Below is a Planned Maintenance Inspection guide that shows what steps we take in servicing and repairing HVAC components for our customers. Feel free to use it as a reference in comparing service levels.

Air Conditioning, Make Up Air, & Exhaust Equipment Checklist

A) Fall Heating Start-Up

  • Confirm crankcase heater operation
  • Check for oil or gas leaks
  • Check and clean flame safeguard
  • Inspect coil/spark/electrodes
  • Confirm pilot operation
  • Check primary & secondary air
  • Change air filters
  • Check drive belts and pulleys for wear
  • Lubricate motors and bearings (if necessary)
  • Check operating temperatures
  • Check ventor motor controls
  • Check burner and fan operation

B) Mid Season (twice per year)

  • Check operating temperatures
  • Check operating and safety controls
  • Check oil level
  • Check refrigerant charge (visual)
  • Check evaporator & drain
  • Check TX valve operation
  • Change air filters
  • Lubricate motors and bearings (if necessary)
  • Heating
  • Check flame safeguard
  • Check ignition system
  • Check pilot & main frame
  • Check ventor motor
  • Inspect electrical connections contactors, relays, & safety controls
  • Check fan blades for cracks

C) Spring Cooling Start-Up

  • Confirm crankcase heater operation
  • Check compressor
  • Check operating temperatures
  • Check operating & safety controls
  • Check heat exchanger for cracks
  • Check compressor oil levels, and amperages
  • Change air filters
  • Clean condensate P-trap
  • Check drive belts and pulleys for wear
  • Lubricate motor and bearings (if necessary)
  • Check refrigerant charge (visual)
  • Check un-loader operation
  • Check breeching & draft hood

D) Optional Annual Service

  • Pump down efficiency test
  • Compressor winding test
  • Oil & refrigerant analysis
  • Power wash condenser coil


Process Cooling Checklist

Computer Room Systems:

  • Change air filters (4" - 40% efficient)
  • Check airflow through floor
  • Check refrigerant charge
  • Check wet bulb temperature
  • Check relative humidity
  • Check superheat at TX valve
  • Check drain pan
  • Check operating voltage
  • Clean sensors
  • Lubricate motors and bearings
  • Check crankcase heater
  • Check evaporator coil
  • Check dry bulb temperature
  • Check condenser coil & fans
  • Check condenser limit control
  • Check glycol pump(s) & change over
  • Check microprocessor control panel and control operation.
  • Check Glycol consistency.
  • Check with computer operator for any problems.

Air Cooled Condenser

  • Check if 1st fan motor speed control (if applicable)
  • Check operation of the fan motor stats

Dry Cooler

  • Check pump operation
  • Check water/glycol level in
  • Check mixture
  • Check for water leaks
  • Verify pump control operation
  • Check transformer

Optional Annual Service (recommended for older units)

  • Pump down efficiency test
  • Compressor winding test
  • Data Guard III
  • Oil and refrigerant analysis
  • Power wash condenser and coil


Refrigeration Checklist

Refrigeration Equipment:

  • Walk-in Coolers and Freezers
  • Reach-in Coolers and Freezers
  • Preparation Counters
  • Ice-Makers

Semi-Annual Inspections

  • Check and clean evaporator and condenser coils.
  • Check defrost operation on freezers
  • Check crankcase heater operation
  • Check amperage draw on all motors and compressors
  • Check water valve operation on water cooled units.
  • Check hi-limit and low pressure controls
  • Check low ambient controls
  • Check freeze start controls
  • Check temperature setting controls
  • Check for oil leaks
  • Check freon levels
  • Check indicator lights and door seals.
  • File report to customer detailing work done and recommend repairs or procedures.


General Checklist

Air Compressor:

  • Drain receiver and check traps for reliable operation.
  • Change oil, and eliminate any oil leaks.
  • Check and adjust belts, align sheaves.
  • Check and clean air intake filter.
  • Check un-loader and check valve operation.
  • Check PR station for correct adjustments.
  • Check PRV valve.
  • Check PE switch, starter connections, tighten connections as required.
  • Wipe down and generally clean all surfaces.

Dryers:

  • Check refrigerant head pressure.
  • Check refrigerant suction pressure and temperatures.
  • Clean condenser and cover screens.
  • Check drain trap for trouble free operation.
  • Wipe clean all exterior surfaces.

Reducing Stations:

  • Change particulate filter.
  • Change oil filter.
  • Check PRV for correct setting.
  • Check low pressure.
  • Check valve setting and make sure by-pass is closed.

General:

  • Review sequence of all control operations.
  • Check and calibrate all room thermostats.
  • Check and calibrate all fan room transmitters, actuators, static pressure controllers and controlled devices.
  • Check all EP and PE switches.
  • Check all dampers for free operation.
  • Check all pilot positioners.
  • Check and fix all air leaks.
  • Check for any trace of moisture at low points in the pneumatic circuit


Loop Checklist

Boilers

  • Check boiler bases for evidence of leakage and progressive corrosion.
  • Check expansion tank, drain and recharge if system is water logged.
  • Check and record all temperature and pressure gauge readings.
  • Check operation of low safety controls.
  • Check operation and settings of pressure regulating valves.
  • Blow down boilers in accordance with manufacturers specifications.
  • Check circulating pump seals, couplings, motors and lubricate same.
  • Check radiator vents and complete written report.

Optional Extra - Summer Shut Down:

As above, plus:
  • Clean combustion chamber.
  • Brush out fire tubes.
  • Check flue for reliable operation.
  • Check and adjust burner and standing pilot as required.
  • Do complete combustion gas analysis and complete written reports.

Domestic Hot Water Tanks

  • Check burner assembly and flame
  • Check pilot assembly
  • Check power or gravity vent
  • Check for water leaks
  • Flush out appropriate amount of water for size of tank
  • Visually inspect for turbidity in water
  • Visual inspection of temperature and relief valve
  • Visual inspection of anti-siphon valve
  • Visual inspection of trap seal primer if applicable

Circulation Pumps

  • Check pump seal for water leaks
  • Lubricate bearings where applicable
  • Visual inspection of operation

Cooling Tower:

  • Flush tower
  • Check belts & tighten
  • Check nozzles
  • Check sump screen
  • Grease/oil motor bearings
  • Check water quality & float level