
To maintain your HVAC system and improve efficiency, you need to change your air filters regularly. This simple task can make a big difference, as a dirty filter can decrease airflow by up to 20%.
Regular cleaning of your condenser coils is also crucial. A dirty coil can increase energy consumption by up to 30%, so make sure to clean them every 2-3 months.
By following these easy steps, you can extend the lifespan of your HVAC system and save money on energy bills.
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Pre-Season Check-ups
Get your HVAC system ready for the changing seasons with a pre-season check-up. This is a crucial step in maintaining your system, and it's best to schedule it in the spring for cooling systems and fall for heating systems.
Contractors get busy once summer and winter come, so it's essential to book a check-up in advance. ENERGY STAR has a maintenance checklist that outlines what you should expect your contractor to do during these visits.
Regular maintenance can lower your heating and cooling bill, and it's surprising how often people neglect this aspect of HVAC care. If it's been over a year since your last tune-up, you're at a higher risk for problems occurring, especially during the hot summer months.
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Annual Pre-Season Check-ups
Scheduling annual pre-season check-ups is a great way to stay ahead of potential issues with your heating and cooling system. Contractors get busy once summer and winter come, so it's best to schedule a checkup of the cooling system in the spring and the heating system in the fall. ENERGY STAR has a maintenance checklist of what you should expect your contractor to do during these visits.
Having a maintenance tune-up can actually lower your heating and cooling bill. A tune-up can catch problems before they spiral out of control, and it can even lower your energy bill. If you want to keep your air conditioning unit in good shape, AC maintenance can help to lengthen its lifespan.
Adopting a seasonal maintenance routine for your system can help you stay comfortable during the coldest and hottest times of the year. This is especially true for those triple-digit days when you don't want to sit in your home without AC.
As a homeowner, there are certain things that you will not be able to do yourself, such as checking coolant levels and cleaning ducts. Getting professional cleanings and home inspections will help you keep an eye out for major system malfunctions and be on top of general maintenance.
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Shut Off Power

Before you start inspecting your HVAC system, make sure to shut off power to the unit at the source. This is crucial to prevent serious injury.
First, locate the shutoff box next to the exterior condenser unit, which is the large system on the side of your house. Turn off the power at this box.
Next, head to the breaker box and turn off the power to the unit. This will ensure that you're working with a completely safe system.
If you notice any electrical connections with condensation, rust, or other residue, take a closer look. You may need to call in a professional to take a look at your outdoor unit.
Inspecting your electrical connections is a great opportunity to identify potential issues before they become major problems.
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Air Filter Maintenance
Inspecting and cleaning or changing your air filter is a crucial part of HVAC system maintenance. A dirty air filter will cause your heating and cooling system to work harder to distribute air throughout your home, increasing energy costs and potentially damaging your equipment.
You should check your air filter once a month in your central air conditioner, furnace, and/or heat pump. If it's dirty, take action by cleaning it if your system has a reusable filter or replacing it if your system requires a new one. Your contractor can show you how to replace or clean your filter on one of their maintenance visits.
A dirty air filter can lead to a daily buildup of dust, debris, and other particles, causing your air conditioner to work much harder and increasing your energy bill. Regularly replacing or cleaning the air filter can lower the load that the HVAC unit has to clean.
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Inspect and Clean or Replace Air Filters
Inspecting and cleaning or replacing air filters is a crucial part of air filter maintenance. It's essential to check your air filter once a month in your central air conditioner, furnace, and/or heat pump.
A dirty air filter will cause your heating and cooling system to work harder, increasing energy costs and potentially damaging your equipment. This can lead to early failure, which is not what you want.
You can either clean the filter if your system has a reusable filter or change it if your system requires a replacement. If you're not sure how to replace or clean your filter, get your contractor to show you how to do it on one of their maintenance visits.
The air filter should be periodically washed or replaced, depending on the manufacturer's instructions. A dirty air filter will not only degrade indoor air quality, but it will also strain the motor to work harder to move air through it, increasing energy costs and reducing energy efficiency.
You should replace your filter every 30 days during heavy use during the cooling seasons. This can help ensure proper airflow and prevent your air conditioner from working harder than it needs to.
