{"id":10381,"date":"2026-10-20T09:00:00","date_gmt":"2026-10-20T09:00:00","guid":{"rendered":"https:\/\/www.simplywise.com\/blog\/?p=10381"},"modified":"2026-10-20T15:35:22","modified_gmt":"2026-10-20T15:35:22","slug":"hvac-inspection-checklist","status":"publish","type":"post","link":"https:\/\/www.simplywise.com\/blog\/hvac-inspection-checklist\/","title":{"rendered":"Free HVAC Inspection Checklist Template | Download PDF, Excel, Sheets"},"content":{"rendered":"<style id=\"sw-t-mobile\">\n@media (max-width: 768px) {\n  .sw-t section {\n    padding: 48px 20px !important;\n  }\n  .sw-t section[style*=\"display:flex\"],\n  .sw-t section[style*=\"display: flex\"] {\n    flex-direction: column !important;\n    align-items: stretch !important;\n    gap: 32px !important;\n  }\n  .sw-t section[style*=\"display:flex\"] > div,\n  .sw-t section[style*=\"display: flex\"] > div {\n    width: 100% !important;\n    max-width: 100% !important;\n    flex: 1 1 100% !important;\n    min-width: 0 !important;\n  }\n  .sw-t div[style*=\"display:flex\"][style*=\"gap\"],\n  .sw-t div[style*=\"display: flex\"][style*=\"gap\"] {\n    flex-wrap: wrap !important;\n  }\n  .sw-t div[style*=\"display:grid\"],\n  .sw-t div[style*=\"display: grid\"] {\n    grid-template-columns: 1fr !important;\n  }\n  .sw-t h1 {\n    font-size: 32px !important;\n    line-height: 1.15 !important;\n  }\n  .sw-t h2 {\n    font-size: 24px !important;\n    line-height: 1.2 !important;\n  }\n  .sw-t h3 {\n    font-size: 19px !important;\n  }\n  .sw-t [style*=\"font-size:64px\"],\n  .sw-t [style*=\"font-size: 64px\"],\n  .sw-t [style*=\"font-size:56px\"],\n  .sw-t [style*=\"font-size: 56px\"] {\n    font-size: 32px !important;\n  }\n  .sw-t [style*=\"font-size:48px\"],\n  .sw-t [style*=\"font-size: 48px\"] {\n    font-size: 28px !important;\n  }\n  .sw-t [style*=\"font-size:40px\"],\n  .sw-t [style*=\"font-size: 40px\"] {\n    font-size: 24px !important;\n  }\n  .sw-t img, .sw-t svg {\n    max-width: 100% !important;\n    height: auto !important;\n  }\n  .sw-t table {\n    display: block !important;\n    overflow-x: auto !important;\n    width: 100% !important;\n    -webkit-overflow-scrolling: touch !important;\n  }\n  \/* Condense the trust-badge row so items fit 2-3 per row instead of stacking *\/\n  .sw-t div[style*=\"padding:16px 120px\"],\n  .sw-t div[style*=\"padding: 16px 120px\"] {\n    padding-left: 16px !important;\n    padding-right: 16px !important;\n    gap: 16px !important;\n  }\n  .sw-t div[style*=\"padding:16px 120px\"] span,\n  .sw-t div[style*=\"padding: 16px 120px\"] span {\n    font-size: 13px !important;\n  }\n  \/* Any inline flex row with a huge 40px gap tightens up on mobile *\/\n  .sw-t div[style*=\"display:flex\"][style*=\"gap:40px\"],\n  .sw-t div[style*=\"display: flex\"][style*=\"gap: 40px\"] {\n    gap: 16px !important;\n  }\n  \/* Multi-col card rows that span full width (cross-sell, pricing compare): stack 1 per row *\/\n  .sw-t div[style*=\"display:flex\"][style*=\"width:100%\"] > div,\n  .sw-t div[style*=\"display: flex\"][style*=\"width: 100%\"] > div {\n    flex: 1 1 100% !important;\n    min-width: 100% !important;\n    max-width: 100% !important;\n  }\n}<\/p>\n<p>\/* WCAG AA eyebrow contrast fix - appended *\/\n.sw-a__eyebrow,.sw-l__eyebrow,.eyebrow{color:#1d4ed8!important;}\n@media (max-width: 768px) {\n  .sw-t div[style*=\"display:flex;gap:12px;font-size:14px\"][style*=\"color:#334155\"][style*=\"gap\"] { flex-wrap: nowrap !important; }\n  .sw-t div[style*=\"display:flex;gap:24px;max-width:900px\"] { flex-direction: column !important; }\n  .sw-t div[style*=\"padding:40px 120px\"] { padding: 32px 20px !important; flex-direction: column !important; align-items: flex-start !important; gap: 16px !important; }\n  .sw-t div[style*=\"padding:16px 120px\"] { padding: 16px 20px !important; }\n}\n<\/style>\n<p><script>\ndocument.addEventListener('DOMContentLoaded', function() {\n  var selectors = ['.entry-header','.page-header','article > h1:first-child','.entry-footer'];\n  selectors.forEach(function(s) { document.querySelectorAll(s).forEach(function(el) { el.style.display = 'none'; }); });\n  var el = document.querySelector('.sw-t');\n  while (el && el !== document.body) {\n    el.style.maxWidth = '100%';\n    el.style.width = '100%';\n    el.style.padding = '0';\n    el.style.margin = '0';\n    el.style.float = 'none';\n    el.style.flex = '0 0 100%';\n    el = el.parentElement;\n  }\n  document.body.style.marginTop = '0';\n  document.body.style.paddingTop = '0';\n  document.querySelectorAll('.sw-fq').forEach(function(q) {\n    q.addEventListener('click', function() {\n      var a = this.nextElementSibling;\n      a.style.display = a.style.display === 'block' ? 'none' : 'block';\n      this.setAttribute('data-open', a.style.display === 'block' ? '1' : '0');\n    });\n  });\n});\n<\/script>\n<link href=\"https:\/\/fonts.googleapis.com\/css2?family=Inter:wght@400;500;600;700;800&#038;display=swap\" rel=\"stylesheet\">\n<div class=\"sw-t\" style=\"font-family:Inter,-apple-system,BlinkMacSystemFont,sans-serif;color:#1e293b;line-height:1.6;margin:0;padding:0;max-width:100%;overflow-x:hidden\">\n<section style=\"background:#0f172a;padding:80px 120px;display:flex;gap:60px;align-items:flex-start;box-sizing:border-box;width:100%\">\n<div style=\"flex:1;min-width:0\">\n<div style=\"font-size:13px;color:#64748b;margin-bottom:24px\">Templates &nbsp;&gt;&nbsp; HVAC &nbsp;&gt;&nbsp; HVAC Inspection Checklist<\/div>\n<h1 style=\"font-size:48px;font-weight:800;color:#fff;line-height:1.1;margin:0 0 20px 0;padding:0\">Free HVAC Inspection<br \/>Checklist Template<\/h1>\n<p style=\"font-size:18px;color:#64748b;line-height:1.6;margin:0 0 32px 0\">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.<\/p>\n<div style=\"font-size:13px;color:#64748b;margin:0 0 24px 0\">Updated October 20, 2026<\/div>\n<div style=\"display:flex;gap:12px;margin-bottom:16px;flex-wrap:wrap\">\n      <a href=\"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2026\/09\/simplywise-hvac-inspection-checklist.pdf\" download style=\"display:inline-flex;align-items:center;gap:8px;padding:14px 24px;border-radius:8px;font-size:15px;font-weight:600;background:#2563eb;color:#fff;text-decoration:none;border:none\">&#128196; PDF<\/a><br \/>\n      <a href=\"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2026\/09\/simplywise-hvac-inspection-checklist.xlsx\" download style=\"display:inline-flex;align-items:center;gap:8px;padding:14px 24px;border-radius:8px;font-size:15px;font-weight:600;background:#1e293b;color:#e2e8f0;text-decoration:none;border:1px solid #334155\">Excel<\/a><br \/>\n      <a href=\"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2026\/09\/simplywise-hvac-inspection-checklist.csv\" style=\"display:inline-flex;align-items:center;gap:8px;padding:14px 24px;border-radius:8px;font-size:15px;font-weight:600;background:#1e293b;color:#e2e8f0;text-decoration:none;border:1px solid #334155\">Google Sheets<\/a>\n    <\/div>\n<p style=\"font-size:13px;color:#64748b;margin:0\">No signup required. Print it, clip it to a clipboard, and start checking systems.