Look over the system
The thermostat, filter, equipment, drains, accessible wiring, duct connections, and visible wear all give us useful clues.
An HVAC inspection connects the equipment's condition to how the system actually runs. You should leave knowing what we checked, what we found, and what needs action.
The checklist changes with the equipment, the season, and the reason for the visit. A pre-season check isn't the same as diagnosing a furnace that keeps shutting off or an air conditioner that blows warm air.
ENERGY STAR's maintenance checklist is a useful baseline, but companies package the work differently. Ask us if you're booking a visual inspection, maintenance, performance testing, or symptom-based diagnosis.
The thermostat, filter, equipment, drains, accessible wiring, duct connections, and visible wear all give us useful clues.
The system should start, cycle, heat or cool, move air, and shut down in the expected sequence for that equipment.
Temperature, electrical, airflow, or equipment-specific readings can show whether a symptom's tied to an actual operating problem.
These checks form the common foundation. The exact sequence follows the equipment and the reason you called.
The visit often starts with the thermostat. We'll confirm that it calls for heat, cooling, and fan operation, then compare its reading with a separate instrument. Low-voltage controls and safety switches may get checked, too.
A clogged filter can restrict airflow, while a loose filter, whether it's a 1-inch or a 4-inch media filter, can let air bypass it. Accessible blower components, returns, supply registers, dampers, and duct connections may get checked for dirt, damage, or conditions that affect air movement.
Professional checks may include accessible wiring, contactors, capacitors, disconnects, and electrical measurements. On cooling equipment and high-efficiency furnaces, the drain pan, drain line, and overflow protection should move water away from the system.
Watching the equipment start, run, and shut down can reveal an intermittent control problem that's easy to miss while the system's off. The sequence depends on whether the home has a furnace, air conditioner, heat pump, boiler, or air handler.
A heat pump can look normal in one mode and show an airflow, defrost, control, or backup-heat issue in the other. Ask what modes the inspection covers.
We may inspect the indoor evaporator coil, outdoor condenser coil, fan, fins, refrigerant lines, insulation, and unusual vibration. Performance testing can include entering and leaving air temperatures (a 15 to 20 degree split is a common target), blower operation, electrical measurements, and refrigerant-related readings.
Low refrigerant isn't a reason to top off a sealed system before we find out why it's low. Leak diagnosis and repair are additional work beyond a basic inspection.
See the professional cooling checklistA gas or oil furnace may call for checks of the burner area, how the furnace lights, flame condition, fuel connections, venting, heat exchanger, and safety controls. Depending on the service and equipment, combustion or gas-pressure measurements may be appropriate, too.
Electric heat focuses on electrical components, sequencers or relays, limits, and heat stages. A boiler's checklist shifts to water pressure, pumps, controls, venting, fuel-burning components, and leaks.
See the heating-specific checksA basic inspection may include visible supply registers, return grilles, accessible duct connections, and obvious restrictions such as blocked registers, crushed flexible duct, disconnected sections, damaged insulation, or moisture.
ENERGY STAR's HVAC quality-installation guidance separates visual duct inspection, airflow evaluation, and duct leakage testing, and each one answers a different question.
Finds what's accessible, such as a loose connection or visible tear. It can't show every run behind a finished wall or ceiling.
Uses calibrated equipment to quantify leakage instead of guessing from dust or one uncomfortable room.
Looks at distribution when weak airflow, uneven temperatures, or high energy use is the reason for the visit.
EPA's residential duct guidance also treats duct cleaning as a separate decision. Dust on a return grille doesn't by itself prove heavy contamination.
Cleaning, repair parts, refrigerant leak detection, duct sealing, a load calculation, duct leakage testing, indoor air sampling, and a code-compliance review may be separate services. A whole-home energy assessment is broader than an equipment inspection. A Maryland BGE Quick Home Energy Check-up, for example, can look at insulation, air leakage, windows, doors, and HVAC together.
Clear answers make it easier to compare the actual work instead of comparing service names.
Useful findings tie the symptom to evidence. "The upstairs is warm" describes the complaint; a measured airflow or pressure problem gives us something concrete to investigate next.
You should know which equipment, controls, drains, air paths, and accessible components were actually part of the visit.
Photos can help show a damaged wire, corroded drain pan, dirty coil, disconnected duct, or another visible condition.
If a reading's outside the expected range, ask what range we used and whether it came from the equipment manufacturer or a recognized procedure.
A dirty filter, failed component, airflow issue, or comfort problem should each lead to a different next step. The recommendation should match the finding.
No. An inspection describes the system condition and how it's operating. A separate repair scope explains what work's needed to fix a confirmed fault.
Not automatically. Cleaning, refrigerant leak detection, duct sealing, load calculations, duct leakage testing, indoor air sampling, and code reviews may be separate services. Confirm the scope with us before booking.
No. A visual inspection can find accessible damage, but hidden ducts may need separate testing. A duct leakage test quantifies leakage, while room-by-room airflow testing looks at distribution.
Ask us what's unsafe, what's confirmed, what can wait, what a repair would change, and whether each recommendation's based on a measurement or only an observation.
Tell us whether this is a routine inspection, an active repair diagnosis, or a second look at a recommendation.