Regularly replacing or cleaning the air filter can lower the load that the HVAC unit has to clean, making it work more efficiently. This can help lower your energy bill and prevent the risk of it breaking down from problems.
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Leave Air Vents Open
Leaving air vents open is a simple yet effective way to maintain your air filter. Closing them can actually damage your heating and air conditioning unit.
This is because closing the vents increases the pressure load on the system, which can lead to air leaks and reduced performance. Your air conditioner still takes the same amount of electricity to operate, even if the vents are closed.
Instead of closing vents, consider installing a zone control system to better manage airflow. Keeping your heating and air conditioning unit well maintained is also crucial for optimal performance.
Closing vents can also cause the cooling fan to work harder, which can lead to premature wear and tear on the unit. This can result in costly repairs down the line.
Here are some alternative ways to lower your energy bill:
- Install a zone control system.
- Keep your heating and air conditioning unit well maintained.
- Close the blinds and shades.
- Use fans on the days where it’s needed.
HVAC System Maintenance
Having a maintenance tune-up can lower your heating and cooling bill. Regular maintenance can prevent problems from occurring, especially during hot summer months.
You should schedule preventive maintenance seasonally to stay comfortable during the coldest and hottest times of the year. This can be done once or twice a year, depending on your system's needs.
Performing a yearly HVAC maintenance checklist can go a long way toward keeping your system at its best. May is a great month to do this, as the cooling season is over but the summer heat hasn't yet set in.
Checking the ducts regularly is an important aspect of air conditioning maintenance. Leaky ductwork can cost you up to 30 percent more on your energy costs, according to Energy Star.
To check the air ducts, you'll need to turn on the furnace and air conditioner, then climb to the attic and lay plywood over the joists. Next, you'll move the insulation ducts if needed and feel for air in your hand near the duct joints.
Professional maintenance is also essential, as there are certain things you won't be able to do yourself, such as checking coolant levels and cleaning ducts. Getting professional cleanings and home inspections will help you stay on top of general maintenance and catch major system malfunctions before they happen.
HVAC System Performance
To keep your HVAC system performing at its best, it's essential to change the air filter regularly. This can be done by locating the current filter, which is usually accessible on the side or bottom of your unit, and replacing it with a new one, making sure the arrows on the filter and the furnace or blower unit point in the same direction.
Performing regular HVAC maintenance is also crucial, and a good time to do it is in May, after the cooling season is over. This will help ensure the lifespan of your unit and prevent other problems from arising.
Keeping the unit's surroundings clear is also important, with a safe clearance of around 12 inches recommended. This will help your HVAC unit work efficiently and prevent issues from popping up.
Keep System Running at Peak Performance
To keep your system running at peak performance, it's essential to stay on top of maintenance.
Check your owner's manual for details on what's causing issues and how to resolve them. This will help you identify and address problems before they become major concerns.
Performing an annual HVAC maintenance checklist is a great way to ensure your system is running efficiently. May is a good time to do this, as it's after the cooling season but before the heat sets in.
Setting your HVAC unit at the optimal temperature can also make a big difference. This temperature will vary depending on personal comfort, but finding it can help your system use energy more efficiently.
Poor Sealing and Insulation
Poor sealing and insulation can have a significant impact on your HVAC system's performance. Up to 20 to 30 percent of the air that moves through the duct system is lost due to leaks, holes, and poorly connected ducts.
Sealing air leaks in your ducts is a great place to start. Use mastic sealant or metal tape to seal any air leaks, and insulate all the ducts that you can access, such as those in attics, crawlspaces, unfinished basements, and garages. Don't use duct tape, as it's not long-lasting.
Properly sealing your ducts can help your HVAC system work more efficiently. In fact, many homeowners choose to work with a professional contractor for duct improvement projects. Most heating and cooling equipment contractors also repair ductwork.
Some common places for drafts in the home include chimneys, windows, doors, attics and basements, and electrical outlets. Consider upgrading to newer and more energy-efficient windows to keep from losing cooling and heating through them.
To identify areas where air may be leaking in or out, check for gaps around windows and doors, as well as any poorly sealed electrical outlets. You can add weatherstripping or seal gaps around your house yourself, or hire a professional to do an energy audit and suggest next steps.
