5 Essential HVAC Maintenance Tasks for Contractors

July 13, 2023


HVAC maintenance is critical for contractors to ensure the smooth operation and lifespan of HVAC systems. Contractors can avoid costly breakdowns, improve energy efficiency, and increase customer satisfaction by conducting important maintenance chores.

This blog post will go through the five most important HVAC maintenance jobs that contractors should prioritize. Contractors may maintain optimal system performance, limit the likelihood of unforeseen issues, and provide their clients with dependable and efficient HVAC solutions by diligently completing these duties. Let’s get started on some vital maintenance tasks to help you grow your HVAC contractor business.

Tasks to Perform when doing an HVAC Maintenance Service

Task 1: Filter Replacement

It is critical to replace HVAC filters on a regular basis in order to ensure maximum system efficiency and indoor air quality. Consider the following crucial points:

Importance of Regular Replacement:

It is important to emphasize that filthy filters restrict airflow, lower system performance, and can result in increased energy usage. Filter replacement on a regular basis guarantees adequate air circulation and saves strain on the HVAC system.

Identifying the Right Filter:

Contractors play a vital role in helping homeowners determine the appropriate filter type and size based on their HVAC system specifications. It is crucial to emphasize the importance of choosing high-quality filters that effectively capture dust, allergens, and other impurities, promoting a healthier home environment.

This particular filter stands out for its simplicity of installation and cost-effectiveness. It provides an effective solution for maintaining a clean and healthy indoor environment. To ensure optimal performance, it is recommended to change filters every 60 to 90 days. However, during peak summer and winter months when HVAC systems work harder, increasing the frequency to 30 days is advised for best results.

Checklist for your filter replacement:

  1. Establish the size and type of filter the HVAC system needs.
  2. Invest in premium filters that adhere to industry standards.
  3. Establish a regular replacement plan for filters (e.g., every 1-3 months).
  4. Before replacing the filter, turn off the HVAC system.
  5. To ensure appropriate installation, according to the manufacturer’s instructions.
  6. For future reference, keep a record of the filter replacement dates.

Contractors can ensure that HVAC systems run effectively and maintain healthy interior air quality by adhering to these guidelines and using your suggested affiliate link for filter purchases.

Task 2: Cleaning Condenser and Evaporator Coils

For the system to continue to function at its best in terms of efficiency and cooling capacity, the condenser and evaporator coils must be cleaned. What contractors need to know is as follows:

Effect of Dirty Coils:

Dirty coils impede heat transfer, decreasing the effectiveness of the system and its cooling capacity. The accumulation of dust, filth, and grime can result in increased energy use and potential system problems.

Cleaning Process:

How to clean condenser and evaporator coils step-by-step:

  1.   Disconnect the HVAC system’s power.
  2. Clear the area around the condenser unit of any trash or foliage.
  3. Make use of a soft brush or a low-pressure water spray to gently clean the condenser coils.
  4. Obtain access to the evaporator coils and clean them with coil cleaner or a solution of water and mild detergent.
  5. Before reassembling, give the coils a good rinse and make sure they’re dry.

Professional coil cleaning services provide many benefits, such as thorough cleaning, specialized equipment, and experience handling delicate components. These experts have the skills and experience necessary to completely clean the coils, ensuring that the HVAC system operates at its most effective and efficient level. Furthermore, they are equipped with specific tools and ways to get rid of clingy dirt and debris, which can be difficult to do with conventional cleaning approaches. Referring trustworthy professionals in the field who can produce high-quality outcomes and support the maintenance of the HVAC system’s longevity is advised for homeowners looking for professional coil cleaning services.


  • Schedule routine coil cleaning sessions.
  • Use the proper cleaning supplies and equipment.
  • Take measures to safeguard the neighborhood.
  • Check coils for damage and make any required repairs.
  • Note the dates and details of your cleanings.

Contractors may maximize system performance, boost energy efficiency, and extend the life of HVAC equipment by routinely cleaning condenser and evaporator coils. Take a look at this Coil Cleaner for AC Units, a great option to help you perform the task in a more effective and efficient manner.

Task 3: Checking and Cleaning Air Ducts

Maintaining interior air quality and the effective operation of HVAC systems depend heavily on clean air ducts. When inspecting and cleaning air ducts, bear the following important factors in mind:

Importance of Clean Air Ducts:

Reduce health hazards and improve indoor air quality by preventing the spread of allergens, toxins, and dust throughout the structure. Additionally, well-cleaned ducts provide improved system performance and ventilation.

