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HVAC Maintenance Inspection Checklist For Every Season + Our Mobile Form Solutions

The average household in Australia spends around $2,000 on energy bills each year, with approximately half of that amount spent on heating and cooling.

Routine maintenance and upgrades to HVAC equipment, combined with high-quality insulation, can help cut down on heating and cooling bills by 20% to 50%.

From cleaning and lubricating to component replacement, a detailed HVAC maintenance inspection checklist can help ensure a complete inspection every time, in every season.

Explore our HVAC maintenance guide, from complete seasonal checklists to preventative maintenance, and learn how to digitize the entire process for streamlined operation with mobile forms.

How Often Should an HVAC System Be Inspected?
Both home and commercial HVAC systems should be thoroughly inspected a minimum of two times per year, in spring and in fall.

As transitional seasons without temperature extremes, spring and fall are ideal to inspect and prepare the HVAC system for freezing winter nights or scorching summer days.

Note that if the equipment is older, more frequent system inspections may be needed.

HVAC filters should be replaced or cleaned on a quarterly basis if a home or a commercial building is located in a relatively clean environment. For polluted environments and special building types, such as medical or military buildings, filters may need to be replaced more often.

Many modern commercial HVAC units use maintenance sensors that show an alert when filters need to be changed.

HVAC Preventative Maintenace Inspection Checklist
Preventative maintenance can help ensure longer equipment life, enhanced efficiency and safety, lower energy bills, and reduced costs for a full repair.

Considerations for your checklist should include:

  • Frequency of use
  • HVAC system condition
  • HVAC system age
  • HVAC system brand and life expectancy

Your HVAC preventative maintenance inspection checklist should include:

  • Conduct an external inspection of the HVAC equipment
  • Eliminate any obstructions in the way of air circulation
  • Inspect the system to ensure there are no air leaks
  • Inspect blowers or fans to ensure they are working properly
  • Inspect heating elements for damage, wear or tear
  • Inspect wiring and electrical components
  • Inspect thermostat operation and readings
  • Inspect refrigerant levels
  • Inspect exhaust outlets
  • Inspect fuel lines if the furnace is gas
  • Inspect carbon monoxide levels
  • Compare the system’s operation to the manufacturer's specifications
  • Plan repairs, if needed

HVAC Maintenance Checklists With doForms
Around 44% of companies are still using paper checklists to monitor their maintenance activities, resulting in disorganization, lost files, and reduced productivity.

Not to mention, paper can cost your business big time — an average business spends over $8,000 per year on paper alone!

On the other hand, businesses that have gone digital are benefitting from improved productivity, streamlined processes, a reduced environmental footprint, and even higher customer satisfaction rates.

From smartphones and laptops to tablets and desktop computers, digitizing your HVAC maintenance checklist with mobile forms has never been easier.

Accessible any time and from any place, our mobile form solutions at doForms ensure accuracy, speed, and efficient data management of HVAC maintenance checklists, customer profiles, work orders, and more.

With doForms, you can customize the existing templates in our library or create your own checklist to meet your exact needs and preferences.

You can securely view, edit and share your maintenance inspections, reports, and work orders in real-time, assign follow-up tasks, schedule upcoming inspections, and more.

Digitizing the process with doForms allows you to keep all of your information in one, secure place. View inspection and repair history, plan future maintenance, view customer profiles and streamline your processes while increasing efficiency and decreasing costs.

Wrapping Up On HVAC Maintenance & Going Digital With doForms
Conducting regular HVAC inspections is crucial to optimize performance, reduce repair costs and lower energy consumption for homes and businesses alike.

While many businesses are still relying on time-consuming paperwork, those that have switched to mobile solutions are benefitting from improved productivity, streamlined workflows, enhanced customer service, and more.

At doForms, you can create your own HVAC maintenance checklist using a template or custom approach. Every form is accessible at any time from any device. Maintenance reports, work orders, customer profiles – all data is available in real-time for easy, organized operation.

From on-site reports to employee time logs and follow-up tasks, doForms

It’s time to ditch the paperwork and go digital.