<\/p>\n<\/p><\/div>\n<div style=\"flex:0 0 460px\">\n<div style=\"background:#fff;border-radius:12px;padding:28px 32px;box-shadow:0 4px 24px rgba(0,0,0,0.15)\">\n<div style=\"font-size:11px;font-weight:600;color:#2563eb;letter-spacing:2px;text-transform:uppercase;margin-bottom:8px\">HVAC INSPECTION CHECKLIST<\/div>\n<div style=\"font-size:22px;font-weight:700;color:#0f172a;margin-bottom:12px\">Harlow Residence, 214 Maple St.<\/div>\n<div style=\"font-size:12px;color:#64748b;line-height:1.5;margin-bottom:16px\">Inspection type: Seasonal tune&#8209;up. &nbsp;|&nbsp; Technician: R. Delgado, HVAC&#8209;II.<br \/>Date: Oct 20, 2026.<\/div>\n<div style=\"height:1px;background:#e6e9ee;margin:12px 0\"><\/div>\n<div style=\"display:flex;justify-content:space-between;padding:8px 0;font-size:12px\"><span style=\"color:#1e293b\">Furnace.<\/span><span style=\"color:#16a34a;font-weight:600\">&#10003; Done.<\/span><\/div>\n<div style=\"height:1px;background:#e6e9ee;margin:4px 0\"><\/div>\n<div style=\"display:flex;justify-content:space-between;padding:8px 0;font-size:12px\"><span style=\"color:#1e293b\">Air conditioner.<\/span><span style=\"color:#16a34a;font-weight:600\">&#10003; Done.<\/span><\/div>\n<div style=\"height:1px;background:#e6e9ee;margin:4px 0\"><\/div>\n<div style=\"display:flex;justify-content:space-between;padding:8px 0;font-size:12px\"><span style=\"color:#1e293b\">Ductwork.<\/span><span style=\"color:#16a34a;font-weight:600\">&#10003; Done.<\/span><\/div>\n<div style=\"height:1px;background:#e6e9ee;margin:4px 0\"><\/div>\n<div style=\"display:flex;justify-content:space-between;padding:8px 0;font-size:12px\"><span style=\"color:#1e293b\">Thermostat.<\/span><span style=\"color:#16a34a;font-weight:600\">&#10003; Done.<\/span><\/div>\n<div style=\"display:flex;justify-content:space-between;padding:12px 0;border-top:2px solid #0f172a;margin-top:8px\">\n        <span style=\"font-size:14px;font-weight:700;color:#0f172a\">SEASONAL TASKS COMPLETE<\/span><br \/>\n        <span style=\"font-size:18px;font-weight:800;color:#0f172a\">18 of 18<\/span>\n      <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<div style=\"background:#f8fafc;padding:16px 120px;display:flex;align-items:center;justify-content:center;gap:40px;flex-wrap:wrap;border-bottom:1px solid #e2e8f0;box-sizing:border-box;width:100%\">\n  <span style=\"font-size:13px;color:#64748b;font-weight:500\">Trusted by 10,000+ contractors<\/span><br \/>\n  <span style=\"font-size:13px;color:#64748b;font-weight:500\">&#11088; 4.8 Stars<\/span><br \/>\n  <span style=\"font-size:13px;color:#64748b;font-weight:500\">&#128241; App Store<\/span><br \/>\n  <span style=\"font-size:13px;color:#64748b;font-weight:500\">&#128241; Google Play<\/span>\n<\/div>\n<section style=\"padding:80px 120px;background:#fff;box-sizing:border-box;width:100%\">\n<h2 style=\"font-size:36px;font-weight:800;margin:0 0 24px 0;color:#0f172a\">What an HVAC Inspection Checklist Actually Does<\/h2>\n<figure style=\"margin:0 0 32px 0;padding:0\">\n    <img decoding=\"async\" src=\"https:\/\/images.unsplash.com\/photo-1722010811002-a772b2066890?w=1400&#038;h=700&#038;fit=crop&#038;q=80&#038;auto=format\" alt=\"An outdoor air conditioning condenser unit mounted beside a home, the kind of equipment a technician walks through system by system on an inspection\" loading=\"eager\" style=\"width:100%;height:auto;border-radius:12px;display:block\" \/><figcaption style=\"font-size:13px;color:#64748b;margin-top:10px\">The list is what turns one service call into a repeatable inspection, whichever system the technician starts with. Photo by Muhammed Faizan Hussain, via <a href=\"https:\/\/unsplash.com\/photos\/QoFTD3kG1QM\" rel=\"noopener nofollow\" target=\"_blank\">Unsplash<\/a>.<\/figcaption><\/figure>\n<p style=\"font-size:16px;color:#475569;line-height:1.7;margin:0 0 24px 0;max-width:820px\">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.<\/p>\n<div style=\"display:grid;grid-template-columns:repeat(3,1fr);gap:24px\">\n<div style=\"background:#f8fafc;border-radius:12px;padding:32px;border:1px solid #e2e8f0\">\n<div style=\"font-size:32px;font-weight:800;color:#2563eb;margin-bottom:12px\">1<\/div>\n<h3 style=\"font-size:17px;font-weight:700;margin:0 0 8px 0;color:#0f172a\">Keeps every technician checking the same things<\/h3>\n<p style=\"font-size:14px;color:#64748b;line-height:1.6;margin:0\">A new hire runs the same list as your senior technician.<\/p>\n<\/p><\/div>\n<div style=\"background:#f8fafc;border-radius:12px;padding:32px;border:1px solid #e2e8f0\">\n<div style=\"font-size:32px;font-weight:800;color:#2563eb;margin-bottom:12px\">2<\/div>\n<h3 style=\"font-size:17px;font-weight:700;margin:0 0 8px 0;color:#0f172a\">Gives a property owner a dated record<\/h3>\n<p style=\"font-size:14px;color:#64748b;line-height:1.6;margin:0\">A signed sheet from every visit settles &#8220;did you check it&#8221; without an argument.<\/p>\n<\/p><\/div>\n<div style=\"background:#f8fafc;border-radius:12px;padding:32px;border:1px solid #e2e8f0\">\n<div style=\"font-size:32px;font-weight:800;color:#2563eb;margin-bottom:12px\">3<\/div>\n<h3 style=\"font-size:17px;font-weight:700;margin:0 0 8px 0;color:#0f172a\">Separates a seasonal tune-up from a full inspection<\/h3>\n<p style=\"font-size:14px;color:#64748b;line-height:1.6;margin:0\">Two columns keep a quick filter swap from skipping a safety check.<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<p style=\"margin:24px 0 0 0;font-size:14px;color:#64748b\">Quoting a repair? <a href=\"https:\/\/swcostestimator.app.link\/ce-ai\" style=\"color:#2563eb;font-weight:600;text-decoration:none\">Turn a photo into an itemized estimate in about 6 seconds with SimplyWise Cost Estimator &rarr;<\/a><\/p>\n<\/section>\n<section style=\"padding:80px 120px;background:#f8fafc;box-sizing:border-box;width:100%\">\n<h2 style=\"font-size:36px;font-weight:800;margin:0 0 12px 0;color:#0f172a\">System by System: What&#8217;s on the List and Why<\/h2>\n<p style=\"font-size:15px;color:#64748b;margin:0 0 32px 0\">Key tasks from the template, and why each earns a box.<\/p>\n<div style=\"display:grid;grid-template-columns:1fr 1fr;gap:16px\">\n<div style=\"display:flex;gap:12px;font-size:14px;color:#334155\"><span style=\"color:#2563eb;font-weight:700;flex-shrink:0\">&#10003;<\/span> Furnace filter inspected, cleaned or replaced. Chokes airflow.<\/div>\n<div style=\"display:flex;gap:12px;font-size:14px;color:#334155\"><span style=\"color:#2563eb;font-weight:700;flex-shrink:0\">&#10003;<\/span> Burner flame and gas connections checked. Steady blue is clean combustion.<\/div>\n<div style=\"display:flex;gap:12px;font-size:14px;color:#334155\"><span style=\"color:#2563eb;font-weight:700;flex-shrink:0\">&#10003;<\/span> Heat exchanger and flue checked for cracks or blockage. Cracks leak exhaust.