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Cleaning and Maintenance
Cleaning your HVAC system is crucial to its performance and longevity. You should check your air filter once a month and clean or replace it if it's dirty, as a dirty filter can increase energy costs and damage your equipment.
Regular maintenance tune-ups can also lower your heating and cooling bill and catch problems before they spiral out of control. It's recommended to have your HVAC unit serviced at least once a year, especially over the hot summer months.
Cleaning the condensate drain line, condenser and evaporator coils, and exterior condenser unit are all important tasks to keep your system running smoothly. You can use a garden hose with a spray head to clean the fins, or a vacuum cleaner's soft brush attachment if the hose won't reach.
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Seal Home Against Drafts
20 to 30 percent of the air that moves through the duct system is lost due to leaks, holes, and poorly connected ducts. This results in higher utility bills and difficulty keeping the house comfortable.
To stop air infiltration during the cold months, close the doors and windows and ensure a good weather seal on the home before turning on the HVAC system. This will help you avoid losing heating and cooling through gaps.
The most common places for drafts in the home include chimneys, windows, doors, attics and basements, and electrical outlets. You can seal these gaps with weatherstripping or sealants.
Sealing air leaks using mastic sealant or metal tape and insulating accessible ducts can be done by homeowners themselves. However, it's recommended to work with a professional contractor for duct improvement projects.
Here are some areas to focus on when sealing your home against drafts:
- Chimneys
- Windows
- Doors
- Attics and basements
- Electrical outlets
By sealing these gaps, you can improve system efficiency and reduce energy costs.
Check the Ducts
Regular duct checks can save you money and ensure your HVAC system runs efficiently. Leaky ductwork can cost you as much as 30 percent more in energy costs.
You can check for leaks by turning on the furnace and air conditioner, then climbing to the attic and laying plywood over the joists. Next, you'll feel for air near the duct joints, where the ducts are connected.
A big leak is quite obvious, but smaller ones may require a smoke pencil or incense to detect. You can also use a fog machine to find leaks by looking for the exit points with the fog.
If you find leaks, you can tape over the room vent with plastic sheets and painter's tape, and apply foil-faced tape and mastic to seal them. Alternatively, you can call in a professional to handle the problem.
Leaky ducts can also be identified by seeing insulation debris blowing through the ventilation system. Regular cleaning and maintenance can help prevent these issues and keep your system running smoothly.
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Wipe Away Dust
Dust can accumulate quickly around your HVAC unit, causing costly problems that can lead to a breakdown. You should regularly spend time clearing out the vegetation in the unit and check it for debris regularly.
Leaves, grass, dirt, and even branches have been known to infiltrate your furnace and air conditioner, causing a bunch of costly problems. This can be especially true after a strong wind storm.

To prevent this issue, keep the outdoor condenser unit free of any obstructions and rinse it gently with a garden hose a few times a year. Just make sure to turn the power off to the condenser unit before rinsing it down.
Clearing debris around the unit is essential for its proper ventilation and to prevent damage. Start by trimming back any foliage that might be growing too close to the unit and clear any dirt, leaves, cobwebs, or other debris from around the unit.
Keeping the area around your HVAC unit clear of debris can help ensure the lifespan of your unit and prevent other problems from popping up. A safe clearance of your air conditioning unit is around 12 inches.
DIY Tasks and Tips
Before you call a technician to service your system, take care of these DIY tasks to ensure your HVAC system runs efficiently. Clean or replace any filters inside your system's indoor unit to improve air quality and extend the life of your system.
It's also essential to clear away any dirt, leaves, and debris from your system's outdoor unit. Keep plants, weeds, shrubs, and other vegetation at least 18 inches away from your outdoor unit to avoid debris buildup.
To identify potential issues, listen closely for any strange noises when your system starts. If you hear any unusual sounds, call a technician to inspect the problem more closely.
Here are some key tasks to check off your maintenance to-do list:
- Clean or replace filters
- Clear outdoor unit debris
- Check for leaks or holes
- Listen for strange noises
- Perform a smell test
- Keep vents clear
DIY Tasks
Before you start calling in the experts, take a closer look at some DIY tasks you can tackle yourself. Cleaning what you can is a great place to start, so make sure to clean or replace any filters inside your system's indoor unit, and clear away any dirt, leaves, and debris from your system's outdoor unit.
