HVAC Inspection Checklist

General Checklist of the HVAC System

• Reply and adjust the thermostats.


• Change or otherwise clean air filters as necessary.


• Legitimate power supply is well-grounded and sane.


• Make sure that all switching points of the systems are in the proper position.


• Check electrical wiring, inspect it to see any wear, corrosion of connections.


• Look through the start-up and shut-down cycles on a check system.


• Hear the abnormal sounds while running.


• Test the nose for any burning or musty smell that could be a pointer to problems.


• Look out to see the presence of water leakage around the system.


• Cutting and busting machines, cut out switches.

Thermostat and Controls Checklist

• Install a thermostat to ensure accuracy in the process of temperature control.


• Make sure that programmable thermostats are set in accordance with the daily schedules.


• Thermostats wear out batteries that are replaceable.


• Connection of the thermostat to the HVAC.


• Inspect wires leading to the thermostat to look for cases of fraying and disconnections.


• The thermostat should be used to test the functioning of the system ( Ventilation, heating/ cooling cycles).


• In case it is necessary, replace obsolete thermostats with energy-efficient or smart thermostats.


• Designate and write all zones of the thermostats of multiple zones.

Air Filter and Ventilation Inspection List

• Find out all the air filters in the system.


• Inspect and replace, or clean, and remove the debris and the block.


• They have replaceable filters or washable filters.


• Specifically, the system is suited to confirm filter rating (MERV).


• Clean or find dirty return air grills.


• The ducts of the check must be cleared of any blockage, dust, or pests.


• Dutch doors, panes, and vents must be open and not closed with furniture or carpets.


• Presence of mold or mildew on air vents.


• Ensure that there is the right air pressure and balance of air flow between different rooms.


• When the ductwork is flailing around the attic or basements, or is squished.

HVAC Units: What to Check In Your System

Different HVAC units have different checklists. Find them here:

Checklist of the Heating System

• The system of ignition without a test (spark or hot surface ignitor).


• See that the burner assembly and the gas pressure are not faulty.


• Inspect to know whether there is a crack or corrosion in the heat exchanger.


• Check the flame sensor and clean it up when it is needed.


• The furnace does not operate incorrectly.


• The temperature increase of the membrane in the heat exchanger


• Have a clean combustion chamber and inspect to see the buildup of soot.


• Electrical ignition check light pilot


• Limit switches and other safety controls.


• Obstructions on the flue pipe and exhaust vents.


• Make sure there are carbon monoxide detectors around the furnace zones


• Lack of oil to feed the motor bearings of the blower (if applicable)


• Blower and check filters, furnace.


• The outdoor heat pump unit is horizontal and debris-free.


• Making the heat pump work in reverse.

Heat Pump Cooling System Checklist

• Visually check the outside condensing coil and clean it.


• Measuring pressure and readings by use of refrigerant gauges.


• Pay attention to loss in the refrigerant (hisser, oil spots).


• Clean the air handling coil, or furnace coil, and evaporator


• Check the condenser, capacitor, contactor, and other electrical parts.


• Ensure that the fan motor is operational and the blades are spinning in the right direction and are not obstructed.


• Check the condensate drain line to determine that there are no obstructions and drainage.


• Sterilize and vacuum out the condensate drain pan.


• The compressor runs and works perfectly.


• Cooling of the length of the evaporator coil


• Make sure that there is proper clearance of the outdoor unit (at least 2 feet).


• Look out to check vibration or noise outdoors.

Duct Checklist Airflow Inspection Checklist

• Inspect the supply and discharge duct work in order to find out where there is leaking air.


• Mastic or foil tape should be used to seal any joint or seam of ducts.


• Inspect the unconditioned spaces' ducts to check for damage on ducts.


• With the use of an anemometer, measure the airflow at vents.


• Smoke pencils should be used to detect backdrafts and leakage.


• The placement of mistake dampers is correct according to the airflow during a particular season.


