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HVAC

HVAC Preventive Maintenance

A ready-to-use HVAC preventive maintenance checklist for field technicians. Capture refrigerant readings, filter and coil condition, electrical checks, photos, and customer signature — then auto-email the PDF. Free to start.

31 fields across 4 pages ~12 min to complete Works offline

Use this template with your own crew

Start a free trial, open it in the builder, and send it to a technician today. No card required.

Start free trial →

30 days free · no card · cancel yourself any time. No seat minimum.

Would rather ask a person first? Email us — a human answers.

What happens when it's submitted

HVAC Preventive Maintenance, on a phone and as a PDF

On the technician's phone. All 4 screens, in order — tap to step through them. Photos, signatures and repeat rows are captured on the device, and it all works with no signal.
YOUR LOGOHVAC Preventive MaintenanceService ReportJOB #1042DATE10 Aug 2026CUSTOMERNorthside Prop…TECHNICIAND. ReyesINSPECTION DETAILSCustomerNorthside Property Gr…Unit / Tag number—Equipment typeSplit systemModel number—Serial number—PARTS USEDPARTQTYUNITTOTALItem 112Item 1Item 1Item 224Item 2Item 2Item 336Item 3Item 3PHOTO OF ISSUEPhoto 1Photo 2Photo 3SIGN-OFFTechnician signature10 Aug 2026DateYour Company · (555) 010-4477 · yourcompany.comPage 1 of 1
The PDF your customer receives. Your logo and your layout, with repeat sections tabulated and photos laid out — emailed the moment it's submitted.

Both panels are drawn from this template's actual fields, so they change when the form does. Sample values shown; branding and layout are yours to change in the PDF designer.

What's on the form

All of this is customizable to your process. Delete the fields you don't need, add the ones you do — and every lookup is powered by your customer list and your own data.

1

Site & Equipment

  • CustomerRequiredcustomer lookup
  • Unit / Tag numberRequiredtext
  • Equipment typeRequireddropdown
  • Model numbertext
  • Serial numbertext
  • Arrival locationGPS stamp
2

Readings

  • Refrigerant & airflow
  • Suction pressure (psi)number
  • Head pressure (psi)number
  • Superheat (°F)number
  • Subcool (°F)number
  • Supply air temp (°F)number
  • Return air temp (°F)number
  • Temperature splitcalculation
  • Electrical
  • Voltagenumber
  • Compressor ampsnumber
  • Fan motor ampsnumber
3

Condition checks

  • Filter conditionRequireddropdown
  • Filter sizeConditionaltext
  • Coil conditionRequireddropdown
  • Condensate drain clearRequiredtoggle
  • Belts and pulleys OKtoggle
  • Thermostat operating correctlyRequiredtoggle
  • Overall system conditionRequireddropdown
  • Issues foundConditionaltextarea
  • Photo of issueConditionalphoto
4

Sign-off

  • Parts usedparts picker
  • Recommendations for customertextarea
  • Technician signatureRequiredsignature
  • Customer signaturesignature

Use this template with your own crew

Start a free trial, open it in the builder, and send it to a technician today. No card required.

Start free trial →

30 days free · no card · cancel yourself any time. No seat minimum.

Would rather ask a person first? Email us — a human answers.