HVAC Filter Replacement
Quarterly air filter swap — shutdown → remove → verify size → install with airflow arrow → tag date. 15 minutes per unit.
Every employee gets a seat — priced per employee in Frontline Operations, quoted with this template ready.
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 · Office · Manufacturing · Healthcare
What's inside this template
Steps
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Shut off unit at thermostat or disconnect
Turn off the air handler at the thermostat first; then lock out at the disconnect switch if performing electrical-adjacent work.
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Remove old filter
Open access panel. Slide filter out, supporting bottom edge to avoid loose debris falling. Note size printed on filter frame.
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Verify replacement size and MERV
New filter dimensions must match exactly (within 1/4”). MERV rating per facility spec — typical office is MERV 8-11; healthcare is MERV 13+.
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Install with airflow arrow
Filter has airflow direction arrow on frame — must point toward the blower (away from return). Backwards installation collapses the filter.
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Tag with installation date
Write installation date on filter frame with marker. Update PM log with date, location, filter size/MERV, and tech name.
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Restart and verify
Close access panel. Restore power if locked out. Restart unit at thermostat. Verify normal airflow at supply registers.
Common use cases
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Ready to use this template?
Every employee gets a seat. Request pricing for Frontline Operations and we quote into a workspace with HVAC Filter Replacement ready.
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.