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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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Michael H.
15 hours ago
Great job. Please send him back when we need service again.
Response from the owner:Thank you! Glad he took great care of you—we’ll have him back when you need us.
Ilene L.
20 hours ago
Southern Air technician Justin C. is the best technician I have ever had work on my systems. He is polite, professional and trustworthy. He is very knowledgeable with the equipment. 10 🌟
Response from the owner:Thank you, Ilene, for taking the time to share your feedback. We’re glad Justin provided a professional, trustworthy visit and clearly explained your system with strong technical know-how. If you’d like, please call us anytime to schedule a seasonal tune-up or set up ongoing service.
Church S.
2 days ago
Tech came out to evaluate our system and found that it must be replaced. He examined the system and found that the unit was not too old and not worth repairing. Will be meeting with sales team for estimate to replace the unit.
Response from the owner:Thank you for your feedback. We appreciate you noting how thoroughly our technician evaluated your system and helped you understand why replacement made more sense than repair, and we aim to stay professional from the first visit through the estimate. Please call us anytime to schedule seasonal tune-ups or set up ongoing service.
Ida F.
2 days ago
He was detailed and very pleasant to work with.
Response from the owner:Thank you, Ida, for taking the time to share your feedback. We’re glad you appreciated the detailed work and how pleasant the visit felt, and we pride ourselves on our professionalism. If you ever need a seasonal tune-up or would like to set up ongoing service, please give us a call.
Beth A.
3 days ago
Very nice experience as always. Thanks J. 6 months new system maintenance .
Response from the owner:Thank you, Beth, for your feedback and for continuing to trust Southern Air for your new system maintenance. We pride ourselves on professionalism, and we’re glad your visit with our team went smoothly again. Please call us anytime to schedule seasonal tune-ups or set up ongoing service.
Awesome Technicians. Knowledgeable & Thorough Service
Response from the owner:Thank you so much for the great review, Bryon! I'm glad to hear that our technicians provided knowledgeable and thorough service for your HVAC needs. We appreciate your feedback and look forward to serving you again.
DonaRae L.
4 days ago
Communication was excellent all along from scheduling the service to completion of the service call.
Response from the owner:Thank you, DonaRae, for your feedback and for highlighting how smoothly things went from scheduling through the completed visit. We pride ourselves on fast response and professional communication every step of the way. If you would like to schedule seasonal tune-ups or set up ongoing service, please call us anytime.
Nana A.
4 days ago
Lake was very knowledgeable and efficient. I would recommend this employee. Great person to work on air
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!
Tony D.
5 days ago
Dylan was extremely courteous, professional, and a pleasure to interact with for my A/C check.Thank you
Response from the owner:Tony, thank you for taking the time to leave this review. I’m glad Dylan made your A/C check easy with his courtesy and professionalism, and we appreciate you choosing Southern Air.
Judy
5 days ago
Our first experience having Southern Air service was due to A/C unit going down. Contact person at the office, I believe Gabby, was courteous and mentioned they had a technician available late morning on same day. We received a text with Justin's pic attached to say he would be in. Unbelievable, he was here within 3 hours. Justin is very knowledgeable with his work. He kept us informed of what he was doing. He's courteous and respectful to speak with. He's a great asset to the company. They've gained an additional satisfied customer. Unfortunately, the previous company we were with, about 11 years, could not respond to our needs or apparently cared. We will share our experience with Southern Air with our neighbors and church family. Thank you Southern Air and Justin! Bob & Judy Today's visit..2/21/24 5 Star technician with Southern Air. Justin is well informed and knowledgeable with his delivery of quality service. He is a man of integrity. Thank you Southern Air for offering quality technicians to the community. Bob & Judy
Response from the owner:We're overjoyed to see your 5-star rating! Thank you for sharing your positive experience with us.
Quyen D.
5 days ago
Very good in what he does, pleasant and knowledgeable.
Response from the owner:Thank you, Quyen, for your feedback and for noting how pleasant and knowledgeable our technician was. We pride ourselves on professionalism and a fast response on every visit. Please call us anytime to schedule a seasonal tune-up or set up ongoing service for your HVAC system.
Anna D.
