What should I include in my AC maintenance checklist?

When it comes to keeping your AC running smoothly, a thorough maintenance checklist is key. At Irob-Tech LLC, we recommend starting with regular filter cleaning or replacement to ensure optimal airflow and efficiency. Check the thermostat settings to make sure they’re accurate and calibrated. Inspect the ductwork for leaks or blockages that could hinder performance. Clean the evaporator and condenser coils to prevent dirt buildup, which can reduce efficiency. Lastly, test the system’s overall performance, including airflow and cooling capabilities, to catch any issues early on. Regular maintenance like this can extend your AC unit’s lifespan and save you from costly repairs.

Importance of AC Maintenance

Regular AC maintenance, including ductless systems, is vital for optimal performance and longevity. It ensures efficient operation by cleaning filters, coils, and checking refrigerant levels. For Audra Ln’s summer AC maintenance checklist, prioritize cleaning or replacing filters monthly, clearing debris from condenser units, and scheduling professional maintenance annually. Inspect ductless mini-split units for any leaks or blockages, and ensure thermostat settings are adjusted for seasonal comfort. Following this checklist enhances cooling efficiency, reduces energy costs, and extends the lifespan of your AC system.

Before delving into the checklist, let’s understand why AC maintenance is essential:

Energy Efficiency: 

A well-maintained AC system operates more efficiently, reducing energy consumption and lowering utility bills.

Improved Air Quality: 

Clean filters and coils contribute to better indoor air quality by trapping dust, pollen, and other allergens.

Preventive Care: 

Regular inspections can catch minor issues before they escalate into costly repairs or complete system failures.


Proper maintenance helps extend the lifespan of your AC unit, delaying the need for replacement.

Basic AC Maintenance Checklist

1. Check and Clean Filters


Every 1-3 months, depending on usage and filter type.

Why it’s Important: 

Dirty filters restrict airflow, reducing efficiency and potentially causing the system to overheat.


Central AC: 

Locate the air handler unit and replace or clean the filters according to manufacturer’s instructions.

Window Units: 

Remove the front panel and clean or replace the filter as recommended.

Ductless Mini-Splits: 

Access the indoor unit, remove and clean the filter as per the manual.

2. Inspect Thermostat Settings

Inspecting thermostat settings is a fundamental part of air conditioning service to ensure accurate temperature control. HVAC technicians verify that thermostats are calibrated correctly for efficient cooling and comfort. They may recommend upgrading to programmable or smart thermostats for enhanced energy savings and convenience. Checking thermostat settings during AC service helps optimize system performance, ensuring consistent indoor temperatures and reducing energy consumption. This step is crucial for maintaining comfort and efficiency throughout the cooling season.


Check seasonally or as needed.

Why it’s Important: 

Correct settings ensure efficient cooling and comfort.


  • Verify that the thermostat is set to cooling mode during warmer months.
  • Calibrate digital thermostats if necessary to ensure accurate temperature readings.

3. Clean and Clear Condenser Unit

Frequency: Annually or as needed, especially before the cooling season.

Why it’s Important: 

A clean condenser promotes proper airflow and cooling efficiency.


  • Turn off power to the unit.
  • Remove debris, such as leaves and dirt, from around the unit.
  • Clean the condenser fins gently with a soft brush or vacuum to remove dirt buildup.

4. Inspect and Clean Evaporator Coils

Frequency: Annually or as needed.

Why it’s Important: 

Dirty coils reduce cooling efficiency and can lead to system malfunctions.


  • Access the evaporator coil (usually located in the air handler unit or above the furnace).
  • Clean the coil with a soft brush or commercially available coil cleaner.
  • Remove any debris and check for mold growth, addressing it with appropriate cleaning solutions if necessary.

5. Check and Clean Condensate Drain


Annually or as needed.

Why it’s Important: 

A clogged drain can cause water damage and affect humidity levels indoors.


  • Locate the condensate drain line (usually near the indoor unit or furnace).
  • Clear any blockages using a wet/dry vacuum or a mixture of bleach and water.
  • Ensure the drain line slopes downward to allow proper drainage.
  • Intermediate AC Maintenance Checklist

6. Inspect Ductwork


Every few years or as needed.

Why it’s Important: 

Leaks or blockages in ducts reduce cooling efficiency and indoor comfort.


  • Visually inspect ducts for signs of leaks, such as visible gaps or disconnected sections.
  • Seal leaks using mastic sealant or metal tape (avoid using duct tape, which deteriorates over time).
  • Ensure ducts are properly insulated, especially in unconditioned spaces like attics.

7. Check Refrigerant Levels

Checking refrigerant levels is essential during HVAC services to ensure optimal cooling efficiency. HVAC technicians assess refrigerant levels using pressure gauges and may add refrigerant if levels are low, ensuring the system operates effectively. Additionally, technicians inspect for leaks that could compromise performance and safety. Proper refrigerant levels are critical for maintaining the AC unit’s cooling capacity and extending its lifespan, making this task a vital part of routine HVAC maintenance.

Frequency: Annually or as recommended by the manufacturer.

