HVAC PM Checklists in Excel Format

Elevate your HVAC maintenance with our comprehensive HVAC PM Checklists in Excel Format. Simplify your preventive maintenance tasks with organized equipment-specific worksheets in Microsoft Office Excel. From AHUs to Chillers, Fans, Motors, RTUs, and VAV units, our checklists cover it all.

Effortlessly track recommended tasks and intervals, ensuring peak performance. Detect issues early, extend component lifespan, and minimize failures. With benefits ranging from enhanced energy efficiency to cost savings, these checklists are your ticket to streamlined maintenance, improved safety, and optimized HVAC operations. Upgrade today for a future of reliability and excellence.

Tasks are organized by equipment category as worksheets within an Excel workbook. Recommended maintenance intervals/frequencies are included.

HVAC PM Checklists are INCLUDED in our PM Checklists Product.

HVAC PM Checklist Purchase includes PM Checklists in Excel format for the Following 6 HVAC Equipment Types:

  • AHU PM Checklist (Air Handler Unit HVAC) AHU Tasks
    Sample: 5 of 59 AHU Tasks:
    Overall Inspection Monthly Inspect entire unit for unusual noise and/or vibration, ensure that it is in good working order.
    Lubrication Provide lubrication, if necessary.
    Damper Linkages Check that damper linkages are properly connected and operating.
    Piping / Fittings Inspection Inspect piping and fittings for leaks (steam, condensate, hot water, chilled water).
    Ductwork Inspect ductwork flexible connectors for abnormalities or leaks.
  • Chiller PM Checklist - Chiller Tasks
    Sample: 5 of 78 Chiller Tasks:
    Chiller Use / Sequencing Turn off/sequence unnecessary chillers.
    Overall Visual Inspection Complete overall visual inspection to be sure all equipment is operating and safety systems are in place.
    Setpoints Check Check all setpoints for proper setting and function.
    Evaporator / Condenser Fouling Assess evaporator and condenser coil fouling as required.
    Chilled Water Flow Rate Keep chilled water flow rate between 3 to 12-ft per second. Too low a flow rate lowers chiller efficiency. Too high a flow rate leads to vibration, noise, and tube erosion.
  • Fan PM Checklist - Fan Tasks
    Sample: 5 of 21 Fan Tasks:
    System Use/Sequencing Turn off/sequence unnecessary equipment.
    Overall Visual Inspection Complete overall visual inspection to be sure all equipment is operating properly and safety systems are in place.
    Belts Inspect belts for proper tension, alignment, and wear (if belts are replaced, record belt type and replacement date on unit).
    Filters Check for gaps, clean or replace when dirty or as recommended.
    Cleaning Clean entire unit, motor and fan assembly as recommended.
  • Motor PM Checklist - Motor Tasks
    Sample: 5 of 35 Motor Tasks:
    Motor Use/Sequencing Turn off/sequence unnecessary motors.
    Visual Inspection Observe and record any anomalies regarding its physical condition.
    Noise Check Assess the level and type of noise the motor is making.
    Record Data Record equipment data.
    Bearing Scope/Scanner Check Check bearings using a stethoscope or infrared scanner (or camera, if appropriate).
  • RTU PM Checklist (Rooftop Unit HVAC) - RTU Tasks
    Sample: 5 of 25 RTU Tasks:
    Overall Inspection Monthly Inspect entire unit for unusual noise and/or vibration, ensure that it is in good working order. Make sure all panels are fastened securely in place.
    Log Observations / Deficiencies Following inspection, record observations and deficiencies, if any. Consultation with facilities management regarding any concerns, problems, etc.
    Filters / Screens Inspect air filters and inlet screens. Clean or replace filters at the start of each cooling and heating season, at a minimum.
    Fan / Housing / Motor Inspect fan, housing and motor. Make sure fans are properly centered in their housing. Check blades for excessive rusting and for chips, cracks and dirt buildup that cause noise and vibration. If motor bearings are not permanently lubricated, lubricate them per manufacturer's specification. Ultrasonic equipment affords a reliable way to know when the grease reaches the bearing.
    Belts Inspect belts for wear, proper tension and pulley alignment. Fan belts are a regular wear and tear item and should be replaced annually.
  • VAV PM Checklist (Variable Air Volume Unit HVAC) - VAV Tasks
    Sample: 5 of 18 VAV Tasks:
    Overall Visual Inspection Observe unit, note any unusual noise and/or vibrations.
    Filters Check filter and clean or replace as required.
    Belts Belt condition, alignment, and tension OK?
    Lubrication Provide lubrication, if necessary.
    Actuators and Controls Inspect controls and cycle actuators to ensure proper operation.

Advantages of HVAC Preventive Maintenance

  • Increased component life cycle
  • Reduced equipment or process failure
  • Manual workload is reduced
  • Quicker response to unplanned maintenance
  • Energy savings
  • Improved employee performance
  • Built-in safety and compliance
  • Data enhances productivity
  • Significant cost savings

Maintenance Resources