Here's a general task list to use as a reference when comparing commercial HVAC preventative maintenance contracts. But before we get into the details, here's an important thing to remember: your plan should be customized according to your needs.

Depending on the age and condition of your equipment, your location and usage, and the size and type of equipment you have, more tasks or different ones may be needed.

Spring & Summer Maintenance Tasks
• Replace filters on cooling equipment
• Check condition of belts and pulleys and replace as needed
• Clean condenser and evaporator coils
• Check refrigerant charge and inspect for leaks if charge is low
• Clear drain lines and pans
• Check electrical connections
• Check operation of fan and blower motor and adjust if needed
• Lubricate motors, bearings and other moving parts
• Check operation of thermostats and other controls
• Check for adequate air flow

Fall & Winter Maintenance Tasks
• Replace filters on heating equipment
• Check condition of belts and pulleys and replace as needed
• Clear drain lines and pans
• Check electrical connections
• Check operation of fan and blower motor and adjust if needed
• Inspect ignition and burner assembly
• Lubricate motors, bearings and other moving parts
• Check operation of thermostats and other controls
• Inspect heat exchanger