Why it’s Important: 

Improper refrigerant levels can lead to reduced cooling capacity and potential compressor damage.


  • Hire a qualified HVAC technician to check refrigerant levels and inspect for leaks.
  • If refrigerant is low, have a professional recharge the system and repair any leaks.

8. Inspect Fan Blades and Motors

Frequency: Annually or as needed.

Why it’s Important: 

Damaged fan blades or motors can cause the system to overheat or operate inefficiently.


  • Turn off power to the unit.
  • Inspect fan blades for cracks or damage; replace if necessary.
  • Lubricate fan motor bearings if applicable, following manufacturer’s recommendations.

9. Test Capacitors and Electrical Connections

Frequency: Annually or as recommended by a technician.

Why it’s Important: 

Faulty capacitors or loose connections can lead to system failures or inefficient operation.


  • Turn off power to the unit.
  • Inspect electrical connections for signs of wear or corrosion; tighten or replace as needed.
  • Test capacitors using a multimeter to ensure they are within the specified range.

10. Evaluate Overall System Performance


Annually or before the cooling season.

Why it’s Important: 

Testing the system ensures it operates efficiently and identifies potential issues early.


  • Turn on the AC and monitor its performance.
  • Check air flow from vents to ensure it’s consistent and adequate.
  • Measure indoor temperatures to ensure they match thermostat settings.

Advanced AC Maintenance Checklist

11. Schedule Professional Maintenance



Why it’s Important: 

Professional HVAC technicians can perform thorough inspections and maintenance tasks that require specialized knowledge and tools.


Hire a licensed HVAC technician to inspect and service your AC system annually.

Technicians will perform tasks such as checking refrigerant levels, testing controls, and conducting comprehensive system cleaning.

12. Consider Air Duct Cleaning

Air duct cleaning and indoor air quality services are crucial aspects of comprehensive AC maintenance. Air duct cleaning involves removing dust, debris, and allergens from the ductwork, improving airflow efficiency and reducing indoor air pollutants. Indoor air quality services may include testing for contaminants like mold or volatile organic compounds (VOCs), and installing air purifiers or UV germicidal lamps to enhance air quality. These measures not only optimize AC performance but also promote healthier indoor environments for occupants.


Every 3-5 years or as needed.

Why it’s Important: 

Cleaning ducts removes dust, mold, and allergens, improving indoor air quality and system efficiency.


Hire a professional duct cleaning service to thoroughly clean ductwork.

Ensure they use proper equipment and techniques to avoid damaging ducts or releasing contaminants into the air.

13. Upgrade to Programmable or Smart Thermostat

Why it’s Beneficial: 

Programmable or smart thermostats offer energy-saving features and remote control options, enhancing comfort and efficiency.


Replace outdated thermostats with programmable or smart models.

Program settings to optimize cooling when you’re home and save energy when you’re away.


What is checked during AC maintenance?

During AC maintenance, technicians typically check and clean filters to ensure proper airflow and efficiency. They inspect and clean evaporator and condenser coils to maintain cooling performance. Additionally, technicians check refrigerant levels, inspect electrical connections, and test thermostat settings to ensure the system operates reliably and efficiently.

What maintenance is needed for AC?

Regular AC maintenance involves cleaning or replacing filters regularly to maintain airflow, checking and cleaning coils to ensure efficient cooling, and inspecting and lubricating moving parts like fan motors to prevent wear and tear. Additionally, checking refrigerant levels and inspecting ductwork for leaks or blockages are crucial to ensure the system operates effectively and efficiently.

What is included in AC servicing?

AC servicing typically includes a thorough inspection and cleaning of components such as filters, coils (both evaporator and condenser), and condensate drains. Technicians also check refrigerant levels, inspect electrical components for proper connections and functionality, and may perform tests on the thermostat and overall system performance to ensure optimal cooling efficiency and reliability.

What are the steps in air conditioning maintenance?

Air conditioning maintenance typically involves several key steps: 1) Cleaning or replacing filters to ensure proper airflow and indoor air quality. 2) Inspecting and cleaning evaporator and condenser coils to maintain efficiency. 3) Checking refrigerant levels, inspecting ductwork for leaks, testing thermostat settings, and evaluating overall system performance to ensure effective cooling and prevent potential breakdowns.

What does AC preventive maintenance include?

AC preventive maintenance includes regular inspections and tasks aimed at preventing potential issues and ensuring the system operates efficiently. This includes cleaning or replacing filters, inspecting and cleaning coils, checking refrigerant levels, lubricating moving parts, testing controls and thermostat settings, and inspecting electrical connections. By addressing these areas proactively, preventive maintenance helps extend the lifespan of the AC unit and reduce the likelihood of costly repairs.


Regular maintenance is the key to keeping your AC system running efficiently and reliably. By following this comprehensive checklist, you can ensure your AC unit operates at peak performance, reduces energy costs, and maintains indoor comfort throughout the year. Remember, some tasks can be done DIY, but for complex or technical issues, always consult a qualified HVAC professional. With proper care, your air conditioning system will continue to provide cool comfort for years to come.

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