Free Tool
Free HVAC maintenance checklist
A tune-up checklist techs can run on every visit: filters, coils, refrigerant pressures, electrical checks, condensate, airflow, and the wrap-up. Edit it to match your maintenance agreement. Free, no signup.
Construction Project Checklist Builder
General guide. Local codes, manufacturer specs, and permit requirements vary.
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Make every visit look the same
The value of a tune-up list is that every tech runs it the same way. The customer gets the same visit in spring and in fall, from your newest hire or your lead.
Check the filters, coils, pressures, electrical connections, and the condensate drain. Log the amp draws so next year you can see what changed. A capacitor that reads weak this year is a sold repair before it fails in a heat wave.
Write down what you found and take a photo. That is how a tune-up turns into the next job instead of a checkbox. It is also how you offer a maintenance agreement without a hard sell.
Use it as a paper ticket per visit, or edit the sections into a spring list and a fall list.
HVAC Maintenance Checklist questions
Is this really free?
Yes. No email, no signup, and nothing you type leaves your browser.
What does the tune-up checklist cover?
Pre-visit prep, system checks (filters, coils, pressures, electrical, condensate, safeties), airflow and operation, and wrap-up items including documenting recommendations and offering a maintenance agreement.
Can I use it for seasonal maintenance plans?
Yes. Duplicate the printed checklist per visit, or edit the sections for spring and fall lists. Items and sections are fully editable.
Can I change the checklist?
Everything is editable: items, sections, order, and printed columns. The starter list is a starting point, not a cage.
Maintenance visits without paper tickets
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Disclaimer: These free tools and templates are provided for general information and estimating purposes only. All results — including quantities, material and cost estimates, load, sizing, and span figures, scores, and any guidance or warnings — are rough approximations that may not fit your specific project, site conditions, local building codes, or current prices. They are not engineering, architectural, structural, legal, financial, or other professional advice, and are not a substitute for a licensed engineer, architect, contractor, or other qualified professional. Always confirm quantities, sizing, and structural, electrical, mechanical, and code requirements with a licensed professional and your local authority having jurisdiction before purchasing materials or performing any work. Werx makes no warranty as to accuracy and accepts no liability for any decision made using these tools. Use at your own risk. See our Terms of Service.