Checking for Leaks and Sealing Ductwork:

It is very important to inspect the ductwork for leaks and to make sure they are sealed. Leaks can cause system underperformance and energy waste. We always encourage contractors to look for any obvious damage, sloppy connections, or gaps that may need to be sealed in the ducts.

Practical Tips for Air Duct Cleaning and Maintenance:

  • To remove dust and debris from duct surfaces, use a high-powered vacuum with a brush attachment.
  • If there is evidence of mold or severe dirt buildup, professional duct cleaning should be considered.
  • Change air filters on a regular basis to minimize dust accumulation and keep ducts clean.
  • Encourage contractors to educate clients on the importance of frequent dusting and cleaning of vents and registers to reduce impurities entering the ducting.

Contractors can assure maximum indoor air quality and efficient HVAC system performance for their clients by highlighting the importance of clean air ducts, inspecting for leaks, sealing ductwork, and providing practical cleaning and maintenance suggestions.

Task 4: Lubricating Moving Parts

Proper lubrication of an HVAC system’s moving parts is critical for maintaining smooth operation and extending component lifespan. Here’s what contractors should know about lubricating the moving parts of an HVAC system:

Significance of Lubrication:

Lubrication minimizes friction and wear on moving parts, increasing efficiency and lowering the danger of early failure. It also aids in noise reduction and overall system performance.

Components that Require Lubrication:

Determine the essential parts that need lubricating, such as:

  • Motors: These include compressor, condenser, and blower motors.
  • Bearings: These are a common component of motors and fan blades, among other HVAC system parts.
  • Pulleys and Belts: Make sure that they rotate smoothly and guard against over-tightening or slipping.

High-quality lubricants that are appropriate for HVAC systems, like:

  • Non-detergent oils for motor lubrication.
  • Bearing lubricants made of silicon or lithium.
  • Conditioner or belt treatment for pulleys and belts.

Briggs and Stratton SAE 30 30W Engine Oil

WD-40 Specialist Silicone Lubricant

Nu-Calgon 4296-60 Pan-Treat Scum


  • Identify moving parts that need lubrication and inspect them on a regular basis.
  • Adhere to the manufacturer’s advice regarding the recommended lubrication intervals and lubricant types.
  • Be careful not to over-lubricate while applying lubricants.
  • Keep track of the dates of lubrication and maintenance.

Task 5: Testing and Calibrating Thermostats

For HVAC systems to maintain exact temperature control and maximize energy efficiency, accurate thermostats are crucial. Here are some steps contractors may take to guarantee thermostats are operating properly:

Inaccurate thermostats can have different effects, including temperature changes, energy waste, and pain. It is important to have a test routine testing and calibration to keep performance at its best.

How to calibrate and test a thermostat:

  1. Take off the thermostat cover to look for any accumulation of dust or dirt.
  2. Make sure the thermostat is installed firmly and level on the wall.
  3. Check the accuracy of the thermostat by contrasting the temperature indicated with a dependable thermometer.
  4. Modify the calibration in accordance with the manufacturer’s instructions if necessary.
  5. By changing the temperature setting, check the thermostat’s response.

Switching to Smart Thermostats:

The ability to manage them remotely and their energy-saving features are only a couple of the benefits of converting to programmable or smart thermostats. For example Amazon’s Smart Thermostat Energy Star it’s easy to install and homeowners save on average $50 per month in their bills.


  • Regularly clean and test the performance of thermostats.
  • Use a trusted thermometer to check the accuracy of the thermostat.
  • Adjust the thermostat as directed by the manufacturer, if necessary.
  • To improve convenience and energy efficiency, think about switching to programmable or smart thermostats.


Contractors that want to guarantee optimum system operation and raise client satisfaction must complete these five crucial HVAC maintenance chores. Contractors may prevent problems before they arise, increase energy efficiency, and extend the life of HVAC systems by prioritizing routine maintenance.

Contractors can offer their customers dependable and effective HVAC solutions by routinely changing filters, cleaning condenser and evaporator coils, inspecting and cleaning air ducts, lubricating moving parts, and testing/calibrating thermostats.

We encourage you to read our most thorough blog post, “Mastering HVAC Maintenance and Repair: The Ultimate Contractor’s Handbook” to increase your knowledge and proficiency in HVAC maintenance and repair. This resource offers insightful information, useful suggestions, and professional counsel to help you improve your abilities and grow your HVAC contracting firm.

Don’t pass up the chance to improve your maintenance procedures and produce top-notch outcomes. Visit our blog article to gain the knowledge you need to be successful at HVAC maintenance and repair.

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