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Facility Management  ·  Popular

Building HVAC Preventive Maintenance Checklist

Conduct thorough HVAC preventive maintenance inspections with this checklist covering compressors, coils, motors, refrigerant levels, and electrical components.

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Building HVAC System Preventive Maintenance Checklist
Building Name / Location
· · ·
Building Address
· · ·
HVAC Unit ID / Asset Tag Number
· · ·
Submit

The Building HVAC System Preventive Maintenance Checklist is a structured digital form designed to help facilities managers, HVAC technicians, and maintenance teams conduct thorough, consistent inspections of heating, ventilation, and air conditioning systems. It captures essential details including building information, unit asset tags, system type, manufacturer data, and technician credentials alongside a full inspection date log.

This checklist walks technicians through critical mechanical and electrical components, including compressor operation, condenser and evaporator coil conditions, blower motor and fan belt status, refrigerant levels, and condensate drain line inspections. By standardizing the inspection process, teams can identify potential issues early, reduce equipment downtime, and extend the service life of HVAC assets.

Whether you manage a commercial office building, school, hospital, or industrial facility, this free template ensures every preventive maintenance visit is fully documented and compliant. Customize the fields to match your specific HVAC systems and maintenance schedules, and keep all records organized in one place for audits and regulatory reviews.

4 Pages
38 Questions
~13min To complete
Free No credit card needed
Field types Single Choice ×10 Short Text ×4 singlecheckbox ×4 number ×4 Date ×3 Dropdown ×2 Full Name ×2 Long Text ×2 Signature ×2 Address Phone Priority Selection File Upload termsandconditions

Questions in this template

Free template

The exact questions included — customize any of them to fit your needs.

Page 1 Building & Equipment Details 10 questions
Building & Equipment Details
1 Building Name / Location * Short Text
2 Building Address * Address
3 HVAC Unit ID / Asset Tag Number * Short Text
4 HVAC System Type * Dropdown
5 Manufacturer / Model * Short Text
6 Date of Inspection * Date
7 Last Preventive Maintenance Date Date
8 Technician Name * Full Name
9 Technician Contact Number Phone
10 Maintenance Type * Dropdown
Page 2 Mechanical & Electrical Inspection 10 questions
Mechanical & Electrical Inspection
Mechanical Components
1 Compressor Operation * Single Choice
2 Condenser Coil Condition * Single Choice
3 Evaporator Coil Condition * Single Choice
4 Blower Motor & Fan Belt Condition * Single Choice
5 Refrigerant Level * Single Choice
6 Drain pan and condensate lines inspected and clear * singlecheckbox
Electrical Components
7 Electrical Connections & Wiring * Single Choice
8 Thermostat Calibration * Single Choice
9 Voltage and amperage readings recorded and within manufacturer specs * singlecheckbox
10 Safety controls and shutoffs tested and functional * singlecheckbox
Page 3 Filters, Airflow & Performance Readings 10 questions
Filters & Airflow
1 Air Filter Status * Single Choice
2 Filter Size / Type Installed Short Text
3 Ductwork Condition * Single Choice
4 Supply and return vents unobstructed and functioning * singlecheckbox
Performance Readings
5 Supply Air Temperature (°F) number
6 Return Air Temperature (°F) number
7 Refrigerant Pressure — High Side (PSI) number
8 Refrigerant Pressure — Low Side (PSI) number
9 Overall System Performance Rating * Priority Selection
10 Additional Notes / Deficiencies Found Long Text
Page 4 Summary & Sign-Off 8 questions
Maintenance Summary & Recommendations
1 Overall Equipment Condition * Single Choice
2 Recommended Repairs or Follow-Up Actions Long Text
3 Recommended Next Maintenance Date * Date
4 Upload Photos or Supporting Documents File Upload
Authorization & Sign-Off
5 Supervisor / Facility Manager Name * Full Name
6 Technician Signature * Signature
7 Supervisor Signature Signature
8 I confirm that this inspection was performed in accordance with facility maintenance standards and all findings are accurately reported. * termsandconditions

How to use this template

Click "Use This Template Free" to open it in the FormBuilder editor. From there you can add, remove, or reorder fields with drag-and-drop, switch themes for instant restyling, add your logo, configure email notifications, and set your success message. When ready, publish with a unique link and start collecting responses immediately.

  • Ready-to-use structure — pre-configured fields out of the box
  • Applied "Neo" theme — fonts, colors, and layout already set
  • Mobile-responsive — works on every device without extra configuration
  • Fully editable with drag-and-drop — change anything in seconds
  • Free to use on any plan, no credit card required

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Category Management & Operations
Subcategory Facility Management
Theme Neo
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Price Free
Coding required None
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Quality Control Internal Operations Scheduling

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