<\/div>\n<div style=\"display:flex;gap:12px;font-size:14px;color:#334155\"><span style=\"color:#2563eb;font-weight:700;flex-shrink:0\">&#10003;<\/span> Evaporator and condenser coils cleaned. Dirty coils lose cooling.<\/div>\n<div style=\"display:flex;gap:12px;font-size:14px;color:#334155\"><span style=\"color:#2563eb;font-weight:700;flex-shrink:0\">&#10003;<\/span> Refrigerant level checked and adjusted. Low charge, less cooling.<\/div>\n<div style=\"display:flex;gap:12px;font-size:14px;color:#334155\"><span style=\"color:#2563eb;font-weight:700;flex-shrink:0\">&#10003;<\/span> Condensate drain checked and cleared. Clogs flood ceilings.<\/div>\n<div style=\"display:flex;gap:12px;font-size:14px;color:#334155\"><span style=\"color:#2563eb;font-weight:700;flex-shrink:0\">&#10003;<\/span> Ductwork checked for disconnection, crushing or gaps. Leaks waste air.<\/div>\n<div style=\"display:flex;gap:12px;font-size:14px;color:#334155\"><span style=\"color:#2563eb;font-weight:700;flex-shrink:0\">&#10003;<\/span> Thermostat settings and cycling tested. A miscalibrated one runs the system long.<\/div>\n<div style=\"display:flex;gap:12px;font-size:14px;color:#334155\"><span style=\"color:#2563eb;font-weight:700;flex-shrink:0\">&#10003;<\/span> Electrical connections tightened, voltage and current measured. Loose wiring causes no-start calls.<\/div>\n<div style=\"display:flex;gap:12px;font-size:14px;color:#334155\"><span style=\"color:#2563eb;font-weight:700;flex-shrink:0\">&#10003;<\/span> Capacitor and contactor condition tested on a full inspection. They fail often.<\/div>\n<div style=\"display:flex;gap:12px;font-size:14px;color:#334155\"><span style=\"color:#2563eb;font-weight:700;flex-shrink:0\">&#10003;<\/span> Carbon monoxide detector near the furnace tested. Cheapest safety check.<\/div>\n<div style=\"display:flex;gap:12px;font-size:14px;color:#334155\"><span style=\"color:#2563eb;font-weight:700;flex-shrink:0\">&#10003;<\/span> A notes line and a signature.<\/div>\n<\/div>\n<h3 style=\"font-size:18px;font-weight:700;margin:28px 0 8px 0;color:#0f172a\">Why refrigerant work needs a certified technician<\/h3>\n<p style=\"margin:0 0 16px 0;font-size:14px;color:#64748b\">Under Section 608 of the Clean Air Act, a technician who services refrigerant equipment needs certification. This checklist lets a homeowner confirm it happened.<\/p>\n<p style=\"margin:0;font-size:14px;color:#64748b\">Pair it with the <a href=\"\/blog\/work-order-template\/\" style=\"color:#2563eb;font-weight:600;text-decoration:none\">work order template<\/a> and the <a href=\"\/blog\/contractor-invoice-template\/\" style=\"color:#2563eb;font-weight:600;text-decoration:none\">contractor invoice template<\/a>. Both carry a job number.<\/p>\n<\/section>\n<section style=\"padding:80px 120px;background:#fff;box-sizing:border-box;width:100%\">\n<h2 style=\"font-size:36px;font-weight:800;margin:0 0 40px 0;color:#0f172a\">How to Run an HVAC Inspection Checklist in 5 Steps<\/h2>\n<div style=\"display:grid;grid-template-columns:repeat(5,1fr);gap:20px\">\n<div style=\"background:#f8fafc;border-radius:12px;padding:24px 20px\">\n<div style=\"font-size:28px;font-weight:800;color:#2563eb;margin-bottom:10px\">1<\/div>\n<h3 style=\"font-size:15px;font-weight:700;margin:0 0 6px 0;color:#0f172a\">Fill in the job header first<\/h3>\n<p style=\"font-size:13px;color:#64748b;line-height:1.5;margin:0\">Address, system type, technician and inspection type, before any tool comes out.<\/p>\n<\/p><\/div>\n<div style=\"background:#f8fafc;border-radius:12px;padding:24px 20px\">\n<div style=\"font-size:28px;font-weight:800;color:#2563eb;margin-bottom:10px\">2<\/div>\n<h3 style=\"font-size:15px;font-weight:700;margin:0 0 6px 0;color:#0f172a\">Work the same six sections in the same order<\/h3>\n<p style=\"font-size:13px;color:#64748b;line-height:1.5;margin:0\">Furnace, air conditioner or heat pump, ductwork, thermostat, electrical, then safety.<\/p>\n<\/p><\/div>\n<div style=\"background:#f8fafc;border-radius:12px;padding:24px 20px\">\n<div style=\"font-size:28px;font-weight:800;color:#2563eb;margin-bottom:10px\">3<\/div>\n<h3 style=\"font-size:15px;font-weight:700;margin:0 0 6px 0;color:#0f172a\">Check off each task as it&#8217;s finished<\/h3>\n<p style=\"font-size:13px;color:#64748b;line-height:1.5;margin:0\">Not from memory at the truck. A late check is a guess.<\/p>\n<\/p><\/div>\n<div style=\"background:#f8fafc;border-radius:12px;padding:24px 20px\">\n<div style=\"font-size:28px;font-weight:800;color:#2563eb;margin-bottom:10px\">4<\/div>\n<h3 style=\"font-size:15px;font-weight:700;margin:0 0 6px 0;color:#0f172a\">Flag anything that needs a follow up visit<\/h3>\n<p style=\"font-size:13px;color:#64748b;line-height:1.5;margin:0\">A cracked heat exchanger or a failing capacitor goes on the notes line, not in your head.<\/p>\n<\/p><\/div>\n<div style=\"background:#f8fafc;border-radius:12px;padding:24px 20px\">\n<div style=\"font-size:28px;font-weight:800;color:#2563eb;margin-bottom:10px\">5<\/div>\n<h3 style=\"font-size:15px;font-weight:700;margin:0 0 6px 0;color:#0f172a\">Sign it, then file it<\/h3>\n<p style=\"font-size:13px;color:#64748b;line-height:1.5;margin:0\">A signature or initial, then the sheet goes in the job file.<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section style=\"padding:80px 120px;background:#f8fafc;box-sizing:border-box;width:100%\">\n<h2 style=\"font-size:36px;font-weight:800;margin:0 0 12px 0;color:#0f172a\">Seasonal Tune-Up Versus a Full or Move-In Inspection<\/h2>\n<p style=\"font-size:15px;color:#64748b;margin:0 0 24px 0\">Same systems, different depth. So extra tasks get their own column.<\/p>\n<table style=\"width:100%;border-collapse:collapse;font-size:14px\">\n<tr style=\"background:#0f172a;color:#fff\">\n<th style=\"padding:12px;text-align:left\">Task<\/th>\n<th style=\"padding:12px;text-align:center\">Seasonal tune&#8209;up<\/th>\n<th style=\"padding:12px;text-align:center\">Full or move&#8209;in inspection<\/th>\n<\/tr>\n<tr style=\"border-bottom:1px solid #e2e8f0\">\n<td style=\"padding:12px\">Filter, coil cleaning and condensate drain check<\/td>\n<td style=\"padding:12px;text-align:center\">Required<\/td>\n<td style=\"padding:12px;text-align:center\">Required<\/td>\n<\/tr>\n<tr style=\"border-bottom:1px solid #e2e8f0;background:#fff\">\n<td style=\"padding:12px\">Heat exchanger crack inspection<\/td>\n<td style=\"padding:12px;text-align:center\">Not needed<\/td>\n<td style=\"padding:12px;text-align:center\">Required<\/td>\n<\/tr>\n<tr style=\"border-bottom:1px solid #e2e8f0\">\n<td style=\"padding:12px\">Duct insulation and connection check in attic or crawlspace<\/td>\n<td style=\"padding:12px;text-align:center\">Light pass<\/td>\n<td style=\"padding:12px;text-align:center\">Required<\/td>\n<\/tr>\n<tr style=\"border-bottom:1px solid #e2e8f0;background:#fff\">\n<td style=\"padding:12px\">Refrigerant leak test beyond a level check<\/td>\n<td style=\"padding:12px;text-align:center\">Not needed<\/td>\n<td style=\"padding:12px;text-align:center\">Required<\/td>\n<\/tr>\n<tr