My thanks for Kevin Comerford of Service Champions for these checklists.
 
This checklist is for AIR CONDITIONERS:
 
  • Calibrate & level thermostat
  • Monitor volts/amps on fan motor
  • Lubricate and inspect bearing for wear
  • Inspect indoor coil where accessible
  • Flush/treat condensate drain with anti-algae tablets
  • Inspect condenser coil
  • Monitor operating pressures of refrigerant
  • Monitor compressor for proper amperage & volt draw
  • Inspect safety devises for proper operation
  • Clean existing filter
  • Inspect disconnect box for proper anchorage & rating
  • Tighten all electrical connections
  • Test and inspect contactors for burned, pitted contacts
  • Inspect electrical for exposed wiring
  • Test and inspect capacitors
  • Inspect fan blade
  • Clean condenser coil/remove debris
  • Inspect service valves for proper operation
  • Measure temperature between supply and return
  • Inspect duct work for energy loss where accessible
  • Inspect ductwork for energy loss / contamination
  • Provide client with written report of system condition
 
This checklist is for FURNACES:
 
  • Calibrate and level thermostat
  • Inspect for combustible material around furnace
  • Test ignition system for safe and proper operation
  • Test air flow duct system for carbon monoxide
  • Test exhaust system for proper venting
  • Measure temperature difference Supply/Return
  • Test safety & control circuits for proper operation
  • Inspect and adjust fan belt tension (if applicable)
  • Clean existing filter
  • Clean and rinse evaporator coil
  • Lubricate and clean blower motor air vents
  • Brush clean and vacuum burners
  • Brush clean and vacuum heat exchangers
  • Visually inspect heat exchanger for wear and cracks
  • Clean and test thermocouple for proper operation
  • Measure and adjust gas pressure for peak efficiency
  • Lubricate all moving parts, per manufacturer
  • Measure amperage and voltage of blower motor
  • Tighten and inspect all electrical wiring/connections
  • Clean upper and lower combustion vents
  • Test for natural gas leaks
  • Clean furnace exterior
  • Inspect ductwork for energy loss / contamination
  • Provide client with full written report of condition of system
  • NOTE (From Michael Covert of Covert Aire, Bluffton, SC): A technician doing a maintenance should NEVER put gauges on a condensing unit or heat pump to check the pressures. Performance can be obtained by temperature and air flow readings etc. Putting gauges on is a last resort -- every time a tech puts gauges on a unit, he (or she) is taking some of the refrigerant away with them.