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April 09, 2025

A Complete HVAC Maintenance Checklist for Homeowners

An HVAC technician giving a thumbs up after conducting HVAC maintenance

For homeowners and business owners alike, the HVAC system is essential to the building’s infrastructure. HVAC systems provide heating, ventilation, and air conditioning to keep you comfortable year-round. However, without proper regular maintenance, these essential systems can become inefficient and unreliable, leading to increased energy costs and emergency repairs.

This comprehensive HVAC maintenance checklist will guide you through the essential tasks to keep your system running efficiently, prevent costly repairs, and ensure a comfortable home environment. Keep reading to learn the HVAC maintenance service plans that can provide peace of mind and hassle-free HVAC care. 

What Is HVAC Maintenance and Why Do You Need It?

HVAC maintenance refers to the routine maintenance tasks performed to ensure the optimal performance and longevity of your heating system, cooling system, and ventilation systems. This includes inspecting and repairing unit components, such as the fan motor, filters, ducts, and other parts. 

Preventive maintenance on your HVAC system offers many benefits, including:

  • Improved energy efficiency: A well-maintained system operates more efficiently, reducing energy usage, lowering energy bills, and increasing energy savings.
  • Extended equipment lifespan: Regular maintenance can prevent premature wear and tear, extending the lifespan of your HVAC equipment.
  • Improved indoor air quality: Clean air filters and coils contribute to better indoor air quality, reducing allergens and pollutants and ensuring your system works correctly. It will also affect indoor humidity levels!
  • Reduced risk of breakdowns and costly repairs: Identifying and addressing minor issues early can prevent major breakdowns and expensive repairs down the road and avoid a malfunction or electrical issue.

A pile of unassorted tools ready to be usedImage Source: Pixabay

HVAC Maintenance Checklist by System Type 

To ensure your HVAC systems are running efficiently, regular maintenance is key! Here’s what that looks like:

Furnace Maintenance Checklist

Properly maintaining your furnace ensures it operates safely and efficiently, especially during the cold winter. Here’s what you need to do to keep it running smoothly all year round:

Task Frequency DIY or Professional
  • Inspect and clean the burner combustion
Annually Professional
  • Check the heat exchanger for cracks or damage
Annually Professional
  • Inspect and adjust blower components
Annually Professional
  • Check and replace the air filters
Every one to three months DIY
  • Test the safety controls (e.g., limit switch)
Annually Professional
  • Inspect the gas line and connections for leaks
Annually Professional
  • Check the venting system for obstructions
Annually Professional
  • Carbon Monoxide test
Annually Professional

Having your furnace professionally checked ensures every part is inspected, ensuring your unit’s safe and efficient operation. Our team of licensed and fully equipped technicians can create a furnace maintenance schedule to keep your furnace operating at its peak—and prevent issues before they worsen. 

AC Maintenance Checklist

Your air conditioner provides cool and refreshing relief during the hot summer months. Air conditioner maintenance ensures it operates efficiently and effectively.

Task Frequency DIY or Professional
  • Clean the condenser air conditioning coils
Annually Professional
  • Clean the indoor evaporator coil
Annually Professional
  • Check and clean the condensate drain line
Annually Professional
  • Check the refrigerant level
Annually Professional
  • Inspect the blower components and fan
Annually Professional
  • Check and replace the air filters
Every one to three months DIY
  • Inspect the electrical connections
Annually Professional

Is your AC not performing like it used to? Give us a call, and we’ll fix it. Our expert technicians can diagnose and resolve any AC issue, ensuring your home stays cool and comfortable all summer long. Learn more about our air conditioner maintenance services.

Heat Pump Maintenance Checklist 

Heat pumps provide both heating and cooling, making them a versatile option for year-round comfort. Maintenance combines elements of both furnace and air conditioning maintenance.

Task Frequency DIY or Professional
  • All items from Furnace & AC checklists
As specified above As specified above
  • Check the reversing valve
Annually Professional
  • Defrost test
Annually Professional

If you need to get your heat pump checked professionally, LG Home Comfort can help. Our heat pump maintenance service inspects your unit and does needed repairs to ensure your heat pump performs at its best.

Water Heater Maintenance Checklist

Your water heater provides hot water for showers, laundry, and other household needs. Tankless or not, regular water heater maintenance ensures it operates safely and efficiently.

Task Frequency DIY or Professional
  • Flush the tank to remove sediment
Annually DIY/Professional
  • Inspect the anode rod
Every two to three years Professional
  • Test the temperature and pressure relief valve
Annually DIY
  • Check the gas line and connections
Annually Professional
  • Check the electrical connections
Annually Professional
  • Insulate the tank to improve energy efficiency
Once DIY

Annual water heater maintenance prevents complications before they can inconvenience you. If you experience water heater problems, avoid DIY repairs that can lead to severe complications and potential health risks. Rely on professional HVAC technicians specializing in installing, repairing, and maintaining water heaters to ensure proper work.

A professional HVAC technician monitoring some equipmentImage Source: Freepik

DIY vs Professional HVAC Maintenance

While homeowners can safely perform some HVAC maintenance tasks, others require the expertise of an HVAC technician. Changing air filters, testing the temperature and pressure relief valve, and flushing your water tank are examples of tasks that most homeowners can handle themselves.

However, more complex tasks, such as refrigerant checks, electrical problems/electrical connections, and burner combustion cleaning, should always be left to a professional. Attempting DIY repairs on one or more components can lead to injury, property damage, and voiding warranties. If your system starts to behave erratically, you should contact a professional immediately.

With LG Home Comfort’s licensed and fully equipped technicians, you can rest assured your HVAC system is in good hands.

An HVAC technician setting up a scheduled maintenance plan for clientImage Source: Freepik

Keep Your HVAC System Running Smoothly with Regular Maintenance

Regular HVAC system maintenance ensures your heating and cooling systems work efficiently and reliably for longer. By following the checklist outlined in this blog post and entrusting complex tasks to a qualified professional like LG Home Comfort, you can keep your HVAC system running efficiently and enjoy a comfortable and healthy home environment. Keeping your system’s outdoor unit clean is just as important as your indoor unit.

LG Home Comfort is committed to providing exceptional HVAC service and ensuring your complete satisfaction. Combined with our 24/7 support and same-day or next-day services, our licensed technicians are ready to assist you whenever you need! Contact us today for a free consultation on all your HVAC maintenance needs.

Terms and Conditions

  • Once an initial service has been completed, the customer will be on a one-year commitment
  • After the initial 12 months, the contract will be renewed on a month-to-month cadence
  • If a service is completed for the next year, it automatically renews the commitment for an additional year
  • Customers can cancel at any time after the 12-month initial commitment as long as the following year’s service has not been completed.
  • Customers need to provide 30 days written notice in order to cancel their plan