The AC Maintenance Checklist

April 11, 2024

The HVAC system is among the most important equipment in any home. It not only helps maintain comfort but also contributes to a healthy indoor environment. For this reason, routine checks from HVAC professionals are necessary to keep your system in the best condition, extend its life span and prevent unexpected breakdowns. Nevertheless, it is not enough to just schedule maintenance. Being thorough in asking the right questions during the inspection will help you understand the condition of your system and the steps you can take to maintain it.

1. What Does the Inspection Cover?

One of the first questions to ask concerns the scope of the inspection. HVAC systems are complex and comprise several components, such as the furnace, air conditioner, ductwork and thermostat, to name a few. Understanding what the technician will check will enable you to know what to expect and ensure that every part of the system is carefully examined. This information will give you a clear picture of the inspection process and prepare you for any specific areas of concern you might want the technician to address.

2. How Efficient Is the System?

Efficiency is everything when it comes to HVAC operation. An inefficiently working unit uses more energy and increases your utility bills. Ask this question about your system’s efficiency in relation to the manufacturer’s specifications or the most recent standards. For example, Seasonal Energy Efficiency Ratio (SEER) is used for air conditioners, and Annual Fuel Utilization Efficiency (AFUE) is used for furnaces. This way, you can identify whether specific repairs need to be done or the entire system needs replacement.

3. Are There Any Immediate Repairs Needed?

Identifying and fixing repairs immediately can prevent minor damages from becoming major issues. You can always ask about any immediate repairs addressed during the inspection, which you should prioritize. Additionally, it would help if you inquired about the projected cost in order to plan your finances and decide whether to proceed with a repair or schedule it for later.

4. What Maintenance Tasks Can Be Performed Without an Expert?

Even though professional inspections are important, there are some maintenance checks and tasks you can do by yourself to keep your HVAC systems in top shape. Examples of such tasks are replacing the air filters, cleaning the outdoor units and ensuring there are no blockages around the vents. Request the technician to guide you on which maintenance activities you can perform and how frequently.

5. Can You Suggest Any Upgrades or Improvements?

HVAC technology continues to evolve, and new models have additional functions to improve efficiency, comfort and air quality. Ask the professional for recommendations for upgrades and improvements to understand what you can do to improve your system. This may include smart thermostats, efficient models or air quality add-ons like humidifiers or purifiers.

6. Is the System Properly Sized?

An HVAC system that is oversized or undersized can result in inefficiencies, more wear and tear and an uncomfortable home environment. During the inspection, try to find out from the technician whether your system is of the right size or not. This is particularly crucial if you have just renovated your home or if you have moved into a place where the unit was already installed.

7. Are There Any Safety Concerns?

Address any safety concerns you have while the technician is on-site. These can include checking for gas leaks or electrical hazards and making sure that carbon monoxide detectors are functioning properly if you have a gas furnace. Ask the technician to note any safety concerns and instruct you on how to handle them.

8. How Often Should the System Be Inspected?

It’s important to understand the schedule for routine service inspections for your HVAC system. This can be affected by factors such as the age of the system, its usage and other reasons. Regular inspections can detect issues in their early stages, ensure proper functioning and extend the life of the system. The technician’s recommendation will help you in planning for future maintenance.

Don’t Be Afraid to Ask Questions

A professional HVAC inspection is the perfect opportunity to educate yourself about your heating and cooling devices. By asking questions or bringing up concerns, you will get to know your system’s condition, efficiency and vulnerabilities. This knowledge will give you control over the system’s maintenance schedule to help you keep it reliable and efficient for years to come.

At Jeffries Heating & Air + Plumbing, we have a team of expert technicians with years of experience who can address all your questions, ensuring you fully understand how your system works. In addition, we offer heating, cooling, plumbing, electrical and indoor air quality services to residents in Somerset, KY, and the surrounding areas. Get in touch with us today at Jeffries Heating & Air + Plumbing for a consultation or to schedule an appointment.

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