HVAC Preventive Maintenance Inspection
Quarterly HVAC PM — air handlers, compressors, filters, electrical, refrigerant. Used by facility managers and HVAC techs.
14 days free, $0 today — this template is included, and everyone else in your company uses it free.
Rolled out to every employee at AutoZone (125,000), PetSmart (50,000+), A.S. Watson and Raley's (20,000) — and at larger retailers we are not permitted to name.
Built for: Facilities · Property Management · Manufacturing · Healthcare · Office
What's inside this template
Air Handlers / Indoor Units
- Filters changed; type and size recorded
- Coils clean (no fin damage, dust buildup)
- Drain pan clean, drain line clear (poured water test)
- Blower wheel clean; bearings quiet
- No visible water staining, ice buildup, or condensation
- Belt tension correct (1/2" deflection at midspan)
Compressors / Condensers
- Condenser coil clean, fins straight
- No oil staining (sign of refrigerant leak)
- Compressor mounts secure; no excessive vibration
- Suction and discharge pressures within spec
- Superheat / subcooling within manufacturer spec
- 36" clearance maintained around outdoor units
Electrical
- Disconnect switch operational; secure
- Capacitors not bulging or leaking
- Contactors clean, no pitting or burning
- Voltage and amp draw within spec
- All wire connections tight; no signs of overheating
Controls & Sensors
- Thermostat reads accurate (verify with reference thermometer)
- Setpoints match facility schedule
- Limit and safety switches functional
Documentation
- PM sticker / log updated with date and tech
- Equipment hours / runtime recorded
- Issues logged on work order if any
Common use cases
Frequently asked questions
How often should HVAC PM be performed?
ASHRAE recommends quarterly inspection for commercial systems. Spring and fall are the critical visits (cooling startup, heating startup); summer and winter are typically check-and-clean visits.
Does this template cover refrigerant compliance?
It captures the data EPA Section 608 requires (no leak rate calculations). Maintain a separate refrigerant-recovery log if you handle systems with >50 lb charge.
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Start free with Safety & Compliance — HVAC Preventive Maintenance Inspection is included, and everyone else in your company uses it free.
Rolled out to every employee at AutoZone (125,000), PetSmart (50,000+), A.S. Watson and Raley's (20,000) — and at larger retailers we are not permitted to name.