, ventilation, and air conditioning systems in a building. It includes sections on mechanical rooms, major equipment, air handling units, distribution systems, and occupied spaces. The checklist emphasizes the importance of indoor air quality and outlines specific items to inspect, such as cleanliness, operational efficiency, preventive maintenance plans, and potential sources of contamination.

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Click ‘Get Form’ to open it in the editor.
Begin by filling in the building name, address, and your details in the designated fields at the top of the form.
Proceed to the 'Mechanical Room' section. Use the checkboxes to indicate if the area is clean and dry, and note any items that need attention.
In the 'Major Mechanical Equipment' section, check if a preventive maintenance plan is in place. Fill out details regarding boilers, cooling towers, and chillers as required.
Continue to the 'Air Handling Unit' section. Document outdoor air intake locations and conditions using checkboxes and descriptive fields.
Complete the 'Distribution System' section by checking conditions of supply and return air systems, ensuring all relevant notes are made.
Finally, fill out the 'Occupied Space' section by detailing thermostat types, setpoints, and any potential problems noted during inspection.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What are the parameters required in a HVAC inspection checklist?

8. Indoor HVAC inspection Check thermostat settings and performance. Inspect all filters and clean/replace if needed. Ensure all systems are clean and free of damage. Inspect and clean registers to improve airflow. Check the furnace for rust or damage. Drain and flush all water systems. Lubricate equipment as needed.

Can I do my own HVAC tune up?

To properly perform an AC tune-up, an HVAC technician is required. While you can aid in keeping your unit working properly by regularly replacing your air filters and removing the debris around your outdoor AC unit, the majority of the AC tune-up requires a skilled, qualified professional.

Can you service your HVAC yourself?

You can service some parts of your air conditioner, such as cleaning or replacing filters, cleaning the condenser coils, and checking the thermostat. However, other tasks, like inspecting and cleaning the evaporator coils, checking refrigerant levels, and inspecting and sealing ductwork are best left to professionals.

How to self inspect HVAC?

HVAC Inspection Checklist How to Conduct a DIY HVAC Inspection. Make sure your thermostat is working properly. Shut off the power. Remove debris from the external HVAC unit. Clean and repair the fins. Clear the area around the unit. Level the HVAC unit. Clean the evaporator coil.

How do I inspect my HVAC system?

Step-by-Step Guide to a DIY HVAC Inspection Assessing Thermostat Functionality. Turning off the Power Supply. Eliminating Debris from the Outdoor HVAC Unit. Cleaning and Fixing the Fins. Maintaining the Space Around the Unit. Ensuring the HVAC Unit is Level. Cleaning the Evaporator Coil. Examining the Evaporator Drain.

hvac inspection checklist residential pdf

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What is the $5000 rule for HVAC?

The $5,000 rule is an industry-accepted rule for determining whether to repair or replace an HVAC system. Multiply the age of your equipment by its estimated repair cost. If the outcome is under $5,000, you should probably repair it. If over $5,000, you should replace it.

What do home inspectors look for in HVAC?

A full HVAC inspection is a thorough review and assessment of all components related to heating and cooling your home. During an HVAC inspection, the technician will check the condition of your HVAC appliances, check electrical components for any failures, test airflow through your home, and more.

What does a HVAC check-up consist of?

An HVAC tune-up generally consists of the following: Cleaning AC components. Checking the blower belt and the power motor. Checking carbon monoxide levels. Adjusting refrigerant levels.