🏢 1. Introduction – Why a Maintenance Schedule Matters
When you manage a 6–10 ton commercial packaged AC & gas furnace unit, you’re not just running equipment—you’re managing an investment worth tens of thousands of dollars.
Skipping maintenance = higher costs.
-
A clogged coil can raise energy bills by 15–20%.
-
Ignoring burner inspections can lead to unsafe carbon monoxide leaks.
-
Poor refrigerant charge can cut cooling efficiency by 30% or more.
Unlike residential systems, commercial packaged units run longer hours, serve larger spaces, and operate in harsher conditions (especially on rooftops). That means they need a structured, year-round maintenance schedule to:
-
Keep operating costs low
-
Prevent unplanned downtime
-
Extend equipment lifespan
-
Maintain warranty coverage
📅 2. Monthly Checks
Even if you have seasonal service contracts, monthly check-ins catch small issues before they become big ones.
Tasks:
-
Inspect Air Filters – Dirty filters restrict airflow, stressing the blower and reducing efficiency. Replace if visibly dirty or after ~30 days in high-use environments.
-
Clear Debris – Remove leaves, trash, or nesting materials around the rooftop unit.
-
Listen for Unusual Sounds – Grinding, squealing, or rattling can signal bearing wear or loose components.
-
Quick Temperature Check – Verify supply air feels cooler (summer) or warmer (winter) than return air.
Jake’s Tip: Keep spare filters on-site—running without one “just until the new ones arrive” is asking for a coil cleaning bill.
🌸 3. Spring – Pre-Cooling Season Prep
Spring is your cooling readiness season. You want everything running at peak efficiency before summer’s high loads.
Tasks:
-
Inspect & Clean Condenser Coils – Use a soft brush or coil cleaner; dirty coils trap heat and reduce cooling output.
-
Check Refrigerant Levels – Low charge = higher energy use and potential compressor damage.
-
Test Economizer Operation – Make sure dampers open/close and sensors are functional; this can save big on mild days.
-
Inspect Belts & Pulleys – Look for cracks or fraying; worn belts can slip and reduce airflow.
-
Verify Thermostat Calibration – Incorrect readings lead to poor comfort control and wasted energy.
Jake’s Tip: Schedule spring service before HVAC contractors get slammed with summer calls—you’ll get faster service and better pricing.
☀ 4. Summer – Peak Cooling Season Maintenance
Once summer hits, your unit is working at full capacity. This is the time to monitor performance closely.
Tasks:
-
Monitor System Pressures & Temps – Check suction/discharge pressures and superheat/subcooling values.
-
Check Condensate Drain Lines – Flush or vacuum lines to prevent water overflow into the building.
-
Inspect Electrical Connections – Look for discoloration, corrosion, or loose terminals caused by heat and vibration.
-
Confirm Airflow Balance – Measure CFM to ensure each zone is getting designed airflow.
Jake’s Tip: Install float switches in condensate pans—cheap insurance against costly water damage.
🍂 5. Fall – Pre-Heating Season Prep
Fall is the time to switch gears and prepare the heating side of your packaged unit.
Tasks:
-
Inspect & Clean Burners – Dust or rust buildup affects flame stability.
-
Test Ignition Systems – Whether spark or hot surface, ensure quick, reliable light-off.
-
Check Gas Line Connections – Use leak-detection fluid or an electronic sniffer.
-
Inspect Heat Exchanger – Look for cracks that could leak combustion gases into the airflow.
-
Lubricate Moving Parts – Blower bearings, damper linkages, and motor shafts.
Jake’s Tip: If your building uses propane, check tank fill level in fall to avoid winter delivery surcharges.
❄ 6. Winter – Peak Heating Season Maintenance
In winter, the heating side of your unit works hard—especially in cold climates.
Tasks:
-
Monitor Gas Pressure & Combustion – Compare readings to manufacturer specs for optimal burn.
-
Inspect Venting – Ensure flue is clear of snow, ice, or debris.
-
Check for Odors – Musty smells may indicate moisture; gas smells = shut down & investigate immediately.
-
Verify Staging – Multi-stage heating should ramp up smoothly without short cycling.
Jake’s Tip: Keep an eye on utility bills—sudden spikes can signal hidden efficiency issues.
🛠 7. Annual Comprehensive Inspection
Once a year, do the deep dive. This is often done during shoulder seasons (spring or fall).
Tasks:
-
Electrical System Check – Inspect contactors, relays, fuses, voltage, and amperage draws.
-
Deep Coil Cleaning – Both evaporator and condenser.
-
Refrigerant System Evaluation – Check for leaks, oil stains, and proper charge.
-
Review Maintenance Logs – Look for patterns in breakdowns or parts replacements.
-
Update Service Tags – Record all work done for warranty and compliance.
Jake’s Tip: Use the AHRI Performance Check to ensure your unit is still meeting rated EER/IEER values.
📑 8. Maintenance Log & Compliance
Keeping records isn’t just for your peace of mind—it’s often required.
-
Warranty Requirements: Many manufacturers require documented maintenance to honor claims.
-
Insurance Compliance: Some policies need proof of regular inspections.
-
OSHA & Local Code: Access ladders, tie-off points, and guardrails may be inspected during service.
Jake’s Tip: Digital logs make it easier to track service history and share with vendors.
📝 9. Jake’s Pro Tips for Long-Term Reliability
-
Change Filters on Time – Don’t stretch beyond recommended intervals.
-
Book Pre-Season Maintenance Early – Avoid emergency calls at premium rates.
-
Train In-House Staff – For basic visual checks and filter changes.
-
Use Quality Replacement Parts – Cheap components often fail sooner.
-
Don’t Ignore Small Problems – Unusual sounds, smells, or vibrations almost always mean trouble ahead.
✅ 10. Sample Seasonal Maintenance Schedule
Month/Season | Cooling Tasks | Heating Tasks | Shared Tasks |
---|---|---|---|
Monthly | Check filters, clear debris | — | Listen for unusual noises |
Spring | Clean coils, check refrigerant, test economizer | — | Inspect belts, calibrate thermostat |
Summer | Monitor pressures/temps, clear condensate lines | — | Inspect electrical |
Fall | — | Clean burners, test ignition, check gas lines | Inspect heat exchanger |
Winter | — | Monitor combustion, check venting | Verify thermostat staging |
Annual | Deep coil clean, refrigerant evaluation | Burner inspection | Electrical check, log review |