Sample Preventive Maintenance Checklist

Below is a sample preventive maintenance checklist that can be customized to meet your specific location needs

  • If required, IVR is called to check in.
  • Store manager met and informed of purpose of visit.
  • T-stats checked for proper settings.
  • Access to roof made. Unit(s) powered off, with make, model, and serial numbers noted for all units and pictures taken of unit and data plate.
  • Panels and dirty filters removed.
  • Evaporator coil brush cleaned.
  • New correct size filters installed and dated.
  • Condensate drain pan checked and cleaned if needed.
  • P-trap cleaned and checked for good water flow.
  • Signs of refrigerant leaks checked for.
  • Wiring visually inspected to identify burnt or disconnected wires.
  • Contactors visually inspected to identify overheated or disconnected contacts.
  • Condenser fan motors visually inspected to identify condition of fan and play in the shaft.
  • Belt checked for wear and proper adjustment.
  • Blower checked for cleanliness.
  • Blower bearings checked and lubricated, if required.
  • Pulleys checked for wear and alignment.
  • Gauges installed on first and second stage compressors.
  • Power applied to the unit with blower turned on, watching for unusual vibration and noise.
  • Blower and filter panels reinstalled.
  • First stage compressor turned on, letting unit run for a few minutes and noting pressures of this compressor.
  • Condenser fan motor watched for any unusual vibration or noise.
  • Supply and return air temperatures noted.
  • Second stage compressor turned on, letting unit run for a few minutes and noting pressures of this compressor.
  • Supply and return air temperatures noted.
  • Amp draw noted on all compressors, condenser fan motors, and blower motor.
  • Contactors checked for a voltage drop across the contacts with voltage drops noted.
  • Unit cycled down to an off position.
  • The heat exchanger visually inspected for any holes or cracks.
  • Burners on gas units check for cleanliness. If dirty, burners removed and cleaned.
  • The inducer blower visually inspected for any obstructions.
  • First stage heat turned on. Proper sequence of operation noted. On gas units, flame rollout watched and inducer motor checked for any unusual noise or vibration.  Supply air temperature noted.
  • Second stage heat turned on. Supply air temperature noted.
  • Unit powered down.
  • All panels reinstalled.
  • All screws noted as being in place (no missing screws.)
  • Any and all trash around unit picked up and disposed. Old filters disposed in the proper trash receptacle.
  • Work site reviewed. Any type of problems around the unit such as roof condition, curb condition, broken conduit, are noted.
  • Work site is left in good condition.
  • Paperwork, including PM forms, work ticket, and quote, are completed, if needed, and sent to the office.
  • Store manager met with to inform of the PM being complete. If there is a problem with any units, manager is informed that a quote for additional repairs will be sent and a signature is collected on all necessary paperwork.
  • If required, service channel or IVR is called to check out.

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Complete the form on this page or call us at 866.339.4512 to speak to an experienced MetroTech associate to customize a preventive maintenance program that’s right for you.

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