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CLS Mechanical Services Blog

HVAC Preventive Maintenance: Comprehensive Preventive Maintenance Checklist

In our last installment of this blog, we explained the benefits of a comprehensive preventive maintenance (PM) program for your commercial heating and cooling (a.k.a., HVAC) unit and outlined some basic steps to include in a typical program.

Now, we want to give you a more detailed PM checklist to include as part of this program. Note that this checklist is consistent with recommendations provided by several of today’s leading HVAC manufacturers.

Two (2) Mid-Season Inspections (February and August)

  • Replace all air filters (preferably pleated)
  • Inspect and adjust belts and blower
  • Inspect and lubricate blower bearings
  • Clean heating , evaporator and condenser coils
  • Verify that heating/cooling systems are operable
  • Clean condensate drain, trap, and pan
  • Check thermostat calibration
  • Verify that economizer dampers are set and operable

One (1) Cooling Start-Up (April and May)

  • Replace all air filters (preferably pleated)
  • Replace blower belt(s)
  • Inspect and lubricate blower bearings
  • Clean heating , evaporator and condenser coils
  • Verify that heating/cooling systems are operable
  • Check refrigerant and compressor oil levels on compressors with sight glass
  • Check and adjust all operating and safety controls
  • Megometer check compressor(s) and motor(s)
  • Clean condensate drain, trap, and pan
  • Verify that economizer dampers are set and operable

One (1) Heat Start-Up (October and November)

  • Replace all air filters (preferably pleated)
  • Inspect blower and belts
  • Inspect and lubricate blower bearings and motor
  • Clean heating , evaporator and condenser coils
  • Test the operation of heating systems.
  • Verify that heating/cooling systems are operable
  • Check and adjust all operating and safety controls
  • Clean condensate drain, trap, and pan
  • Verify that economizer dampers are set and operational

Remember, these are recommendations only, so they’re not necessarily applicable for every PM program. You should build your own PM program based on the specifications of your system and its unique needs, as well as the specific needs of your facility, and your tenants.

In our next installment, we’ll help you do this by providing some guidance on how to determine the best PM program for your facility.

Want to learn more about CLS Mechanical Services’ commercial heating and cooling services? Call us at 800-548-3542, or fill out the form below.

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