AC and Heat Pump Maintenance Checklist (Cooling)

Spring tune-up checklist with electrical, refrigerant, airflow and drain checks and spaces for every reading.

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Job

CompanyTechnicianDateCustomerAddress

Equipment

Indoor model / serialOutdoor model / serialRefrigerant / gas type

Indoor

Thermostat cycles cooling correctly; settings confirmed with customer
Filter size	in.
Filter replaced or cleaned
Evaporator coil clean (inspect if accessible)
Blower wheel clean; motor and bearings OK
Blower amps	A
Condensate drain and trap flushed; drains freely
Float/safety switch tested (shuts unit off)
Secondary pan clean and dry

Outdoor unit electrical

Supply voltage at the disconnect	V
Disconnect, whip and conduit in good shape
Contactor contacts not pitted or burnedReplace if pitted
Run capacitor: HERM (rated / measured)	µF
Run capacitor: FAN (rated / measured)	µF
Compressor amps (RLA on plate / measured)	A
Condenser fan amps (FLA / measured)	A
Wiring tight; no rubbed or overheated insulation

Outdoor unit

Condenser coil cleaned (inside out where possible)
Fan blade secure; no wobble or noise
Unit level; 12 in. or more clearance around it
Line set insulation intact
Service valve caps on and tight

Refrigerant circuit (after 15+ minutes running)

Outdoor air temperature	°F
Suction pressure	psig
Suction line temperature	°F
SuperheatPiston systems: compare to target superheat	°F
Liquid line pressure	psig
Liquid line temperature	°F
SubcoolingTXV/EEV systems: compare to the unit's rated subcooling	°F
No signs of oil or leaks at fittings and coils

Airflow and performance

Return air temperature (dry bulb)	°F
Supply air temperature (dry bulb)	°F
Temperature split	°F
Total external static pressureReturn + supply, ignore signs	in. w.c.
Supply registers open; no obvious duct leaks at the plenum

Notes and recommendations

Technician signatureCustomer signature

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Indoor head cleaning, blower wheel, drain, flare joints, outdoor coil and operating readings for each zone.

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Startup / commissioning

New install sign-off: pressure test, evacuation, charge, airflow, electrical and customer walkthrough on one sheet.

General good practice for field reference. The equipment manufacturer's instructions and local code always come first. Suggest an improvement: hello@hvaccheatsheet.com.

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