style=\"border-bottom:1px solid #e2e8f0\">\n<td style=\"padding:12px\">Capacitor and contactor load test<\/td>\n<td style=\"padding:12px;text-align:center\">Not needed<\/td>\n<td style=\"padding:12px;text-align:center\">Required<\/td>\n<\/tr>\n<tr style=\"border-bottom:1px solid #e2e8f0;background:#fff\">\n<td style=\"padding:12px\">Heat pump defrost cycle test<\/td>\n<td style=\"padding:12px;text-align:center\">Not needed<\/td>\n<td style=\"padding:12px;text-align:center\">Required<\/td>\n<\/tr>\n<tr style=\"border-bottom:1px solid #e2e8f0\">\n<td style=\"padding:12px\">Electrical connections tightened and voltage checked<\/td>\n<td style=\"padding:12px;text-align:center\">Required<\/td>\n<td style=\"padding:12px;text-align:center\">Required<\/td>\n<\/tr>\n<tr style=\"background:#fff\">\n<td style=\"padding:12px\">Walk through sign off with homeowner or buyer&#8217;s agent<\/td>\n<td style=\"padding:12px;text-align:center\">Optional<\/td>\n<td style=\"padding:12px;text-align:center\">Required<\/td>\n<\/tr>\n<\/table>\n<p style=\"font-size:14px;color:#64748b;line-height:1.7;margin:0;max-width:820px\">Hand the homeowner a short punch list with the signed sheet.<\/p>\n<\/section>\n<section style=\"padding:80px 120px;background:#fff;box-sizing:border-box;width:100%\">\n<h2 style=\"font-size:36px;font-weight:800;margin:0 0 24px 0;color:#0f172a\">Keeping Technicians Consistent: Using the Checklist for Quality Control<\/h2>\n<div style=\"display:grid;grid-template-columns:repeat(3,1fr);gap:24px\">\n<div style=\"background:#f8fafc;border-radius:12px;padding:28px;border:1px solid #e2e8f0\">\n<h3 style=\"font-size:16px;font-weight:700;margin:0 0 8px 0;color:#0f172a\">Same order, every call<\/h3>\n<p style=\"font-size:14px;color:#64748b;line-height:1.6;margin:0\">Same order, so spot checks compare cleanly.<\/p>\n<\/p><\/div>\n<div style=\"background:#f8fafc;border-radius:12px;padding:28px;border:1px solid #e2e8f0\">\n<h3 style=\"font-size:16px;font-weight:700;margin:0 0 8px 0;color:#0f172a\">Before and after readings<\/h3>\n<p style=\"font-size:14px;color:#64748b;line-height:1.6;margin:0\">Log readings before and after a repair.<\/p>\n<\/p><\/div>\n<div style=\"background:#f8fafc;border-radius:12px;padding:28px;border:1px solid #e2e8f0\">\n<h3 style=\"font-size:16px;font-weight:700;margin:0 0 8px 0;color:#0f172a\">A supervisor spot check<\/h3>\n<p style=\"font-size:14px;color:#64748b;line-height:1.6;margin:0\">Re-check one section of a random sheet weekly.<\/p>\n<\/p><\/div>\n<div style=\"background:#f8fafc;border-radius:12px;padding:28px;border:1px solid #e2e8f0\">\n<h3 style=\"font-size:16px;font-weight:700;margin:0 0 8px 0;color:#0f172a\">A paper trail for every property<\/h3>\n<p style=\"font-size:14px;color:#64748b;line-height:1.6;margin:0\">Signed sheets prove a contract was honored.<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section style=\"padding:80px 120px;background:#f8fafc;box-sizing:border-box;width:100%\">\n<h2 style=\"font-size:36px;font-weight:800;margin:0 0 24px 0;color:#0f172a\">Worked Example: A Fall Furnace Tune-Up<\/h2>\n<p style=\"font-size:15px;color:#64748b;line-height:1.7;margin:0 0 16px 0;max-width:900px\">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.<\/p>\n<p style=\"font-size:15px;color:#64748b;line-height:1.7;margin:0 0 16px 0;max-width:900px\">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.<\/p>\n<p style=\"font-size:15px;color:#64748b;line-height:1.7;margin:0;max-width:900px\">He texts the homeowner a photo of the seam and gets an initial.<\/p>\n<p style=\"margin:16px 0 0 0;font-size:14px;color:#64748b\">Quoting that repair? <a href=\"https:\/\/swcostestimator.app.link\/ce-ai\" style=\"color:#2563eb;font-weight:600;text-decoration:none\">SimplyWise Cost Estimator turns a photo into an itemized estimate in about 6 seconds &rarr;<\/a><\/p>\n<\/section>\n<section style=\"padding:80px 120px;background:#fff;box-sizing:border-box;width:100%\">\n<h2 style=\"font-size:36px;font-weight:800;margin:0 0 24px 0;color:#0f172a\">What Is Actually in the Files Above<\/h2>\n<div style=\"display:grid;grid-template-columns:repeat(3,1fr);gap:20px\">\n<div style=\"background:#f8fafc;border-radius:12px;padding:24px;border:1px solid #e2e8f0\">\n<h3 style=\"font-size:15px;font-weight:700;margin:0 0 8px 0;color:#0f172a\">Job header block<\/h3>\n<p style=\"font-size:13px;color:#64748b;line-height:1.5;margin:0\">Address, system type, technician, date, inspection type.<\/p>\n<\/p><\/div>\n<div style=\"background:#f8fafc;border-radius:12px;padding:24px;border:1px solid #e2e8f0\">\n<h3 style=\"font-size:15px;font-weight:700;margin:0 0 8px 0;color:#0f172a\">Six system sections<\/h3>\n<p style=\"font-size:13px;color:#64748b;line-height:1.5;margin:0\">Furnace, air conditioner or heat pump, ductwork, thermostat, electrical and safety rows.<\/p>\n<\/p><\/div>\n<div style=\"background:#f8fafc;border-radius:12px;padding:24px;border:1px solid #e2e8f0\">\n<h3 style=\"font-size:15px;font-weight:700;margin:0 0 8px 0;color:#0f172a\">A full inspection only tag column<\/h3>\n<p style=\"font-size:13px;color:#64748b;line-height:1.5;margin:0\">Heat exchanger and capacitor checks carry this tag.<\/p>\n<\/p><\/div>\n<div style=\"background:#f8fafc;border-radius:12px;padding:24px;border:1px solid #e2e8f0\">\n<h3 style=\"font-size:15px;font-weight:700;margin:0 0 8px 0;color:#0f172a\">A notes column<\/h3>\n<p style=\"font-size:13px;color:#64748b;line-height:1.5;margin:0\">Skipped or flagged items for a follow up.<\/p>\n<\/p><\/div>\n<div style=\"background:#f8fafc;border-radius:12px;padding:24px;border:1px solid #e2e8f0\">\n<h3 style=\"font-size:15px;font-weight:700;margin:0 0 8px 0;color:#0f172a\">Signature and date lines<\/h3>\n<p style=\"font-size:13px;color:#64748b;line-height:1.5;margin:0\">Technician and homeowner lines.<\/p>\n<\/p><\/div>\n<div style=\"background:#f8fafc;border-radius:12px;padding:24px;border:1px solid #e2e8f0\">\n<h3 style=\"font-size:15px;font-weight:700;margin:0 0 8px 0;color:#0f172a\">Zero dollar figures<\/h3>\n<p style=\"font-size:13px;color:#64748b;line-height:1.5;margin:0\">A task record, not a bid.<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<p style=\"margin:24px 0 0 0;font-size:14px;color:#64748b\">Need the price first? <a href=\"https:\/\/swcostestimator.app.link\/ce-ai\" style=\"color:#2563eb;font-weight:600;text-decoration:none\">Send a professional quote with SimplyWise Cost Estimator &rarr;<\/a><\/p>\n<\/section>\n<section style=\"padding:80px 120px;background:#fff;text-align:center;box-sizing:border-box;width:100%\">\n<h2 style=\"font-size:36px;font-weight:800;margin:0 0 40px 0;color:#0f172a\">Free Checklist vs. Running It in the App<\/h2>\n<div style=\"display:flex;gap:24px;max-width:900px;margin:0 auto;text-align:left\">\n<div style=\"flex:1;background:#f8fafc;border-radius:12px;padding:32px;border:1px solid #e2e8f0\">\n<h3 style=\"font-size:18px;font-weight:700;margin:0 0 16px 0;color:#0f172a\">The free checklist<\/h3>\n<p style=\"font-size:14px;color:#64748b;line-height:1.7;margin:0\">Print it, clip it, hand it to a new hire. No account needed.