Preventative Maintenance Checklist

The old adage is true: an ounce of prevention is worth a pound of cure. That’s why we encourage all Trane owners to perform preventative maintenance. Below you’ll find our Preventative Maintenance Checklist, which is our proven method to keep your system in the pink and your home in constant comfort.

When to schedule maintenance:

• If your system heats and cools your home:
  Perform maintenance in the spring and fall.
• Cooling-only:
  Perform maintenance at least once a year, before the cooling season.
• Heating-only:
  Perform maintenance at least once a year, before the heating season.

Outdoor units

You should expect your service technician to:

• Inspect unit for proper refrigerant level and adjust if necessary
• Clean dirt, leaves and debris from inside cabinet
• Inspect base pan for restricted drain openings—remove obstructions as necessary
• Inspect coil and cabinet—clean as needed
• Inspect fan motor and fan blades for wear and damage—on older models lubricate as needed
• Inspect control box, associated controls/accessories, wiring and connections. Controls may include contactors, relays, circuit boards, capacitors, sump heat and other accessories. All control box and electrical parts should be checked for wear or damage.
• Inspect compressor and associated tubing for damage

Indoor units

• Inspect and clean blower assembly (includes blower housing, blower wheel and motor)
• On older models, lubricate motor and inspect and replace fan belt if needed
• Check combustion blower housing for lint and debris and clean as necessary
• Inspect evaporator coil, drain pan and condensate drain lines. Clean as needed
• Inspect for gas leaks in gas furnaces
• Inspect burner assembly—clean and adjust as needed
• Inspect ignition system and safety controls—clean and adjust as needed
• Inspect heat exchanger or heating elements
• Inspect flue system—check for proper attachment to the furnace, any dislocated sections, and for signs of corrosion. Replace if necessary
• Inspect control box, associated controls, wiring and connections
• Clean or replace air filters
• Inspect conditioned airflow system (ductwork)—check for leaks

While your system is operating

• Monitor system starting characteristics and capabilities
• Listen for abnormal noise
• Search for source of unusual odors
• Monitor air conditioning and heat pump systems for correct refrigerant charge
• Measure outdoor dry bulb temperature
• Measure indoor dry and wet bulb temperature
• Measure high and low side system pressures
• Monitor gas furnace for correct line and manifold gas pressure—make adjustments as needed
• Measure temperature rise and adjust airflow as needed
• Check vent system for proper operation
• Monitor system for correct line and load volts/amps
• Monitor system operation per manufacturer's specifications
• Provide system operation report and recommend repairs or replacement as necessary

NOTE: Trane recommends all maintenance and service work be performed by a professional air conditioning and heating dealer that holds the appropriate credentials to install and service air conditioning and heating equipment.