What is HVAC Tune-Up? HVAC Tune-Up Checklist Points You Must Consider

The HVAC industry was estimated at around USD 57.8 billion in 2020. The industry is expected to grow at a CAGR of 6.3% from 2022 to 2030.

With the rise in the overall HVAC industry, the niche-oriented HVAC repair and maintenance sector is also booming.

HVAC tuning services are becoming important for people to ensure pollution-free warm or cool air from their HVAC unit. 

But what is HVAC tune-up?

What are the benefits of HVAC tune-up?

And what is the checklist that you should maintain during the HVAC tune-up process?

Let’s find out.

What is HVAC Tune-Up?

The HVAC units installed in commercial and residential places consume a lot of energy, and tuning up or providing regular services to the installed HVAC unit helps minimize the energy bills and boost energy efficiency.

HVAC tune-up can also improve indoor air quality and minimize the risk of carbon monoxide in gas-heated HVAC systems.

Regular cleaning, repair, or checkup of the HVAC systems increases the system’s life and ensures that the clients get the best results from the investment.

Being a professional HVAC service provider, ‌ explain the benefits of HVAC tune-up to your clients that can help you increase revenue and provide a quality experience to your customers.

Here’s what a standard HVAC tune-up includes.

• AC system inspection

The HVAC technicians are likely to kickstart the process by inspecting the HVAC unit, which can help them get an idea about the overall system. Your techs should look for wear and tear, check the drain pan, ensure refrigerant levels, and examine different components.

• Air conditioner cleaning

Whether the HVAC tune-up involves the furnace, the air conditioning system, or both, cleaning is a major aspect of the process. Even while removing the air filter, technicians should clean the system to increase efficiency.

• HVAC service

If the technicians detect problems in the client’s HVAC system, they should be experienced and have access to the best tools to deliver quality results. It can help the clients bypass the major problems or troubles that may arise later.

Train your HVAC technician to understand the benefits of HVAC tune-up and explain to the clients about regular maintenance, cleaning, or repair work of the heating system, air conditioner, or overall HVAC ecosystem.

Let’s understand the benefits of HVAC tune-up that your qualified HVAC technician can explain to your clients or answer the doubts or queries related to the subject.

Benefits of HVAC Tune-Up

Your customers can get multiple benefits from your professional HVAC tune-up services. But we have filtered the best benefits your customers can get from a regular tune-up.

1. Lower energy bills

A poor cooling and heating system increases your customers’ energy bills. If the system is running at its peak effectiveness, it requires minimal energy to heat or cool the space to ensure the maximum comfort level for the customers.

The long-term expense of a regular HVAC tune-up compared to consistent repair and fault checkups is comparatively lower. 

It can help your clients save money and ensure they get the most optimized results from the HVAC tune-ups.

2. Minimal repair bill

The life of the HVAC systems increases because of regular tuning. It can cause minimal repair bills for the customers. 

Once you spot the issues in the cooling and heating system during the tune-up, it can reduce the chances of system failure or fault.

For example, it’s cost-effective and makes more sense to replace the faulty evaporator or frame belt rather than the overall HVAC system. 

Even the heat pump or air conditioning unit can face occasional problems that can be rectified on time by providing quality HVAC tune-up services to prevent major losses. 

3. Avoid catastrophes

Prevent your clients from facing the impactful troubles that poorly maintained cooling systems can cause.

The mechanical machine can face problems anytime during a warmer-than-usual summer night dinner or an important company meeting in the conference hall.

Prevent your clients from facing the impactful troubles that a poorly maintained HVAC system can cause. 

4. HVAC equipment lasts longer

Regular maintenance can increase the lifetime of the HVAC systems and reduce the likelihood of purchasing a new system before extracting the most out of the older one.

It can help your clients get the best returns from their investment and experience the top-notch quality of HVAC systems.

In the example of the car analogy, the biggest reason for excellent car performance is regular car maintenance. It can increase the car’s lifetime and help you get the best return on investment. 

The cooling and heating system acts similarly to the car, and you must ensure that you deliver the service to your clients. Check the electrical connections during the tune of the heating or air conditioning system.

5. Improved air quality

The air quality of the space increases with every HVAC tune-up. Because of the removal of dust and mold from the air, it gets easier for your clients to breathe.