• Air imbalance in rooms must be identified and corrected.


• Check ductwork to see if there is damage from rodents or infestation of pests.


• Size the duct to attain a substantive overall balance.


• Recommend cleaning in case build-up has been seen in the duct


• The ducts should not be sagging.

Refrigerant System Checklist

• The performance is measured in terms of superheat and subcooling levels.


• Check the type of refrigerant and ensure it is the right one according to the specifications of that system.


• Check the service valves and the Schrader ports just to be sure that nothing is leaking.


• Make sure that Ensure is not undercharged or overcharged


• Coils, lines can be tested with an electronic leak detector.


• The TXV (thermal expansion valve ) is working fine.


• Condenser and evaporator coils were boarded to boost convection.


• Make sure the suction and liquid pipelines are not kinked and that they do not have broken insulation.


• Readings on the refrigerant should be recorded in the maintenance records.


• Ensure that the recovery and charging process of the refrigerant is the way the EPA prescribes it.

Ventilation and IAQ (Indoor Air Quality) Checklist

• Filters used in mechanical ventilation ( HRVs or ERVs ).


• Make sure the exhaust fans in both bathrooms and the kitchen are working.


• Make sure that the ventilation of the attic space is effective.


• Check the humidity in indoor rooms-Optimal is between 30 and 50 percent.


• Suggest cleaners such as the air purifiers or the UV lights where allergies are constant.


• Make sure that ducts are airtight to prevent the emission of contaminated spaces.


• Looking at air handlers and vents will produce an indication of condensation or mold.


• Replace or wash the inline air cleaner or the Indoor air qualifier


• Inspect fresh air inlets to see whether they have been blocked or have been polluted.


• Inform the homeowners on the seasonal methods of good ventilation.

Blower and Air Handler Inspection List

• Inspect the blower wheel to determine whether it is dirty, rusted, and whether it is unbalanced.


• The blower motor has to be wiped with grease as needed.


• Test the fan speed and check that there is delivery of air.


• Cap and motor amp check.


• Belt pairs are compressed and run in parallel.


• Hear that noise of a grinding or a screeching.


• Do a reading of the duct system pressure static.


• The hardware for checking the blower mount is supposed to be tight.


• Replace worn brackets or pulleys on the motor (new ones) in case of necessity.


• Test the check blower relay and also the delay settings.

Combustion and Gas System Checklist

• You need to do a combustion analysis using a calibrated tester.


• Make sure that there is a good flue draft, adequate venting.


• Look at the gas valves and connections to determine whether they have leaks.


• The exhaust and manufacture of carbon monoxide.


• Gas verification that such a kind of fuel is appropriate as per the appliance rating.


• Sustain the countless pressures by always manifesting with burners.


• Examine the colours and shape of the flames of the burners (consistent blue).


• High-limit, safety shutoffs (switches, roll-out).


• Make the flue pipe very sloped and covered.


• Verify that the mechanical rooms have the presence of combustion air supply.

Electrical Components Checklist

• Have clean electrical connections and tight connections.


• Measure voltages and current load to the system.


• Check test contactor and relays to ensure that they are not worn/pitted.


• Check circuit boards, check burnt marks on boards, or corrosion.


• Bypass the capacitor microfarads that are weak.


• These are fuses and circuit breakers that are working properly.


• Learn about the bonding and the grounding.


• High and low voltage wires should be separated.


• Electrical disconnection switch inspection (by condenser)


• The wiring should be clearly labeled to identify it in the future when servicing.

The End Safety and Efficiency Checklist

• Look at safety relays and emergency shut-off switches.


• Also, visually inspect clearance areas around the HVAC equipment


• Panels and all service covers should be kept closed.


• Clean the indoor and the outdoor units to minimize fire risk.


• The condensate pumps are in use.


• Store no inflammables either over the furnace or under it.


• Identify the energy efficiency ratings and suggest the upgrades.