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Annual AC Maintenance Checklist: What Your Technician Should Inspect

February 20, 2025
Annual AC Maintenance Checklist: What Your Technician Should Inspect

With spring around the corner, many homeowners are getting a vague feeling of discomfort. There’s something they should do around this time, but what?

No, the answer isn’t to stock up on allergy medicine — although that’s good advice, too! We’re talking about annual AC maintenance. Doing this now ensures your unit will run optimally throughout the warmer months.

Not sure what a spring HVAC inspection checklist should include? Here’s what it takes to get an AC unit ready and why you should leave this task to the pros!

Determine the Unit’s Condition

Before turning the AC unit on, there are a few things your technician will need to check. They’ll start by making sure the unit is flat to the ground.

Why is this necessary? Simple: if the ground beneath the outdoor unit (or the condenser) shifts, the unit may disconnect from your house. It may also break, particularly some of the more vulnerable parts such as the fins.

The best way to keep the AC unit level is to put it on pads. Using concrete or rocks will ensure the pads stay in place. If the unit still tilts, your technician will know what to do to keep it stable.

If you’ve covered your unit during winter, don’t turn it on before removing the covers. This seems like an obvious thing to do, but many homeowners forget about it and cause their units to overheat!

Clean the Condenser

If your condenser was uncovered, it might be dirty after a long winter. Depending on where it is, it may also not have enough room to breathe.

To ensure everything is in order, have your technician inspect the unit. If they see any leaves or dirt in the grates, they’ll use a brush to clear them away. They’ll also check the unit’s base for debris (or bird’s nests!).

Keep in mind that every AC unit needs two feet of space to function properly. If you notice brushes or shrubs entering this space, trim them away. Some tools you can use to deal with encroaching vegetation include:

  • Garden loppers
  • Hedge trimmers
  • Pruning shears

Test the Thermostat

A thermostat is essential for ensuring the perfect home temperature. Your technician will help you test and calibrate it as needed.

First, the technician will remove the cover of the device and check for loose connections. If they find any, they’ll tighten them with a screwdriver. They’ll also adjust the mounting bracket to ensure the thermostat is level.

Next, they’ll test the temperature sensor. In most cases, this is done by using a thermometer to check the temperature reading on the thermostat. If the reading is off, even by a few degrees, they’ll recalibrate the device.

Calibrating the thermostat depends on its type. With most devices, your technician will simply use a small screwdriver to adjust the temperature. Check the manufacturer’s instructions to see if there are any extra steps.

Replace Air Filters

You should change air filters every 30-90 days. Doing so lowers your unit’s energy consumption, potentially saving you a lot of money on utility bills.

This is also why replacing air filters should be one of the first things on your maintenance checklist. Beyond wasting energy, neglecting this step can lead to:

  • Mold growth
  • Restricted airflow
  • Damage to the unit

If you’re not sure if a filter is dirty, remove it from the system and hold it up to a light. If you can’t see the light pass through, it’s time to replace the filter. The replacement should be an exact copy of the old filter.

Depending on the type of your unit, some air filters can be a bit trickier to replace. If you’re having trouble installing them, your HVAC technician will be happy to do it for you.

Clear the Condensate Drain

Your condensate drain (or drainage hole) is a big part of your cooling system care. Your system uses it to get rid of excess moisture.

If the drain gets clogged, there’s a good chance you’ll encounter leaks or other types of water damage. Your technician will prevent this by using a small brush or pipe cleaner to gently remove any buildup.

They’ll also take a closer look at the condensate drain pan. If it’s dirty, they’ll clean it with a damp cloth. If the pan is cracked, they’ll either try to repair it or replace it with a new one.

While checking the drain, your technician will also take a look at the drain line. If they notice any clogs or debris, they’ll likely flush them out with a vinegar or bleach-based solution.

Check the Refrigerant Lines

You’ll find an AC unit’s refrigerant lines in the condenser. If there are any cracks or leaks in them, the system’s cooling efficiency may drop a lot.

