1 Aug 2022

HVAC systems play a critical role in keeping homes comfortable through varying seasons, that’s why it’s important to keep them running in tip-top shape with regular maintenance.

While an HVAC system typically has a lifespan ranging from 10 to 25 years, the durability of the HVAC components directly affects this number. In this HVAC tune-up checklist, Napoleon will discuss what one need to do to keep the HVAC running at peak performance.

General reminder

Basic HVAC tune-up or regular maintenance done by homeowners should NOT take the place of professional inspection and maintenance.

As a general rule, HVAC systems need to be checked and/or serviced by a professional at least once a year. However, if signs of damage or issues show up earlier, it’s best to get immediate professional assistance.

Types of HVAC and their components

Before anything else, let’s talk about the different types of HVAC systems. These systems have differences in their components, and therefore have different HVAC tune-up/maintenance needs.

  • Split system
    • The most common type of HVAC system found in homes
    • Has two main units: a cooling system outside and a heating system typically found in the basement or a similar kind of storage space
  • Hybtid split systems
    • Known for providing greater energy savings because of seasonal adaptability
    • Also known as a “dual-fuel system”
    • Has units installed inside and outside the house
  • Ductless systems
    • A relatively new type of HVAC system
    • Does NOT need ductwork to function
    • Also has units installed inside and outside the house, perfect for garage transformation, sun room, or larger homes that need heating and cooling
  • Package heating systems
    • Combines heating and cooling in one packaged unit as a dual solution
    • Typically installed beside the house or on the roof

Components found in split systems

Following are the components found in split systems:

  • Air conditioner (for cooling) – the condenser and compressor are in an outdoor unit, but also has an indoor component
  • Gas furnace (for heating) – installed inside
  • Ducts

Components found in hybrid split systems

Following are the components found in hybrid split systems:

  • Heat pump (for heating or cooling) – installed outside
  • Air handler (for moving air around) – typically used with the heat pump but installed inside
  • Gas furnace (for heating) – installed inside
  • Ducts

Components found in ductless systems

Following are the components found in ductless systems:

  • Condenser unit – installed outside
  • Air handlers (for moving air around) – typically used with a heat pump but these are installed inside

Components found in packaged systems

Following are the components found in packaged systems:

  • A packaged HVAC unit containing the compressor, coils, and air handler
  • Ducts

HVAC tune-up checklist for each component

  • Duct
    • Because dirt and dust in ducts can restrict the efficiency of the HVAC system, it is advisable to make sure that your ducts are cleaned regularly.
  • Packaged HVAC units

If one has a packaged HVAC unit, one needs to pay attention to two components, the ducts and the packaged unit itself. Here are some notes on maintenance or HVAC tune-up tips for packaged HVAC units.

  • Tips for packaged HVAC units:
    • Before doing anything, make sure that the power to the HVAC is turned off.
    • Check to make sure that the condensation line of the packaged unit is free of blockages.
    • One should call a professional  if any worn-out or loose electrical lines is seen.
    • Remove debris and vegetation that is on or beside the unit.
    • Remove any leaves or debris inside the packaged unit. Carefully vacuum the area to remove loose dirt.
    • Clean the condenser fins (follow manufacturer instructions for this).
    • Change the air filters regularly.

Outdoor air conditioner

Air conditioner units are usually used in split systems and duct-free systems. Typically, these air conditioners have an outdoor compressor and condenser, as well as an indoor unit. Here are some simple steps to take when tuning up this type of unit:

  • Clean or replace the air conditioner’s filters every 90 days or so. This could involve cleaning the filters on the indoor wall mounted ductless units, or changing/cleaning furnace air filter in split units.
  • Make sure the drain line is clean and unblocked.
  • Clean the condenser fins (follow manufacturer instructions for this).
  • Remove any dirt, leaves, or debris that are near the outdoor unit.
  • One should consider getting a condenser cover for outdoor unit. 

Gas furnace

The gas furnace is a component usually found in split systems and hybrid split HVAC systems. Here’s the HVAC tune-up checklist for this specific component:

  • Clean or replace the furnace’s filter regularly.
  • Every now and then, check to see if the blower motor is functioning properly.
  • Every now and then (especially in the snowy season), inspect the exhaust flue to ensure that it is clear and unobstructed - this goes doubly if it is located closer to the ground. The flue is usually a PVC pipe coming off the side or back of the house.
  • One should pay a professional to clean the gas furnace at least once every year - can be bundled with the annual HVAC inspection.

Heat pump & Air handlers

Heat pumps and air handlers are usually used in hybrid-split and duct-free HVAC systems. Here are the HVAC tune-up tips for these components:

  • Both heat pumps and air handlers generally have filters; make sure to clean these filters every 12 weeks.
  • Because heat pumps are located outside, make sure that the unit is free of dust and debris.
  • Prevent weeds and shrubs from growing near or around the outdoor heat pump.

Problems with HVAC system

If one performs the above HVAC tune-up tips regularly, it will help the system run without issues

If one performs the above HVAC tune-up tips regularly, it will help the system run without issues for a long time. However, if one notice any problems with the HVAC system such as leaks, loose wires, weird sounds, poor performance, and so on, it’s best to consult a professional.

To learn more about troubleshooting HVAC problems, check out this guide: HVAC Troubleshooting Tips for Common Problems.

Durable and long-lasting HVAC

The pointers in this HVAC tune-up checklist will help extend the lifespan of the system. However, in some cases, replacing a component may be necessary.

If you’re looking for high-quality, durable, and efficient replacement components for the HVAC system, check out Napoleon’s collection of gas furnaces, air conditioners, heat pumps, air handlers, and ductless systems.