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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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Darrell L.
5 hours ago
Jamar is timely & knowledgeable.
Response from the owner:Thank you, Darrell, for your feedback. We’re glad our team was on time and provided knowledgeable service, and we pride ourselves on professionalism. Please call us anytime to schedule a seasonal tune-up or set up ongoing maintenance.
Joshua M.
14 hours ago
Great job by Dylan with Southern Air. Professional, thorough, and did a great job inspecting and cleaning my HVAC and handler. Highly recommended, well-priced, and very quick to get an appt.
Response from the owner:Thank you, Joshua, for the kind feedback and recommendation. We’re glad Dylan provided a thorough inspection and cleaning at a fair price, and our professionalism and fast response helped you get scheduled quickly. Please call us anytime for seasonal tune-ups or to set up ongoing HVAC service.
Mike H.
17 hours ago
Technician was very helpful and explained what he was doing and why.
Response from the owner:Thank you, Mike, for taking the time to share your feedback. We’re glad our technician helped by clearly walking you through the work and the reasoning behind it, and we pride ourselves on professionalism. Please call us anytime to schedule seasonal tune-ups or set up ongoing service.
Philip H.
17 hours ago
Randy was excellent and ID’d the problem right away
Response from the owner:Thank you, Philip, for taking the time to share your feedback. We’re glad the issue was diagnosed quickly and that our professionalism came through during your visit. Please call us anytime to schedule a seasonal tune-up or to set up ongoing maintenance service.
Jeanne M.
1 day ago
Jamar was polite and efficient. He explained what was happening with my AC and provided a temporary fix for the night. Said he'll be back tomorrow to do a permanent fix. Excellent service! Jamar is very polite and efficient. Fixed my AC in less time than anticipated. You can send him back all the time. Great role model for other employees and young men his age. Albert explained everything he did for my HVAC maintenance. He was very competent and completed the maintenance required. Overall I'm very impressed with the Southern Air technicians. They have been prompt, efficient and polite. Glad that there are still companies offering great customer service.
Response from the owner:Thank you, Jeanne, for taking the time to share your feedback. We’re glad our team was professional, explained the issue clearly, and got your AC running with a temporary solution while we schedule the permanent repair. Please feel free to call us anytime for seasonal tune-ups or to set up ongoing service.
garry M.
2 days ago
Excellent and Albert did a great job. Will recommend your company.
Response from the owner:We’re happy to hear Albert provided excellent service. Thank you for recommending Southern Air—we’re grateful for your support.
Gary O.
2 days ago
The installation was excellent—no mess, completely professional, and the crew worked clean and efficiently. Truly a top notch job from start to finish. Service was fast, too: I called around noon on day one, and someone was out within a couple of hours. The estimator came the next day, and by the following day the new unit was installed. It’s been running like a dream. As I said, the installation was outstanding, and I’m really enjoying the new A/C unit. Thank you again for the exceptional work. This is the second A/C unit I’ve purchased from Southern Air—the first one lasted 19 years. Their sales, installation, and service are consistently top notch, exactly what you need in this Florida heat.
Response from the owner:Thank you, Gary, for your feedback and for choosing Southern Air again. We’re glad you appreciated our professionalism and fast response, and that the installation process stayed clean and efficient with your new system running smoothly. Please call us anytime to schedule seasonal tune-ups or set up ongoing service to keep everything performing its best.
Michelle M.
2 days ago
Jason was very professional, efficient and thorough. Awesome!
Response from the owner:Thank you, Michelle, for your feedback and for noting Jason’s professionalism, efficiency, and thorough work. We take pride in our professionalism and fast response to keep your home comfortable. Please call us anytime to schedule a seasonal tune-up or set up ongoing HVAC service.
Kirk P.
2 days ago
Great service. He came and I had a few problems with my system. Had some leaks he helped me figure out the area and gave some advice for repairs. I will definitely be calling him back for all of my AC work. Very friendly and knowledgeable. I would recommend southern air for everyone. Also My unit was a mini split. That I installed a few years ago. He still had no problem helping with advice.
