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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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Deborah R.
4 hours 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.
Irving S.
6 hours ago
Randy was very quick to get here. The text with his picture was a nice touch. He was fast and efficient with the repair and explained what and why he was doing what he did. I will definitely be calling them the next time I need HVAC repair.
Response from the owner:Thank you, Irving, for taking the time to share your feedback. We’re glad you appreciated our fast response and the technician photo text, and that the repair was handled efficiently with clear explanations along the way. Please feel free to call us anytime for seasonal tune-ups or to set up ongoing HVAC service.
Goli T.
16 hours ago
We really feel absolutely happy about our total experience with Southern Air. They are all very hard workers and knowledgeable and professional and our lives have changed having such a great service and product. Thank you Southern Air. I hope you don’t change the way you run your business. ♥️
Response from the owner:Thank you, Goli, for sharing your feedback and for choosing Southern Air. We’re glad you had such a positive experience with our knowledgeable, professional team, and we pride ourselves on fast response when you need help. Please call us anytime for seasonal tune-ups or to set up ongoing service.
Peter M.
2 days ago
Honest and very professional service. 👏 👌 👍 Very respectful and knowledgeable. Thank you.
Response from the owner:Thank you, Peter—really appreciate you taking the time to share this. We’re glad you found our team honest and professional, and we’ll keep working hard to deliver the same level of service every time.
Sara D.
2 days ago
Thankyou for always being quick and just kind about the whole process.
Response from the owner:Hi Sara! We appreciate the review and are glad we could be of service!
Stacey R.
3 days ago
Absolutely amazing! This young man did not give up until he fixed the problem. Very polite and determined.
Response from the owner:Thank you, Stacey, for your feedback and for recognizing our technician’s professionalism and persistence in getting the issue resolved. We aim to respond quickly and keep every visit courteous and thorough. If you’d like to schedule a seasonal tune-up or set up ongoing service, please give us a call.
Lynn P.
4 days ago
Friendly and informative.
Response from the owner:Thank you, Lynn, for your feedback and for noting how friendly and informative our team was. We pride ourselves on professionalism and clear communication from start to finish. Please give us a call anytime to schedule a seasonal tune-up or set up ongoing HVAC service.
Curtis T.
4 days ago
On time and very efficient
Response from the owner:Thank you! We’re happy to hear we were on time and efficient. We appreciate your feedback!
Nas M.
5 days ago
I had scheduled maintenance done on my a/c today and as usual, I am totally satisfied with the experience. Jamar did an awesome job and explained everything he did. Jamar was very friendly and professional. I recommend this company to anyone having need of a/c repair or service.
Response from the owner:Thanks so much! We’re lucky to have Dylan on the team—glad he was able to get you taken care of. We appreciate you trusting Southern Air!
Adam P.
5 days ago
Justin is the best!
Response from the owner:Thank you, Adam, for your feedback and for sharing that Justin made such a positive impression. We pride ourselves on professionalism and making every visit smooth from start to finish. Please call us anytime to schedule seasonal tune-ups or set up ongoing HVAC service.
Jeffrey K.
6 days ago
Great job!
Response from the owner:Mr. Jeff we appreciate you and look forward to continue serving your comfort needs.
Jim B.
6 days ago
As usual he was very professional very respectful and very polite just a very very nice man you should be proud to have him on your team for southern air he's been here before and it's always a pleasure to see him shook my hand before he left and he just treated me with respect
Response from the owner:Thank you so much, Jim for taking the time to review us! We appreciate your business and are happy to help in any way we can.
Meilssa H.
7 days ago
We need a new AC and Jeremy was up front and told us about extended warranty. Matthew and Steve came on time installed our AC very professional and Matthew walk me through the thermostat and they stayed and made sure everything was good and clean up. If I could them more then 5 stars I would give them 20 Stars. Thanks for making this process smooth and fast.11/3/2023 there 4th time coming out , very professional very friendly courteous and took their time cleaning and servicing the air conditioner found out that the heat strip had went out they're going to come back Monday and finish up.1/20/25 Robert is professional friendly ,thorough and fast and cleans up every time I would recommend Southern ,friendly and thorough job well done.I am adding today June 7 2026 Justin Coates had to come out a Sunday, when he got here and went to work, had it done with in 30 mins and very friendly, and save the day , cool Ac was back in action. THANK YOU SO MUCH!
