Creating an HVAC System Maintenance Checklist for Your Small Business


Owning a small business provides you with the ability to enjoy a lifestyle that offers an immense level of flexibility and freedom. However, it also imposes a greater level of responsibility on you as there are several tasks that need to be tended to.

In most instances, small businesses have smaller amounts of resources at their disposal than larger commercial entities. As a result of this fact, you will not only take over many roles in your business, you will need to preserve the resources, tools, and equipment that are currently in your possession.

The HVAC system that your business uses should be at the top of this list. Not only does it offer comfort to you, your employees, and your customers, it helps protect your merchandise and protects the structural integrity of your brick and mortar building.

Here, you will learn how to create a HVAC system maintenance checklist that will keep your HVAC system running optimally all year long – and for many years to come!

HVAC Maintenance Explained

HVAC maintenance is when the heating, ventilation, and air conditioning system of your small business is periodically inspected to ensure the proper functioning of all components.

This maintenance is done in an effort to prolong the life of the unit and all of its inner workings, reduce the need for repairs, and to prevent breakdowns – which may prove to be extremely costly.

In best case scenarios, this maintenance should be done quarterly. If this is not possible, it should be done – at the very least – bi-annually.

What Is a Checklist?

The checklist for your HVAC maintenance will allow you to engage in the process of preventative upkeep of the system that you use for your business.

This checklist will help you successfully identify the signs associated with the failure of your HVAC system, directly address any issues that could mean trouble, ensure that the unit is running as efficiently as possible, and that the HVAC system is well-maintained.

Heating Checklist for the Fall & Winter Months

Now that fall is upon us, we will focus on preventative steps that should be included on heating checklist for your business.

By simply performing the steps outlined below, you can ensure that the HVAC system in your small business effectively heats and protects the people and items that go in and out of your business:

  1. First, replace the filter on the heating equipment.
  2. Ensure that the thermostat and other controls on your HVAC unit are working properly.
  3. Clear all of the drain pan units and drain lines.
  4. Inspect the belts and any pulleys within the system to ensure that they are not cracked, shredded, or suffering from any other issue that warranties a replacement. If need be, replace.
  5. Carefully check all of the electrical-based components of your HVAC system.
  6. Inspect the HVAC system’s heat exchanger to ensure that it is working appropriately.
  7. If the unit has an ignition and/or a burner assembly, check for issues and functionality.
  8. Lubricate all moving parts.
  9. Check if the fan and the blower motor are working properly.
  10. Clean and remove debris from around the exterior areas of the HVAC unit that you use for your business.

Air Conditioning Maintenance Checklist for Spring & Summer Months

Having a cool, comfortable climate inside of your small business is also just as important as having properly functioning heating during the fall and winter months.

Below, you will find a few steps that will help you ensure that your HVAC system is prepared for the warm weather that spring and summer bring:

  1. Start system maintenance by replacing the filter on your unit.
  2. You should have the condenser coils and the evaporator coils completely cleaned.
  3. It is essential to ensure that there is an adequate level of air flow going through the system.
  4. The thermostat and the other controls associated with your HVAC system should be checked to ensure that they are operating appropriately.
  5. All electrical connections and controls should be evaluated for functionality.
  6. The refrigerant charge should be evaluated. If low, the unit should be evaluated for leakage.
  7. All of the moving parts in the HVAC system should be lubricated.
  8. Belts and pulleys should be inspected and replaced, if necessary.
  9. The blower motor and fan should be tested to ensure that they are operating appropriately.
  10. All of the lines associated with the drainage of the unit should be cleaned and debris should be moved away from the exterior area of the unit.

Preparation is the key to success when it comes to HVAC longevity. If you are in need of commercial HVAC services in Lithia Springs for the inspection, maintenance, and repair of your small business HVAC unit, contact us today by calling:770-766-9212

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