HVAC Rooftop Unit preventive maintenance checklist
If you look after HVAC Rooftop Unit equipment, you already know the failures: clogged filters, dirty coils and refrigerant issues found only when the office is 30 degrees.
This checklist gives you 4 ready-to-use PM tasks with frequency, trade, estimated hours, step-by-step procedure, parts, safety requirements and pass/fail criteria. Import it into your CMMS or print it for the technician.
Where to get the HVAC Rooftop Unit checklist
This set ships inside the Maintenance Planner Toolkit with the other 10 asset classes. Want to try the format first? The belt conveyor checklist is free, direct CSV, no signup.
Get the toolkit, $99What is in the checklist
| PM task | Frequency | Pass / fail |
|---|---|---|
| Quarterly RTU service HVAC, 1.0 h, downtime: No | Quarterly | Temperature split within design; drain clear |
| Annual RTU inspection (licensed) HVAC Contractor, 2.0 h, downtime: Yes | Annual | Combustion within limits; no heat exchanger cracks |
| Monthly RTU filter and drain check Mechanical / Facilities, 0.5 h, downtime: No | Monthly | Filters clean; drain flows; no ice; supply air temperature within 3 degrees of setpoint |
| Semi-annual RTU seasonal changeover HVAC, 1.5 h, downtime: Yes | Semi-annual | Coils clean; belts within tension spec; heat or cooling stage fires and holds without fault |
Sample procedure: Quarterly RTU service
QuarterlyHVAC1.0 h
- Replace filters.
- Inspect belts and pulleys, tension or replace.
- Clean condenser coil.
- Check condensate drain and pan.
- Check economizer damper operation.
- Record supply and return temperatures.
- Check for refrigerant oil stains.
Parts: Filters, belts. Safety: Roof access and fall protection; LOTO for belt work.
Want the rest?
The HVAC Rooftop Unit checklist is one of 11 asset classes in the Maintenance Planner Toolkit: 39 PM tasks, an asset register template, a parts min/max calculator, a weekly KPI dashboard, a compliance calendar and a 90-day setup guide. Built by a working maintenance planner, not a software vendor.
See the full toolkit, $99