Spring Cleaning: Homeowner’s Checklist for HVAC Maintenance

Originally published on April 18, 2017

Spring HVAC Maintenance Checklist

If you want to keep your home clean and comfortable throughout the summertime, spring cleaning means more than just dusting and scrubbing. Between chilly winters and blazing summer heat, a decent amount of stress is put on your heating and cooling system. That’s why including HVAC maintenance in your spring cleaning schedule is a must.

Before you switch your thermostat to cool, check these easy maintenance tasks off your list. Doing so can keep your system running smoothly, which means a comfortable summer and no costly repairs.

Spring Cleanup Checklist Infographic

First, start with the outdoor HVAC unit:

  1. Remove any condenser covers, coil blankets, or lids: If you covered the outdoor coil in order to protect it during the winter months, be sure to remove the cover before starting the system. These covers protect and keep leaves out of your unit, but also limit airflow and any heat transfer. Starting the system with any of these covers in place, even for a short time, could severely damage your system. Many people forget to remove their covers every year, often resulting in major repairs or even replacement of the whole system.
  2. Inspect the outdoor unit panels: These panels are designed to enclose the electrical connections and must be in place to help protect both you and your system. If you are missing a panel (possibly due to wind) or if the panel is misaligned, this could pose safety risks for both you and the safe operation of the equipment. If the panel covering the electrical connections is missing or out of place, you should call a qualified technician for an assessment before starting your system.
  3. Remove any debris from the outdoor coil: Depending on where you live or what side of the house your system is located, you might find trash or vegetation blown into or against the coil. The system coils are designed to transfer heat, and any debris limits this effect. To get the best possible performance from your system, remove debris from the coil and surrounding area. If there is a lot of dust or pollen in the coils you can usually wash this off with a garden hose, but be sure to keep the spray limited to the coil area and keep it away from any electrical panels. Also, while mulching in the spring, be careful not to pack mulch around the base of the unit. This is especially true for heat pumps as there’s likely a space under the unit and this should always be kept open to allow good airflow to the outdoor unit.
  4. Repair or replace any damaged pipe insulation: There are two refrigerant lines running from your outdoor unit to the indoor air handler – a small one and a larger one. The suction line is the larger copper pipe on the outdoor unit and this line brings the cool refrigerant back to the compressor in the outdoor unit. If the larger suction line has damaged insulation, this could cause a loss of cooling for the outdoor unit which could damage your system and may also cause energy use. Damage to the foam insulation can be caused by sun rot, freezing water trapped in the foam or winter animals looking for shelter or food. The insulation should be in place to maintain proper system cooling. If the insulation needs replacing, do so before starting the unit. Look on the copper pipe for a size (5/8, 3/4, 7/8, etc.) to determine the proper size for your replacement insulation. It might be possible to find the insulation at a local hardware store. When installing this insulation, be careful not to bend or pull on either of the lines as this might cause the lines to crimp or to develop a crack which would result in a refrigerant leak. (NOTE: ONLY the larger line needs insulation. The smaller copper line does not require insulation.)

    Then, inspect the indoor HVAC unit:

  5. Change the air filters: The change in seasons is usually a good time to replace your indoor air filters. According to the U.S. Department of Energy, the most important maintenance task that will ensure the efficiency of your air conditioner is to routinely replace or clean its filters. With the normal airflow obstructed, air that bypasses the filter may carry dirt directly into the evaporator coil and impair the coil’s heat-absorbing capacity. Replacing a dirty, clogged filter with a clean one can lower your air conditioner’s energy consumption by as much as 5% to 15%. You can find most common replacement filters at your local hardware store but you will need to know the size and model number of your current filter to ensure you get the right one. If it is too large or too small it will not work well and this could harm your system as well. Filters have a “MERV” rating. Developed by ASHRAE, the Minimum Efficiency Reporting Value (MERV) rates filter performance on a scale of 1 to 16. The higher the MERV value the more efficient the filter is at trapping airborne particles. For example, a MERV7 filter is a good common rating for the common 1” size range.

