Skip to main content
Proudly keeping you comfortable since 1980

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.

Request Service

Please fill out the form below to request an estimate or schedule service.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
SMS Opt In
You are agreeing to receive SMS customer care and marketing notifications from Southern Air Cooling and Heating. Message frequency may vary. Standard Message and Data Rates may apply. Reply STOP to opt out. Reply Help for help. Visit our Privacy Policy Page For more information
Tera V.
1 day 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.
2 days 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
3 days 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.
3 days 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.
5 days 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.
7 days 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 week 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.
Ruby L.
1 week ago
Robert is awesome
Response from the owner:Thank you so much for your feedback, Ruby! I'm glad to hear that Robert stood out for you. Your support means a lot to us at Southern Air.
Michelle B.
1 week ago
Justin was knowledgeable, efficient, professional and explained everything to my satisfaction. Please keep him employed because I don’t want anyone else to provide services to me.
Response from the owner:Thank you, Michelle! I'm delighted to hear that Justin impressed you with his knowledge and professionalism. We look forward to continuing to provide you with excellent service.
Lenee B.
1 week ago
From start to finish I had a great experience. TJ came out to my house to give me a quote on a new HVAC system and was great. David and Andrew came out and installed our new unit. They were professional, polite, on time, knowledgeable and patient with all of our questions. The new system looks and sounds great.
Response from the owner:Thank you, Lenee, for sharing your wonderful experience with us! We're pleased to hear that TJ provided a thorough quote and that David and Andrew were professional and attentive during the installation. It's fantastic to know you're satisfied with the new system!
Justin always does a great job.
Response from the owner:Thank you! We’re glad to hear you’re happy with our work and look forward to serving you again.
Jan T.
2 weeks ago
Excellent service – as usual! They never disappoint!
Response from the owner:Thank you Jan for the kind review and for your business!
Rosalie B.
2 weeks ago
This is the second time he has serviced our a/c. Professional and courteous. He does a great job.
Response from the owner:Hi Rosalie!
We appreciate the review and are glad to be of service!
Rhonda W.
2 weeks ago
love Southern air
Response from the owner:Thanks for the positive feedback! We’re glad you saw the value in our service. Keeping your system running efficiently is what we’re here for!
Emma D.
2 weeks ago
The AC unit at my job wasn't working. I called Southern Air, and they had someone out the same day! Not only did he fix the issue, but he kept me in the loop with what was going on! So glad we switched to them for our A/C needs!!!
Response from the owner:Thank you so much for taking the time to leave us a 5 star review!
Debbie
2 weeks ago
Excellent customer service, great technician, and company! Jamar did a maintenance on my system and showed me a couple tips related to the heat side of the system.
Response from the owner:Thank you so much, Debbie! I'm delighted to hear you appreciated our customer service and Jamar's expertise. Your satisfaction with the maintenance tips is truly rewarding for us!
Tarrin N.
2 weeks ago
Randy, did a fine job!
Response from the owner:Thank you for the great feedback! We’re thrilled to hear Jamar made such a positive impression with his professionalism. We’re lucky to have him on the Southern Air team and look forward to serving you again!
Kevin W.
2 weeks ago
Very professional and kind. Sucks that we need a new unit and it's going to cost 10k. Had over half a million dollars in hospital bills and my credit isn't great. Denied for the loan even with 5k down. Southern Air was great however.
Response from the owner:Thank you so much, Kevin, for your kind words about our team. I'm so sorry to hear about the challenges you're facing, but I'm genuinely glad we could assist you with professionalism and care. If there's anything more we can do to support you, please let us know.
Amy T.
2 weeks ago
Randy did a great job finding the problem and getting it fixed.
Response from the owner:Thank you, Amy! I'm glad to hear Randy was able to quickly identify and resolve the issue for you. We appreciate your kind words and your support.
June H.
2 weeks ago
Justin was pleasant as usual and cleaned my A/C inside and outdoors. He always removes
wrappers from filters and takes dirty filter with him. He is careful of my floor and furniture.
Thanks Justin
Response from the owner:Thanks for sharing your experience, June! It's great to hear that Justin takes such care with your home and cleans the A/C thoroughly, both inside and out. We'll make sure he knows how much his efforts are appreciated.
Jarold G.
2 weeks ago
Second time that technician was here he did great both times I requested him the second time diagnosed everything took care of it. Help me to understand how my unit is in the time for new one so have you guys coming
Response from the owner:Thank you for your kind review, Jarold. I'm glad to hear our technician could assist you effectively and provide insights on your unit's condition. We appreciate your trust in us for your new installation.
Parley C.
2 weeks ago
Jamar was nice, helpful and super quick. He even took the time to throw the ball for the dog
Response from the owner:Thank you so much, Parley! I'm glad to hear Jamar made a positive impression and even found time to play with your dog. Your feedback means a lot to us at Southern Air!
Cathy J.
2 weeks ago
Excellent
Response from the owner:Hi Cathy,
We appreciate you taking the time to leave a review. It’s great to know our team delivered the reliable and respectful service we strive for. Thank you for choosing Southern Air—we’re here whenever you need us.
Mike L.