You can inspect the refrigerant lines for leaks yourself. Look for any signs of damage or oil residue. Beyond the pipes themselves, pay attention to the other parts of the system, including:

  • Valves
  • Fittings
  • Connections

Another way to do this is to use an electronic leak detector. This specialized tool will alert you of any leaks in the lines and help you find them more easily. That said, leak detectors can be a little pricey.

What you should never do is touch the refrigerant lines. If you notice an issue with them, have a technician fix them. They’ll also adjust the refrigerant levels to fit your system, increasing its efficiency.

Inspect the Evaporator Coil

Cleaning evaporator coils is another key part of summer AC preparation. Coincidentally, it’s another step on this checklist best left to the experts.

The evaporator coil is important because it absorbs the heat inside your home. Locating it can be tricky, as most coils stay hidden inside indoor units. You can recognize it by a mesh of thin fins and a scaffolding of metal pipes.

Coil maintenance is relatively simple, but it’s still best to let the experts deal with it. Even if you turn the system off, it may still hold dangerous electrical charges that won’t dissipate for a while.

Your technician will likely use a small vacuum with a brush attachment to clean the coil. If the coil is particularly dirty, they’ll clean it with a mixture of water and a mild detergent. This can be essential for removing mold and mildew.

Check Ductwork for Leaks

One of the best ways to extend AC lifespan is to keep your ductwork clean. Over time, ducts can accumulate a variety of contaminants, such as:

If you don’t get enough cool air in the summer, your ductwork should be the primary suspect. Check your ducts for leaks or signs of mold, such as musty odors. Pay attention to the sections that seem disconnected.

Keep in mind that there’s a limit to what a DIY inspection can uncover. Most homeowners are best off calling in the pros to take a closer look at the duct connections, the insulation around the ductwork, and so on.

Consider Smart Devices

Technically, this isn’t a maintenance step. However, it deserves a place on this list because it can make your future maintenance efforts much easier!

For starters, did you know that the average cooling costs were $719 last year? If you want to be more efficient with your energy usage, you’ll have to take a proactive approach. This is where smart devices come in.

One great example of a useful smart device is a smart AC controller. It allows you to control your unit from anywhere and ensure it only runs when it needs to. These devices also include next-gen features such as:

  • Geofencing
  • Smart scheduling
  • Energy monitoring
  • Smart humidity triggers

Call in the Pros

If you go over this checklist, you may believe you can do it all yourself. Unless you’re a retired HVAC technician, this is likely a bad idea.

See, AC units can malfunction in a variety of ways. If something goes wrong, misdiagnosing the issue can lead to costlier repairs. And even if the unit seems to work well, only an expert will know what’s going on under the surface.

Don’t forget that HVAC units work their hardest during the summer. By scheduling a spring maintenance appointment, you can address potential issues on time. Reputable contractors like Southern Air will meet your needs promptly.

Ideally, you should have a technician inspect your AC unit bi-annually: once in the spring and once in the fall. That said, if you only have the budget for one appointment, spring is the right time to schedule it!

Annual AC Maintenance Made Easy

At Southern Air, we take annual AC maintenance seriously. When you schedule a maintenance appointment with us, you can expect 5-star customer service, special promotions, and flexible financing options.

We’re particularly proud of our membership service called the Comfort Club. By signing up, you’ll enjoy semi-annual tune-ups, priority service, and a 15% repair discount! The Comfort Club includes four distinct membership plans.

Southern Air has proudly served Palatka, Florida since 1980! Schedule a maintenance appointment to see why we’re still the best in the business!


Meet Dustin

Dustin Caison serves as both the President and CEO of Southern Air, a family-owned business founded in 1980 and based in Palatka, Florida. As the third generation to lead the company, Dustin has dedicated over 21 years to continuing the legacy of excellence established by his father and grandfather.