<\/p>\n<\/p><\/div>\n<div style=\"flex:1;background:#0f172a;border-radius:12px;padding:32px;color:#fff\">\n<h3 style=\"font-size:18px;font-weight:700;margin:0 0 16px 0;color:#fff\">SimplyWise Cost Estimator<\/h3>\n<p style=\"font-size:14px;color:#cbd5e1;line-height:1.7;margin:0 0 16px 0\">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.<\/p>\n<p>      <a href=\"https:\/\/swcostestimator.app.link\/ce-ai\" style=\"color:#fff;font-weight:700;text-decoration:none;font-size:14px\">Try it free &rarr;<\/a>\n    <\/div>\n<\/p><\/div>\n<\/section>\n<section style=\"padding:80px 120px;background:#f8fafc;box-sizing:border-box;width:100%\">\n<h2 style=\"font-size:36px;font-weight:800;margin:0 0 40px 0;text-align:center;color:#0f172a\">Frequently Asked Questions<\/h2>\n<div style=\"max-width:800px;margin:0 auto\">\n<div style=\"border-bottom:1px solid #e2e8f0;padding:20px 0\">\n<div class=\"sw-fq\" style=\"font-size:16px;font-weight:600;cursor:pointer;color:#0f172a\">What is the difference between a seasonal tune-up and a full or move-in inspection?<\/div>\n<div style=\"font-size:15px;color:#64748b;line-height:1.7;padding-top:12px;display:none\">A tune-up covers filter, coils, refrigerant, wiring and thermostat. A full inspection adds heat exchanger, duct and capacitor checks.<\/div>\n<\/div>\n<div style=\"border-bottom:1px solid #e2e8f0;padding:20px 0\">\n<div class=\"sw-fq\" style=\"font-size:16px;font-weight:600;cursor:pointer;color:#0f172a\">How do I make sure a technician does not skip a step?<\/div>\n<div style=\"font-size:15px;color:#64748b;line-height:1.7;padding-top:12px;display:none\">Print the same six section order every time. Require a check mark before the next section.<\/div>\n<\/div>\n<div style=\"border-bottom:1px solid #e2e8f0;padding:20px 0\">\n<div class=\"sw-fq\" style=\"font-size:16px;font-weight:600;cursor:pointer;color:#0f172a\">Should the checklist have prices on it?<\/div>\n<div style=\"font-size:15px;color:#64748b;line-height:1.7;padding-top:12px;display:none\">No. It is a task record, not a bid. Quote the repair separately.<\/div>\n<\/div>\n<div style=\"border-bottom:1px solid #e2e8f0;padding:20px 0\">\n<div class=\"sw-fq\" style=\"font-size:16px;font-weight:600;cursor:pointer;color:#0f172a\">Who is allowed to check or top off refrigerant?<\/div>\n<div style=\"font-size:15px;color:#64748b;line-height:1.7;padding-top:12px;display:none\">An EPA Section 608 certified technician, or an apprentice working under a certified technician&#8217;s close and continual supervision.<\/div>\n<\/div>\n<div style=\"border-bottom:1px solid #e2e8f0;padding:20px 0\">\n<div class=\"sw-fq\" style=\"font-size:16px;font-weight:600;cursor:pointer;color:#0f172a\">Do I need the homeowner to sign the sheet?<\/div>\n<div style=\"font-size:15px;color:#64748b;line-height:1.7;padding-top:12px;display:none\">No, but it settles disputes fast. Get it before the technician leaves.<\/div>\n<\/div>\n<div style=\"border-bottom:1px solid #e2e8f0;padding:20px 0\">\n<div class=\"sw-fq\" style=\"font-size:16px;font-weight:600;cursor:pointer;color:#0f172a\">How long should I keep completed inspection checklists?<\/div>\n<div style=\"font-size:15px;color:#64748b;line-height:1.7;padding-top:12px;display:none\">Keep them as long as the account runs.<\/div>\n<\/div><\/div>\n<\/section>\n<section style=\"padding:80px 120px;background:#f8fafc;box-sizing:border-box;width:100%\">\n<h2 style=\"font-size:36px;font-weight:800;margin:0 0 32px 0;color:#0f172a\">More Free Templates for Contractors<\/h2>\n<div style=\"display:flex;gap:24px;width:100%\">\n<div style=\"flex:1;background:#fff;border-radius:12px;overflow:hidden;border:1px solid #e2e8f0;cursor:pointer;transition:box-shadow 0.2s\" onclick=\"window.location='\/blog\/hvac-estimate-template\/'\" onmouseover=\"this.style.boxShadow='0 4px 16px rgba(0,0,0,0.1)'\" onmouseout=\"this.style.boxShadow='none'\">\n<div style=\"background:#f1f5f9;height:160px;border-left:4px solid #2563eb;padding:16px 20px;overflow:hidden;position:relative\">\n<div style=\"filter:blur(2px);opacity:0.6;transform:scale(0.95)\">\n<div style=\"font-size:7px;font-weight:700;color:#2563eb;letter-spacing:1px;margin-bottom:4px\">HVAC ESTIMATE.<\/div>\n<div style=\"font-size:10px;font-weight:700;color:#0f172a;margin-bottom:6px\">Furnace Replacement Estimate<\/div>\n<div style=\"height:1px;background:#e2e8f0;margin:4px 0\"><\/div>\n<div style=\"display:flex;justify-content:space-between;font-size:7px;color:#64748b;padding:3px 0\"><span>Unit and installation<\/span><span>$3,900<\/span><\/div>\n<div style=\"display:flex;justify-content:space-between;font-size:7px;color:#64748b;padding:3px 0\"><span>Ductwork tie in<\/span><span>$260<\/span><\/div>\n<div style=\"height:1px;background:#0f172a;margin:4px 0\"><\/div>\n<div style=\"display:flex;justify-content:space-between;font-size:8px;font-weight:700;color:#0f172a\"><span>TOTAL<\/span><span>$4,160.<\/span><\/div>\n<\/div>\n<div style=\"position:absolute;bottom:0;left:0;right:0;height:40px;background:linear-gradient(transparent,#f1f5f9)\"><\/div>\n<\/div>\n<div style=\"padding:20px\">\n<h3 style=\"font-size:16px;font-weight:700;margin:0 0 8px 0;color:#0f172a\">HVAC Estimate Template<\/h3>\n<p style=\"font-size:13px;color:#64748b;line-height:1.5;margin:0 0 12px 0\">Quote the repair the inspection flagged.<\/p>\n<p><a href=\"\/blog\/hvac-estimate-template\/\" style=\"font-size:14px;font-weight:600;color:#2563eb;text-decoration:none\">Open the template &rarr;<\/a><\/div>\n<\/div>\n<div style=\"flex:1;background:#fff;border-radius:12px;overflow:hidden;border:1px solid #e2e8f0;cursor:pointer;transition:box-shadow 0.2s\" onclick=\"window.location='\/blog\/work-order-template\/'\" onmouseover=\"this.style.boxShadow='0 4px 16px rgba(0,0,0,0.1)'\" onmouseout=\"this.style.boxShadow='none'\">\n<div style=\"background:#f1f5f9;height:160px;border-left:4px solid #475569;padding:16px 20px;overflow:hidden;position:relative\">\n<div style=\"filter:blur(2px);opacity:0.6;transform:scale(0.95)\">\n<div style=\"font-size:7px;font-weight:700;color:#2563eb;letter-spacing:1px;margin-bottom:4px\">WORK ORDER.<\/div>\n<div style=\"font-size:10px;font-weight:700;color:#0f172a;margin-bottom:6px\">Apex Services LLC<\/div>\n<div style=\"height:1px;background:#e2e8f0;margin:4px 0\"><\/div>\n<div style=\"display:flex;justify-content:space-between;font-size:7px;color:#64748b;padding:3px 0\"><span>Problem reported<\/span><span>Filter clogged<\/span><\/div>\n<div style=\"display:flex;justify-content:space-between;font-size:7px;color:#64748b;padding:3px 0\"><span>Priority<\/span><span>Same day<\/span><\/div>\n<div style=\"height:1px;background:#0f172a;margin:4px 0\"><\/div>\n<div style=\"display:flex;justify-content:space-between;font-size:8px;font-weight:700;color:#0f172a\"><span>STATUS<\/span><span>COMPLETED.