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HVAC Field Checklists

For Licensed & Trained HVAC Technicians Only

This checklist is intended exclusively for use by licensed, certified, and trained HVAC professionals. It is not a DIY guide and should not be used by untrained individuals to perform repairs or diagnostics. The purpose of this checklist is to help qualified technicians maintain a consistent, step-by-step workflow so that no critical step is overlooked or skipped during service.

❄️
AC Not Cooling

Step-by-step diagnostic checklist to identify why your AC isn't cooling and estimate repair costs.

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🔧
AC Tune-Up (6-Month)

Full 6-month maintenance inspection checklist covering electrical, mechanical, refrigerant, airflow, and safety.

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🔩
Compressor & Filter Drier Replacement

Field checklist for split system compressor and filter drier replacement — from recovery through startup and documentation.

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🏠
Mini Split Installation & Commissioning

Complete installation checklist — site assessment, line set, indoor/outdoor mounting, electrical, evacuation, and commissioning.

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🧊
Evaporator Coil Replacement

Field checklist for indoor evaporator coil replacement — refrigerant recovery, coil removal, install, evacuation, and recharge.

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🔥
Furnace Diagnostic (Sequence of Operation)

Trace why a furnace won't heat by following the sequence of operation — homeowner-safe checks and technician-required steps, step by step.

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