Free checklist
Ductless mini-split quarterly maintenance checklist
A quarterly ductless mini-split 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.
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.
Access at each head
Room occupant told and the floor below the head covered
Occupant told before work starts in the room, furniture and electronics under the head moved or covered so drips from the filter pull land on a drop cloth.
No photoHead switched off at its controller before opening
Head stopped at its own controller and the blower fully spun down before the front panel lifts; nothing past the filters and coil face is reached on this round.
No photo
Indoor units
Filters at each head cleaned or replaced
Every head's filters pulled, washed or swapped, and reseated, with no head skipped because its room was occupied.
Drain pan and condensate path clear
Pan draining, condensate pump cycling and quiet where fitted, no water staining on the wall or ceiling below the head.
Indoor coil face checked with the filters out
Coil face behind the filters looked at with a light, no dust mat, mold spotting or bent fins; heavy buildup noted so the head is cleaned at the annual.
Condensate pump safety switch tripped where fitted
Water poured into the pump reservoir until the overflow float trips and the head stops cooling or alarms, then resets once the level drops.
No photo
Refrigerant lines
Line-set insulation intact
Insulation continuous over the suction line, no gaps, splits or UV damage where the line-set runs outside or crosses the wall penetration.
Wall penetration sealed where the lines pass
Sleeve and sealant around the line set, drain and control cable intact inside and out, no daylight, water tracking or pest entry at the hole.
Line set strapped and protected along the outside run
Straps or line cover holding the run without sag or kinks, lines clear of sharp edges and foot traffic, cover joints and end caps in place.
Outdoor unit and operation
Outdoor coil and fan clear
Condenser coil free of leaves, grass and lint, fan spinning freely, unit level with clearance around it.
Base pan and ground under the outdoor unit draining clear
Base pan drain holes open, no ice, pooling or standing water under the unit, and defrost meltwater or condensate not running onto a walkway, stair or doorway.
Each head tested in heat and cool
Every head run in both modes from its own controller, supply air noticeably warm then cold, no error codes on the display.
No photo
Close-out
Heads set back to the occupant's mode and setpoint
Front panel latched and each head returned to the mode, setpoint, fan speed and schedule it had before the test, remote left in its holder.
No photoFindings logged by head and room for the annual
Filter condition, coil face, drain and any error code entered against each head and its room, so the annual knows which heads need the deepest cleaning.
No photo
What usually sends this back
The failures are almost always the evidence, not the work
- Indoor filters left loaded because each head is in a different room and one or two always get skipped on the walk.
- Condensate pump or drain backing up behind a wall-mounted head, showing up as a stain on the wall or ceiling below.
- Line-set insulation split or missing where it leaves the wall, so the exposed run sweats and drips down the elevation.
Verified against
Common questions
6 answers
- What does this ductless mini-split quarterly checklist cover?
- 14 items across 5 sections, covering access at each head, indoor units, refrigerant lines, outdoor unit and operation, 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 or maintenance tech on the quarterly round, working head unit by head unit through the occupied spaces.
- When in the schedule should this walk happen?
- Every quarter, and ahead of each cooling and heating season since the same head runs both ways.
- Why do these items ask for a photo?
- 8 of the 14 items call for photo evidence, 9 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 quarterly inspection?
- Indoor filters left loaded because each head is in a different room and one or two always get skipped on the walk. Condensate pump or drain backing up behind a wall-mounted head, showing up as a stain on the wall or ceiling below. Line-set insulation split or missing where it leaves the wall, so the exposed run sweats and drips down the elevation.
- 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 9 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.