DIY Preventative Maintenance
In between maintenance calls, it is important for you to do the following to protect your heat pump and save energy:

• Clean or change the air filter as recommended or, if you use the system more, at least once a month.
• Remove foliage and debris from around the outdoor unit. Shrubs should be trimmed back at least 18 inches on all sides.
• In winter, check for snow or ice buildup, as heat pumps need air flow to function properly.
• Inspect the outdoor coils occasionally; if they are dirty, follow the manufacturer’s suggestions for cleaning them.
• Clean the supply and return registers if they are dusty.
• Keep all vents open so air can flow unimpeded, increasing system efficiency.

• Lubricate mechanical components to reduce friction and resistance, which reduces wear and improves efficiency.
• Clear any obstructions from the condensate drain, and check for and fix any cracks or leaks.
• Test heat pump controls to verify proper startup and shutdown, while listening for problematic noise or vibration.
• Check the air filter for dirt, which can put strain on the compressor and other components, and replace if necessary.
• Clean the condenser coil and fan as well as check for stability, amp draw, and vibrations.
• Inspect belts, pulleys, and other components for alignment issues.
• Check blower wheels and motors for restricted airflow and whether the motor is drawing a proper amperage.
• Measure refrigerant levels and recharge the unit if necessary.
• Inspect the refrigeration metering device to ensure it’s working; if not, it can reduce efficiency, cooling ability, and operating life.
• Inspect electrical wiring and connections; damaged wire will be replaced, and loose connections tightened.
• Flush/clean the drain line to ensure it is clear and there are no residual clogs.
• Inspect ducts for dirt and obstructions, or any damage that can cause leakage or restrict airflow.
• Check the defrost assembly to verify the defrost timer is working.
• Test the crankcase heater to ensure it’s working and that no performance issues will damage the compressor.
• Monitor coil temperatures; if there are variations across a coil, different underlying issues may be present.
• Check safety panels and other features to ensure the unit operates and responds normally.
• Test thermostat sensors and verify the thermostat reflects current conditions in your space.
• Examine unit disconnect switches and test time delay to prevent a variety of electrical hazards.
• Check unit placement and elevation to prevent drainage problems, freezing, and other issues.