Comprehensive Residential HVAC Inspection Checklist

Customers all over the world want to keep their homes cozy, and rely heavily on their residential heating inspection system’s efficiency and durability. So, ensuring that system stays top-notch is key to a comfortable living space.

An HVAC inspection is like a health check-up for a home’s heating, ventilation, and air conditioning system’s lifespan. Think of it as a comprehensive tune-up that ensures “everything is running smoothly, safely, and efficiently”. HVAC businesses that leverage Arrivy can streamline how they run their inspection checklists and make sure that the customer experience they offer in return is top-notch.

Whether you’re a homeowner or heating and cooling systems professional, learn how you can optimize HVAC system efficiency with our comprehensive guide.

Residential HVAC Inspection Checklist

A standard HVAC inspection checklist should have the following items:

Heat Pump Inspection Checklist

  • Confirm proper functioning of thermostat sensors.
  • Assess exterior for snow or ice buildup (applicable in winter/spring).
  • Check outdoor coils for dirt accumulation.
  • Ensure pump elevation from the ground and away from leaky gutters.
  • Detecting and repairing air duct leakage.
  • Document any necessary heat pump repairs.
  • Inspect condenser and evaporator coils.
  • Assess bearings and blower motor functionality.
  • Evaluate blower belt condition, wear, and tension.
  • Examine lines for visible refrigerant leaks.
  • Check the condensate drain pan for damage.
  • Inspect air registers and ducts for cleanliness.
  • Detecting refrigerant leaks.
  • Validate correct superheat and subcooling.
  • Inspect drain line.
  • Check for loose electrical connections.
  • Verify correct voltage across all equipment.
  • Monitor suction and discharge pressure.
  • Lubricate motors and inspect belt condition and tension.
  • Confirm proper operation of the control panel.

Ductwork AC Unit Inspection

  1. Indoor Unit
    • Ensure remote batteries are fully charged.
    • Inspect the indoor coil for any signs of damage.
    • Confirm proper functioning of the louver motor.
    • Check air filters for damage, ice buildup, or excessive dust accumulation.
    • Inspect refrigerant lines for any visible leaks.
    • Examine the mini-split wiring and control unit.
    • Assess thermostat operation and programming.
    • Document any necessary repair work.
  2. Outdoor Unit
    • Inspect all wires and pipes connected to the outdoor condensing unit.
    • Listen for any abnormal vibration from the condenser.
    • Thoroughly examine the blower fan, motor, and electrical components.
    • Verify that the blower is operating at the correct speed.

Air Conditioner Unit Inspection

  • Inspect the outdoor condensing unit thoroughly.
  • Assess the condition of the condenser coil.
  • Examine the evaporator coil for any issues.
  • Inspect the blower assembly for functionality.
  • Check the blower speed to ensure optimal performance.
  • Scan lines for visible refrigerant leaks.
  • Assess the condition of the condensate drain pan.
  • Ensure air registers and ducts are clean and unobstructed.
  • Detecting and addressing any refrigerant leaks.
  • Verify correct superheat and subcooling levels.
  • Inspect the drain line for blockages or damage.
  • Tighten any loose electrical connections.
  • Confirm all equipment is receiving the correct voltage.
  • Monitor suction and discharge pressure.
  • Inspect belts for wear and ensure proper tension.
  • Validate the functionality of the control panel.
  • Ensure thermostat sensors are operating correctly.
  • Document any necessary AC repair work for follow-up.

Electrical System Inspection

  • Ensure the blower fan is clean, undamaged, and functioning correctly.
  • Measure blower motor amp draw to assess performance.
  • Inspect air filters for dust and dirt buildup, ensuring optimal air quality.
  • Verify proper positioning of all humidifier components for efficient operation.
  • Check heat strips for corrosion, pitting, or burns, and measure heat strip amp draw.
  • Confirm continuity of heat strips and proper operation of sequencers.
  • Tighten electrical wires and replace dead batteries as needed.
  • Inspect fuses and limit switches for any signs of damage or wear.
  • Check ductwork thoroughly for cracks, holes, and gas leaks.
  • Test voltage across thermostat terminals to ensure proper functioning.
  • Cycle the furnace to evaluate overall performance and operation.

