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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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Marshall B.
23 hours ago
My technician was great. He had been to our house before and knew where to go quickly and cleanly. I plan to renew .y semi annual service program. When it is due in 6 months.
Response from the owner:Thank you, Marshall, for taking the time to share your feedback. We’re glad your technician made the return visit smooth and kept everything neat, and we pride ourselves on professionalism. Please call us anytime to schedule your next seasonal tune-up or to set up ongoing service when your semi-annual plan is due.
Jason always does an outstanding and amazing job. We're always pleased with the quality of work he does.
Response from the owner:Thank you! Consistent, outstanding service is what we aim for—glad Jason delivers.
Debbie M.
2 days ago
Thanks to Southern Air for taking amazing care of me. I recommend you guys all the time. You're the Best.
Response from the owner:Thank you, Debbie! I'm so pleased to hear that Justin's professionalism made you feel secure with your new air conditioner. We look forward to continuing to provide you with top-notch service at Southern Air.
Lacey F.
4 days ago
Absolutely loved our service technician! He was super friendly and took care of our issues in record time!!!!
Response from the owner:Thank you, Lacey, for your feedback and for sharing your experience with Southern Air. We’re glad our technician was courteous and resolved your HVAC concerns quickly, and we take pride in our fast response. If you ever need seasonal tune-ups or want to set up ongoing service, please give us a call.
Nana A.
4 days ago
Lake was very knowledgeable and efficient. I would recommend this employee.
Response from the owner:Thank you for your review! We know how important it is to have issues resolved quickly, and we’re glad Robert was able to take care of the drain problem promptly and professionally. We appreciate you trusting Southern Air!
TopangaK9
4 days ago
Technician Justin Coates went above and beyond servicing my two AC units. I'm in Florida, one of the units is in the attic, poor guy. He was professional, knowledgeable and VERY thorough. I also like that Southern Air reminds me when service is due. Update: today 9/15/2026, "Jamar Witt" came out, determined that the duct in the ATTIC had collapsed and replaced it. NOT an easy task in a 100+° attic in a limited space! He also replaced a weak capacitor that was still under warranty. Knowledgeable, professional, and personable. Highly recommend Southern Air. 🌟 🌟 🌟 🌟 🌟
Response from the owner:Thank you so much for your 5 Star review TopangaK9!
cathy D.
4 days ago
He was courteous and friendly. And prompt!!! He has always been professional and helpful . Thank you so much Justin. 😊
Response from the owner:Hi Cathy! Thank you so much for taking the time to leave us a positive rating!
Anna D.
4 days ago
Trenton was polite, professional and took the time to explain the thermostat settings and how to adjust humidity control Very satisfied with results.
Response from the owner:Thank you, Anna, for taking the time to share your feedback. We’re glad you received quick, courteous, professional service and that our team answered your questions clearly, since fast response is a point of pride for us. Please call us anytime to schedule seasonal tune-ups or set up ongoing maintenance service.
bert S.
5 days ago
Albert is a very nice pleasant person. Has shown great customer service
Response from the owner:Thank you for trusting us and for taking the time to share your experience! We’re proud to have Robert on our team and glad he could take great care of you.
Linda G.
5 days ago
Albert was very polite and professional. He fixed our mini split issue effectively and was pleasant to work with.
Response from the owner:Thank you, Linda, for sharing your feedback. We’re glad Albert’s professionalism and courteous approach helped resolve your mini split issue quickly and effectively. We’re known for fast response and would love for you to call us anytime to schedule seasonal tune-ups or set up ongoing service.
Chris M.
5 days ago
Very polite very honest way better than any company I ever had out and I set up a service plan very good
Response from the owner:Chris, thank you for the kind words—I'm glad our team came across as polite and honest and that the service felt better than what you’ve experienced before. We really appreciate you setting up a service plan with Southern Air, and we’ll work hard to keep earning your trust.
Rachel S.
5 days ago
Dylan with Southern Air is extremely friendly, professional, courteous, and down to earth. He was extremely down to earth and great at explaining things. Hope to have him again! He did an absolutely amazing job!
Response from the owner:Thank you, Rachel, for your feedback and for highlighting Dylan’s friendly, professional service and the clear way he explained everything. We take pride in our professionalism and fast response, and we’re glad you had such a positive experience. If you’d like to schedule a seasonal tune-up or set up ongoing service, please give us a call anytime.
Roni H.
5 days ago
Our technician, Albert, turned what could have been a profitable moment for his company, but not a good choice for us, in regard to fixing a mini split, into a moment if integrity. I appreciated his candidness especially in light of other AC companies trying to upsell to us. Thank you, Albert and Southern Air!
Response from the owner:Thank you, Roni, for taking the time to share your feedback. We’re glad Albert provided honest guidance on your mini split and helped you make the right choice, and we’re proud of our professionalism. Please call us anytime for seasonal tune-ups or to set up ongoing HVAC service.
janis H.
5 days ago
Trenton was amazing, thoughtful, kind and extremely professional.
Response from the owner:Thank you, Janis, for taking the time to share your feedback. We’re glad you had a great experience and that our team delivered the professionalism and care you deserved, along with our fast response. Please feel free to call us anytime for seasonal tune-ups or to set up ongoing service.
Tony P.
