HVAC Inspection Report Template

Template Preview

Below is the complete template. Copy any section, or download the full file above.

# HVAC Inspection Report

**Property:** _______________________________________
**Inspection Date:** _______________
**Inspector:** _______________ EPA Certification #: _______________
**Certification:** ☐ NATE  ☐ HVAC Excellence  ☐ Other: _______________

---

## 1. Equipment Inventory

### Cooling System

| Component | Brand | Model | Serial # | Year | Capacity |
|---|---|---|---|---|---|
| Outdoor condenser | | | | | _____ tons |
| Indoor evaporator coil | | | | | _____ tons |
| Air handler / furnace | | | | | _____ tons |

**Refrigerant type:** ☐ R-410A  ☐ R-454B  ☐ R-22 (phased out — note: existing R-22 systems can continue but new R-22 cannot be installed; cost prohibitive when leak repairs needed)
**SEER rating:** _____ (current minimum 14-15 SEER; older systems may be 8-10 SEER)
**System age:** _____ years (typical lifespan 12-18 years)

### Heating System

| Component | Brand | Model | Serial # | Year | Capacity |
|---|---|---|---|---|---|
| Furnace / heat pump | | | | | _____ BTU/h |
| Backup heat (if heat pump) | | | | | _____ kW |

**Fuel type:** ☐ Natural gas  ☐ Propane  ☐ Oil  ☐ Electric resistance  ☐ Heat pump only
**AFUE rating:** _____ % (modern: 90-98% high-efficiency)
**System age:** _____ years (gas furnace lifespan 15-20 years; heat pump 12-15)

## 2. System Performance Testing

### Cooling mode
- Outdoor temp at test: _____ °F
- Indoor return air temp: _____ °F
- Indoor supply air temp: _____ °F
- Temperature differential (Delta-T): _____ °F (target 15-22°F)
- Verdict: ☐ Within spec  ☐ Low DT (refrigerant or airflow issue)  ☐ High DT (low airflow)

### Heating mode
- Outdoor temp: _____ °F
- Return air: _____ °F
- Supply air: _____ °F
- Temperature rise: _____ °F (target 30-65°F gas, 15-25°F heat pump)
- Verdict: ☐ Within spec  ☐ Out of spec

### Refrigerant pressures (cooling)
- Suction (low side): _____ PSI
- Liquid (high side): _____ PSI
- Suction line temp at service valve: _____ °F
- Subcooling: _____ °F (target 8-12°F)
- Superheat: _____ °F (target 8-25°F based on system)
- Verdict: ☐ Properly charged  ☐ Undercharged (leak likely)  ☐ Overcharged

### Electrical readings
- Compressor amp draw: _____ A (compare to nameplate FLA)
- Condenser fan motor: _____ A
- Blower motor: _____ A
- Capacitor reading: _____ µF (compare to rated, ±6% acceptable)
- Contactor condition: ☐ Good  ☐ Pitted  ☐ Replace

## 3. Component Inspection

### Outdoor condenser
☐ Coil cleanliness (visual): _____% obstructed
☐ Coil straight (fins not bent)
☐ Refrigerant line insulation intact
☐ Service valves accessible and operable
☐ Surge protection: ☐ Present  ☐ Missing (recommend installing)
☐ Level pad (level within ±0.5")
☐ Clearance from obstructions per manufacturer (typically 24" sides, 60" top)
☐ Unit clear of vegetation/debris

### Indoor evaporator coil
☐ Coil cleanliness
☐ Drain pan condition (no rust, no standing water)
☐ Condensate drain flowing freely
☐ Condensate float safety switch: ☐ Working  ☐ Missing
☐ Trap installed correctly
☐ Drain pan secondary: ☐ Present (required in attic installs)
☐ Auxiliary float switch (attic install required)
☐ Signs of biological growth (mold, algae)

### Furnace / air handler
☐ Cabinet condition (no rust)
☐ Burners (gas): visible flames blue (not yellow), even
☐ Heat exchanger (gas): no cracks visible (combustion analyzer test if available)
☐ Inducer motor: amps and operation
☐ Blower wheel: clean, balanced
☐ Blower belt (older systems): tension correct, no fraying
☐ Filter slot accessible
☐ Cabinet panels secure