Gas Furnace Inspection Checklist

  • Listen for excessive noise or vibration.
  • Ensure the blower fan is properly connected.
  • Inspect blower assembly for function.
  • Check the air filter for dirt buildup.
  • Examine heat exchangers for damage.
  • Listen for clicking in the spark ignitor (if present).
  • Inspect wiring and control circuit.
  • Check the cover panel for water or corrosion.
  • Verify safety controls are working.
  • Inspect gas piping and valve assembly.
  • Check vent connector pipes for security.
  • Verify correct voltage to equipment.
  • Test carbon monoxide levels.
  • Evaluate thermostat operation.
  • Cycle furnace for proper function.

Key Components of Residential HVAC Inspection

A thorough furnace startup inspection checklist is essential to ensure every critical component of the system is examined for optimal performance. HVAC professionals can effortlessly generate personalized site inspection checklists in Arrivy to keep a digital, shareable log of their tasks.

Here are some key components to consider for heating and cooling inspections:

1. Essentials for Cooling And Heating

Inspect heat strips, spark igniters, flame sensors, evaporator coils, condenser coils, and condensate drain lines in furnaces and AC units.

  • Fan Unit

Carefully assess the blower, fan blades, motor, filter, and supporting elements of each home heating and cooling unit.

  • Air Filtration Systems

Examine air filters across all units for excessive dirt, dust, ice accumulation, or any obstructions hindering airflow. Regular cleaning of air filters is vital for maintaining air quality.

2. Controls of Operating Mediums (Electrical Wiring)

Ensure all wiring connections, including the thermostat system, are secure and functioning correctly to maintain system operation.

3. System Pressure and Refrigerant Levels

Measure the pressure and charge of AC units or packaged HVAC systems to enhance energy efficiency and prolong system lifespan.

4. HVAC Ducting

  • Duct Inspection

Inspect both upper and lower ducts, along with the insulation surrounding them, for damages like moisture spots or mold growth

  • Insulation Check

Examine the insulation surrounding the ducts to ensure it is intact and properly sealed. Damaged insulation can lead to energy loss and reduced system efficiency.

  • Moisture and Mold Assessment

Look for signs of moisture spots, condensation, or mold growth within the ductwork. Addressing these issues promptly is essential to prevent health hazards and maintain indoor air quality.

5. Ducted Mini-Split System

A ducted mini-split system utilizes small ducts to distribute air from an outdoor compressor and condenser to various rooms. This system is ideal for homes with limited space for traditional ductwork.

  • Best For
    • Homes with space constraints
    • Improved air circulation
  • Key Features
    • Compact design
    • Enhanced energy efficiency

6. Packaged System

A packaged system houses all the components of a furnace inspection form in a single outdoor unit, eliminating the need for indoor space for heating equipment. This system is particularly beneficial for homes with limited indoor space.

  • Best For
    • Homes with space limitations
    • Noise-sensitive environments
  • Key Features
    • Quieter operation
    • Simplified installation and maintenance

Why is HVAC System Inspection Important?

Routine home heating and cooling inspections are essential for several reasons:

1. Safety

Ensuring your HVAC preventative maintenance operates safely minimizes the risk of carbon monoxide leaks, electrical fires, and other hazards.

2. Efficiency

A well-maintained residential HVAC maintenance operates more efficiently, reducing energy consumption and utility bills.

3. Longevity

Routine inspections and maintenance can extend the lifespan of any HVAC system, saving money in the long run.


Regular heating and cooling inspections are crucial for maintaining system safety, efficiency, and longevity. Routine checks help identify issues like leaks or electrical problems early, preventing costly repairs and enhancing home energy efficiency.

Well-maintained systems use less energy, reducing your bills. Regardless of the HVAC system type, consistent maintenance ensures optimal performance and comfort.

Investing in regular inspections is a smart way to protect your family, save money, and extend your system’s lifespan. Tools like Arrivy offer HVAC professionals an all encompassing field service management solution which is capable of running not only their field ops but also their connected paperwork efficiently.