Free checklist
Ductless mini-split annual maintenance checklist
The annual ductless mini-split service is the deep pass: the measurements, cleanings and tests a quarterly round doesn't reach. This checklist keeps the full service on record with the photos that make it defensible later. Work is commonly verified against IMC, manufacturer's published instructions. Confirm the edition your authority having jurisdiction has adopted.
The checklist
Every item, and the photo evidence it needs
The photo count on each row is what RTI would require before the item can be submitted. Work the list here and watch the gate hold, or load it into RTI and let it enforce the real thing.
Shutdown and protection
Lock and tag applied before any head cover comes off
Each circuit feeding the outdoor unit and heads locked and proven dead; heads closed up, the charge check run under the procedure's temporary release (locks off by their owner), then re-locked.
Wash bag and floor cover rigged under the head
Room occupant told first, coil cleaning bag fitted to drain into a bucket, wall and floor below covered, and electronics in the head shielded from the rinse water.
No photo
Deep cleaning
Blower wheel and indoor coil cleaned
Head opened, blower wheel and coil cleaned of biofilm and dust, a cleaning that restores airflow rather than just swapping the filter.
Condensate line flushed clear
Full drain line flushed and confirmed flowing, pump reservoir and float cleaned, trap or check verified where fitted.
Refrigerant and charge (awareness)
System charge and operation checked against the data plate
Operating pressures and temperatures read where the system allows, compared against the manufacturer's charging data, a low reading treated as a leak to find rather than a top-off.
Line-set connections and insulation inspected
Flare and connection points checked for oil residue that signals a leak, insulation resealed at the wall penetration and any exposed run.
Flare joints tested with a detector at each head
Beyond the look for oil, flare nuts behind each head and at the outdoor service valves tested with an electronic detector or bubble solution.
Flare repairs and charge changes handed to a certified tech
Flare remakes, recovery and any charge weighed in done by a certified refrigerant technician, noting which head's line set was worked on and the refrigerant used in the system log.
No photo
Electrical and mounting
Electrical connections and disconnect checked
Whip and terminal connections tight at the outdoor unit, disconnect intact, no heat discoloration at the lugs.
Interconnect terminals checked inside each head
With the circuits re-locked and proven dead, power and communication wires tight at the head's terminal block, no heat marks, chafing or water tracking along the cable.
Mounting, brackets and clearances verified
Wall bracket and outdoor pad or stand secure, head level so the pan drains, clearances around the condenser maintained.
Return to service
Covers refitted, locks cleared and system restarted
Head covers, filters and front panels back on, locks removed by the person who hung them, and each head run in heat and cool until it settles.
No photoSupply and return temperatures measured at each head
Thermometer readings at the return and supply of every head in cooling, the split compared with last year's so a head losing capacity stands out.
Annual readings logged by head for next year
Temperature splits, charge readings, cleaning notes and any leak found entered against each head so next year's service starts from this one.
No photo
What usually sends this back
The failures are almost always the evidence, not the work
- Filters changed for years while the blower wheel behind them silently packs with biofilm and loses half the airflow.
- Drain flushed at the pan only, leaving the slime in the line that clogs again within weeks.
- Low charge chased with a top-off instead of a leak found, so the same head is short on capacity again next season.
Verified against
Common questions
6 answers
- What does this ductless mini-split annual checklist cover?
- 14 items across 5 sections, covering shutdown and protection, deep cleaning, refrigerant and charge (awareness), electrical and mounting, and more. 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 HVAC service tech on the annual, with the heads opened up and gauges on the system where needed.
- When in the schedule should this walk happen?
- Once a year, deep enough to reach the buildup on the blower wheel and coil that the quarterly filter change never touches.
- Why do these items ask for a photo?
- 10 of the 14 items call for photo evidence, 11 photos in all. 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 ductless mini-split annual inspection?
- Filters changed for years while the blower wheel behind them silently packs with biofilm and loses half the airflow. Drain flushed at the pan only, leaving the slime in the line that clogs again within weeks. Low charge chased with a top-off instead of a leak found, so the same head is short on capacity again next season.
- 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.
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 11 required photos exist. Approved walks roll into a branded turnover package with a tamper evident record behind every line.
See all 508 checklists · 6741 items and 5984 photo requirements in total.