HVAC PM Checklist Template - Housecall Pro
 
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HVAC PM Checklist Template

Simplify your preventative maintenance with a free downloadable template. Capture every detail, look professional and keep accurate records.

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SIMPLE TO LEARN AND QUICK TO USE

Built for Pros: Free HVAC PM checklist template from Housecall Pro

This checklist template is a quick and easy way to conduct maintenance visits, store information about HVAC systems and share results with customers.  

  • Customizable

    Personalize by adding your branding and customer information.

  • Easy to Use

    Focus more on the job and less on the paperwork. Simply fill in the blanks with specific details.  

  • Easily download, print, and share the professional, auto-populated template you create.  

  • Works Anywhere

    Use the simple printable form at the office or on the jobsite.  

Here’s everything included in our PM checklist template

Creating accurate and thorough preventative maintenance checklist is essential for any HVAC company. Having a simple, straightforward checklist template makes it a whole lot easier. Our maintenance checklist template features:

  • Step-by-step instructions that walk you through the entire template

  • Simple customization to add your branding and personalize customer info

  • A printable report for your records or to send to customers

  • Built-in formulas that save you time calculating totals

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FAQ

What’s in an HVAC PM checklist?

An HVAC preventative maintenance checklist typically includes:

  • Checking and replacing air filters, as necessary
  • Testing burner for proper functioning
  • Testing for minor gas leaks, where applicable
  • Monitoring gas pressure for proper functioning
  • Testing all mechanical elements of system, such as belts or pulleys