### Filter
☐ Type: _______________
☐ Size: _____ × _____ × _____
☐ MERV rating: _____ (recommend MERV 8-13 for residential; higher = more restriction)
☐ Condition: ☐ Clean  ☐ Moderately dirty  ☐ Needs replacement
☐ Replacement frequency recommendation: every _____ months

### Ductwork
☐ Supply ducts: ☐ Sealed at joints  ☐ Leaking
☐ Return ducts: same
☐ Insulation: ☐ Adequate  ☐ Damaged  ☐ Missing in unconditioned spaces
☐ Sizing appears adequate (no excessive noise, restrictive returns)
☐ Visible damage / disconnections
☐ Dampers operational (where present)
☐ Outdoor air intake: ☐ Present  ☐ Damper functional

## 4. Safety Items

### Gas furnaces
☐ CO test in flue gases: _____ ppm (concern if >100 ppm)
☐ Combustion air supply adequate (1 sq in per 1000 BTU/h)
☐ Flue / vent secure, no rust/holes
☐ Gas valve operates correctly
☐ Sediment trap on gas line
☐ Gas leak test at fittings (soap test or electronic detector)
☐ Pressure switch and rollout safety operational
☐ Flame sensor cleaned

### Electrical
☐ Disconnect within sight of unit
☐ Proper fuse/breaker size matches nameplate
☐ Whip from disconnect intact
☐ Capacitor venting / no swelling
☐ All wire connections tight (no scorching)

### Indoor air quality
☐ CO detector(s) installed: ☐ Within 10 ft of bedrooms  ☐ Tested
☐ Smoke detector locations adequate
☐ Bath fans functional and vent outside (NOT into attic)
☐ Range hood functional (if gas range)

## 5. Thermostat & Controls

**Thermostat type:** ☐ Programmable  ☐ Smart (Wi-Fi)  ☐ Manual  ☐ Multi-stage compatible
**Brand/model:** _______________________________
**Calibration check:** ☐ Within ±2°F of actual  ☐ Needs recalibration
**Battery installed (if applicable):** ☐ Yes  ☐ Replace
**Wiring:** ☐ Adequate gauge  ☐ Common (C) wire present (required for smart thermostats)

## 6. Estimated Equipment Life

| Component | Expected Lifespan | Current Age | Estimated Remaining |
|---|---|---|---|
| Compressor | 12-18 years | _____ | _____ |
| Furnace (gas) | 15-25 years | _____ | _____ |
| Heat pump | 12-15 years | _____ | _____ |
| Ductwork | 30+ years | _____ | _____ |
| Thermostat | 10-15 years | _____ | _____ |

**Replacement recommendations:**

☐ System is performing well; budget replacement in _____ years
☐ Consider replacement in next 1-3 years (efficiency upgrade pays back)
☐ Replacement recommended within 12 months (frequent repairs, end of life)
☐ Immediate replacement (safety issue, non-functional, or refrigerant phase-out)

## 7. Recommended Repairs

### Priority 1: Safety / Health
_________________________________________________________________

### Priority 2: Performance / efficiency
_________________________________________________________________

### Priority 3: Preventive
_________________________________________________________________

## 8. Energy Efficiency Opportunities

☐ Upgrade thermostat to programmable / smart
☐ Add zoning (separate temp control by floor/area)
☐ Improve attic insulation (R-49 standard for cold climates)
☐ Seal ductwork (Aeroseal or mastic sealant)
☐ Install whole-house surge protector for HVAC
☐ Add variable speed blower motor (ECM)
☐ Upgrade to heat pump (if currently electric resistance heat)
☐ Tax incentives available: ☐ Federal 30% credit for heat pumps  ☐ Utility rebates

## 9. Inspector Notes

_________________________________________________________________
_________________________________________________________________
_________________________________________________________________

## 10. Signatures

Inspector: _______________________________
Signature: _______________________________ Date: __________
EPA Certification #: _______________

---

*Annual HVAC maintenance recommended for warranty maintenance and efficiency.*
*Consider service contract to lock in priority service + repair discounts.*