# Free HVAC Inspection Checklist Template | Download PDF, Excel, Sheets Canonical URL: https://www.simplywise.com/blog/hvac-inspection-checklist/ Plain text: https://www.simplywise.com/blog/hvac-inspection-checklist/llms.txt Publisher: SimplyWise, Inc. (https://www.simplywise.com) Published: October 20, 2026 Updated: October 20, 2026 Category: Free Templates Summary: Free system by system HVAC inspection checklist for furnace, AC and heat pump calls. PDF, Excel and Google Sheets, no signup, no dollar figures. --- Templates > HVAC > HVAC Inspection Checklist ## Free HVAC Inspection Checklist Template A system by system checklist a technician runs on every furnace, air conditioner, or heat pump call, from a seasonal tune-up to a full or move-in inspection. Grab the PDF, Excel, or Google Sheets version below. Updated October 20, 2026 📄 PDF (https://www.simplywise.com/blog/wp-content/uploads/2026/09/simplywise-hvac-inspection-checklist.pdf) Excel (https://www.simplywise.com/blog/wp-content/uploads/2026/09/simplywise-hvac-inspection-checklist.xlsx) Google Sheets (https://www.simplywise.com/blog/wp-content/uploads/2026/09/simplywise-hvac-inspection-checklist.csv) No signup required. Print it, clip it to a clipboard, and start checking systems. HVAC INSPECTION CHECKLIST Harlow Residence, 214 Maple St. Inspection type: Seasonal tune‑up. | Technician: R. Delgado, HVAC‑II. Date: Oct 20, 2026. Furnace. ✓ Done. Air conditioner. ✓ Done. Ductwork. ✓ Done. Thermostat. ✓ Done. SEASONAL TASKS COMPLETE 18 of 18 Trusted by 10,000+ contractors ⭐ 4.8 Stars 📱 App Store 📱 Google Play ## What an HVAC Inspection Checklist Actually Does An HVAC inspection checklist is the sheet a technician works from, system by system. Every call follows the same order, so a two person shop and a ten person shop get the same result. ### Keeps every technician checking the same things A new hire runs the same list as your senior technician. ### Gives a property owner a dated record A signed sheet from every visit settles “did you check it” without an argument. ### Separates a seasonal tune-up from a full inspection Two columns keep a quick filter swap from skipping a safety check. Quoting a repair? Turn a photo into an itemized estimate in about 6 seconds with SimplyWise Cost Estimator → ## System by System: What’s on the List and Why Key tasks from the template, and why each earns a box. ✓ Furnace filter inspected, cleaned or replaced. Chokes airflow. ✓ Burner flame and gas connections checked. Steady blue is clean combustion. ✓ Heat exchanger and flue checked for cracks or blockage. Cracks leak exhaust. ✓ Evaporator and condenser coils cleaned. Dirty coils lose cooling. ✓ Refrigerant level checked and adjusted. Low charge, less cooling. ✓ Condensate drain checked and cleared. Clogs flood ceilings. ✓ Ductwork checked for disconnection, crushing or gaps. Leaks waste air. ✓ Thermostat settings and cycling tested. A miscalibrated one runs the system long. ✓ Electrical connections tightened, voltage and current measured. Loose wiring causes no-start calls. ✓ Capacitor and contactor condition tested on a full inspection. They fail often. ✓ Carbon monoxide detector near the furnace tested. Cheapest safety check. ✓ A notes line and a signature. ### Why refrigerant work needs a certified technician Under Section 608 of the Clean Air Act, a technician who services refrigerant equipment needs certification. This checklist lets a homeowner confirm it happened. Pair it with the work order template and the contractor invoice template. Both carry a job number. ## How to Run an HVAC Inspection Checklist in 5 Steps ### Fill in the job header first Address, system type, technician and inspection type, before any tool comes out. ### Work the same six sections in the same order Furnace, air conditioner or heat pump, ductwork, thermostat, electrical, then safety. ### Check off each task as it’s finished Not from memory at the truck. A late check is a guess. ### Flag anything that needs a follow up visit A cracked heat exchanger or a failing capacitor goes on the notes line, not in your head. ### Sign it, then file it A signature or initial, then the sheet goes in the job file. ## Seasonal Tune-Up Versus a Full or Move-In Inspection Same systems, different depth. So extra tasks get their own column. | Task | Seasonal tune‑up | Full or move‑in inspection | | --- | --- | --- | | Filter, coil cleaning and condensate drain check | Required | Required | | Heat exchanger crack inspection | Not needed | Required | | Duct insulation and connection check in attic or crawlspace | Light pass | Required | | Refrigerant leak test beyond a level check | Not needed | Required | | Capacitor and contactor load test | Not needed | Required | | Heat pump defrost cycle test | Not needed | Required | | Electrical connections tightened and voltage checked | Required | Required | | Walk through sign off with homeowner or buyer’s agent | Optional | Required | Hand the homeowner a short punch list with the signed sheet. ## Keeping Technicians Consistent: Using the Checklist for Quality Control ### Same order, every call Same order, so spot checks compare cleanly. ### Before and after readings Log readings before and after a repair. ### A supervisor spot check Re-check one section of a random sheet weekly. ### A paper trail for every property Signed sheets prove a contract was honored. ## Worked Example: A Fall Furnace Tune-Up A technician arrives for a fall furnace tune-up. He fills in the header: homeowner, address, system type furnace, inspection type seasonal tune-up, date. Then he starts with the filter. Burner flame steady and blue. Gas connections tight. Voltage within spec. One task gets a note: the flue connector has a loose seam that needs a follow up visit. He texts the homeowner a photo of the seam and gets an initial. Quoting that repair? SimplyWise Cost Estimator turns a photo into an itemized estimate in about 6 seconds → ## What Is Actually in the Files Above ### Job header block Address, system type, technician, date, inspection type. ### Six system sections Furnace, air conditioner or heat pump, ductwork, thermostat, electrical and safety rows. ### A full inspection only tag column Heat exchanger and capacitor checks carry this tag. ### A notes column Skipped or flagged items for a follow up. ### Signature and date lines Technician and homeowner lines. ### Zero dollar figures A task record, not a bid. Need the price first? Send a professional quote with SimplyWise Cost Estimator → ## Free Checklist vs. Running It in the App ### The free checklist Print it, clip it, hand it to a new hire. No account needed. ### SimplyWise Cost Estimator Turn a photo of the part or space into an itemized estimate in about 6 seconds, then send a quote the homeowner signs. Free to try, then $29.99/mo or $239.99/yr, with a 7-day free trial. ## Frequently Asked Questions What is the difference between a seasonal tune-up and a full or move-in inspection? How do I make sure a technician does not skip a step? Should the checklist have prices on it? Who is allowed to check or top off refrigerant? Do I need the homeowner to sign the sheet? How long should I keep completed inspection checklists? ## More Free Templates for Contractors HVAC ESTIMATE. Furnace Replacement Estimate Unit and installation $3,900 Ductwork tie in $260 TOTAL $4,160. ### HVAC Estimate Template Quote the repair the inspection flagged. WORK ORDER. Apex Services LLC Problem reported Filter clogged Priority Same day STATUS COMPLETED. ### Work Order Template The job ticket this checklist attaches to, with priority, materials and sign-off built in. CONTRACTOR INVOICE. Apex HVAC LLC Seasonal tune-up, October $180 Capacitor replaced $95 BALANCE DUE $275. ### Contractor Invoice Template Bill the homeowner for the visit the checklist just documented, with line items and payment terms built in. ### Sources for the guidance on this page Sources: EPA Section 608 certification (Clean Air Act), EPA refrigeration leak repair requirements, and ENERGY STAR’s maintenance checklist. ## Ready to quote the repair this inspection turns up? SimplyWise turns a photo into an itemized estimate in about 6 seconds. Free to try, then $29.99/mo or $239.99/yr. SimplyWise Templates Blog Privacy (https://simplywise.com/privacy) Terms (https://simplywise.com/terms) --- ## About SimplyWise SimplyWise, Inc. (New York, NY) builds mobile apps for contractors, tradespeople, and small business owners. The SimplyWise Cost Estimator turns a job site photo into an itemized estimate with labor and material costs in about 6 seconds, and the client signs the branded quote to approve it. It is rated 4.8 on the App Store. It is free to try with a 7-day free trial, then $29.99 per month or $239.99 per year (about $20 per month on the annual plan), and one subscription includes every app in the SimplyWise suite. - Download: https://www.simplywise.com/download - App Store: https://apps.apple.com/us/app/simplywise-cost-estimator/id6670619664 - Google Play: https://play.google.com/store/apps/details?id=com.simplywise.costestimator - Every SimplyWise page as plain text: https://www.simplywise.com/blog/llms.txt