{"id":1305,"date":"2019-10-03T18:41:45","date_gmt":"2019-10-03T16:41:45","guid":{"rendered":"https:\/\/www.synchroteam.com\/blog\/?p=1305"},"modified":"2019-10-03T18:41:45","modified_gmt":"2019-10-03T16:41:45","slug":"hvac-revision-checklist-all-the-key-points","status":"publish","type":"post","link":"https:\/\/www.synchroteam.com\/blog\/?p=1305","title":{"rendered":"HVAC revision checklist: all the key points!"},"content":{"rendered":"<p><b>Preventive HVAC maintenance<\/b><span style=\"font-weight: 400;\"> is <\/span><a href=\"https:\/\/www.synchroteam.com\/blog\/2019\/02\/22\/field-service-management-solutions-slow-season\/\"><span style=\"font-weight: 400;\">always a good idea<\/span><\/a><span style=\"font-weight: 400;\">. You can offer it as a plus service to your customers, giving them the chance to take action and address possible issues before they become a serious problem. Performing a regular HVAC revision not only allows you to <\/span><b>fix potentially hard situations before they ever happen<\/b><span style=\"font-weight: 400;\">, but can also be a good, solid source of income for your HVAC company.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It\u2019s precisely this time of the year, <\/span><b>in transition between seasons<\/b><span style=\"font-weight: 400;\">, when a <\/span><a href=\"https:\/\/www.synchroteam.com\/industry-hvac.php\"><span style=\"font-weight: 400;\">fully thorough HVAC revision<\/span><\/a><span style=\"font-weight: 400;\"> becomes more than necessary. Weather is increasingly becoming colder and you need you make sure those heating systems installed in your customers\u2019 homes are ready for the winter.<\/span><\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter size-full wp-image-1306\" src=\"https:\/\/www.synchroteam.com\/blog\/wp-content\/uploads\/2019\/10\/hvac-maintenance.jpg\" alt=\"HVAC revision checklist: all the key points!\" width=\"800\" height=\"533\" srcset=\"https:\/\/www.synchroteam.com\/blog\/wp-content\/uploads\/2019\/10\/hvac-maintenance.jpg 800w, https:\/\/www.synchroteam.com\/blog\/wp-content\/uploads\/2019\/10\/hvac-maintenance-300x200.jpg 300w, https:\/\/www.synchroteam.com\/blog\/wp-content\/uploads\/2019\/10\/hvac-maintenance-768x512.jpg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">For best results, you should prepare a <\/span><b>comprehensive HVAC revision checklist<\/b><span style=\"font-weight: 400;\"> with all the key points your technicians have to review. This will help them avoid missing any important parts while checking that everything is in order. This list has to be as detailed as possible, and it should include at least the following:<\/span><\/p>\n<p><!--more--><\/p>\n<h3><span style=\"font-weight: 400;\">Homeowner maintenance revision<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">First things first: make sure the homeowners <\/span><a href=\"https:\/\/www.hvac.com\/blog\/hvac-coms-air-conditioning-inspection-checklist\/\"><span style=\"font-weight: 400;\">have done their part<\/span><\/a><span style=\"font-weight: 400;\"> in the HVAC revision. For example, they <\/span><b>should have replaced the furnace filters<\/b><span style=\"font-weight: 400;\"> following your schedule &#8211; say, once a month or every three months. Even if they have complied, there may be some tasks left undone.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h3><span style=\"font-weight: 400;\">Check the thermostat<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The <\/span><b>thermostat<\/b><span style=\"font-weight: 400;\"> is another must in an HVAC revision, especially if it\u2019s programmable or <\/span><a href=\"https:\/\/www.synchroteam.com\/blog\/2019\/01\/25\/hvac-industry-goals-2019\/\"><span style=\"font-weight: 400;\">is a smart device<\/span><\/a><span style=\"font-weight: 400;\"> with phone connectivity or similar. When seasons change, <\/span><b>customers also prefer different temperatures at home<\/b><span style=\"font-weight: 400;\"> &#8211; but they often forget to check the thermostat to adjust them. If they complain about the house being too cold or too warm, check it out!