Residential Service & Maintenance

Residential Service & Maintenance

Are you beginning your search for an HVAC service company to perform preventative maintenance? There’s a chance that you’re not clear about everything a residential preventative maintenance program includes. If you already have a preventative maintenance contract you could be out in the cold about whether you and your
neighbors are getting the same value and service!

That’s where an HVAC preventative maintenance checklist comes in handy.

While preventative maintenance agreements can differ, the most important thing is that you’re getting what you signed up and paid for.

First, let’s look at a checklist that covers tasks typically included in a preventative maintenance (PM) agreement. You can use this checklist when comparing companies and prices.

Fall/winter preventative maintenance tasks


Your HVAC service company performs these HVAC preventative maintenance tasks to check your heating system and prepare it for the heating season. Complete these steps to avoid unexpected furnace woes this winter.

  • Replace filters on heating equipment
  • Inspect ignition burner assembly
  • Examine heat exchanger or heating elements
  • Study flue system and ensure secure attachment to the furnace
  • Inspect for gas leaks with gas furnaces
  • Assess gas pressure
  • Check belts and pulley tension
  • Clear drain lines and pans
  • Check electrical connections
  • Lubricate motors, bearings and other moving parts
  • Check thermostats and controls
  • Check fan and blower operation and adjust as needed
  • Inspect heat pump cycling
  • Examine duct work and vents

Spring/summer preventative maintenance tasks

Your HVAC service company performs these preventative maintenance tasks to prepare your air conditioning system for the cooling season ahead.

  • Clean or replace filters
  • Test thermostats and controls to make sure temperatures and timer functions are correctly set
  • Change batteries
  • Check electrical system and connections
  • Clean condenser and evaporator coils
  • Clean drain lines for proper flow and clear clogs
  • Clear drain pans of any standing water to avoid overflows
  • Replace worn belts
  • Check for debris around outdoor unit
  • Inspect ducts for mold, dust, and debris or air leaks
  • Observe relative humidity levels
  • Check refrigerant system for leaks
  • Check fan motor(s)
  • Check blowers and blades for proper airflow
  • Lubricate motor bearings and moving parts
  • Inspect cabinet for air leaks and check cabinet door for proper closure

Preventative Maintenance Checklist

Use this HVAC preventative maintenance checklist as a
guideline

Now that you know some of the basics covered under preventative maintenance contracts, you can begin the conversation with a few different HVAC service companies.

You don’t have to get locked into a one-size-fits-all agreement. Look for a company that adjusts your HVAC preventative maintenance contract based on your needs, equipment and budget.

Contract terms can differ greatly. You might limit the annual HVAC maintenance tasks on one system, such as AC, for example. You might choose a quarterly maintenance program. That option works best when you need more frequent service for changing filters in tough-to-reach places and cleaning coils. Often an additional appointment is needed around June for coil cleaning on outdoor units in areas with a lot of Cottonwood trees.

Twice-annual preventative maintenance is our number one seller! It’s smart to schedule these visits in the spring and fall before the peak air conditioning and heat seasons.

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