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Commercial HVAC PM Checklist

Preventive maintenance record — quarterly and annual tasks.

Company logo

PAGE 1 OF 2

Building & Service Details
Service type
Monthly Quarterly Annual

Inspection Items

Mark the applicable column for each item: P = Pass  |  F = Fail / Action required  |  N/A = Not applicable. Add notes for any F.

# Check P F N/A Notes / Action
Air Handling Units
1Filter condition and replacement needed
2Evaporator coil clean
3Condenser coil clean
4Fan belt tension and condition
5Bearing lubrication
6Damper operation (check each)
7Drain pan and condensate drain clear
8Motor amperage within range
Chillers
9Compressor operating amperage
10Condenser approach temperature
11Evaporator approach temperature
12Refrigerant charge (superheat / subcooling)
13Oil level and condition
14Safety controls tested (HP / LP cutouts)
15Tube fouling (annual eddy current)
Commercial HVAC PM Checklist - Page 2 of 2
Unit ID
Date
Technician
# Check P F N/A Notes / Action
Cooling Towers
16Fill media condition
17Basin and sump clean
18Drift eliminators intact
19Fan and motor operation
20Water treatment (chemical levels)
21Legionella risk controls per AS/NZS 3666
Controls & BMS
22Sensor calibration verified
23Setpoints confirmed
24Alarms tested
25Economiser operation
Refrigerant Management
26Leak check all circuits
27Charge levels recorded
28Oil stain inspection
29F-gas quantities logged
Readings & Notes  (record measured values for trend analysis)
System Reading Normal Range Actual Notes

Declaration

I declare that I have completed this commercial HVAC preventive maintenance inspection in accordance with the manufacturer's requirements, applicable Australian Standards (AS/NZS 1668.2, AS/NZS 3666) and company procedures. All defects have been recorded above and reported to the relevant supervisor or facility manager. Systems have been left in a safe operating condition and the client has been advised of any outstanding actions.

Technician Sign-off
Signature
Print name
Licence / reg no.
Date & time
Supervisor / Facility Manager Acknowledgement
Signature
Print name
Date