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Guide to HVAC Do-It-Yourself Maintenance
(Courtesy of TRANE)

Maintenance Schedule:

  • Monthly: Inspect and replace air filters!
    Did you know that clogged air filters are the most frequent cause for low HVAC performance?
    Get a fresh filter at your favorite store or order online.
     
    If your system heats and cools your home:
  • Perform maintenance in spring and fall.

    Cooling-only:
  • Perform maintenance at least once a year, before the cooling season.

    Heating-only:
  • Perform maintenance at least once a year, before the heating season

 


Outdoor Unit/Air Conditioner or Heat Pump
Preventative Maintenance Checklist     

  • Inspect unit and pad for proper level and adjust if necessary
  • Clean dirt, leaves and debris from inside cabinet
  • Inspect base pan for restricted drain openings - remove obstructions as necessary
  • Inspect coil and cabinet - clean as needed
  • Inspect fan motor and fan blades for wear and damage - on older models lubricate as needed
  • Inspect control box, associated controls/accessories, wiring and connections. Controls may include contactors, relays, circuit boards, capacitors, sump heat and other accessories. All control box and electrical parts should be checked for wear or damage.
  • Inspect compressor and associated tubing for damage

Indoor Unit/Furnace or Air Handler

  • Inspect and clean blower assembly (includes blower housing, blower wheel and motor)
  • On older models lubricate motor and inspect and replace fan belt if needed
  • Check combustion blower housing for lint and debris and clean as necessary
  • Inspect evaporator coil, drain pan and condensate drain lines. Clean as needed
  • Inspect for gas leaks in gas furnaces (unusual smell may indicate a gas leak -> call your service provide immediately -> Caution: explosive, no open flame, no light switch operation)
  • Inspect burner assembly - clean and adjust as needed
  • Inspect ignition system and safety controls - clean and adjust as needed
  • Inspect heat exchanger or heating elements
  • Inspect flue system - check for proper attachment to the furnace, any dislocated sections, and for signs of corrosion. Replace if necessary.
  • Inspect control box, associated controls, wiring and connections
  • Clean or replace air filters
  • Inspect conditioned airflow system (ductwork) - check for leaks

While System is Operating     

  • Monitor system starting characteristics and capabilities
  • Listen for abnormal noise
  • Search for source of unusual odors
  • Monitor air conditioning and heat pump systems for correct refrigerant charge
  • Measure outdoor dry bulb temperature
  • Measure indoor dry and wet bulb temperature
  • Measure high and low side system pressures
  • Monitor gas furnace for correct line and manifold gas pressure - make adjustments as needed
  • Measure temperature rise and adjust airflow as needed
  • Check vent system for proper operation
  • Monitor system for correct line and load volts/amps
  • Monitor system operation per manufacturer's specifications
  • Provide system operation report and recommend repairs or replacement as necessary


    PLEASE NOTE:
    Carolina Heating Service Inc. recommends all maintenance and service work be performed by a professional air conditioning and heating dealer that holds the appropriate credentials to install and service air conditioning and heating equipment.

 

 

 

 
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