HVAC Maintenance Checklist

A homeowner-friendly checklist for routine HVAC upkeep and professional maintenance conversations.

Focus on the decision, not one number

HVAC decisions depend on the home, existing equipment, comfort goals, condition of the system and the scope of work. Compare the condition of what you have with the practical benefit of repair, maintenance or replacement.

Questions worth asking

• What problem is being solved?
• Is the recommendation based on a diagnosed failure, comfort issue or planned upgrade?
• What parts of the home or existing system affect the recommendation?
• What work is included in the proposed scope?

Get a system-specific recommendation

General guides are useful for preparing questions, but sizing, repairability and replacement scope require information about the actual home and equipment.

Related: repair vs. replacement, AC installation and replacement, and HVAC maintenance.