Pro tip: Keep plants, weeds, shrubs, and other vegetation at least 18 inches away from your outdoor unit to avoid debris buildup.
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Leaks can be a real problem, so check for any holes or leaks in your system's ductwork, evaporator coil, or cabinet.
Listen closely for any strange noises when your system starts, and if you hear anything unusual, it's time to call in a technician.
Performing a smell test is also important - take note of any suspicious or unusual odors when your system starts, and if you smell anything strange, call a technician to identify the issue.
Here are some common DIY tasks to keep in mind:
- Clean or replace filters inside your system's indoor unit
- Clear away dirt, leaves, and debris from your system's outdoor unit
- Check for leaks or holes in your system's ductwork, evaporator coil, or cabinet
- Listen for strange noises when your system starts
- Perform a smell test when your system starts
- Keep your vents clear by moving furniture, drapes, rugs, etc.
By taking care of these tasks, you'll be able to identify and fix any issues before they become major problems.
Oil the Motor
Oil the Motor is a crucial DIY task that can save you money and extend the life of your equipment. Check your owner's manual for specific instructions on how to do it.
The best time to oil the motor is while the air handler is still opened. This allows you to access the motor easily.
Make sure to follow the instructions in your owner's manual carefully, as the type and amount of oil required may vary depending on the specific model of your air handler.
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Professional Maintenance
Professional maintenance is crucial to keep your HVAC system running smoothly. You should have your air-conditioning and heating system professionally inspected once or twice a year.
Regular professional cleanings and home inspections can help you catch major system malfunctions before they happen. This can save you from costly repairs and ensure your comfort during the coldest and hottest times of the year.
A tune-up can catch problems before they spiral out of control, and it can even lower your energy bill. If you want to keep your air conditioning unit in good shape, AC maintenance can help to lengthen its lifespan.
As a homeowner, there are certain things that you will not be able to do yourself, such as checking coolant levels and cleaning ducts. Getting professional cleanings and home inspections will help you stay on top of general maintenance.
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Troubleshooting and Repair
Delaying repairs can lead to increased costs, as the problem worsens and the cost to fix the HVAC system increases.
Homeowners should call for repairs as soon as they can, even if the unit is still functional, as the issue can escalate and become more expensive to fix.
If you've attempted DIY repairs, be sure to mention what you've done to the technician to ensure they're aware of the situation and can provide the best possible solution.
When to Call a Technician
If your energy bills are increasing despite using your HVAC system as usual, it's a sign that something's off and a technician should take a look.
Utility bills that rise without a change in usage can indicate a malfunction in one or more components of your system.
Bent or damaged fins on your air conditioner or heat pump's outdoor unit can trap heat inside, causing performance and temperature issues.
If you smell electrical burning, turn off your unit immediately and call a technician - it could mean a malfunction or electrical issue.
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Your HVAC system's consistency is key to your comfort, and if it can't maintain consistent temperatures, it's time to call in a professional.
Excessive water, such as from a flood, can seriously damage your unit's electrical systems, making it a job for a technician, not a DIY project.
Here are some situations that require a technician's expertise:
- Your energy bills keep rising
- Your comfort isn’t consistent
- Your unit’s fins are damaged
- Your unit takes on a lot of water
- You smell electrical burning
Restart Your HVAC
If your HVAC system is acting up, don't delay repairs just because it's still working. This can lead to increased costs down the line.
Homeowners often put off repairs, but it's essential to address the issue as soon as possible to prevent the problem from getting worse.
The cost to fix the HVAC system may increase as the problem worsens, so it's best to call for repairs as soon as you can.
HVAC System Checklist
To keep your HVAC system running smoothly, start by checking the air filter every month. Locate the current filter, which is usually easily accessible on the side or bottom of your unit, possibly behind a door or in a bracket.
Change the air filter every 1-3 months, depending on usage. Before you pull out the old filter, look for the arrow on the side, indicating which way to put the new filter in. The arrows should always point towards the furnace or blower unit.
Perform the HVAC maintenance checklist once a year, ideally in May when the cooling season is over but the summer heat hasn't yet set in. This will help you catch any issues before they become major problems.
Consult your owner's manual for specific guidance on what's causing your issues and how to resolve them. Your local hardware store will also carry filter replacements and other necessary supplies.
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