HVAC maintenance is one of those home tasks most people know they should do but rarely do on schedule. The result is higher energy bills, shorter equipment life, and repair bills that could have been avoided. Here's a clear frequency guide for every major task.
Monthly
Replace or inspect the air filter. This is the single most impactful thing a homeowner can do. A clogged filter forces the system to work harder, raising bills and accelerating wear. Most 1-inch filters need monthly replacement; thicker 4–5 inch media filters last 6–12 months.
Every 3 Months
Check vents and registers for blockages. Move furniture that may be restricting airflow. Inspect the condensate drain line for clogs — a blocked drain can cause water damage and mold growth quickly.
Every 6 Months
Test the thermostat to verify it's reading temperature accurately. Clean the area around both the indoor air handler and the outdoor condenser unit. Check electrical connections for visible wear or corrosion.
Annually
Schedule a professional tune-up before peak season — spring for AC, fall for heating. A technician will check refrigerant levels, inspect the heat exchanger, clean the evaporator and condenser coils, and verify safety controls are functioning. This single visit can extend system life by several years.
Every 2–3 Years
Have ductwork inspected for leaks. The EPA estimates that 20–30% of conditioned air is lost through leaky ducts in a typical home — a significant and often invisible energy cost.
The One Thing Most Homeowners Skip
Keeping a maintenance log. Documenting filter changes, professional visits, and any unusual sounds or performance changes gives your technician a valuable history and protects you if a warranty claim is ever needed.
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Full guide: HVAC Maintenance Checklist: What Every Homeowner Needs to Know