Response from the owner:Thank you, Kirk, for taking the time to share your feedback. We’re glad we could help you track down the leaks on your mini split and provide clear repair guidance, and we appreciate your kind words about our professionalism. Please give us a call anytime you’d like to schedule a seasonal tune-up or set up ongoing service for your AC system.
Sharon S.
2 days ago
Jason serviced our A/C unit today. He was professional and efficient and we thank him for a great job.
Response from the owner:Thank you so much, Sharon! I'm glad to hear that Jamar's professionalism and efficiency made a positive impact on your experience. We appreciate your feedback and look forward to serving you again.
Jody H.
2 days ago
Dylan our technician very friendly and answered all our questions. Very informative! We'd like him to be our technician when servicing the unit.
Response from the owner:Thank you, Jody, for taking the time to share your feedback. We’re glad Dylan was friendly, informative, and helped answer your questions, and we appreciate your note about requesting him for future visits, professionalism is a priority for us. Please feel free to call us anytime to schedule a seasonal tune-up or set up ongoing service for your system.
James L.
3 days ago
DYLAN WAS GREAT! LIKE FOR HIM TO BE MY FAVORITE TECHNICIAN. 😉😁
Response from the owner:Thank you, James, for taking the time to share your feedback. We’re glad you had such a great experience with Dylan, and we take pride in our professionalism on every visit. Please feel free to call us anytime for seasonal tune-ups or to set up ongoing HVAC service.
Bryant
3 days ago
Jason always does a fantastic job. Thank you.
Response from the owner:Thank you, Bryant, for taking the time to share your feedback. We’re glad to hear Jason took great care of you, and our professionalism is something we work hard to deliver on every visit. Please feel free to call us anytime to schedule a seasonal tune-up or set up ongoing service.
Richard R.
3 days ago
Trenton was great
Response from the owner:Richard we are glad to hear that you had a great experience with Jamar. He is a true professional and we appreciate your business!
William B.
3 days ago
07/06/26 - Dylan, today, for our routine semi-annual maintenance check. In his thorough, attention to detail, Dylan ID'd a couple electrical components that were "struggling", and destined for failure, i.e., he caught them "early" - that's called "trouble-shooting expertise"! Proactive correction is so much wiser than repairs after failure!! Another Great check-up! 01/06/26 - Routine semi-annual check-up, today! All was well, and, all went well! Robert, almost always our "Go-To" Guy, always the consummate professional, was our Guy, today; performed a thorough inspection, and routine maintenance on our two A/C systems w/ an up-check on both! We're good to go for another 6 months, or, until we're not! Southern Air is a team-oriented operation w/ a deep bench of well-trained, well-motivated, wonderful technically proficient professionals, both in the field and in the office! They like what they do, they like each other, they're having fun, and it really shows!! This is a growing business that should be, if not, already, the case study focal point of college-level business operation and administration studies, locally and around the country! 07/22/25 - Today is Tuesday. This past Friday, we enjoyed our regular semi-annual check-up, and all went well; we passed the quiz!💥 Then, sometime Saturday late afternoon/early evening, things started "warming up"! By Sunday A.M., our a/c system, a mere 2 yrs old, was failing via an oscillating blower motor on our Air Handler. Mayday! Mayday! Mayday! Temp's are rising rapidly; we're in distress! Send Help!! Jamar Witt, another stellar performer from Southern Air, arrived to discover our blower motor acting up, and was able to get it squared away ... sorta! About an hour later, after a full & frank discussion, it resumed it's irregular misbehavior, again. I brought Molly up to speed, another star "weekend warrior" @ Southern Air, and she relayed to Jamar who wrote the order; and we settled in for a couple toastie days, waiting for replacement parts! Today, our parts arrived, and Jamar just departed, ~1730, having replaced our blower motor - easy-peasy! We're cooling rapidly, now, from a heat-soaked 87°! What did we ever do before a/c? 🙄 Southern Air to our rescue, again, 24/7! 👍🇺🇲
Response from the owner:We truly appreciate you taking the time to keep sharing your experiences with us—it never goes unnoticed! Robert and Gabby are both top-notch, and we're lucky to have them on the team. Thank you for your continued trust in Southern Air. It means the world to us!