Response from the owner:Thank you Melissa! It is an honor to continue serving you.
Rene P.
1 week ago
Randy most definitely went above and beyond his professional duties. Not only did he arrive on time, he arrived to hearing me screaming on my back porch, I was trying to get my fur baby inside the house while keeping my eye on a snake that made way on my porch. He was very instrumental in removing the snake from my porch, it took some time, but he took the time to get the snake outside, then completed the maintenance on the A/C. You don't meet people like Randy often, but man did he arrive just in time!! Thanks again Randy!
Response from the owner:Rene, thank you for the kind review. I’m glad we could get there quickly, keep the after-hours pricing reasonable, and walk you through everything clearly. We really appreciate you choosing Southern Air.
Kyle L.
1 week ago
Lake was very professional and courteous. He answered any questions I had about my AC system. Would highly recommend.
Response from the owner:Thank you, Kyle, for taking the time to share your feedback. We’re glad Lake provided a professional, courteous visit and answered your questions clearly, as professionalism is a key priority for us. Please feel free to call us anytime for seasonal tune-ups or to set up ongoing service for your AC system.
mary P.
1 week ago
Randy arrived in a timely manner. He inspected the air conditioning unit, cleaned it and serviced it.
Response from the owner:Thank you, Mary, for taking the time to share your feedback. We’re glad Randy arrived promptly and took care of inspecting, cleaning, and servicing your air conditioner, and we appreciate the opportunity to show our professionalism. Please feel free to call us anytime for seasonal tune-ups or to set up ongoing service.
Mary E.
1 week ago
We have used Southern Air for as long as I can even remember. We are always treated with respect and a smile. Technicians are totally top rate. Skilled and knowledgeable. Today, Randy, was certainly no exception. Excellent work.
Response from the owner:Thank you, Mary, for taking the time to share your feedback and for trusting Southern Air over the years. We’re proud of our professionalism, and we’re glad our team, including Randy, has consistently provided respectful service and knowledgeable work. Please feel free to call us anytime to schedule seasonal tune-ups or set up ongoing service.
Cindy C.
2 weeks ago
We are very pleased with the service we receive from Southern Air. Albert is very kind, courteous, and professional.
Response from the owner:Thank you, Cindy, for your feedback and for sharing your experience with Southern Air. We’re glad you’ve been pleased with our service and that our professionalism came through. If you ever need a seasonal tune-up or would like to set up ongoing maintenance, please call us anytime.
Sarah P.
2 weeks ago
Albert was very professional and nice. He made sure I understood the entire process and kept me informed throughout. Would recommend!
Response from the owner:Thank you so much for your kind words, Sarah! I'm glad to hear that Jason was professional, punctual, and communicative throughout the service. We appreciate your recommendation!
Lucinda G.
2 weeks ago
Cody and Brandon, John, and Jericha did and eceptional job from start to finish. Very professional and got it all done in a timely manner.
Response from the owner:Thank you, Lucinda, for your feedback and for recognizing Cody, Brandon, John, and Jericha for their professionalism and efficient work from beginning to end. We pride ourselves on fast response and dependable service. Please call us anytime to schedule a seasonal tune-up or set up ongoing maintenance.
Pamela S.
3 weeks ago
Jamar was great! Nice, professional and super great at his job!
Response from the owner:Thank you, Pamela—Jamar will be glad to hear this. We appreciate you highlighting how professional and personable he was, and that he took great care of you.
Donald C.
3 weeks ago
Tech was friendly and very knowledgeable in his profession. Quick and efficient at diagnosis of trouble. Able to complete job and get unit back up in running. Very good job. Would use them again.
Response from the owner:Thanks, Donald—glad our technician was friendly, knowledgeable, and able to diagnose the issue quickly and get your unit running again. We appreciate you choosing Southern Air and we’ll be here anytime you need us.
Eric B.
3 weeks ago
Technician was very friendly and courteous
Response from the owner:Eric, thank you for the 5-star review. I’m glad our technician treated you with friendliness and courtesy, and we appreciate you choosing Southern Air.
