Free checklist
Fan coil unit quarterly maintenance checklist
A quarterly fan coil 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 IMC, manufacturer's published instructions. Confirm the edition your authority having jurisdiction has adopted.
- Items
- 5
- Photos required
- 7
- Built for
- Subcontractors
Who runs it
The maintenance tech on the quarterly unit round through the rooms and corridors.
When in the schedule
Every quarter, walked room by room or by floor so the filter change and the drain check happen on the same visit.
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.
Filter and coil face
- 2 photos
Filter replaced and coil face inspected
Filter changed and correctly sized, no bypass gaps around the rack, coil face clean with no matting or bent fins visible behind the filter.
Condensate
- 2 photos
Drain pan clear and trap holding
Pan draining fully with no standing water or biological growth, trap primed, drain line flowing to termination with no back-up.
- 1 photo
Condensate float switch proven where fitted
Float switch lifted to confirm it interrupts the unit or fires the alarm, secondary pan dry where the unit sits over occupied space.
Blower and operation
- 1 photo
Blower running clean and quiet
Wheel free of dust build-up, set screw tight, motor mounts sound, no rattle, imbalance or bearing noise at each speed tap.
- 1 photo
Unit heats and cools on a call
Heating and cooling each commanded from the thermostat, discharge temperature responding, no unusual valve or fan behavior.
What usually sends this back
The failures are almost always the evidence, not the work
- Filter left in past its interval until it collapses into the coil, then the low airflow gets blamed on the thermostat.
- Condensate trap dry or the pan slime-clogged, so the first hot week the ceiling below the unit stains before the float switch is ever proven.
- A blower rattle logged as 'noisy' three visits running with no one checking the wheel set screw or the motor mounts.
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 7 required photos exist. Approved walks roll into a branded turnover package with a tamper-evident record behind every line.
Submission state
The gate is enforced on the server, so it holds even if the phone is offline when the walk happens.
Verified against
Common questions
- What does this fan coil unit quarterly checklist cover?
- 5 items across 3 sections, covering filter and coil face, condensate, blower and operation. 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 maintenance tech on the quarterly unit round through the rooms and corridors.
- When in the schedule should this walk happen?
- Every quarter, walked room by room or by floor so the filter change and the drain check happen on the same visit.
- Why does every item ask for a photo?
- 7 of the 5 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 fan coil unit quarterly inspection?
- Filter left in past its interval until it collapses into the coil, then the low airflow gets blamed on the thermostat. Condensate trap dry or the pan slime-clogged, so the first hot week the ceiling below the unit stains before the float switch is ever proven. A blower rattle logged as 'noisy' three visits running with no one checking the wheel set screw or the motor mounts.
- 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.
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