These lists are a starting point. Your equipment manuals, insurer and local regulations come
first, and the right interval for a task is the one your own failure history supports. Always
isolate equipment before working on it.
HVAC: air handlers and rooftop units
| Frequency | Check |
|---|
| Monthly | Inspect and replace air filters as needed |
| Monthly | Check belts for wear and tension; check for unusual noise or vibration |
| Monthly | Confirm thermostat and controls respond and setpoints are correct |
| Quarterly | Clean condensate drain pans and lines; check for leaks |
| Quarterly | Inspect coils; clean if dirty |
| Annually | Check refrigerant pressures and electrical connections; lubricate bearings if required |
| Annually | Inspect dampers, actuators and economizer operation |
Centrifugal pumps
| Frequency | Check |
|---|
| Daily | Listen for unusual noise; check for leaks at the seal or packing |
| Weekly | Record suction and discharge pressure and motor current |
| Monthly | Check vibration and bearing temperature against your baseline |
| Quarterly | Inspect coupling alignment and guard; tighten mounting bolts |
| Annually | Lubricate or replace bearings per the manual; inspect impeller and wear rings when opened |
Air compressors
| Frequency | Check |
|---|
| Daily | Drain moisture from the receiver and filters (unless drains are automatic) |
| Daily | Check oil level and discharge temperature |
| Weekly | Inspect the intake filter; check for air leaks |
| Monthly | Test the safety relief valve; check belts |
| Every 2,000 to 4,000 run hours | Change oil and oil filter, separator and air filter per the manual |
Standby generators
| Frequency | Check |
|---|
| Weekly | Visual inspection: fluid levels, leaks, battery condition, control panel alarms |
| Monthly | Run under load for the period your code or manual requires; record readings |
| Monthly | Check battery voltage and charger; clean terminals |
| Semi-annually | Inspect belts, hoses, coolant and fuel quality |
| Annually | Change oil and filters; load bank test if the unit rarely runs under real load |
Forklifts (daily operator check)
| Item | Check |
|---|
| Forks and mast | Cracks, bends, chains and rollers |
| Hydraulics | Leaks, hose condition, lift and tilt operation |
| Tires and wheels | Wear, damage, inflation where applicable |
| Brakes, steering, horn, lights | Working before use |
| Battery or fuel | Charge level, connections, propane tank secure |
| Seat belt and guards | Present and working |
Report any failed item and take the truck out of service until it is fixed.
Fire pumps
| Frequency | Check |
|---|
| Weekly | Inspect pump house conditions, valves in the right position, controller showing normal |
| Weekly or monthly | Churn (no-flow) test for the period your fire code requires; record pressures |
| Annually | Flow test at rated capacity by a qualified contractor |
Fire protection testing intervals are set by your local fire code and NFPA 25; follow those over
this list.
Running checklists without the paperwork
Paper checklists get lost, filled in after the fact, or never looked at again. In Asset Infinity
each checklist is attached to a maintenance plan
that raises its work order on time, technicians complete it on their phones with readings and
photos, and a failed check raises corrective work on its own. Read more about
inspection management software.
