HVAC Inspection Checklist Template: Better Than Excel or PDF

Regular HVAC inspections are crucial for maintaining system reliability and efficiency, preventing costly breakdowns, and ensuring a comfortable indoor environment. HVAC systems should be inspected biannually, once during spring and once during autumn, to prepare for the heavy usage seasons. These inspections should be conducted by certified HVAC professionals who have the expertise to identify and resolve potential issues effectively.

Using HVAC inspection checklists lets organisations systematically identify potential issues with their HVAC equipment, allowing them to plan preventative maintenance. This approach helps them avoid unexpected breakdowns and extends the life span of HVAC systems across all their locations.

HVAC inspection checklists can come in various formats such as PDF and Excel, however they all require the following sections to be effective:

• General Information: Records location, inspector, and date.
• Air Intake and Ventilation: Checks for obstructions, screen condition, damper operation, and air quantity.
• Filtration and Air Quality: Inspects filters, humidifiers, and mist eliminators.
• Air Distribution: Assesses mixing plenum, dampers, coils, and condensate pans.
• Fans and Motors: Inspects fans, blades, belts, and chambers.
• Ductwork and Plenums: Ensures ducts and plenums are clean and airtight.
• Control Systems: Verifies thermostats, sensors, VAV boxes, and equipment.
• Exhaust Systems: Checks exhaust fans and mechanical rooms.
• Preventative Maintenance and Miscellaneous: Confirms schedules, inventory, boilers, chillers, and cooling towers.

HVAC inspection checklists should be exportable to PDF for easy viewing on all devices.