A State Certified Air Conditioning Contractor, Dustin brings extensive expertise and professionalism to the HVAC industry. Under his leadership, Southern Air has maintained its commitment to delivering quality service and fostering strong ties with the Palatka community. His dedication and credentials have been key to the company’s ongoing success.

An avid outdoorsman, Dustin enjoys hunting, fishing, and golfing with his family and friends. He is also deeply involved in his local community, serving at his church, Rodeheaver Boys Ranch, the Putnam County Fair Board, and A Women’s Resource Center.

Dustin places great importance on taking care of his people and building strong relationships with his employees. He believes that with a dedicated team, strong business practices, and a focus on continuous growth, any business can achieve remarkable success.

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Roger L.
10 hours ago
Great communication, Jason worked fast but took no shortcuts. I was very happy with today’s service.
Response from the owner:Roger, thank you for the kind review. I’m glad Jason kept you informed throughout the visit and got everything taken care of quickly while still doing it the right way. We appreciate you choosing Southern Air.
Bonnie W.
13 hours ago
Justin is a great technician!!
Response from the owner:Thank you, Bonnie, for the 5 stars! ⭐ We’re grateful for your support.
John U.
2 days ago
Southern Air exceeded all my expectations in all areas! Timely friendly professional service throughout their visit left me feeling confident my home will be properly cooled for the upcoming hot summer and warm for those rare winter days in North Florida! No need to ever look elsewhere for your HVAC service! If allowed I would have given a 10 star 🌟 rating!!
Response from the owner:Thank you for the 10-star praise! We’re so glad our team could deliver timely, professional service and keep your home comfortable year-round. We truly appreciate your trust in Southern Air!
Sandy J.
2 days ago
My first appointment. Jamar seemed thorough; took his time. He unclogged drain. Checked systems inside/outside. Even washed the unit! Explained what he was doing.
Gave recommendations as a/c isn't new!
Happy with my choice of Southern Air.
Response from the owner:Thank you, Sandy! We're very pleased to hear that Jamar took the time to thoroughly check your systems and even went the extra mile to wash the unit. It's wonderful to know you feel happy with choosing Southern Air.
terry C.
2 days ago
Knowledgeable & took time to make sure everything was working properly.
Response from the owner:Thank you Terry for choosing Southern Air!
James S.
4 days ago
Robert arrived in short order to an unexpected AC/Heat thermostat issue on a late Saturday afternoon. After initial trouble shooting, he was able to trace the cause to a unique mishap within the outside unit. Throughout the process he was professional, courteous and engaging in keeping us informed during the repair process. He proved to be a superb technician and a person of great character - 5 star.
Response from the owner:James, thank you for taking the time to share this. I’m glad Robert was able to get out quickly on a late Saturday, track down that unusual issue in the outdoor unit, and keep you informed while he worked. We appreciate your kind words about his professionalism and character.
Kelli G.
4 days ago
Robert was great and explained everything he was doing.
Response from the owner:Thank you, Kelli—I'm glad Robert took the time to walk you through everything and keep you informed along the way. We really appreciate you choosing Southern Air and sharing your experience.
Relic Rescue U.
7 days ago
Excellent! Excellent! Excellent! In the 11th hour of boiling Florida summer temps Justin brought out a new mother board and motor for our warrantied air conditioner. While waiting for parts Southern Air also brought us a small, one room portable air cond. to get us by and at no cost. GET THE ANNUAL MAINTENANCE CONTRACT!
Response from the owner:Wow — thank you so much for the glowing review! We’re thrilled Justin was able to get you up and running just in time. Our team is always happy to go the extra mile, and we’re so glad the portable unit helped while you waited. And yes — the annual maintenance contract really does pay off! We truly appreciate your trust in Southern Air!
Lorena H.
7 days ago
Southern Air has been great to work with; their techs are always on time, friendly, professional, and they explain things in an easy-to-understand way even if you don't know anything about how air conditioners work. Getting twice-yearly maintenance on my unit really gives me peace of mind that it's being kept up and if anything does go wrong I'll know about it before it gets too bad.
Response from the owner:We are so glad to hear it! Thank you for your review!
David C.
1 week ago
Justin the technician came through again dropped off our filters he is a great guy!!
Response from the owner:Thank you for the great feedback! We're so glad to hear your technician was awesome, thorough, and efficient. We truly appreciate your recommendation—it means a lot to us!
Jimmy Jam F.
1 week ago
He did a wonderful job, no issues
Response from the owner:Thank you so much for your 5-star review, Jimmy! We're glad to know you had a positive experience with Southern Air. Your support means a lot to us!
Kristen P.
1 week ago
We’ve had a great experience with Southern Air in Palatka, especially as members of their Comfort Club. It’s been a really great value for us because a technician comes out twice a year to check everything over and make sure our system is working well and staying on track.

