What’s Included in a Heat Pump Maintenance Checklist?

HVAC Logo IconBy Tom MoorJanuary 31, 2024

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Man changing HVAC air filter

Purchasing a new HVAC system is a significant financial investment for homeowners. To ensure your heat pump system operates efficiently for years to come, it’s crucial to ensure regular maintenance is performed.

HVAC.com, your trusted advisor for all things HVAC-related, discusses the importance of regular heat pump maintenance, shedding light on how often it should be performed and what’s included in a heat pump maintenance checklist.

How Often Should a Heat Pump Tune-Up Be Performed?

If you operate your heat pump system year-round, maintenance should be performed twice a year – once in the spring before the arrival of warmer weather and again in the fall before the colder months set in to ensure optimal performance and longevity.

Regular heat pump maintenance is crucial for identifying and addressing minor issues before they balloon into bigger, more costly problems. Neglecting professional HVAC contractor maintenance may void the system’s warranty, leaving you responsible for repairs or premature replacement.

Additionally, this upkeep not only extends the heat pump’s lifespan but also leads to lower energy consumption, reducing utility costs and minimizing environmental impact.

What’s Included in a Heat Pump Maintenance Checklist Visit?

The following tasks are typically performed during a heat pump maintenance visit:

  • Inspect for refrigerant leaks. If the system is low on refrigerant, you can weigh the costs of recharging the system versus replacing it with your HVAC contractor.
  • Check all electrical connections and tighten and clean them if necessary.
  • Lubricate motors and all other moving parts.
  • Inspect belts for tightness and wear.
  • Check thermostat settings.
  • Check system controls.
  • Check and inspect the condensate drain (in cooling mode) for clogs that can cause water leaks and humidity issues.
  • Check the condenser and evaporator coils for dust and dirt that can restrict your heat pump’s ability to cool, reducing the system’s lifespan and increasing energy costs.
  • Inspect and optimize blower elements to ensure optimal airflow within the system, enhancing overall comfort levels.

DIY Heat Pump Maintenance Checklist

In between professional maintenance visits, homeowners should perform the following DIY heat pump maintenance tasks:

Replacing Air Filters

Air filters are responsible for catching contaminants, including dust, pet dander, and more which can cause a host of issues. When your filters are clogged or dirty, they restrict airflow, which leads to reduced efficiency and higher energy costs. This simple task should be performed every 2-3 months or according to the manufacturer’s guidelines.

Clearing Debris Around the Outdoor Unit

Your heat pump’s outdoor condenser unit should be free of debris such as dirt, leaves, and twigs. Remove any debris or obstructions that can hinder airflow. A clear space around the unit allows for better heat exchange and helps the system operate efficiently.


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