<\/span><\/div>\n<\/div>\n<div style=\"position:absolute;bottom:0;left:0;right:0;height:40px;background:linear-gradient(transparent,#f1f5f9)\"><\/div>\n<\/div>\n<div style=\"padding:20px\">\n<h3 style=\"font-size:16px;font-weight:700;margin:0 0 8px 0;color:#0f172a\">Work Order Template<\/h3>\n<p style=\"font-size:13px;color:#64748b;line-height:1.5;margin:0 0 12px 0\">The job ticket this checklist attaches to, with priority, materials and sign-off built in.<\/p>\n<p><a href=\"\/blog\/work-order-template\/\" style=\"font-size:14px;font-weight:600;color:#2563eb;text-decoration:none\">Open the template &rarr;<\/a><\/div>\n<\/div>\n<div style=\"flex:1;background:#fff;border-radius:12px;overflow:hidden;border:1px solid #e2e8f0;cursor:pointer;transition:box-shadow 0.2s\" onclick=\"window.location='\/blog\/contractor-invoice-template\/'\" onmouseover=\"this.style.boxShadow='0 4px 16px rgba(0,0,0,0.1)'\" onmouseout=\"this.style.boxShadow='none'\">\n<div style=\"background:#f1f5f9;height:160px;border-left:4px solid #8b5cf6;padding:16px 20px;overflow:hidden;position:relative\">\n<div style=\"filter:blur(2px);opacity:0.6;transform:scale(0.95)\">\n<div style=\"font-size:7px;font-weight:700;color:#2563eb;letter-spacing:1px;margin-bottom:4px\">CONTRACTOR INVOICE.<\/div>\n<div style=\"font-size:10px;font-weight:700;color:#0f172a;margin-bottom:6px\">Apex HVAC LLC<\/div>\n<div style=\"height:1px;background:#e2e8f0;margin:4px 0\"><\/div>\n<div style=\"display:flex;justify-content:space-between;font-size:7px;color:#64748b;padding:3px 0\"><span>Seasonal tune-up, October<\/span><span>$180<\/span><\/div>\n<div style=\"display:flex;justify-content:space-between;font-size:7px;color:#64748b;padding:3px 0\"><span>Capacitor replaced<\/span><span>$95<\/span><\/div>\n<div style=\"height:1px;background:#0f172a;margin:4px 0\"><\/div>\n<div style=\"display:flex;justify-content:space-between;font-size:8px;font-weight:700;color:#0f172a\"><span>BALANCE DUE<\/span><span>$275.<\/span><\/div>\n<\/div>\n<div style=\"position:absolute;bottom:0;left:0;right:0;height:40px;background:linear-gradient(transparent,#f1f5f9)\"><\/div>\n<\/div>\n<div style=\"padding:20px\">\n<h3 style=\"font-size:16px;font-weight:700;margin:0 0 8px 0;color:#0f172a\">Contractor Invoice Template<\/h3>\n<p style=\"font-size:13px;color:#64748b;line-height:1.5;margin:0 0 12px 0\">Bill the homeowner for the visit the checklist just documented, with line items and payment terms built in.<\/p>\n<p><a href=\"\/blog\/contractor-invoice-template\/\" style=\"font-size:14px;font-weight:600;color:#2563eb;text-decoration:none\">Open the template &rarr;<\/a><\/div>\n<\/div>\n<\/div>\n<h3 style=\"font-size:20px;font-weight:700;margin:40px 0 12px 0;color:#0f172a\">Sources for the guidance on this page<\/h3>\n<p style=\"font-size:14px;color:#64748b;line-height:1.7;margin:0;max-width:900px\">Sources: EPA Section 608 certification (Clean Air Act), EPA refrigeration leak repair requirements, and ENERGY STAR&#8217;s maintenance checklist.<\/p>\n<\/section>\n<section style=\"background:#0f172a;text-align:center;padding:80px 120px;box-sizing:border-box;width:100%\">\n<h2 style=\"font-size:36px;font-weight:800;color:#fff;margin:0 0 16px 0\">Ready to quote the repair this inspection turns up?<\/h2>\n<p style=\"font-size:16px;color:#64748b;margin:0 0 32px 0\">SimplyWise turns a photo into an itemized estimate in about 6 seconds. Free to try, then $29.99\/mo or $239.99\/yr.<\/p>\n<p>  <a href=\"https:\/\/swcostestimator.app.link\/ce-ai\" style=\"display:inline-block;background:#2563eb;color:#fff;padding:16px 32px;border-radius:8px;font-size:16px;font-weight:700;text-decoration:none\">Try SimplyWise Free &rarr;<\/a><br \/>\n<\/section>\n<div style=\"background:#0f172a;padding:40px 120px;border-top:1px solid #1e293b;display:flex;justify-content:space-between;align-items:center;box-sizing:border-box;width:100%\">\n<div style=\"font-size:20px;font-weight:700;color:#fff\">SimplyWise<\/div>\n<div style=\"display:flex;gap:24px\">\n    <a href=\"\/blog\/\" style=\"font-size:14px;color:#64748b;text-decoration:none\">Templates<\/a><br \/>\n    <a href=\"\/blog\/\" style=\"font-size:14px;color:#64748b;text-decoration:none\">Blog<\/a><br \/>\n    <a href=\"https:\/\/simplywise.com\/privacy\" style=\"font-size:14px;color:#64748b;text-decoration:none\">Privacy<\/a><br \/>\n    <a href=\"https:\/\/simplywise.com\/terms\" style=\"font-size:14px;color:#64748b;text-decoration:none\">Terms<\/a>\n  <\/div>\n<\/div>\n<div style=\"text-align:center;padding:16px 120px;background:#0f172a;font-size:12px;color:#475569;border-top:1px solid #1e293b;box-sizing:border-box;width:100%\">&copy; 2026 SimplyWise. All rights reserved.<\/div>\n<\/div>\n<p><script type=\"application\/ld+json\">\n{\n  \"@context\": \"https:\/\/schema.org\",\n  \"@type\": \"Article\",\n  \"headline\": \"Free HVAC Inspection Checklist Template\",\n  \"author\": {\n    \"@type\": \"Organization\",\n    \"name\": \"SimplyWise\"\n  },\n  \"publisher\": {\n    \"@type\": \"Organization\",\n    \"name\": \"SimplyWise\",\n    \"logo\": {\n      \"@type\": \"ImageObject\",\n      \"url\": \"https:\/\/www.simplywise.com\/icon-512x512.png\"\n    }\n  },\n  \"datePublished\": \"2026-10-20\",\n  \"dateModified\": \"2026-10-20\",\n  \"mainEntityOfPage\": {\n    \"@type\": \"WebPage\",\n    \"@id\": \"https:\/\/www.simplywise.com\/blog\/hvac-inspection-checklist\/\"\n  },\n  \"url\": \"https:\/\/www.simplywise.com\/blog\/hvac-inspection-checklist\/\",\n  \"image\": [\n    \"https:\/\/images.unsplash.com\/photo-1722010811002-a772b2066890?w=1400&h=700&fit=crop&q=80&auto=format\"\n  ],\n  \"description\": \"A system by system HVAC inspection checklist a technician runs on every call, seasonal or full\/move-in. Grab the PDF, Excel, or Google Sheets version below.\"\n}\n<\/script><br \/>\n<script type=\"application\/ld+json\">\n{\n  \"@context\": \"https:\/\/schema.org\",\n  \"@type\": \"HowTo\",\n  \"name\": \"How to Run an HVAC Inspection Checklist in 5 Steps\",\n  \"step\": [\n    {\n      \"@type\": \"HowToStep\",\n      \"position\": 1,\n      \"name\": \"Fill in the job header first\",\n      \"text\": \"Address, system type, technician and inspection type, before any tool comes out.\"\n    },\n    {\n      \"@type\": \"HowToStep\",\n      \"position\": 2,\n      \"name\": \"Work the same six sections in the same order\",\n      \"text\": \"Furnace, air conditioner or heat pump, ductwork, thermostat, electrical, then safety.\"\n    },\n    {\n      \"@type\": \"HowToStep\",\n      \"position\": 3,\n      \"name\": \"Check off each task as it's finished\",\n      \"text\": \"Not from memory at the truck. A late check is a guess.\"\n    },\n    {\n      \"@type\": \"HowToStep\",\n      \"position\": 4,\n      \"name\": \"Flag anything that needs a follow up visit\",\n      \"text\": \"A cracked heat exchanger or a failing capacitor goes on the notes line, not in your head.\"\n    },\n    {\n      \"@type\": \"HowToStep\",\n      \"position\": 5,\n      \"name\": \"Sign it, then file it\",\n      \"text\": \"A signature or initial, then the sheet goes in the job file.