Maintenance Checklist

1. Choose your season. Toggle between Cooling and Heating tabs at the top. Each tab has its own checklist tailored to the equipment and procedures for that season.

2. Work through each section. Check off items as you complete them. Enter readings directly into the fields — superheat, subcooling, amp draws, CO levels — and the tool will flag anything outside normal range.

3. Monitor your progress. The progress bar updates in real time. The summary section shows your completion percentage and a health grade based on items checked and flagged readings.

4. Generate a report. When finished, hit Generate Report to create a printable summary of everything checked, every reading recorded, and any items that need attention. Your progress auto-saves so you never lose work.

Thermostat verification. A miscalibrated thermostat wastes energy and causes comfort complaints. Testing all modes confirms the system responds correctly to every call for heating, cooling, and fan operation.

Air distribution. Dirty filters and disconnected ductwork are the most common causes of poor performance. A clogged filter alone can drop system efficiency by 15% and cause frozen coils or heat exchanger overheating.

Electrical components. Capacitors weaken over time and contactors pit from arcing. Measuring actual amp draws against rated values catches motors that are overworking before they fail, saving the customer an emergency call.

Refrigerant system. Superheat and subcooling are the two most important measurements in cooling diagnostics. They reveal charge level, metering device function, and airflow problems that pressures alone cannot identify.

Heat exchanger and combustion. A cracked heat exchanger can leak carbon monoxide into living spaces. CO testing is not optional — it is the single most important safety check on any gas furnace maintenance visit.

Safety controls. High-limit switches, pressure switches, and rollout switches exist to prevent fires and CO poisoning. Verifying each one operates correctly protects both the homeowner and your liability.

Performance verification. Temperature split (return minus supply) confirms the system is actually doing its job. A split outside the 15-20 degree range on cooling points to airflow, charge, or equipment problems.

Routine maintenance visits. Use this as your standard operating procedure for every tune-up. It ensures nothing gets skipped, readings get recorded, and the customer sees a professional report documenting every step.

New technician training. Hand this checklist to every new hire. It teaches them the complete process for a thorough maintenance visit and builds consistent habits from day one. The reading targets and color indicators help them learn what normal looks like.

Maintenance agreement visits. If you sell maintenance plans, this checklist is your proof of value. Customers paying for a plan expect thoroughness. Generate the report, hand it to them, and show exactly what their money bought.