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When to Schedule HVAC Maintenance With Your Clients

Last updated: 04-03-2021

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When to Schedule HVAC Maintenance With Your Clients

As an HVAC professional, you’ve probably seen firsthand just how important regularmaintenance on heating and cooling equipmentcan be. It’s the exact reason that a 20-year-old furnace can run reliably if it’s been properly maintained —andwhy a five-year-old unit can begin to have problems if it hasn’t been cared for.

All HVAC professionals can agree that regular maintenance is important. But exactly how often should HVAC maintenance be scheduled with clients — and how long do HVAC units last with proper care? There’s really no “one size fits all” answer here, but some general recommendations and considerations are worth keeping in mind.

In general,HVAC inspections and tune-upsshould be scheduled for commercial clients at least twice a year. In most cases, this will mean performing maintenance on a commercial air conditioning unit sometime during the spring months and maintenance on the commercial heating system sometime towards the end of the summer or early fall.

Of course, some factors may influence the frequency with which these systems should be inspected and maintained, or the exact services included. In general, a commercial HVAC inspection and tune-up should include:

In some cases, you may recommend that clients schedule more frequent HVAC inspections and tune-ups. If the unit itself is older (15+ years), it needs more care to keep running efficiently.

With the right preventative maintenance schedule, a commercial HVAC system can easily last 15 years or more.

In addition to knowing how often to schedule HVAC maintenance with your commercial clients, it’s important to push regular maintenance and tune-ups with your residential clients, as well. Much like with commercial equipment, a twice-annual inspection works for residential HVAC equipment (furnaces, air conditioners and heat pumps). This should include one visit to service the air conditioner during the spring months (before temperatures get too hot) and one visit sometime before the winter months to service the furnace or heat pump.

Residential inspectionsshould generally include the same services as a commercial inspection. If a home does not have a zoning system installed, there will not be zone dampers to inspect.

Once again, this frequency may vary depending on the age of the system, as well as its condition and how often it is used. With proper maintenance, a residential HVAC unit life expectancy should be up to 25 years.

HVAC maintenance can keep heating and cooling systems running smoothly and efficiently for years to come. These regular tune-ups can also save business owners and homeowners a lot of money on larger repairs down the road, though it can take some convincing to get a client on a scheduled service plan. By communicating the benefits to your clients and being transparent about the services included, you can get your commercial and residential customers onboard.

For more information or help purchasing parts and supplies,contact our CE teamtoday.


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