<\/span><\/p>\n<p>&nbsp;<\/p>\n<h3><span style=\"font-weight: 400;\">Air flow revision<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The next point in your HVAC revision is the <\/span><b>general air flow in the house<\/b><span style=\"font-weight: 400;\">. Go around rooms, inspect the grates and make sure the air flows freely in and out of them, without blocking elements such as furniture, toys or a rug.<\/span><b> A good air flow is imperative<\/b><span style=\"font-weight: 400;\"> if you want your HVAC system <\/span><a href=\"https:\/\/www.synchroteam.com\/product-tour-plan-dispatch.php\"><span style=\"font-weight: 400;\">to work properly<\/span><\/a><span style=\"font-weight: 400;\">. Take your time to inspect every vent and make sure they\u2019re open all the way &#8211; it\u2019ll help you with your revision.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h3><span style=\"font-weight: 400;\">Cleaning the condenser<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Besides the furnace filters, another element you should include in your HVAC revision is condensers. After reviewing air flow inside the house, <\/span><b>go outside and check for any debris that may be clogging up<\/b><span style=\"font-weight: 400;\"> condensers: plants growing too much, leaves, papers, lawn clippings&#8230;<\/span><\/p>\n<p>&nbsp;<\/p>\n<h3><span style=\"font-weight: 400;\">Test all the elements<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">After revising all the installation elements both inside and outside the house, it\u2019s time to <\/span><b>inspect the HVAC unit itself<\/b><span style=\"font-weight: 400;\">. Check the refrigerant, the evaporator coils, the blower\u2026 and of course, the motor and the blades. <\/span><b>Inspect other elements in the unit as needed<\/b><span style=\"font-weight: 400;\">. Every system is different, but checking all the main parts and also the most common failure points will help you easily <\/span><a href=\"https:\/\/www.synchroteam.com\/product-tour-feature-list.php\"><span style=\"font-weight: 400;\">prevent future issues<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h3><span style=\"font-weight: 400;\">Some fine-tuning<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Finally, wrap up the HVAC revision by <\/span><b>checking all those small details<\/b><span style=\"font-weight: 400;\">: is everything connected properly? In gas furnaces, are there any leaks? Did you check for loose fittings? In electrical installations, is everything plugged in? Any possible obstructions, clogging elements you may have left behind? Oh, and don\u2019t forget lubrication if necessary.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h3><span style=\"font-weight: 400;\">Ready for the winter!<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">An <\/span><b>HVAC revision<\/b><span style=\"font-weight: 400;\"> done with a checklist like this one may help you find potential problems before they become a real issue, so <\/span><b>it\u2019s a win-win practice for both your company and your customers<\/b><span style=\"font-weight: 400;\">. Also, you can use your field service software like Synchroteam to schedule these operations really easily.<\/span> <a href=\"https:\/\/www.synchroteam.com\/free-trial.php\"><b>Download the free demo now<\/b><\/a><b> and see for yourself!<\/b><\/p>\n<p>&nbsp;<\/p>\n<p><i><span style=\"font-weight: 400;\">(Image by <\/span><\/i><a href=\"https:\/\/www.arnold.af.mil\/News\/Article-Display\/Article\/1681754\/hvac-crew-keeps-things-cool-while-taking-heat\/\"><i><span style=\"font-weight: 400;\">Brad Hicks<\/span><\/i><\/a><i><span style=\"font-weight: 400;\">)<\/span><\/i><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Preventive HVAC maintenance is always a good idea. You can offer it as a plus service to your customers, giving them the chance to take action and address possible issues before they become a serious problem. Performing a regular HVAC revision not only allows you to fix potentially hard situations before they ever happen, but [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":1306,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[3],"tags":[55,57],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>HVAC revision checklist: all the key points! - Synchroteam.com Blog<\/title>\n<meta name=\"description\" content=\"Get your customers&#039; heating system ready for winter with an exhaustive HVAC revision. 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