Demo resource — HVAC maintenance scope checklist
DEMO RESOURCE — a general planning checklist; have your technical team review it before business use.
Prepare for a commercial HVAC site assessment
A useful first conversation starts with operating context, equipment scope and the decisions your facilities team needs to make.
Before the visit
List the locations and property types involved.
Gather existing equipment and maintenance records where available.
Note known concerns without attempting unsafe inspection or repair.
Record operating hours and preferred work windows.
Identify the person who can agree access and the commercial scope.
Summarise the current maintenance arrangement and questions for the contractor.
Agree the next steps
Ask for clear included assets, tasks, exclusions, visit cadence, reporting and approval of additional work. This checklist is not technical servicing or compliance advice. Do not submit passwords, alarm codes or detailed security information through public forms.