3 weeks ago
Excellent service every time.
Response from the owner:Thank you! We’re so glad to hear that — it means a lot to know we’re delivering excellent service every time!
Tim G.
3 weeks ago
Polite, professional and friendly service. Just as we have come to expect from Southern Air, each and every time. Jason was extremely efficient in his diagnostics. He gave us some great suggestions on a great product to help protect the system. Jason or any of the other technicians and installers at Southern Air always do great work and are all very thorough. They keep your best interest in mind and keep you informed.
Response from the owner:Thank you, Tim, for your wonderful review! I'm delighted to hear that our polite, professional, and friendly service met your expectations once again. We look forward to continuing to serve you with the same level of dedication in the future.
Robin M.
3 weeks ago
Always great!
Response from the owner:Thank you for your kind words and ongoing support, Robin! We're glad to hear that you're consistently happy with our services. We look forward to assisting you again in the future!
Susan E.
3 weeks ago
Southern Air techs rock!! Best service ever!
Response from the owner:We couldn’t agree more—our techs do rock! Thanks for the shoutout and for choosing Southern Air!
Helen G.
3 weeks ago
Jason fixed my mini split in a flash. He did amazing, was friendly, had great customer service!
Response from the owner:Thank you so much for your kind words, Helen! We're pleased to hear that Jason was able to fix your mini split quickly and provided excellent service.
Bob N.
3 weeks ago
Great job in repairing heat for central air unit. Tech new what he was dining.
Response from the owner:Thank you so much for the positive feedback, Bob. I'm really glad you were satisfied with the technician’s knowledge and the repair work on your central air unit. Your appreciation keeps us motivated!
Kathleen B.
3 weeks ago
Jamar was great! We always get excellent service from Southern Air.
Response from the owner:Thank you so much, Kathleen! I'm glad to hear Dylan provided you with the excellent service you expect from Southern Air. We appreciate your continued trust in us!
Alice P.
3 weeks ago
Excellent service, good communication, priblem was solved quickly.
Response from the owner:Thank you so much, Alice! I'm glad to hear that you appreciated our service and communication, and that we could resolve your issue quickly. Your feedback means a lot to us!
Rick M.
3 weeks ago
Professional quick and knowledgeable experts
Response from the owner:Thank you! We’re so glad you had a great experience with our team. Professional, quick, and knowledgeable is exactly what we aim to be!
Linda G.
3 weeks ago
Very professional and knowledgeable.
Excellent experience.
Response from the owner:Thank you for the great feedback! We're thrilled to hear you had an excellent experience and that our team’s professionalism and knowledge stood out. We appreciate your support!
Gini E.
3 weeks ago
As usual our Southern Air technician was professional courteous and efficient. So glad we switched to them a few years ago.
Response from the owner:Gini thank you for the 5 Star review and for choosing Southern Air!
patricia T.
3 weeks ago
Robert came quickly for an issue with our new AC unit after a power failure. He solved the problem quickly and easily, checked everything thoroughly and gave good advice and instructions should anything else arise. We have been consistently happy with knowledge and service from Southern Air. We appreciate you, Robert!
Response from the owner:Robert came quickly for an issue with our new AC unit after a power failure. He solved the problem quickly and easily, checked everything thoroughly and gave good advice and instructions should anything else arise. We have been consistently happy with knowledge and service from Southern Air. We appreciate you, Robert!
Jan T.
3 weeks ago
Excellent Service as usual. Albert goes above and beyond to make sure everything is just right. I could not be more relieved! Thank you so much!
Response from the owner:We really appreciate your feedback! It’s great to hear Dylan and the team are delivering the service you expect
Robin M.
4 weeks ago
Always does a great job!
Response from the owner:Thank you, Robin! We're glad to hear that you consistently find our work reliable. Your appreciation means a lot to us!
William D.
4 weeks ago
Fast work
Response from the owner:Thank you for the wonderful review, William! It's great to hear that you appreciated our swift service. Your feedback means a lot to us!
James J.
4 weeks ago
Arrived on time and complete the maintenence quickly. Very satisfied with Justin.
Response from the owner:Thank you so much for your kind words, James! I'm glad to hear that Justin provided prompt service and efficient maintenance. We look forward to serving you again in the future.
James H.
4 weeks ago
Justin did a great job on my AC maintenance.
Response from the owner:Hi James, I'm so glad to hear Justin took excellent care of your AC maintenance. We aim to provide top-notch service every time!
Stephanie H.
4 weeks ago
It's great to get a text with a photo of the technician who is dispatched to my house. They're always very clean - if I didn't have cameras, I'd never know they had been there. Very friendly and professional!
Response from the owner:Thanks for the feedback! We’re glad you like getting a heads-up of who’s coming. Our team takes pride in being friendly, professional, and respectful in your home!
Jerald A.
1 month ago
Very Good Experience! Very Knowledgeable!
Response from the owner:Thank you, Jerald, for your kind words! We're glad you found our service knowledgeable and the experience enjoyable. Your feedback truly means a lot to us.
HARRY S.
1 month ago
Tech did a great job explaining everything
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.

Schedule Service

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
SMS Opt In
You are agreeing to receive SMS customer care and marketing notifications from Southern Air Cooling and Heating. Message frequency may vary. Standard Message and Data Rates may apply. Reply STOP to opt out. Reply Help for help. Visit our Privacy Policy Page For more information