Joseph P.
3 weeks ago
They responded quickly, the technician was amazing.I would recommend him anytime.
Response from the owner:Thank you, Joseph—glad we were able to respond quickly and that our technician took great care of you. We really appreciate the recommendation and your support.
Blanche T.
3 weeks ago
Very nice, Very Quick..Very pleasant Take his work very serious.Hands down one of their best workers.
Response from the owner:Thank you for your kind words, Blanche. We're glad you had a positive experience with our technician and appreciated his quick and serious approach to work. Your feedback really means a lot to us!
Borman T.
3 weeks ago
My technician, Randy Church was extremely professional and knowledgeable. He diagnosed problem and we ended up with a repair. Overall, the service was quick and efficient. I do wish it would have been a little less expensive.
Response from the owner:Borman, thanks for taking the time to share this. I’m glad Randy was professional and knowledgeable and that he got the issue diagnosed and repaired quickly. I also hear you on the cost, and we’ll keep looking for ways to deliver the best value while doing the job right.
Kenneth H.
3 weeks ago
Justin was really enjoyable person. Very professional person. He is welcome in our home anytime. Ken Hackett
Response from the owner:Thanks, Kenneth—Justin will be glad to hear you enjoyed having him out and that his professionalism stood out. We appreciate you welcoming us into your home and taking the time to leave a review.
Howard C.
3 weeks ago
Justin was great. He always is. Thank you. This is a dependable honest company. Highly recommended.
Response from the owner:Howard, thank you for the kind words and for sticking with Southern Air. I’m glad Justin took great care of you again and that you can count on us for honest, dependable service. We truly appreciate the recommendation.
Chris M.
3 weeks 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.
Karl F.
3 weeks ago
Very professional performance !
Response from the owner:Thank you, Karl for the five-star review! We appreciate your business and look forward to working with you in the future.
Fiona W.
3 weeks ago
Albert arrived on time, very pleasant and friendly. Performed a maintenance check and then performed preventative maintenance on the system. Albert explained everything he did and why it was required. Thank you Albert.
Response from the owner:We love hearing how our team makes a difference. Thank you for trusting Southern Air!
V Gayle W.
3 weeks ago
Always a pleasure dealing with Southern Air!
Response from the owner:Thank you so much for your kind words, Gayle! We're delighted to hear that working with Southern Air is always a pleasure for you. Your support means the world to us!
Holly G.
4 weeks ago
Very professional on time great job liked that they showed you before hand who was coming very thorough
Response from the owner:Thank you, Holly—really glad you found our team professional, on time, and thorough. We also appreciate you mentioning the advance notice of who would be arriving, and we’re grateful you chose Southern Air.
jennifer M.
4 weeks ago
Very professional and personable. Great interaction!
Response from the owner:Thank you so much for your kind words, Jennifer! I'm glad you found our team professional and enjoyed the interaction. It's always a pleasure to provide our customers with a great experience.
Sandra H.
4 weeks ago
Great service as usual! Very thorough and detailed.
Response from the owner:Thank you so much for the 5-star review! We're glad to know you had a positive experience with Southern Air. We look forward to serving you again in the future.
Levi's V.
4 weeks ago
Fast/efficient/polite/knowledge in what he actually new what was to be done up front with costs
Response from the owner:Thank you for the kind words! We’re glad you had a fast, efficient, and polite experience — that’s what we aim for every time!
Meg W.
1 month ago
Robert did a good job on our biannual service and was very efficient, doing the job in 30 minutes. He wore booties in my house which I appreciated very much!
Response from the owner:Thanks for the 5 Star Review Meg! So glad to have you as our customer.
John C.
1 month ago
Very professional. Friendly. Good service
Response from the owner:John, thank you for taking the time to leave this review. I’m glad our team came across as professional and friendly, and that you were happy with the service.
James
1 month ago
Southern Air always responds quickly to make sure your home is comfortable. Service techs are friendly and professional. Highly recommend purchasing their maintenance program for worry free heating and cooling.
Response from the owner:James, thank you for the kind review. We appreciate you noticing our quick response times and how friendly and professional our technicians are. It means a lot that you recommend our maintenance program for worry-free comfort year-round.

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