This most recent visit was with Dylan, and he was excellent—professional, thorough, and easy to talk to. He cleaned our vent and spent real time going through the system to make sure everything was running exactly as it should. You could tell he cared about doing the job right, not rushing through it.

Highly recommend Southern Air, and if you’re considering the Comfort Club, it’s absolutely worth it.
Response from the owner:Kristen, thank you for the kind review and for being part of our Comfort Club. I’m glad the twice-a-year checkups have been a good value for you, and that Dylan took the time to thoroughly go through your system, clean the vent, and make sure everything was running the way it should. We really appreciate the recommendation.
marianne G.
1 week ago
Very helpful and explained situation
Response from the owner:Thank you! We're glad we could help and appreciate your kind words.
James S.
1 week ago
Very knowledgeable and polite, did a great job
Response from the owner:Thank you so much for your kind words, James. I'm delighted to hear that you found our team knowledgeable and polite. We're grateful for your positive feedback and for choosing Southern Air!
Daniel B.
1 week ago
Great
Response from the owner:Hi Daniel, thanks for your review! We’re glad you had a good experience and would love to make your next one a 5-star.
HARRY S.
1 week ago
Tech did a great job explaining everything and found the problem
Response from the owner:Thank you so much, Harry! We’re really pleased to hear that our tech was able to clearly explain everything during the service call. Your satisfaction is important to us, and we’re glad to have made a positive impression.
david T.
2 weeks ago
Justin was very knowledgeable. He found my issue with my A/C unit quickly. Would highly recommend Southern Air to anyone in need of service.
Response from the owner:Thank you, David! I'm glad to hear that Justin's expertise helped resolve the issue with your A/C unit promptly. We really appreciate your recommendation and are always here to assist with any future needs.
Hannah A.
2 weeks ago
They do a great job all the way around from our installation a few years ago and the services checks! Everyone is so nice and helpful, communication is great and I recommend them to everyone for A/C needs!
Response from the owner:Thank you so much, Hannah! It's wonderful to hear your positive experiences with both our installation and ongoing service checks. We're glad to know our team’s communication and helpfulness stood out to you.
Excellent and friendly service.
Response from the owner:Thank you, Marshall, for your kind words! I'm delighted to hear that you found our service excellent and our team friendly. Your satisfaction is our priority!
Willie M.
2 weeks ago
Very good service one happy customer 👍
Response from the owner:Hi Willie, thank you for the kind words! It’s wonderful to hear you're a happy customer. We appreciate your feedback!
William B.
2 weeks ago
excellent
Response from the owner:Thank you for the 5 stars! We really appreciate your support and are grateful for the opportunity to serve you. 💙
Norman D.
2 weeks ago
Jamar is thorough and cares about getting the job done right.
Response from the owner:Thank you for the wonderful review, Norman. We’re glad to hear that Jamar’s dedication to thorough work and getting the job done right made a positive impact on your experience. Your satisfaction is important to us!
Joanne J.
3 weeks ago
Albert was awesome!
Response from the owner:Thanks for the shoutout! Damon always appreciates hearing this.
Kerry K.
3 weeks ago
Robert is awesome! He went out of his way to make sure my AC is working as it should. Some people may have just brushed it off, but he replaced a part that wasn’t drawing the correct amps. Replaced the part covered under my warranty. Very professional and honest work! Thank you for always providing honest and professional service!
Response from the owner:Thank you, Kerry! We're delighted to hear that Robert's professionalism and attention to detail made a difference for your AC system. It's important to us to ensure your system runs smoothly, and I'm glad we could address the issue under your warranty.
