Updated November 1, 2026 · Reviewed for accuracy by a licensed Uniform HVAC technician before publication
Homeowner checklist
- Replace the air filter, and write the date on it
- Open all supply vents and clear furniture and rugs off returns
- Clear plants, grass clippings and debris at least two feet from the outdoor unit
- Check the outdoor unit sits level and its anchoring looks secure
- Find the condensate drain outlet outside; make sure it's not buried or blocked
- Look at the drain pan under the air handler for standing water or rust
- Test the thermostat: set it a few degrees lower and confirm cool air within a few minutes
- Replace thermostat batteries if it uses them
- Find your last service record and the system's make, model and age
Technician checklist
- Clean and inspect indoor and outdoor coils
- Flush the condensate drain and test the float switch
- Test capacitors, contactors and electrical connections
- Check blower and condenser fan motors
- Measure temperature split and refrigerant performance
- Record readings in a written summary
This checklist follows the ENERGY STAR maintenance checklist, adapted for Southwest Florida's year-round cooling and humidity.