William B.
3 days ago
excellent
Response from the owner:Thank you for the 5 stars! We really appreciate your support and are grateful for the opportunity to serve you. 💙
Stephanie B.
4 days ago
My ac went out on a Friday around 5pm and it was a holiday weekend, I figured no one would answer much less come out . I was wrong they had a technician out within 30 minutes of my call and got my unit back up and running. Can not thank them enough .
Response from the owner:Thank you, Stephanie, for taking the time to share your experience and for the kind feedback. We’re proud of our fast response and glad we could get a technician to you quickly and have your AC running again before the holiday weekend. If you’d like, please call us anytime to schedule seasonal tune-ups or set up ongoing service to help prevent future breakdowns.
Dorothy E.
4 days ago
Lake was very focused on the job and completed in a very timely manner…as always professional and gives the customer confidence in his ability to do it right. Friendly and takes time to answer questions.
Response from the owner:We’re happy to hear Damon delivered great service! His focus and professionalism make all the difference, and we’re glad it shows.
Rhonda M.
6 days ago
Just had my 6 month service call done by Jason and as always very courteous and professional. Also he found a problem and fixed it. Thank you!
Response from the owner:Thank you for your kind words and continued trust in our service, Rhonda! We're glad to hear that Jason once again delivered courteous and professional care during your 6-month service call. We're especially pleased he was able to identify and fix an issue promptly—your comfort and peace of mind are always our priority. We appreciate your support and look forward to serving you again!
Gini E.
7 days 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!
Mike B.
7 days ago
On time very professional helped getting the ac running right before the holiday weekend
Response from the owner:Thank you, Mike, for your feedback and for choosing Southern Air. We’re glad our team arrived on schedule, kept things professional, and got your AC running properly before the holiday weekend, and our fast response is something we work hard to deliver. Please call us anytime to schedule a seasonal tune-up or set up ongoing service.
Louise K.
1 week ago
We rent so no price paid
Response from the owner:Thank you, Louise, for taking the time to share your feedback and for the 5-star rating. We’re glad our team’s professionalism made a positive impression during your service visit, even as a renter. Please feel free to call us anytime for seasonal tune-ups or to set up ongoing service.
Louise
1 week ago
Jamar checked the air handler as it was making a strange noise. He said it most likely was doing that because the air filter was very dirty. I changed the filter last night & we could not hear it anymore. While he was here, he checked the system out & all was running ok!
Response from the owner:Louise, thanks for taking the time to share this. I’m glad Jamar was able to pinpoint the likely cause and that changing the filter solved the noise right away. We appreciate you choosing Southern Air, and it’s great to hear everything else checked out and is running well.
Mary D.
1 week ago
I enjoy the fast communication with this company. They provide timely messages to let you know when the technician is heading your way. They very much keep your appointment time as close as possible, if not totally accurate. The maintenance of the system appears to be done by experienced personnel. They're clean and keep your property clean. :-)
Response from the owner:Thank you, Mary, for your feedback and for recognizing our fast response with timely updates, on-time arrivals, and a clean, professional maintenance visit. We take pride in our professionalism and in treating every home with care. Please feel free to call us anytime for seasonal tune-ups or to set up ongoing service.
Wendy W.
1 week ago
Randy was very polite and professional. He contacted me to let me know when he would arrive, which was very nice. He cleaned my unit thoroughly, going above and beyond what I expected. Thank you
Response from the owner:We’re thrilled Damon could go above and beyond for you! Thank you for choosing Southern Air and for your kind feedback.

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