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HVAC inspection checklist

Download this checklist to conduct thorough HVAC inspections to ensure proper function and good air quality.

An HVAC inspection checklist is an effective tool that businesses use to ensure that the installed HVAC unit at a customer’s place is working properly. It also enables the catching of any problems in the HVAC system during preventive maintenance.

This page will discuss:

  • HVAC inspection checklist requirements
  • The purpose of the HVAC inspection checklist
  • Benefits of using an HVAC inspection checklist app

What are the requirements of an HVAC inspection checklist?

HVAC inspection checklist requirements may differ depending on the type of HVAC unit, its model, and its functions. However, it should cover some common HVAC areas for inspection to ensure Building Air Quality (BAQ).

Who uses an HVAC inspection checklist and why?

HVAC technicians and building managers can use an HVAC inspection checklist to ensure that all the main parts of the HVAC system are in proper working condition. The use of a checklist ensures that nothing is left to chance. Just as the surgeons or airline pilots go through all the important elements before performing an operation or taking flight, the HVAC checklist allows you to perform a systematic and comprehensive evaluation of the HVAC system’s quality and maintenance needs.

Why use an HVAC inspection checklist app?

Using an HVAC inspection checklist app, facility managers, HVAC businesses and building owners can easily manage and maintain good air quality. Moreover, they can perform HVAC system inspections in large buildings with their smartphones, including photos, videos, and other multimedia and leave pens and paper behind, and send custom PDF reports in minutes.

Download the checklist

What is Fulcrum?

Organizations worldwide trust Fulcrum’s SaaS-based data collection platform to capture and share reliable information about field activities, much faster than paper or other digital solutions. Standardized, easily customized, and well-integrated data collection delivers improved clarity for decision-making and better productivity for lower costs.

Standardize data collection
Digitally transform your processes with a single platform that increases productivity, improves data quality across all use cases, and securely delivers real-time data.
Customize collection processes
Easily adapt to changing requirements with drag-and-drop app modification, full customization and extension capabilities, customizable reporting and alerting.
Streamline two-way integration
Expand the reach and usefulness of your data with best-in-class integration with Esri ArcGIS, real-time, two-way integration with any application, and built-in integration with email, SMS, and more.
Jim Metz - speeds things up, adhering to safety sop

Jim Metz

Vice President of Safety
FM Sylvan
Fulcrum speeds things up. It was almost instantaneous. It allows accountability for people running the job to see what their guys are doing to make sure they’re adhering to safety policies.
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Aaron Vanover - catch more issues

Aaron Vanover

Manager of Quality Assurance and Quality Control
Halton Company
Using Fulcrum, Halton Company’s quality control team provides richer, better documented support, enabling them to catch more issues.
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Daniel Stepner - easy to use, customer service

Daniel Stepner

Senior Consultant
I have used many programs for field asset inspections. Fulcrum has been the easiest to set up, use in the field, and update. The service provided by the Fulcrum team has been top-rate.
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James Watts - safety once you close the loop from action to insight

James Watts

Director of Health and Safety
Snavely Forest Products and Weekes Forest Products
Fulcrum helps us improve processes and make our work environment safer by streamlining inspections, surfacing inspection-related insights, and managing follow-up actions. Once you close the loop from action to insight to further action, the possibilities are limitless.
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Gavin Kelley - training period short, same data whether junior/senior collector

Gavin Kelley

Senior Software Developer
Tilson Tech
It is so easy to use that our training period is greatly shortened. Data quality is very important to us so it can’t be overly complicated. We still get the same data quality regardless if it is a junior or senior data collector.
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