John N.
3 weeks ago
Jamar was very knowledgeable and effective- appreciate the excellent technical knowledge and helping me understand the system, fantastic technician!! Thanks!!!
Response from the owner:Thanks so much for the awesome feedback! We’re glad Jason took great care of you and helped make things easier to understand. We’ll be sure to let him know you gave him a shoutout!
Ronald C.
3 weeks ago
Justine is an outstanding technician. Very friendly, life family.
Response from the owner:Thank you so much for your kind words, Ronald. It's wonderful to hear that Justine made such a strong impression with her friendly and personable service; she's truly an asset to our team. We appreciate your feedback.
Linda L.
3 weeks ago
Very polite gentleman and very thorough. Explained everything. Great business. Did regular maintenance I can always count on southern air. Justin was the technician. 2/9/26
Response from the owner:We’re thrilled Randy could take such good care of you! It’s great to know you can always rely on Southern Air for your maintenance needs.
Marie R.
3 weeks ago
Our technician Albert was friendly. He made sure to let us know all was running well.
I would recommend them.
Response from the owner:Friendly service and peace of mind is what we aim for. Thank you for your thoughtful words and for recommending us!
Tera V.
4 weeks ago
Robert was professional, efficient, knowledgeable, and polite. We highly recommend Southern Air!
Response from the owner:We are so glad to hear it! Thank you for your review!
Penny L.
4 weeks ago
I was having issues with a noise coming from my condenser. Justin came out very quickly and checked it for me. He explained what the issue could be in a way I could understand. Great technician!
Response from the owner:Thank you, Penny! I'm glad you had such a positive experience with Dylan and found our service thorough. Your feedback means a lot to us!
Kellie
4 weeks ago
Robert is an excellent HVAC technician! I have been using Artic Air for years and became disgusted with their high pressure sales tactics. Robert handled my questions professionally-very informative. I highly recommend Southern Air. If I could give 10 stars I would! Thank you to the entire Southern Air team for their professionalism and prompt response.
Response from the owner:Thank you, Kellie, for your glowing review! We're glad to hear that Robert's professionalism and informative approach made a positive impression on you. Your recommendation means a lot to us, and we're grateful to have you as part of our Southern Air family.
Walter G. D.
4 weeks ago
Timely, friendly, and professional says it all. With Jamar Witt and Southern Air, I am confident that I will get the longest life and best service from my air conditioner unit!
Response from the owner:Thank you for sharing your experience! We’re thrilled to hear that Randy and the Southern Air team are keeping your AC running efficiently. We appreciate your trust and look forward to continuing to serve you!
HAROLD J.
1 month ago
Justin Coates did an outstanding job diagnosing my HVAC system he found the problem within 20 minutes of arrival time which was very early in the morning with the temperature outside being 23 degrees in Florida ouch. Very professional and knowledgeable. I can’t thank him and Southern Air enough great company
Response from the owner:Hi Harold!
We appreciate the review and are glad to be of service!
Nicole C.
1 month ago
This company came highly recommended and we were not disappointed! Quick response times and very personable staff. Jason certainly knows his job and does it well.
Response from the owner:Hi Nicole, thank you for sharing your experience! I'm happy to hear that Jason and the team provided prompt and personable service. Your recommendation means a lot to us!
Karen
1 month ago
Robert is outstanding! So thorough
Response from the owner:Thank you, Karen! I'm pleased to hear that you found Robert's work thorough and outstanding. We appreciate your kind words and your support of Southern Air.

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