\"\n    }\n  ]\n}\n<\/script><br \/>\n<script type=\"application\/ld+json\">\n{\n  \"@context\": \"https:\/\/schema.org\",\n  \"@type\": \"FAQPage\",\n  \"mainEntity\": [\n    {\n      \"@type\": \"Question\",\n      \"name\": \"What is the difference between a seasonal tune-up and a full or move-in inspection?\",\n      \"acceptedAnswer\": {\n        \"@type\": \"Answer\",\n        \"text\": \"A tune-up covers filter, coils, refrigerant, wiring and thermostat. A full inspection adds heat exchanger, duct and capacitor checks.\"\n      }\n    },\n    {\n      \"@type\": \"Question\",\n      \"name\": \"How do I make sure a technician does not skip a step?\",\n      \"acceptedAnswer\": {\n        \"@type\": \"Answer\",\n        \"text\": \"Print the same six section order every time. Require a check mark before the next section.\"\n      }\n    },\n    {\n      \"@type\": \"Question\",\n      \"name\": \"Should the checklist have prices on it?\",\n      \"acceptedAnswer\": {\n        \"@type\": \"Answer\",\n        \"text\": \"No. It is a task record, not a bid. Quote the repair separately.\"\n      }\n    },\n    {\n      \"@type\": \"Question\",\n      \"name\": \"Who is allowed to check or top off refrigerant?\",\n      \"acceptedAnswer\": {\n        \"@type\": \"Answer\",\n        \"text\": \"An EPA Section 608 certified technician, or an apprentice working under a certified technician's close and continual supervision.\"\n      }\n    },\n    {\n      \"@type\": \"Question\",\n      \"name\": \"Do I need the homeowner to sign the sheet?\",\n      \"acceptedAnswer\": {\n        \"@type\": \"Answer\",\n        \"text\": \"No, but it settles disputes fast. Get it before the technician leaves.\"\n      }\n    },\n    {\n      \"@type\": \"Question\",\n      \"name\": \"How long should I keep completed inspection checklists?\",\n      \"acceptedAnswer\": {\n        \"@type\": \"Answer\",\n        \"text\": \"Keep them as long as the account runs.\"\n      }\n    }\n  ]\n}\n<\/script><br \/>\n<script type=\"application\/ld+json\">\n{\n  \"@context\": \"https:\/\/schema.org\",\n  \"@type\": \"BreadcrumbList\",\n  \"itemListElement\": [\n    {\n      \"@type\": \"ListItem\",\n      \"position\": 1,\n      \"name\": \"Home\",\n      \"item\": \"https:\/\/www.simplywise.com\/\"\n    },\n    {\n      \"@type\": \"ListItem\",\n      \"position\": 2,\n      \"name\": \"Blog\",\n      \"item\": \"https:\/\/www.simplywise.com\/blog\/\"\n    },\n    {\n      \"@type\": \"ListItem\",\n      \"position\": 3,\n      \"name\": \"Free HVAC Inspection Checklist Template\",\n      \"item\": \"https:\/\/www.simplywise.com\/blog\/hvac-inspection-checklist\/\"\n    }\n  ]\n}\n<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Templates &nbsp;&gt;&nbsp; HVAC &nbsp;&gt;&nbsp; HVAC Inspection Checklist Free HVAC InspectionChecklist 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 &#128196; PDF Excel Google [&hellip;]<\/p>\n","protected":false},"author":12,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_yoast_wpseo_focuskw":"hvac inspection checklist","_yoast_wpseo_title":"Free HVAC Inspection Checklist Template (PDF, Excel, Sheets)","_yoast_wpseo_metadesc":"Free system by system HVAC inspection checklist for furnace, AC and heat pump calls. PDF, Excel and Google Sheets, no signup, no dollar figures.","_yoast_wpseo_linkdex":"73","_yoast_wpseo_content_score":"90","_yoast_wpseo_meta-robots-noindex":"","_yoast_wpseo_canonical":"","inline_featured_image":false,"footnotes":""},"categories":[177],"tags":[],"class_list":["post-10381","post","type-post","status-publish","format-standard","hentry","category-free-templates"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Free HVAC Inspection Checklist Template (PDF, Excel, Sheets)<\/title>\n<meta name=\"description\" content=\"Free system by system HVAC inspection checklist for furnace, AC and heat pump calls. PDF, Excel and Google Sheets, no signup, no dollar figures.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.simplywise.com\/blog\/hvac-inspection-checklist\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Free HVAC Inspection Checklist Template (PDF, Excel, Sheets)\" \/>\n<meta property=\"og:description\" content=\"Free system by system HVAC inspection checklist for furnace, AC and heat pump calls. PDF, Excel and Google Sheets, no signup, no dollar figures.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.simplywise.com\/blog\/hvac-inspection-checklist\/\" \/>\n<meta property=\"og:site_name\" content=\"SimplyWise Cost Estimator\" \/>\n<meta property=\"article:published_time\" content=\"2026-10-20T09:00:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-10-20T15:35:22+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/images.unsplash.com\/photo-1722010811002-a772b2066890?w=1400&h=700&fit=crop&q=80&auto=format\" \/>\n<meta name=\"author\" content=\"Daniel Chinchilla\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Daniel Chinchilla\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"6 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.simplywise.com\/blog\/hvac-inspection-checklist\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.simplywise.com\/blog\/hvac-inspection-checklist\/\"},\"author\":{\"name\":\"Daniel Chinchilla\",\"@id\":\"https:\/\/www.simplywise.com\/blog\/#\/schema\/person\/c6b02975b13398fa4764650c8d5610ac\"},\"headline\":\"Free HVAC Inspection Checklist Template | Download PDF, Excel, Sheets\",\"datePublished\":\"2026-10-20T09:00:00+00:00\",\"dateModified\":\"2026-10-20T15:35:22+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.simplywise.com\/blog\/hvac-inspection-checklist\/\"},\"wordCount\":1292,\"publisher\":{\"@id\":\"https:\/\/www.simplywise.com\/blog\/#organization\"},\"articleSection\":[\"Free Templates\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.simplywise.com\/blog\/hvac-inspection-checklist\/\",\"url\":\"https:\/\/www.simplywise.com\/blog\/hvac-inspection-checklist\/\",\"name\":\"Free HVAC Inspection Checklist Template (PDF, Excel, Sheets)\",\"isPartOf\":{\"@id\":\"https:\/\/www.simplywise.com\/blog\/#website\"},\"datePublished\":\"2026-10-20T09:00:00+00:00\",\"dateModified\":\"2026-10-20T15:35:22+00:00\",\"description\":\"Free system by system HVAC inspection checklist for furnace, AC and heat pump calls. PDF, Excel and Google Sheets, no signup, no dollar figures.