This template helps facility and building teams service HVAC systems on schedule so they run efficiently and last longer. You get a complete inspection routine broken down by component and season.
What's Included
- Filter and coil tasks: Track replacements, cleaning, and airflow checks for each unit.
- System inspections: Cover refrigerant levels, belts, motors, and thermostat calibration.
- Seasonal cycles: Separate spring cooling prep from fall heating readiness.
- Unit log: Record each HVAC unit by location, model, and last service date.
How To Use
- Add every HVAC unit and its location to the unit log.
- Work through the seasonal checklist for each system.
- Let an AI agent schedule the next inspection automatically.
- Note any issues that need a follow-up work order.
Use a Taskade automation to trigger seasonal HVAC reminders, or find more maintenance templates for plumbing and electrical systems too.