How to change your indoor air filter:

  1. Check the coil “condensate” drain: This drain, which is usually plastic, is located on the indoor air handler and is used to remove the moisture collected from the humid air in your home while the air conditioner is running. Since the coil’s temperature is lower than the ambient air, water from the air will condense on the coil and drip into the tray below. This condensed water needs to flow to a drain or the tray will fill up and flood the unit or potentially spill water out below your indoor unit and into your home which could cause a costly mess in a finished area. Check to make sure the line is in the proper place and has not been bumped or broken over the winter months. Inspect it to see that it will drain to the appropriate location. After start up, on a hot, humid day when your AC has been running a lot, it is a good idea to check this line again to make sure it is draining properly and not leaking.
  2. Clean the supply vents and return grills: Make sure that all supply/return air grills and vents are open and free of debris. It would also be good to use the vacuum to remove any pet hair or dust that might have accumulated during the previous season along with any obstructions which restrict proper airflow to and from your air handler. Some houses have separate winter and summer supply vents, or house zoning, and some even have separate systems – one for heating and one for cooling. If you have a system like this you might have put extra plastic material over the AC vents to prevent drafts during the colder season and throughout winter. If so, it is important to remove these before you turn on the AC or you will not have proper airflow back through the system and this could cause severe damage. In general, cleaning all vents at the beginning of every season is a good idea.
  3. Turn it on and make sure it works: After going through the checklist, wait for a nice, hot day when you have some time to spare. Turn the system on and check to make sure you have cool air coming out of the indoor vents for the first few minutes after starting it, and then every couple of hours throughout the day. After the first few minutes, you should feel cool air coming out of the registers. If no air is coming out (or if the air coming out does not feel cool), then something might be wrong and you should immediately turn the system off at the thermostat. You can go through the checklist one more time and then try it again. If the problem persists, turn the system off and call a good HVAC contractor who can diagnose the problem. Leaving the system turned on when it’s not running properly can cause a lot of damage. It never hurts to ask an HVAC professional to help diagnose the issue if your system is not working properly.

In summary, a brief inspection of your system now could help keep your system running worry-free through the heat of the summer. While performing this general inspection, take note of the overall system health in order to assess the likelihood of a problem down the road. If your system is old and has endured an unusually harsh season, it might be time to call for help. A qualified technician can help you complete a much more thorough spring technical inspection to avoid system failure in the hottest months of the year. Technicians can also help address any further concerns you have, so be sure to let the contractor know what you found during your own spring inspection.

To download the infographic in PDF, click here.

Read next: 5 Things to Know About Smart HVAC Maintenance

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28 thoughts on “Spring Cleaning: Homeowner’s Checklist for HVAC Maintenance

  1. Thank you for these comprehensive tips! Another tip to ensure your HVAC system runs efficiently during the spring and summer is to check and clean the condensate drain line. Over time, this drain line can become clogged with dirt, algae, or mold, causing water to back up and potentially damage your HVAC system or create water damage in your home. Regularly inspecting and flushing the drain line with a mixture of water and vinegar can prevent blockages and ensure proper drainage, keeping your system running smoothly and efficiently.

  2. Spring is an ideal time to perform HVAC maintenance to ensure your system is ready for the warmer months ahead. Here’s a comprehensive checklist for homeowners to follow:

    Replace Air Filters: Start by replacing the air filters in your HVAC system. Dirty filters restrict airflow and decrease efficiency. Replace filters according to manufacturer recommendations or more frequently if you have pets or allergies.

    Clean Vents and Registers: Vacuum and dust vents and registers to remove any accumulated dirt, dust, or debris. Ensure they are unobstructed to allow for optimal airflow throughout your home.

  3. Great tips! Another little tip often overlooked is sealing and insulating your ductwork. Even with a well-maintained system and clean filters, leaky ducts can significantly reduce your system’s efficiency. According to the U.S. Department of Energy, about 20 to 30% of the air that moves through the duct system can be lost due to leaks, holes, and poorly connected ducts. Simple steps like using metal tape or mastic sealant to seal any leaks and insulating ducts that pass through unheated spaces can make a big difference in your system’s efficiency.

  4. Hi there! Thank you for sharing such valuable and helpful information. By the way, it’s standard to change an AC’s air filter every three months. But we recommend changing it every 2-3 months, especially if you have seasonal allergies or pets. Regarding MERV filters, a common recommendation for residential use is to check them every 3 to 6 months.

  5. Indeed, the higher the MERV rate, the more efficient the filter is at trapping airborne particles. However, high-rated MERV filters can restrict airflow, making the system work harder and consume more energy. Before using a high-MERV filter, check if your HVAC system is compatible with it. For most homes, filters with ratings from 6 to 13 work just fine.

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