The Complete Checklist for a Yearly HVAC System Inspection

Your HVAC system is one of the most critical components of your home, responsible for keeping your environment comfortable year-round. Regular inspection and maintenance can significantly improve efficiency, extend the lifespan of your system, and prevent costly repairs. In this guide, we’ll take you through a complete checklist for inspecting and maintaining your HVAC system annually, ensuring it runs smoothly throughout the year.

Why Annual HVAC Inspections Are Important

HVAC systems endure a lot of wear and tear over the course of a year. Without proper care, your system may lose efficiency, consume more energy, and break down when you need it most. Here’s why scheduling an annual HVAC inspection is vital:

• Increased energy efficiency: Regular maintenance keeps your system running at optimal efficiency, reducing energy costs.
• Extended system lifespan: Properly maintaining your HVAC system prevents unnecessary strain and prolongs its operational life.
• Improved indoor air quality: A well-maintained system helps filter and circulate clean air, reducing allergens and pollutants.
• Prevents costly repairs: Catching potential issues early through regular inspections can save you from expensive emergency repairs.

The Complete HVAC Inspection Checklist

Whether you plan to inspect your HVAC system yourself or hire a professional, this comprehensive checklist will guide you through the essential steps to keep your heating and cooling system in top shape:

1. Check and Replace Air Filters

Air filters should be replaced regularly—ideally every 1-3 months. However, during an annual inspection, it's crucial to check for dirt buildup and replace filters to ensure proper airflow and efficiency:

• Inspect air filters for dirt, dust, and debris.
• If the filter is dirty, replace it with a clean one.
• Consider using high-efficiency filters for improved air quality.

2. Inspect Thermostat Settings

Your thermostat plays a key role in maintaining a comfortable temperature and optimizing energy efficiency. Ensure it’s calibrated correctly:

• Test the thermostat to ensure it's accurately reading the indoor temperature.
• Consider upgrading to a programmable or smart thermostat for more precise control.
• Set schedules to maintain energy efficiency when you're not home.

3. Clean Evaporator and Condenser Coils

Dust and dirt can accumulate on your HVAC system's coils, reducing efficiency and forcing the system to work harder to cool or heat your home:

• Turn off the system and access the evaporator and condenser coils.
• Use a soft brush or coil cleaner to remove any dirt or debris.
• Ensure the area around the outdoor condenser unit is free of leaves, grass, and other debris.

4. Check Refrigerant Levels

Low refrigerant levels can reduce your HVAC system's ability to cool your home. A professional inspection will include checking for refrigerant leaks and recharging the system if necessary:

• Inspect for signs of refrigerant leaks, such as hissing sounds or oil residue around the system.
• Ensure refrigerant levels are within the manufacturer’s recommended range.
• Have a professional recharge the system if necessary.

5. Inspect Electrical Connections

Faulty electrical connections can cause your HVAC system to fail unexpectedly. Inspect the system's wiring to ensure everything is in good working order:

• Turn off the power to your HVAC system before inspecting electrical connections.
• Check for loose wires, burned connections, or frayed wires.
• Tighten loose connections and replace damaged wiring as needed.

6. Lubricate Moving Parts

Proper lubrication of moving parts, such as motors and fans, is essential for reducing friction and wear. This improves system efficiency and prolongs the life of the components:

• Inspect fan blades, motors, and belts for signs of wear or damage.
• Apply lubricant to any moving parts according to the manufacturer’s recommendations.

7. Check the Condensate Drain

The condensate drain removes moisture from your air conditioning system. If clogged, it can cause water damage or increase indoor humidity:

• Inspect the drain for blockages, such as dirt or mold.
• Flush the drain line with a solution of water and vinegar to clear clogs.
• Ensure the drain is draining water away from your home correctly.

8. Test the System’s Performance

Once the inspection and maintenance are complete, run your HVAC system to test its performance. Monitor how well it heats or cools your home:

• Turn on the system and let it run for a few minutes.
• Check for unusual noises or odors.
• Ensure the system is maintaining the desired temperature efficiently.

Conclusion: Keep Your HVAC System Running Smoothly

Regular HVAC maintenance is essential for ensuring optimal performance, energy efficiency, and indoor comfort. Following this complete checklist for a yearly HVAC system inspection will help you catch potential issues early and keep your system running smoothly. Whether you inspect your HVAC unit yourself or hire a professional, staying proactive with maintenance will save you from costly repairs down the road. Use the Evergreen Home app to schedule your annual HVAC maintenance and keep track of essential tasks with ease.