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.simplywise.com\/blog\/hvac-inspection-checklist\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.simplywise.com\/blog\/hvac-inspection-checklist\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.simplywise.com\/blog\/hvac-inspection-checklist\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.simplywise.com\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Free HVAC Inspection Checklist Template | Download PDF, Excel, Sheets\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.simplywise.com\/blog\/#website\",\"url\":\"https:\/\/www.simplywise.com\/blog\/\",\"name\":\"SimplyWise Cost Estimator\",\"description\":\"Blog\",\"publisher\":{\"@id\":\"https:\/\/www.simplywise.com\/blog\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.simplywise.com\/blog\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.simplywise.com\/blog\/#organization\",\"name\":\"SimplyWise Cost Estimator\",\"url\":\"https:\/\/www.simplywise.com\/blog\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.simplywise.com\/blog\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2026\/08\/simplywise-logo-512x512-1.png\",\"contentUrl\":\"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2026\/08\/simplywise-logo-512x512-1.png\",\"width\":512,\"height\":512,\"caption\":\"SimplyWise Cost Estimator\"},\"image\":{\"@id\":\"https:\/\/www.simplywise.com\/blog\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.crunchbase.com\/organization\/simplywise\"]},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.simplywise.com\/blog\/#\/schema\/person\/c6b02975b13398fa4764650c8d5610ac\",\"name\":\"Daniel Chinchilla\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.simplywise.com\/blog\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/1b1ee77005dde5ba597d7ae9e0e68fa11a123fd406740e5e70c7c1ed738d177f?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/1b1ee77005dde5ba597d7ae9e0e68fa11a123fd406740e5e70c7c1ed738d177f?s=96&d=mm&r=g\",\"caption\":\"Daniel Chinchilla\"},\"url\":\"https:\/\/www.simplywise.com\/blog\/author\/daniel\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Free HVAC Inspection Checklist Template (PDF, Excel, Sheets)","description":"Free system by system HVAC inspection checklist for furnace, AC and heat pump calls. PDF, Excel and Google Sheets, no signup, no dollar figures.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.simplywise.com\/blog\/hvac-inspection-checklist\/","og_locale":"en_US","og_type":"article","og_title":"Free HVAC Inspection Checklist Template (PDF, Excel, Sheets)","og_description":"Free system by system HVAC inspection checklist for furnace, AC and heat pump calls. PDF, Excel and Google Sheets, no signup, no dollar figures.","og_url":"https:\/\/www.simplywise.com\/blog\/hvac-inspection-checklist\/","og_site_name":"SimplyWise Cost Estimator","article_published_time":"2026-10-20T09:00:00+00:00","article_modified_time":"2026-10-20T15:35:22+00:00","og_image":[{"url":"https:\/\/images.unsplash.com\/photo-1722010811002-a772b2066890?w=1400&h=700&fit=crop&q=80&auto=format"}],"author":"Daniel Chinchilla","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Daniel Chinchilla","Est. reading time":"6 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.simplywise.com\/blog\/hvac-inspection-checklist\/#article","isPartOf":{"@id":"https:\/\/www.simplywise.com\/blog\/hvac-inspection-checklist\/"},"author":{"name":"Daniel Chinchilla","@id":"https:\/\/www.simplywise.com\/blog\/#\/schema\/person\/c6b02975b13398fa4764650c8d5610ac"},"headline":"Free HVAC Inspection Checklist Template | Download PDF, Excel, Sheets","datePublished":"2026-10-20T09:00:00+00:00","dateModified":"2026-10-20T15:35:22+00:00","mainEntityOfPage":{"@id":"https:\/\/www.simplywise.com\/blog\/hvac-inspection-checklist\/"},"wordCount":1292,"publisher":{"@id":"https:\/\/www.simplywise.com\/blog\/#organization"},"articleSection":["Free Templates"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.simplywise.com\/blog\/hvac-inspection-checklist\/","url":"https:\/\/www.simplywise.com\/blog\/hvac-inspection-checklist\/","name":"Free HVAC Inspection Checklist Template (PDF, Excel, Sheets)","isPartOf":{"@id":"https:\/\/www.simplywise.com\/blog\/#website"},"datePublished":"2026-10-20T09:00:00+00:00","dateModified":"2026-10-20T15:35:22+00:00","description":"Free system by system HVAC inspection checklist for furnace, AC and heat pump calls. PDF, Excel and Google Sheets, no signup, no dollar figures.","breadcrumb":{"@id":"https:\/\/www.simplywise.com\/blog\/hvac-inspection-checklist\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.simplywise.com\/blog\/hvac-inspection-checklist\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.simplywise.com\/blog\/hvac-inspection-checklist\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.simplywise.com\/blog\/"},{"@type":"ListItem","position":2,"name":"Free HVAC Inspection Checklist Template | Download PDF, Excel, Sheets"}]},{"@type":"WebSite","@id":"https:\/\/www.simplywise.com\/blog\/#website","url":"https:\/\/www.simplywise.com\/blog\/","name":"SimplyWise Cost Estimator","description":"Blog","publisher":{"@id":"https:\/\/www.simplywise.com\/blog\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.simplywise.com\/blog\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.simplywise.com\/blog\/#organization","name":"SimplyWise Cost Estimator","url":"https:\/\/www.simplywise.com\/blog\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.simplywise.com\/blog\/#\/schema\/logo\/image\/","url":"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2026\/08\/simplywise-logo-512x512-1.png","contentUrl":"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2026\/08\/simplywise-logo-512x512-1.png","width":512,"height":512,"caption":"SimplyWise Cost Estimator"},"image":{"@id":"https:\/\/www.simplywise.com\/blog\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.crunchbase.com\/organization\/simplywise"]},{"@type":"Person","@id":"https:\/\/www.simplywise.com\/blog\/#\/schema\/person\/c6b02975b13398fa4764650c8d5610ac","name":"Daniel Chinchilla","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.simplywise.com\/blog\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/1b1ee77005dde5ba597d7ae9e0e68fa11a123fd406740e5e70c7c1ed738d177f?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/1b1ee77005dde5ba597d7ae9e0e68fa11a123fd406740e5e70c7c1ed738d177f?s=96&d=mm&r=g","caption":"Daniel Chinchilla"},"url":"https:\/\/www.simplywise.com\/blog\/author\/daniel\/"}]}},"_links":{"self":[{"href":"https:\/\/www.simplywise.com\/blog\/wp-json\/wp\/v2\/posts\/10381","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.simplywise.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.simplywise.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.simplywise.com\/blog\/wp-json\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/www.simplywise.com\/blog\/wp-json\/wp\/v2\/comments?post=10381"}],"version-history":[{"count":6,"href":"https:\/\/www.simplywise.com\/blog\/wp-json\/wp\/v2\/posts\/10381\/revisions"}],"predecessor-version":[{"id":12171,"href":"https:\/\/www.simplywise.com\/blog\/wp-json\/wp\/v2\/posts\/10381\/revisions\/12171"}],"wp:attachment":[{"href":"https:\/\/www.simplywise.com\/blog\/wp-json\/wp\/v2\/media?parent=10381"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.simplywise.com\/blog\/wp-json\/wp\/v2\/categories?post=10381"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.simplywise.com\/blog\/wp-json\/wp\/v2\/tags?post=10381"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}