HVAC Maintenance Checklist
Keeping your HVAC system in peak condition not only extends its lifespan but also maximizes comfort and energy efficiency year-round. With proper attention each spring and fall, you can avoid unexpected breakdowns, reduce utility bills, and ensure better indoor air quality.
Why Seasonal Maintenance Matters
- Energy Savings: A well-maintained system uses less energy.
- Extended Equipment Life: Routine care prevents wear and tear.
- Improved Air Quality: Clean filters and ducts reduce allergens.
- Reliability: Preventative maintenance cuts costly breakdowns.
Spring Tune-Up Tasks
1. Replace/Clean Air Filters (DIY)
Every 1–3 months; more often with pets/allergies.
Clogged filters force your system to work harder—raising energy costs and reducing airflow.
2. Clean Outdoor Unit (DIY)
- Remove debris around condenser.
- Wash coils gently with a garden hose.
- Tip: Keep 2 ft clearance around the unit.
3. Check Thermostat (DIY)
Calibrate against a room thermometer and consider upgrading to a smart thermostat for extra savings.
4. Test System Controls (DIY)
- Switch to "cool" mode and raise temperature.
- Listen for compressor/fan engagement.
- Watch for unusual noises or delays.
5. Inspect Ductwork (DIY w/ Caution)
Visual check in attic/basement; seal small gaps with foil tape.
Pro Tip: Call a pro for major leaks or inaccessible ducts.
Fall Tune-Up Tasks
1. Replace/Clean Air Filters (DIY)
Repeat filter maintenance to ensure airflow and quality.
2. Furnace Inspection (Technician)
- Check burners & heat exchangers.
- Test gas pressure & safety controls.
- Inspect flue & ventilation.
3. Lubricate Moving Parts (Technician)
Fan motors, bearings & belts—reduces friction and wear.
4. Check Refrigerant (Technician)
Low levels can damage the compressor. Requires EPA-certified pro.
5. Inspect Electrical (Technician)
Tighten wiring terminals and check motor voltages to prevent shorts.
Annual & Biennial Tasks
- Full Duct Inspection & Balancing (Tech)
- Combustion Analysis (Tech)
- Coil Cleaning & Treatment (Tech)
DIY vs. Technician
| Task | DIY | Technician |
|---|---|---|
| Air Filter Replacement | ✔️ | — |
| Outdoor Unit Cleaning | ✔️ | — |
| Thermostat Calibration | ✔️ | — |
| Duct Inspection & Minor Sealing | ✔️ | — |
| Furnace & Burner Checks | — | ✔️ |
| Refrigerant Level Check | — | ✔️ |
| Electrical Inspection | — | ✔️ |
| Lubricate Motors & Bearings | — | ✔️ |
| Combustion Analysis | — | ✔️ |
| Full Duct Sealing & Balancing | — | ✔️ |
Pro Tips for Efficiency
- Keep vents unblocked by furniture or curtains.
- Shade outdoor units with shrubs or an awning.
- Monitor energy bills for spikes signaling issues.
- Enroll in an annual maintenance plan for peace of mind.
Ready to maximize comfort and efficiency? Schedule your next professional tune-up today!
Book a Certified Technician