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Standard HVAC Preventative Maintenance

Our Standard HVAC PM Visit Includes

Your HVAC preventative maintenance visit includes ALL of the following items, where they are applicable:

Here's a link to a sample digital survey that you receive for each piece of equipment, every visit: Sample HVAC PM


  1.  Improved System Efficiency & Extended Equipment Life
  2.  Digital Documentation Transferability & Equipment Records
  3.  Priority Service Entitlement & Discounted Goods/ Services for Clients with an Active PM Agreement
  4.  Special Pricing for Any Proposed Recommended Repairs
  5.  About 1 Hour of Service for Each of Your Units

Cooling System Checklist

  1.  Check Cleanliness of Outdoor Coil & Compressor Compartments
  2.  Clean Electrical & Blower Compartments
  3.  Condensate Drain Cleaning & Inspection
  4.  Clean/ Change Air Filters

Motors & Electrical Components

  1.  Inspect Service Disconnect & Tighten Electrical Connections
  2.  Inspect Compressor Contactor
  3.  Tighten Low-Voltage Connections
  4.  Test Capacitors & Oil Motors as Needed
  5.  Inspect Bearings & Fan Blade


  1.  Inspect Thermostat & Condition of Line Sets
  2.  Inspect for Proper Refrigerant;  Charge & Check Unit Pressures
  3.  Replace Missing Panel Screws
  4.  Inspect & Clean/ Change Air Filters
  5.  Change Filters as Scheduled

Heating System Checklist

Gas Furnace

  1.  Inspect & Clean Pilot Light;  Pull & Clean Burners
  2.  Inspect Combustion Fan Motor & Burner Ignition
  3.  Inspect & Test Fan Temperature Switch
  4.  Inspect & Test Limit Switch
  5.  Inspect Flue Draft & Inspect for Gas Leaks From Furnace
  6.  Visually Inspect Heat Exchanger & Heat Anticipator
  7.  Inspect & Adjust Burner Primary Air (if necessary)
  8.  Inspect & Clean/ Change Air Filters

Electric Heat

  1.  Inspect Sequencer Operation & Heating Element Contactors
  2.  Inspect Time-Delay Controls & Tighten Electrical Connections
  3.  Inspect Wiring Condition & Heat Anticipator
  4.  Inspect & Clean/ Change Air Filters

Heat Pump

  1.  Check Cleanliness of Outdoor Coil; Clean Compressor Compartment
  2.  Clean Electrical Compartment & Blower Compartment
  3.  Inspect & Clean/Change/Wash Air Filter
  4.  Inspect, Test Defrost & Heat Anticipator


  1.  Inspect Indoor Blower Bearings
  2.  Oil Indoor Blower Bearings (if applicable)
  3.  Inspect Indoor Motor Bearings & Belts (if applicable)
  4.  Inspect & Clean/ Change Air Filters
  5.  Clean Blower Housing Assembly

Stream-lined PM Add-Ons

While we’re at your location performing preventative maintenance we often come across these small items that need to be addressed.

Instead of leaving the unit in need of repair while and pausing to create a formal written quote, which can take a day or two and another trip to your location, these small items are considered pre-approved as part of our standard agreement and will be repaired or addressed in real time if they are needed.

These items are listed separately on your invoice and include associated labor.

+ Replacement of worn belts/adjustment: $79.99 each

+ Replacement of inoperable/failing capacitors: $39.99 each

+ Replacement of inoperable/worn 2-pole contactor: $89.99 each

+ Replacement of inoperable/worn 3-pole contactor: $99.99 each

+ *Additional Freon for top-off charges: $59.99 per pound

All other repairs and/or replacement needs shall be quoted. Typically, quotes are returned within 4-24 hours. During warmer months, there can be a delay due to high-volume.

We've found that the enhanced PM add-ons keep your units running with far less break-downs, comfort disruptions and keep your units online and operational until the next scheduled visit.

*Pricing subject to change depending on availability. R22 Freon, for example, is obsolete as of 01/01/2020

This article has been shared by Direct Service, Construction and Design to specifically accommodate our intended clientele.  The intent of sharing this information is to better inform the public of these general topics, expand knowledge and safety for all and provide crucial information in regard to their MEP and building systems and/or assets. It is NOT our recommendation that any article recommendations or how-to scenarios be attempted by anyone other than a qualified or competent person.