1 week ago
After a great visit from Jeremy with Souther Air, we pursues a GREAT Air condition unit. Steve and Mat came out and put it right in. Their service was excellent and had it up and running and took our old one away!! We will be customers for at least 25 yrs. Thank you Southern Air for making us feel so at ease for such a big purchase. 😊
Response from the owner:Thank you so much for choosing Southern Air Tony!! We are proud of our Team Shield and always strive to supply your comfort needs with Southern hospitality. We appreciate the opportunity to serve YOU!!
Margaret M.
1 week ago
Southern Air is a first-class company. We have employed their HVAC services for many years. And I am very pleased with HVAC expert Damon. He is a very knowledgeable, professional, and skilled young man. He keeps me well-informed of any issues with my system. I also commend Southern Air’s office manager and staff. They are excellent communicators. On October 10, 2025, Technician Robert Wright was here to add a compressor starter kit when my unit was not cooling properly. He came out at night, added the kit, and cleaned and flushed the lines. He did an excellent job. Technician Damon is here again this morning to do periodic maintenance. Southern Air and their Technicians are professional, excellent, and timely. Southern Air even texts me when the Technicians are coming and includes their pictures. Their office staff are friendly and efficient. A live person always answers the phone. I highly recommend Southern Air for your HVAC needs. On September 11, 2026, Technician Justin Coates installed a new Honeywell thermostat. He did an excellent job, as usual. Southern Air is an excellent company.
Response from the owner:Thank you for your continued trust! We’re thrilled Damon and our team have consistently provided knowledgeable and professional service. We truly appreciate having you as a loyal customer!
Deborah R.
1 week ago
Prompt excellent service by a very pleasant tech who solved the issue in good time and had everything he needed to do the repairs.
Response from the owner:Thank you, Deborah, for your feedback and for noting the prompt, friendly service and quick repair. We take pride in our fast response and making sure our technicians arrive prepared to resolve issues efficiently. Please call us anytime for seasonal tune-ups or to set up ongoing HVAC service.
Daniel M.
1 week ago
Awesome thank you 😊
Response from the owner:Thank you for the awesome review! We appreciate your support and are always happy to help.
We just got the maintenance plan and Justin came out again, he's honest and truthful, and comitted, does a great job with both our units. Thanks Justin,
Response from the owner:Thank you for your review! I'm glad we could help get your AC running despite the challenges with your older unit. If you need any further assistance, feel free to reach out.
Susan D W.
1 week ago
Dylan showed up quickly after my requesting service, within 90 minutes he was here. He was friendly, knowledgeable and very detailed in his services. He knew exactly what my problem was, and told me about some other issues I have and offered me a maintenance plan which ultimately lowered my bill for services. Kudos to Dylan Pacetti, we are very thankful for your time and attention. Had a second visit today 09/09/26 with Dyaln Pacetti and Southern Air. Want to give a huge shout out to Dylan Pacetti at Southern Air... He is a great technician, very knowledgeable, polite and does excellent work. Southern Air is a great company if you need service with your heating or air. Great customer service, Robert, the service manager and everyone in the office are fantastic, quick callbacks and even same or next day service on most calls. The prices are very good, and they have an excellent maintenance plan, very affordable. If you need any kind of air or heat services, give them a call.
Response from the owner:Thank you, Susan, for taking the time to share your feedback. We’re glad our fast response and professionalism made the visit smooth, and that Dylan was able to pinpoint the issue, walk you through the findings, and help reduce your overall cost with a maintenance option. If you’d like, please call us anytime to schedule seasonal tune-ups or set up ongoing service.
Brenda F.
1 week ago
Lake serviced our unit today for the first time. It was last serviced in January. He spent about 1.5 hrs and was very thorough. He said everything was good for another 6 months. Thank you!😊
Response from the owner:Thanks so much Brenda. Joel's friendly personality is contagious!! We appreciate you and thank you for choosing Southern Air!!
Audrey B.
1 week ago
Prompt, courteous, job tidiness and friendly attitude. A person who has pride in his work and job. So refreshing. Thanks Justin.
Response from the owner:Hi Audrey! We appreciate the review and are glad we could be of service!
Bobby S.
1 week ago
Service was very good and thorough. I needed a filter but Albert didn't have one. He advised that he would bring one back.
Response from the owner:Bobby, thank you for the 5-star rating and for choosing Southern Air for your HVAC needs. We really appreciate your support and the chance to help out.
Anna W.
2 weeks ago
Our unit went out on holiday weekend they came Sunday to try to fix realized unit was blown it was 20 years old. Since ours was completely out bumped putting whole brand new system on our house came out Monday to decide what would work by Tuesday our house was nice and cool again and could not even tell old unit was there or anyone was in the yard. So pleasant and professional 10 out of 10 recommend
Response from the owner:Thank you, Anna, for your feedback and for recommending Southern Air. We’re glad we could respond quickly over the holiday weekend, help you choose the right replacement, and have your home cool again by Tuesday, all while keeping the work neat and professional. Please call us anytime to schedule seasonal tune-ups or set up ongoing service to keep your system running smoothly year-round.
Linda L.
2 weeks ago
Customer support and service excellent.
Response from the owner:Thank you, Linda, for the 5-star rating and for taking the time to share your support. We pride ourselves on professionalism in every visit, and we’re glad you chose Southern Air. If you ever need a seasonal tune-up or would like to set up ongoing service, please give us a call.

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