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Boiler feed and condensate unit quarterly maintenance checklist

A quarterly condensate unit round is short on purpose: it catches the wear items that fail between annual services. This checklist is sized for a tech with a phone. Every item says what to look at and the photo that proves the round happened. Work is commonly verified against manufacturer's published instructions. Confirm the edition your authority having jurisdiction has adopted.

Items
6
Photos required
8

Who runs it

The boiler or mechanical tech on the quarterly boiler-room round while the heating system is under load.

When in the schedule

Every quarter through the heating season, walked with the boiler so a flooding receiver or a makeup valve stuck open is caught before it carries over into the boiler or dumps water to the floor.

The checklist

Every item, and the photo that proves it

The photo count on each row is what RTI would require before the item can be submitted. Copy the list as is, or load it into RTI and let the gate enforce it.

01

Receiver and level

  • Receiver water level and float switch operating

    Water level in the receiver sitting in the normal band on the gauge glass, float switch or level control starting and stopping the pump at the right points, no continuous overflow at the vent or overflow connection.

    2 photos
  • Makeup water valve feeding only on demand

    Float-operated makeup valve holding closed at normal level and opening only as level drops, not feeding continuously, no city water running steadily into the receiver.

    1 photo
02

Pumps and check valves

  • Pump seal and connections dry

    Mechanical seal essentially dry, no product tracking down the shaft, flanges and piping connections free of weeping, no rust trail or puddle under the unit.

    2 photos
  • Pump running quiet and check valve holding

    Feed pump running without cavitation or unusual noise when it stages, discharge check valve holding so the boiler does not backfeed the receiver and the pump does not spin backward on stop.

    1 photo
03

Strainer, controls and alarm

  • Strainer and controls checked

    Strainer ahead of the pump not loaded, controls in auto rather than left in hand from a past call, pump cycling with the boiler's demand as intended.

    1 photo
  • Low-water and alarm devices present and set

    Low-level cutout and any alarm or pump-fault annunciation in place and not bypassed, no standing alarm on the panel.

    1 photo

What usually sends this back

The failures are almost always the evidence, not the work

  • Receiver riding high and dumping condensate out the overflow visit after visit, blamed on 'too much return' when the float switch or makeup valve is actually stuck.
  • A feed pump seal weeping a steady drip onto the receiver top and rusting the tank and motor, called normal because the unit still pumps.
  • Makeup water valve stuck feeding, so the receiver stays topped from the city side and nobody sees the steam loss until the water bill or the treatment does.

Run it with the Photo Gate

A checklist nobody can submit half-finished

Load this list into RTI, stick a QR tag on the area it covers, and the submit button stays locked until every mandatory item is answered and the 8 required photos exist. Approved walks roll into a branded turnover package with a tamper-evident record behind every line.

Submission state

Mandatory items answered6 of 6
Photos attached5 of 8
Submit locked, 3 photos missing

The gate is enforced on the server, so it holds even if the phone is offline when the walk happens.

Common questions

What does this boiler feed and condensate unit quarterly checklist cover?
6 items across 3 sections, covering receiver and level, pumps and check valves, strainer, controls and alarm. Each item spells out what the person walking the job is actually looking for, not just a box to tick.
Who should run this inspection?
The boiler or mechanical tech on the quarterly boiler-room round while the heating system is under load.
When in the schedule should this walk happen?
Every quarter through the heating season, walked with the boiler so a flooding receiver or a makeup valve stuck open is caught before it carries over into the boiler or dumps water to the floor.
Why does every item ask for a photo?
8 of the 6 items call for photo evidence. A checklist answer without the photo is a claim; the photo is what makes the record worth something in a dispute and lets a reviewer approve work without re-walking the job.
What most often fails a boiler feed and condensate unit quarterly inspection?
Receiver riding high and dumping condensate out the overflow visit after visit, blamed on 'too much return' when the float switch or makeup valve is actually stuck. A feed pump seal weeping a steady drip onto the receiver top and rusting the tank and motor, called normal because the unit still pumps. Makeup water valve stuck feeding, so the receiver stays topped from the city side and nobody sees the steam loss until the water bill or the treatment does.
Can I use this checklist in RTI?
Yes. Start a free RTI workspace, build this list as a checklist, and the Photo Gate holds the submit button until every mandatory item is answered and its photos are attached. Approved inspections roll into a branded turnover package with a tamper-evident audit trail.