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HVAC Maintenance Record

Keep a step-by-step preventive maintenance log for HVAC equipment, organized into fan, condenser, coil, heating and controls sections. Technicians mark each check, list parts used and sign off at the end.

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In the Claude connectors directory

Page 1

Facility*

Equipment*

Date*

Work order #*

I follow lockout / tagout procedures and wear the required PPE*

Confirmed Not required

Fan belts

Inspected Adjusted Replaced Not applicable

Filters

OK Needs attention Repaired Replaced Not applicable

Fan sheaves

OK Needs attention Repaired Replaced Not applicable

Replacement quantity and size

Motor sheaves

OK Needs attention Repaired Replaced Not applicable

Replacement quantity and size

Page 2

Blower housing bearings

OK Needs attention Repaired Replaced Not applicable

Blower housing bearings

OK Needs attention Repaired Replaced Not applicable

Alignment

Inspected Adjusted Replaced Not applicable

Isolators / supports

Inspected Adjusted Replaced Not applicable

Grease / lubricate

Greased Lubricated Not applicable

Notes

Page 3

Visual check for dirt, buildup and oil spots

OK Needs attention Repaired Replaced Not applicable

Listen for abnormal sounds and feel the lines and condenser discharge air

OK Needs attention Repaired Replaced Not applicable

Inspect wire and refrigerant tube rub-outs, discoloured connections, leaking capacitors and electrical whips

OK Needs attention Repaired Replaced Not applicable

Check line insulation, drain and suction line insulation, and doors and door seals

OK Needs attention Repaired Replaced Not applicable

Notes

Page 4

Check coil for signs of leaks

OK Needs attention Repaired Replaced Not applicable

Coil cleaned (sprayed and hosed down)

OK Needs attention Repaired Replaced Not applicable

Condensate pan

OK Needs attention Repaired Replaced Not applicable

Condensate drain

OK Needs attention Repaired Replaced Not applicable

Notes

Page 5

Check incoming gas pressure and the pressure-reducing regulator

OK Needs attention Repaired Replaced Not applicable

Inspect the flue for hazardous debris

OK Needs attention Repaired Replaced Not applicable

Turn on heat, check manifold pressure to burners and adjust as needed

OK Needs attention Repaired Replaced Not applicable

Check temperatures across the air handler

OK Needs attention Repaired Replaced Not applicable

Perform the carbon monoxide (CO) safety test

OK Needs attention Repaired Replaced Not applicable

Confirm the unit runs to the manufacturer's specification

OK Needs attention Repaired Replaced Not applicable

Notes

Page 6

Check economizer actuator operation

OK Needs attention Repaired Replaced Not applicable

Check minimum damper position

OK Needs attention Repaired Replaced Not applicable

Test enthalpy control

OK Needs attention Repaired Replaced Not applicable

Check temperature and humidity readings at the BAS and replace unreliable sensors

OK Needs attention Repaired Replaced Not applicable

Check set points at the BAS and adjust if required

OK Needs attention Repaired Replaced Not applicable

If extra parts were needed, list each part, supplier, purchase date and total cost

Have all maintenance tasks been completed and issues noted?*

HVAC technician 1

HVAC technician 2

Contractor name(s) and company

Signature*

Sign here

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