Hvac Maintenance Checklist
September 28, 2016
HVAC MAINTENANCE CHECKLIST | TRANE
You wouldn’t drive your car 100,000 miles without changing the oil. The same logic holds true for your home comfort system. Regular HVAC preventative maintenance is the best way to ensure trouble-free operation and peak performance. Pre-season maintenance is also important. It can help to avoid a system failure in severe hot or cold weather when you need it most, and it can also keep your energy bill from getting out of control.
HVAC PREVENTATIVE MAINTENANCE CHECKLIST
Many dealers provide priority service for their customers who have an annual maintenance or service agreement. Bi-annual preventative maintenance will ensure that your system runs as efficiently as possible. Muse HVAC will perform the following tasks, depending on the unit:
OUTDOOR UNITS
- Inspect unit for proper refrigerant level and adjust if necessary
- Clean dirt, leaves and debris from inside cabinet
- Inspect base pan for restricted drain openings—remove obstructions as necessary
- Inspect coil and cabinet—clean as needed
- Inspect fan motor and fan blades for wear and damage—on older models lubricate as needed
- Inspect control box, associated controls/accessories, wiring and connections. Controls may include contactors, relays, circuit boards, capacitors, sump heat and other accessories. All control box and electrical parts should be checked for wear or damage.
- Inspect compressor and associated tubing for damage
INDOOR UNITS
Inspection
- Inspect and clean blower assembly (includes blower housing, blower wheel and motor)
- On older models, lubricate motor and inspect and replace fan belt if needed
- Check combustion blower housing for lint and debris and clean as necessary
- Inspect evaporator coil, drain pan and condensate drain lines. Clean as needed
- Inspect for gas leaks in gas furnaces
- Inspect burner assembly—clean and adjust as needed
- Inspect ignition system and safety controls—clean and adjust as needed
- Inspect heat exchanger or heating elements
- Inspect flue system—check for proper attachment to the furnace, any dislocated sections, and for signs of corrosion. Replace if necessary.
- Inspect control box, associated controls, wiring and connections
- Clean or replace air filters
- Inspect conditioned airflow system (ductwork)—check for leaks
Monitor and Measure While Your System Is Operating
- Monitor system starting characteristics and capabilities
- Listen for abnormal noise
- Search for source of unusual odors
- Monitor air conditioning and heat pump systems for correct refrigerant charge
- Measure outdoor dry bulb temperature
- Measure indoor dry and wet bulb temperature
- Measure high and low side system pressures
- Monitor gas furnace for correct line and manifold gas pressure—make adjustments as needed
- Measure temperature rise and adjust airflow as needed
- Check vent system for proper operation
- Monitor system for correct line and load volts/amps
- Monitor system operation per manufacturer's specifications
- Provide system operation report and recommend repairs or replacement as necessary
NOTE: Trane recommends all maintenance and service work be performed by a professional air conditioning and heating dealer that holds the appropriate credentials to install and service air conditioning and heating equipment.