Skip to content
RTI

Free checklist

VRF system quarterly maintenance checklist

A quarterly VRF system 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.

01

Outdoor unit

  • Outdoor coil and fans clear and running

    Condenser coil faces free of lint, leaves and cottonwood on all sides, fans spinning freely and quiet, clearances around the unit maintained, no fault standing on the outdoor board.

  • Outdoor unit stand, mounts and fixings sound

    Stand, dunnage or pad solid with no rust-through, anti-vibration mounts seated, hold-downs tight and the unit not walking or rocking while the compressors run.

02

Branch controllers

  • Refrigerant valve boxes dry and condensate draining

    Branch controller and refrigerant valve boxes free of oil residue at the connections, insulation intact, and any condensate drain from the box flowing clear with no back-up above the ceiling.

    No photo
  • Branch joints and headers checked for oil at the access points

    Y-branch joints and headers reached through the ceiling access on the walk looked at with a light for oil staining or frost, insulation closed back over them.

  • Heat recovery branch boxes quiet through a mode changeover

    On heat recovery systems, the box listened to while nearby heads switch between heating and cooling, no valve chatter or refrigerant hammer and no port fault posted.

    No photo
03

Indoor heads and controls

  • Walked heads turned off and fans at rest before grilles drop

    Head stopped from the central or local controller and its fan fully stopped before the return grille or filter panel is lowered, with the occupant told first.

    No photo
  • Indoor filters and drains checked at a sample of heads

    Filters at the walked heads cleaned or replaced, pans draining, condensate pumps cycling quiet where fitted, no staining on the wall or ceiling below a head.

  • Drain pump float trip shown as a fault at the controller

    Where a head has a built-in drain pump, water added to its pan until the float stops the head and the fault posts at the controller, then cleared once drained.

    No photo
  • All indoor units reporting on the controller

    Central or remote controller showing every addressed head online and answering, no communication error or missing unit, heat and cool commanded at a sample head to confirm changeover.

  • Refrigerant leak detection present and powered where required

    Where leak-detection sensors are required for the room's refrigerant concentration, the sensor is in place, powered and not in fault or bypass.

    No photo
  • Sensed room temperature checked against a thermometer

    At the sample heads, the room temperature the controller shows compared with a reference thermometer at the sensor location, a drifted sensor or thermistor noted.

04

Controls and schedules

  • Error history read at the central controller or service tool

    Stored errors scrolled by address and date, repeat codes on the same head or outdoor unit noted, and anything still active written up for follow-up.

  • Schedules and setpoint limits match the owner's settings

    Operating schedules, setback, setpoint limits and local-control lockouts on the central or local controllers read against the owner's settings, holiday dates current.

05

Close-out

  • Test commands cleared and heads back on their schedules

    Heads commanded for the changeover or float tests returned to their mode, setpoint and schedule, grilles latched and no manual override left at any controller.

    No photo
  • Findings logged against each system and head address

    Filter, drain, error code and sensor findings entered by refrigerant system and head address, so the annual knows which heads and branch boxes to open.

    No photo

What usually sends this back

The failures are almost always the evidence, not the work

  • One indoor head's filter loads and the space complaint gets chased at the thermostat, because on a big system a few heads always get skipped when their rooms are occupied.
  • A branch controller's condensate drain clogs above a ceiling and stains the tile below, since the boxes get walked past as 'no moving parts' on the round.
  • A head shows offline on the central controller and nobody notices, so the system runs with a gap until the room finally calls it in.

Verified against

Common questions

6 answers

What does this vrf system quarterly checklist cover?
15 items across 5 sections, covering outdoor unit, branch controllers, indoor heads and controls, controls and schedules, 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 tech on the quarterly round, working from the outdoor unit down through the branch controllers to a sample of indoor heads.
When in the schedule should this walk happen?
Every quarter, and ahead of each cooling and heating season since the same system runs both ways and one dropped head is easy to miss on a walk.
Why do these items ask for a photo?
8 of the 15 items call for photo evidence, 10 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 vrf system quarterly inspection?
One indoor head's filter loads and the space complaint gets chased at the thermostat, because on a big system a few heads always get skipped when their rooms are occupied. A branch controller's condensate drain clogs above a ceiling and stains the tile below, since the boxes get walked past as 'no moving parts' on the round. A head shows offline on the central controller and nobody notices, so the system runs with a gap until the room finally calls it in.
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 10 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.