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Rooftop unit (RTU) maintenance checklists

Rooftop unit (RTU) maintenance checklists for the quarterly and annual rounds: 2 free lists, 30 items and 29 photo requirements, each item naming what to look for and the photo evidence it needs. Work is commonly verified against ASHRAE guidance; the edition in force is the AHJ's call on each project.

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The rooftop unit (RTU) rounds

Rooftop unit (RTU) QuarterlyRooftop unit (RTU) quarterly maintenance checklistFilters, belts, drains and safeties on each unit, every quarter15 items12 photosRooftop unit (RTU) AnnualRooftop unit (RTU) annual maintenance checklistFull service: coils, electrical connections, refrigerant and combustion checks15 items17 photos

Where each walk sits in the schedule

  1. 01quarterly

    Rooftop unit (RTU) quarterly maintenance checklist

    Four times a year, timed ahead of the heating and cooling seasons so failures surface before peak load.

    Run by: The HVAC service tech on the contracted quarterly round.

  2. 02annual

    Rooftop unit (RTU) annual maintenance checklist

    Once a year, ahead of the dominant season: cooling-dominant units in spring, heating checks before first frost.

    Run by: The HVAC service lead, often with a helper for coil cleaning and electrical checks.

What most often fails on a rooftop unit (RTU)

  • Round billed for all units but photos only exist for the ones near the ladder hatch.
  • Condensate drains checked in cooling season and skipped the rest of the year.
  • Belt wear noted quarter after quarter with no replacement and no escalation.
  • Coils 'cleaned' from the dirty side, driving debris deeper into the fins. The damage is visible only in the after photo nobody took.
  • Electrical connections never re-torqued until one fails hot.
  • Refrigerant topped off without finding the leak, year after year.

Verified against

Families only, never clause numbers. Adoption varies by jurisdiction; confirm the edition your authority having jurisdiction enforces before you run a walk against it.

Common questions

5 answers

Which rooftop unit (RTU) maintenance rounds do these checklists cover?
Rooftop unit (RTU) quarterly maintenance checklist (quarterly): Four times a year, timed ahead of the heating and cooling seasons so failures surface before peak load. Rooftop unit (RTU) annual maintenance checklist (annual): Once a year, ahead of the dominant season: cooling-dominant units in spring, heating checks before first frost.
Who runs the rooftop unit (RTU) maintenance round?
The HVAC service tech on the contracted quarterly round. The HVAC service lead, often with a helper for coil cleaning and electrical checks.
What most often fails on a rooftop unit (RTU)?
Round billed for all units but photos only exist for the ones near the ladder hatch. Condensate drains checked in cooling season and skipped the rest of the year. Belt wear noted quarter after quarter with no replacement and no escalation. Coils 'cleaned' from the dirty side, driving debris deeper into the fins. The damage is visible only in the after photo nobody took.
Which standards is rooftop unit (RTU) work verified against?
ASHRAE guidance, published by the American Society of Heating, Refrigerating and Air-Conditioning Engineers. Adoption varies by jurisdiction. Confirm the edition your authority having jurisdiction enforces before you run a walk against it.
Can I run these checklists in RTI?
Yes. Start a free RTI workspace and load any of the 2 lists (30 items in total). The Photo Gate holds the submit button until every mandatory item is answered and its photos are attached, and approved inspections roll into a branded turnover package with a tamper evident audit trail.

Run these lists with the Photo Gate.

Tag one area, scan it, and the submit stays locked until the photos exist.

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