Individuals suffering from allergies or asthma can ensure that they don’t suffer serious issues because of the poor quality of the HVAC system.

A professional HVAC service provider has an entire team of HVAC technicians. These field experts can clean the air filter, heat exchanger, AC unit, and cooling system, improving the indoor air quality of the space.

6. Keeps the client safe

A faulty cooling and heating system results in costly repairs and can endanger the client’s family. Events like short circuits or other hazardous electrical events increase the chances of fire and cause great trouble for the clients.

The situation can get worse if you have two different heating and cooling units, a furnace maintenance for the winter and an air conditioner for the summer.

If a problem arises with the furnace, the risk of problems with carbon monoxide increases. Regular maintenance and tune-up ensure that the cooling and heating system runs effectively and delivers quality protection to the family.

These benefits can help your client get the best results from the investment in expensive HVAC systems. Your technicians or support team should make the customers aware of these benefits and help them understand the effectiveness of regular tune-ups.

It can help you increase the value and customer satisfaction that strengthen your client retention numbers. Also, focus on solving the doubts and queries of your customers that can help you stand out.

Once the customer agrees to the regular HVAC tune-ups, you can create a steady revenue flow and increase the customer’s loyalty.

But you must ensure that your technicians deliver an excellent customer experience. So here’s an HVAC tune-up checklist your team can follow.

HVAC Tune-Up Checklist Check Out

You should offer quality heating and cooling system touch-ups that can increase client service requests and help you strengthen your presence in the industry. 

Also, you’ll receive increased customer requests during the spring and fall, so ensure that you have a robust ecosystem to handle the increased requests.

Your regular HVAC maintenance plan may vary because: 

• Age of your HVAC system
• The size of your HVAC system
• Client location
• The condition of your HVAC system
• Brand of HVAC system
• Regular usage of the HVAC system

We have divided the HVAC maintenance checklist based on seasons so it can help your technicians increase the efficiency during the process.

Summer/Spring maintenance checklist

• If necessary, change batteries.
• Replace worn pulleys and belts.
• Clean evaporator coils and condensers.
• Clean the condensate drain line and clogs to ensure smooth and effective flow.
• Remove water from the drain pans to resist water overflows.
• Replace all filters.
• Inspect ducts for dust, mold, or debris.
• Check the refrigerant charge and possible leaks.
• Check gas pressure, refrigerant lines, programmable thermostat, and evaporator coil.
• Check the connection with the electrical system.
• Ensure the fan motor is operating correctly.
• Lubricate any moving parts.
• Inspect the blades and blowers for proper inflow.
• Check the HVAC cabinet for leaks.
• Ensure the HVAC cabinet door is closed.
• Remove the debris across the outdoor unit if any.

These HVAC tune-up checklists can ensure the air conditioner’s peak performance and improve the HVAC system’s indoor air quality.

Now let’s explore the winter preventive maintenance checklist and ensure that your HVAC techs don’t miss out on something.

Winter/Fall maintenance checklist

• Check the heat pump.
• Check controls and thermostats to ensure they are set at a specific temperature.
• Lubricate the moving parts like motors and bearings.
• Check wiring and electrical connections.
• Clean the condensate drain line and pans to ensure the standing water doesn’t cause issues.
• Replace frayed belts and pulleys.
• It’s essential to check for gas pressure.
• Check the gas leaks in the furnace.
• Inspect the flue system and ensure it is securely connected to the furnace.
• Inspect the heat exchanger or heating elements. The damage could lead to problems with carbon monoxide.
• Check the ignition burner assembly.
• Replace the air filter every 30 to 90 days.

Once your team follows these vital checklists, they can ensure that you deliver a quality customer experience to the customers and help them maintain a decent temperature during the harsh winters.

Focus on improving the quality of your HVAC service which can increase business efficiency and strengthen your presence in the industry. Integrate professional HVAC software and technology to ensure ‌you achieve the desired outcomes with finesse.

Tune Up Your HVAC System

Now that you understand what an HVAC tune-up is and the important checklist your HVAC team should know during the service operations, it’s time to execute the learning.

You should train your HVAC techs to follow these tips to achieve peak efficiency, help the clients minimize energy costs or higher energy bills and repair costs, and ensure proper operation.

Deliver quality experience, ensure you reach new business heights, and bypass future problems with finesse.