What Typically Is Done For HVAC Preventative Maintenance?

Home / What Typically Is Done For HVAC Preventative Maintenance?

Are you looking for a provider to perform preventative maintenance on your HVAC system? You’re probably unclear what preventative maintenance entails. You might be wondering if you’re getting the same services as some of your neighbors if you already have an HVAC preventative maintenance contract.

An HVAC preventative maintenance checklist can help with this. While preventative maintenance contracts can vary, the most important thing is that you get exactly what you paid for. Let’s take a look at a checklist for HVAC maintenance.

Preventative HVAC Maintenance

Some preventative measures could be performed to avoid the expense of HVAC system component replacement and heating and cooling maintenance. This would assist users of the HVAC system save money, maintain system reliability, and constantly supply high-quality air and comfort.

Some of these preventative HVAC service routines will be provided as checklists in the following sections. These checklists can be used as a guide for determining what to expect from a professional that performs technical work for you, as well as altering your plans based on your considerations.

Let’s look at how preventative maintenance duties in the hotter seasons like Spring and Summer differ from those in the colder seasons such as Fall and Winter.

Spring and Summer HVAC Maintenance Checklist

  • Examine the refrigerant charge and any potential leaks
  • Check thermostats and controls to make sure they are set properly
  • Replace the batteries if necessary
  • Examine all of the connections as well as the electrical system
  • Check to see if the fan motor is working properly
  • All filters should be replaced
  • Clean the condenser coils and evaporator coils
  • To guarantee appropriate flow, clear obstructions, and clean drain lines
  • To avoid overflows, remove any standing water from drain pans
  • Wearing pulleys and belts should be replaced
  • Check for dust, mold, or debris in the ductwork
  • Maintain proper airflow by inspecting the blowers and blades
  • Any moving parts should be lubricated
  • Look for leaks in the HVAC cabinet
  • Ascertain that the HVAC cabinet door is properly shut
  • If the unit is outside, clear the area surrounding it of any debris

Fall and Winter HVAC Maintenance Checklist

  • Replace the filters in your heating system
  • Make sure that the ignition burner assembly is in good working order
  • Take a look at the heat exchanger or the heating elements
  • Examine the flue system and confirm that it is securely attached to the furnace
  • With gas furnaces, look for gas leaks
  • Check the gas pressure
  • Check the belts and pulleys
  • Drain lines and pans should be clear
  • Examine your electrical connections
  • Ensure that motors, bearings, and other moving parts are well lubricated
  • Examine the controls and thermostats
  • Check the fan and blower for proper operation and make any necessary adjustments
  • Examine the heat pump
  • Look into the ductwork and vents

You can start talking to different providers now that you know some of the essentials covered by preventative maintenance contracts. You don’t have to sign a contract that is one-size-fits-all. Look for a company that will tailor your HVAC preventative maintenance contract to your specific demands, equipment, and budget.


The terms of a contract can be very different. You might restrict the things on your HVAC annual maintenance checklist to one system, such as air conditioning. If your building has a central heating system that is maintained by the building owner, this could be the situation.


You might use a checklist for HVAC maintenance every three months. This is the best solution if you need to change filters and clean coils regularly.


Preventative maintenance done twice a year is a common choice. It’s best to schedule these visits in the spring and fall when the air conditioning and heat are not at the most intense.

Wondering Who To Trust With Your HVAC Maintenance?

Superior Mechanical Services, Inc. began in 1948 as a family-owned business with a vision to provide value-minded service with a down-to-earth approach to customers throughout the San Francisco Bay Area. Keeping your heating & cooling systems in good working order means increased comfort in your home and workplace, longer equipment life, lower utility bills, and of course fewer repairs. Too busy or overwhelmed to perform maintenance yourself? No problem! A Superior Club Membership provides peace of mind with twice-yearly inspection and maintenance at a reasonable price. Let Superior keep your system running in tip-top shape, help reduce your utility bills and avoid costly unexpected repairs. Contact us today for more information on how we can save you thousands over the life of your system!

HVAC contractor in Livermore, California Best HVAC contractor in Livermore, California Top HVAC contractor Air conditioning contractor Livermore Heating contractor Livermore Residential HVAC contractor Commercial HVAC contractor
Skip to content