Checklist · Facilities / commercial
HVAC inspection checklist template
Nine items a manager can check before calling the technician. You do not need to be a technician to notice a soaked filter, a condensate pan with water in it, a water heater weeping at the relief valve or an outdoor unit buried in leaves. This is the built-in HVAC and mechanical template: the visual checks that catch a failure early and give the technician a photo before the truck rolls.
9 items in 4 areas · the built-in “HVAC / mechanical” template, as it ships
How to run it
Three passes, in walking order
Air side
Filter condition and date, thermostat set and responding, supply and return unobstructed, unusual noise or smell.
Water side
Condensate drain and pan, water heater for leaks and the relief-valve discharge, visible corrosion, the shut-off valve you can find.
Outside
Condenser clear of debris and vegetation, fins undamaged, disconnect present, pad level.
The checklist
HVAC / mechanical
Heating, cooling, and water-heater systems.
Built-in template, as it ships · reviewed against the app on 2026-09-18
| Heating | Good | Fair | Poor | N/A |
|---|---|---|---|---|
| Furnace / boiler operation | ||||
| Thermostat & controls | ||||
| Filters & venting |
| Cooling | Good | Fair | Poor | N/A |
|---|---|---|---|---|
| AC / condenser unit | ||||
| Refrigerant lines & drainage |
| Ventilation | Good | Fair | Poor | N/A |
|---|---|---|---|---|
| Ductwork & exhaust fans |
| Water heater | Good | Fair | Poor | N/A |
|---|---|---|---|---|
| Tank & leaks | ||||
| Temp / pressure relief valve | ||||
| Venting & connections |
In the app an item can also answer as pass/fail, done/not done or a number, and any Fair or Poor item becomes a work order in one tap. The PDF prints the checklist as shown, with a notes line per item and a signature block.
When not to use it
- — Anything requiring the panel opened, gas or refrigerant handled — call a licensed technician.
- — A preventive-maintenance round across a whole building — use the PM round template.
What goes wrong
- — Rating the water heater Good without looking at the relief-valve outlet.
- — Not writing the filter size in the note.
What this is not
A visual walk. It is not a service visit, a combustion or refrigerant test, or an inspection any code or manufacturer warranty requires a licensed technician to perform.
The finished report
Complete the walk and the PDF exists
Every item with its rating, notes and photos; an action-items table by priority; signatures captured on the phone or through a link. No export step. See a finished one before you sign up.
Built for facilities teams
Facilities / commercial
Monthly life-safety, PM rounds, HVAC and roof — with a paper trail that survives an audit.
Pick “Facilities / commercial” at signup — or start from this page and it's already picked — and the app leads with this template and speaks the trade's words.
Questions
HVAC & mechanical: what people ask
Is this a maintenance visit?
No. It is the walk that decides whether to book one. Cleaning coils, checking refrigerant and testing combustion are the technician's job.
How often?
Filters monthly to quarterly depending on the filter and the building; the full walk each season change. The app's cadence keeps the reminder.
What should I photograph?
The data plate, the filter, anything wet, anything rusted. The photo goes on the work order and saves the technician a diagnostic visit.
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