Three HVAC Maintenance Checklists that will Reduce Errors and Grow your Bottom Line


When completing repetitive work, it is all too easy to make mistakes that affect the final outcome. For HVAC technicians, so many errors within their daily tasks come from using outdated paper forms while completing a job. 

Inattention to detail, guesswork from trying to decipher previously completed reports, bad math- any one of these errors can hurt the long term performance and efficiency of HVAC systems, costing you time, money, and customer satisfaction.

Using these HVAC inspection checklists will prevent issues before they happen, so your technicians can collect comprehensive and consistent data at every job. 

The impact of seasonal demands means that scheduled maintenance of HVAC systems can be a challenge. Technicians may become overwhelmed with emergency calls and visits, which can lead to regular appointments being rushed or falling by the wayside.

This HVAC Maintenance Schedule Checklist covers the key areas of a standard HVAC system including: condenser coils, electrical equipment, heat exchangers, unit efficiency, heat pumps, condensate drains, filters, ducts and more. This checklist ensures consistent review of systems at every visit, with fields to capture photos of air conditioning units as well as customer signatures. This will help your techs identify areas that need additional attention. 

When it comes to protecting air quality, it’s important to keep air ducts free from mold growth and other dangers that can result from dirty air ducts and poor vent cleaning. This Air Duct Cleaning Process Checklist follows the National Air Duct Cleaners Association (NADCA) air duct cleaning process, ensuring that all steps in the visual inspection and air flow testing are completed.

This mobile app features a comprehensive checklist for the ‘source removal’ method of air duct cleaning, as well as optional services such as filter replacement and dryer vent cleaning. Easily completed by technicians and air quality specialists, each vent cleaning checklist can be emailed to clients and saved electronically for your records.

Routine maintenance and inspection of boiler systems require forms that can be reliably completed and updated to meet your business needs. This Boiler Checklist provides daily, monthly and weekly tasks designed for use as part of a routine boiler maintenance plan and boiler inspections.

With this checklist, you can dispatch job details directly to your techs’ mobile devices, so they are ready to go with customer information. It features sections for the boiler, burner, and related electrical equipment, along with fields to capture images of each component directly from any mobile device. Plus, it is easily customizable to suit your needs and meet ASME code requirements for boiler room safety devices.

Looking to maximize your HVAC company’s productivity? Then consider GoCanvas’s more comprehensive estimate-to-invoice solution that includes dispatching, integration with QuickBooks, dashboard reports, and more. Check out the new HVAC Toolkit.

About GoCanvas

GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers. 

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

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