preventive maintenance sheets

[mr43]

Does anyone know of a source of preprinted maintenance sheets that would carry all the normal pm work done on hvac? Something that would have a checklist or fill in area's for work performed.

[ryan_the_furnace_guy]

Most of them are bought and paid for, I may be wrong, but company owners probably won't share them for free. However, it is my opinion that you should thoughtfully and carefully design your own maintenance sheets. I don't personally like the ones used by my company.

Here is a basic summary of what I would do...

Furnace:

RUN A FULL TEST CYCLE

clean flame sensor

change thermocouple

clean electrodes

clean pilot

clean burners

flush drains

clean condensate trap

clean combustion chamber

clean cabinet

clean blower/inducer motor cooling vents

check blower for proper amperage, balance, rotation

check inducer for proper amperage, balance, rotation

oil any motor bearings (if applicable)

would not include a blower motor pull/clean (with proper filtration this shouldn't ever be needed and it takes too long to do for a small maintenance charge)

open humidifier bypass damper (if applicable)

check air filter

check humidifier media

check uv bulbs

check vent pressure safety

check limit/overtemp safety

check pilot/flameout safety

inspect heat exchanger

check temperature rise

check zone motors (if applicable, although you may want to charge an add-on for this)

inspect air intake a furnace for debris (may want to inspect vent terminations outside - if applicable - for plant overgrowth, dog fur, other foreign objects that should not be there)

perform a CO inspection of home

talk about customer comfort/IAQ concerns

AC:

RUN A FULL TEST CYCLE

check delta-T across evaporator

flush drains

clean condensor coil

clean evaporator drain pan (if cased coil and accessible)

would not include an evaporator coil cleaning as this is time-consuming and should not be needed with proper air filtration, however, maybe a spray-down with a special detergent, but not removing end blanks and cleaning the fins, just my opinion

test amperage of condenser fan and compressor

look at condition of contacts on the contactor

look for signs of trouble (swelling, oil leakage) from the capacitor

make sure all wires are properly suspended where they won't likely get cut/damaged by weed whips, etc

make sure ground lug and all electrical connections are tight and clean

check/record refrigerant operating pressures after 10 minutes of runtime

check/record necessary temperatures for superheat/subcooling readings

make gage port caps and service valve caps are tight

close humidifier bypass damper (if applicable)

check air filter, humidifier media, uv lights

check zone motors (if applicable, although you may want to charge an add-on for this)