6 days ago
Albert was polite, professional and took the time to explain maintenance and warranty options to me. No pressure. Very satisfied with 6 month p.m.
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.
Michael
6 days ago
Tech was very professional and courteous.. and answered all my questions
Response from the owner:Michael, thank you for the 5 Star Review! It means a lot!
Gemeinschaft79
6 days ago
Jadon came to perform routine maintenance on our house AC unit and our Daikin unit. He was in tine, friendly and professional. He worked quickly and efficiently. Southern Air has been wonderful to work with and I would recommend them to anyone who his looking for a new air conditioning service. Thanks Jason!
Response from the owner:Thank you for the great feedback! We're thrilled to hear Justin was prompt, professional, and efficient during your maintenance visit. It’s always our goal to make AC service smooth and stress-free. We appreciate your recommendation and the opportunity to serve you!
George K.
6 days ago
Perfect as always
Response from the owner:Thank you for your feedback, George. We’re glad everything continued to go smoothly, and we aim to keep every visit professional from start to finish. Please call us anytime to schedule a seasonal tune-up or set up ongoing service.
Debby E.
7 days ago
Trent was on time and very professional. He was very helpful, and explained everything he was doing in a way I would understand. I would give him an A+!
Response from the owner:Thank you for your kind words, Debby. I'm glad to hear that Justin was able to help get you back up and running quickly. We appreciate your business and look forward to serving you again in the future.
Great service as always. Explained problem and what needs to be done.
Response from the owner:Thank you! We're grateful for your continued support and glad to keep delivering the service you expect!
thomas F.
1 week ago
We love our new HVAC system. The crew that did the install, Jeffrey and Matthew were wonderful ! Also, Jason Klinger did an great job diagnosing the older faulty HVAC
Response from the owner:Thank you, Thomas, for your feedback, and we’re glad you’re enjoying the new HVAC system and that our installation team made the experience a positive one. We take pride in our professionalism and making sure every install goes smoothly. If you ever need a seasonal tune-up or want to set up ongoing service, please give us a call.
Andrew B.
1 week ago
Lake came and serviced my HVAC unit recently. He was very friendly, explained what he was doing and completed the service in a timely manner. I would highly recommend Lake and Southern Air.
Response from the owner:Thank you, Andrew—glad scheduling was simple, our technician arrived on time, and the routine maintenance was completed quickly. We appreciate you choosing Southern Air and look forward to helping you again.
Kerry K.
1 week ago
Trenton did an amazing job on my 6-month maintenance. He even cleaned the outside of the entire unit and the outside PVC for the condensation drip. The unit looked brand new after he was done. Excellent service as always! Thank you!
Response from the owner:Thank you, Kerry, for your feedback and for sharing how well Trenton took care of your maintenance visit, including the thorough cleaning that left everything looking like new. We take pride in our professionalism and consistent service. Please feel free to call us anytime to schedule your next seasonal tune-up or to set up ongoing maintenance.
Dian A.
1 week ago
Jason was very thorough. Explained everything that was wrong with my unit and what it would take to repair.
Response from the owner:Thank you, Dian, for your feedback and for choosing Southern Air. We’re glad our team was thorough and clearly explained what was going on with your unit and the repair options, and we take pride in our professionalism. Please call us anytime to schedule a seasonal tune-up or set up ongoing service to keep everything running smoothly.
Joanne J.
1 week ago
Albert was awesome! Love southern air!
Response from the owner:Thanks for the shoutout! Damon always appreciates hearing this.
keith I.
1 week ago
Excellent service with a smile and a great attitude.
Response from the owner:Keith, thank you for the 5-star review and for choosing Southern Air. I’m glad you had an excellent experience with our service, and we appreciate you taking the time to share it.
John U.
1 week 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!
Shawn R.
1 week ago
Jason is awesome does exactly what is supposed do goes above and beyond to make sure we are happy
Response from the owner:Thank you, Shawn, for taking the time to share your feedback. We appreciate you recognizing Jason’s professionalism and his commitment to making sure everything is done right and you’re well taken care of. If you ever need seasonal tune-ups or would like to set up ongoing service, please call us anytime.

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