The Only HVAC Maintenance Checklist You Will Ever Need (DIY)

Did you know that you can save up to 30% on your energy bills just by keeping your HVAC system clean & running effectively?

(Source: U.S. Department of Energy)

But not only that…

A tuned-up HVAC system means less hassle of repairs, a longer equipment life, and safer equipment operation in general. To prevent surprise breakdowns and to keep your HVAC system operating at peak efficiency, it’s important to learn the ins-and-outs of its maintenance. 

Therefore, I designed this handy visual and interactive checklist you can follow to keep your system running in top-notch condition. 

Here’s a brief overview of what you will find in the below checklist.

0
Total Tasks on this checklist
Maintenance Checks: By the Numbers
Number of checks to do right-away
Number of checks to do monthly
Number of checks to do annually
Maintenance Checks: By the Cost
Replacement of Air Filters ($15-$60)
Average fees for maintenance service ($70-$100)
Replacing evaporator coils ($230-$400)
Replacement condenser coils ($500-$750)
  • When printing out this checklist, I recommend you put it in a plastic cover so you can check-off particular tasks with a dry-erase pen. This way, you can wipe the plastic cover and re-use the same checklist.
  • Simply tick-off the checkbox corresponding to the task that has been completed.
  • You can follow the plan loosely or exactly like it is—either way, I’m sure you’ll be pleased with the progress.

Note: Click the image to access the full-resolution version.

 

Checks You Should Do Right Away

  • Cut any plants or grass that are around 12 inches of your condenser.
  • Keep the heating registers & vents free of dust and pet hair.
  • Remove any drapes or furniture that might be blocking the supply & return registers.

Monthly or Seasonal Checks

  • Every 3 months, replace the air filter. You might need to do it monthly if you have pets in your home.
  • Every 3 months, clean the condensate drain line. You can pour a cup of bleach in the drain line near the AC unit to kill any algae formed in the pipe.
  • Every month, inspect the insulation of refrigerant lines. If the insulation is missing or looks deteriorated, replace immediately.
  • Shut down the humidifier at the end of each heating season.  

Annual Checks

  • Do a complete HVAC maintenance check done by a certified professional twice a yearpreferably in the spring & fall.
  • Clean your vents and registers at least annually to help them circulate air as efficiently as possible.
  • Clean evaporator & condenser coils once or twice a year.
  • Replace the battery in your home’s carbon monoxide detector annually.