Maintenance Task Schedule

Monthly, Seasonal & Annual Checklist

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Proper HVAC maintenance involves tasks at different frequencies. Some things need attention monthly, others seasonally, and some annually. This guide organizes everything you need to do to keep your system running efficiently.

📅 Monthly Tasks

These quick tasks take less than 20 minutes total and prevent most common problems:

Check/replace air filter

5 min DIY

Inspect vents for blockages

5 min DIY

Check thermostat operation

2 min DIY

Listen for unusual sounds

2 min DIY

Clear area around indoor unit

5 min DIY

🍂 Seasonal Tasks

Spring

  • Schedule professional AC tune-up (Pro)
  • Clean outdoor condenser unit
  • Clear debris from around outdoor unit
  • Test AC operation before hot weather
  • Check condensate drain line

Summer

  • Change filters more frequently (monthly)
  • Keep outdoor unit clear of vegetation
  • Monitor energy bills for spikes
  • Check for ice on AC lines (indicates problem)

Fall

  • Schedule professional heating tune-up (Pro)
  • Test heating before cold weather
  • Replace batteries in thermostat
  • Check/replace CO detectors
  • Inspect visible ductwork for damage
  • Clear area around furnace

Winter

  • Change filters monthly during heavy use
  • Keep vents clear of furniture/curtains
  • Monitor for cold spots in home
  • Check outdoor heat pump for ice buildup

📆 Annual Tasks

Task Best Timing Who Importance
Professional heating system tune-up Fall Pro Critical
Professional cooling system tune-up Spring Pro Critical
Duct inspection Any Pro Recommended
Replace smoke/CO detector batteries Fall DIY Critical
Check insulation around ductwork Any DIY Recommended
Clean supply and return vents Any DIY Recommended

DIY vs Professional Tasks

✅ Safe for DIY

  • , Filter replacement
  • , Vent cleaning
  • , Thermostat checks
  • , Clearing debris from outdoor unit
  • , Visual inspections
  • , CO detector testing

🔧 Requires Professional

  • , Refrigerant handling
  • , Electrical testing
  • , Heat exchanger inspection
  • , Combustion analysis
  • , Deep coil cleaning
  • , Gas pressure adjustment

Learn more about DIY vs Professional maintenance ->

Let Us Handle the Schedule

With our maintenance plans, we automatically schedule your professional tune-ups at the right time each season. You just handle the simple monthly tasks - we take care of the rest.

View Maintenance Plans

Need Help with Maintenance?

Our team handles the professional tasks while you focus on simple monthly checks.