HVAC Maintenance Checklist for Fall & Winter in 2021


If you are a US resident, you must have HVAC system installed in your home. While you enjoy the comfy environment, you must be well aware of how to maintain the system for best performance. With the start of new year, you must adopt a habit of taking care of your home accessories as unexpected seasonal changes are expected. While other things are important, your heating and cooling system is at the top priority. So, you must have an HVAC maintenance checklist for Fall & Winter 2021

HVAC system need regular maintenance, and for that you must know a reliable Air Duct Repair and Replacement in Alpharetta. This will not only improve the functionality of your system but also prolong its lifespan. 

If you schedule regular HVAC Cleaning in Alpharetta , you will enjoy peace of mind as you will be satisfied that your system is safe. 

HVAC Preventive Maintenance Checklist 

If you own one system that cools and heats your home throughout the year, you must plan maintenance checks at least twice a year. This can be ideally done at the start of a new season when you switch from one use to another. Why you need a regular maintenance plan depends on many factors: 

  • How old is your system?
  • What is the condition of your system? 
  • What is the size of your system?
  • Which brand has manufactured your system?
  • What is the frequency of the use of your system? 
  • What is the area of your residence? 

Spring and Summer Maintenance Checklist 

  1. You must consider replacing all the air filters of your system 
  2. You clean evaporator coils and condensers 
  3. wipe out blockages and wash drain lines to restore proper flow
  4. Clear out any stagnant water from drain pans to prevent any overflows
  5. Change damaged lifters and belts
  6. Deeply examine air ducts for dust, debris and mold growth 
  7. Inspect refrigerant charge to detect any leakages 
  8. Observe thermostat and their controls to make sure they are rightly set 
  9. If required, replace batteries 
  10. Inspect all connections and the entire electrical system 
  11. Check the fan motor for its proper functioning 
  12. Examine system blowers and blades to maintain uninterrupted airflow 
  13. Grease all the moving parts of the system 
  14. Examine all HVAC cabinets for any potential seepages 
  15. Ensure that your system cabinet door is properly shut
  16. Clear out any debris from the outdoor unit

The above checklist comprises of all the items that safely shifts a heating system to an AC in warm weather. Likewise, winter preventive maintenance can either have similar checks or entirely different depending whether you shift the same system or have a furnace. 

Fall & Winter Maintenance Checklist

  1. Try to change air filters of your system after every 1-3 months. 
  2. Inspect the ignition burner assembly 
  3. Carefully examine the boiler or heat exchanger for any damage as it may lead to hazardous issues with carbon monoxide. 
  4. Examine the flue system and ensure that it is firmly fixed to the heater 
  5. If you use a gas heater, the technician will inspect for gas leakages 
  6. With a gas heater, it is also important to inspect for gas pressure 
  7. Change worn belts and pulleys 
  8. Clean drain passages and pans to remove stagnant water and stop overflows 
  9. Inspect electric wiring and connections 
  10. Grease all moving components such as bearings and motors 
  11. Inspect thermostat and controls to check for right temperatures 
  12. Examine heat pump 


To make your system running efficiently and smoothly all year, you must follow some useful tips in summer and winter season. 

  1. Install Good-quality Air Filters 

Experts recommend changing of air filters every 1-3 months. A few people might find this expensive but they must understand that a good quality filter and regular replacement will considerably enhance the system functioning and reduce energy bills. 

  1. Clean Debris from External Units 

Debris tend to gather around the external HVAC unit. Leaves, pollen, twigs, dust and other weather remains can create blockage and hinder proper functioning of the system. Regular examination of the external unit can notably enhance the system efficiency. 

  1. Inspect Refrigerant Lines Every Month 

If your system’s refrigerant lines get damaged, develop leakages, or become disconnected, it will disrupt the proper functioning of the HVAC unit. So, whether its winter, summers, spring or autumn you must inspect these lines once a month. 

  1. Maintain your unit level 

If you want your system to function at best of its ability, you must ensure that it is levelled and not in a tilted position. So, every 60-90 days check to ensure that your unit is on level ground. 

  1. Remove Blockages 

Use the mixture of bleach and water and wash the AC condenser drain to remove any blockages. This will clear out dust, debris, dirt, pests, dander and contaminations from the system. Now, you can breathe in clean and fresh air. 

  1. Switch Off Water Supply to Heater’s Humidifier in Warm Season 

HVAC owners must know that a humidifier is not required during summers. When the winter season arrives and you need to turn of the heating system, you must install a brand-new filter and set the humidifier also. At this point, you should turn off the water supply. 

  1. Never Close Several Registers 

If you shut more than 20% of your building’s registers, you will put a needless burden on your system. Your system will have to work harder to maintain the desired temperature. 

  1. Check indoor units for any bad odours of unusual noises 

When you turn on your system, you must keep a check for bad odours or unusual noises. This can indicate a serious problem for which you will have to call a professional service. 

  1. Check Fan Blades 

As a responsible homeowner, you must check the fan blades after every few months for any water damage or impairment. 

Also Read : 4 Reasons Why Should You Opt For HVAC Service