When to use it
At each service visit or on a seasonal schedule.
The checklist
Airflow
Filters checked or replaced.
Vents clear.
Equipment
Belts and motors checked.
Drain lines clear.
Performance
Temperatures recorded.
Unusual noises noted.
Use this template in Please Do It
Create a recurring task per unit or site. Add these steps as a checklist and ask for a photo when it’s done. The owner gets it automatically, and you see it’s finished without asking.
Frequently asked questions
Who should do HVAC maintenance?
Qualified technicians, following manufacturer guidance.