Annual Maintenance15-Point Checklist

HVAC Maintenance — The 15-Point Annual Inspection

Annual tune-ups keep a furnace, heat pump, or geothermal system running at rated efficiency.

Why Annual Maintenance Matters

Our 15-point inspection walks every failure point on a furnace, heat pump, or geothermal system — blower motors, capacitors, refrigerant charge, heat exchanger, combustion draw, thermostat calibration. Catch problems before they cost you.

Keeps Systems Running Efficiently

A well-maintained furnace or heat pump runs at rated efficiency — and costs less to operate.

Prevents Unexpected Failures

Annual inspection catches problems before they become emergencies — especially important before heating season.

Preserves Warranty Coverage

Many HVAC system warranties require annual professional maintenance to remain valid.

Catches Small Problems Early

A worn blower motor, low refrigerant, or failing capacitor is cheap to fix now — expensive when the system dies mid-winter.

Combustion & Heat Source

Heat Exchanger Inspection

Check for cracks, carbon traces

Flame Sensor & Igniter

Clean, verify µA reading

Gas Pressure Check

Measure inlet/manifold pressure

Refrigerant & Coils

Refrigerant Level

Check subcooling/superheat, no leaks

Evaporator Coil

Clean, check for ice formation

Condenser Coil

Clean fins, check for damage

Electrical

Capacitor & Contactor

Measure capacitance, inspect contacts

Electrical Connections

Torque check, corrosion inspection

Thermostat Calibration

Verify temperature accuracy

Airflow & Filtration

Air Filter

Inspect/replace

Blower Motor

Clean wheel, check amperage draw

Condensate Drain

Clear, treat with biocide tablet

Safety & System Controls

CO Detector Test

Verify operation

Duct Integrity Check

Visual inspection for leaks/damage

System Performance Test

Measure supply/return delta-T baseline

Seasonal Preparation

Before Heating Season (September–October)

  • Furnace/heat pump clean and operational check
  • Thermostat calibration
  • Gas pressure and combustion check (gas systems)
  • Heat exchanger inspection

Before Cooling Season (April–May)

  • Air conditioning operation and charge check
  • Condenser coil cleaning
  • Refrigerant levels
  • Compressor performance test

Warranty Preservation

Most HVAC system warranties require professional annual maintenance to stay valid. Skipping maintenance can void expensive warranty coverage.

We'll document every maintenance visit so you have proof of compliance if you ever need to file a warranty claim.

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