Free Home Inspection HVAC Checklist

Build and download a free home inspection HVAC checklist — the heating and cooling section written to a published standard of practice, graded Inspected / Not Inspected / Not Present / Deficient, with every deficiency collected into the summary your client reads first. The supply/return differential is checked against the standard you selected, and the report says plainly where that standard prescribes no number. PDF, Excel, or Word export.

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Build your HVAC inspection section

Grade each item I, NI, NP or D and the deficiencies collect themselves into the summary your client reads first. The supply and return readings are checked against the standard you select — and where that standard prescribes no range, the report says so instead of inventing one.

Home Inspection — HVAC

Heating & cooling · 09/11/2026

1Report detailsWho inspected what, and under which standard of practice.
Title
Inspection date
Standard of practice
Report #optional
Inspectoroptional
Inspector license #optional
Clientoptional
PropertyNothing set
Company detailsNothing set
2EquipmentWhat is installed, as described from the data plate.
System typeoptional
Energy sourceoptional
Brandoptional
Modeloptional
Serialoptional
Approximate yearoptional
3Temperature readingsAuto-checkedChecked against the standard you selected, as you type.
Supply air (°F)optional
Return air (°F)optional
Outdoor (°F)optional
4Inspection checklistGrade what you inspected. Anything left blank is omitted from the report.
Heating equipment12 checks

The furnace, boiler, heat pump or electric unit, and its combustion and venting.

Type of heating system and energy source recorded
Unit operates using normal operating controls
Thermostat operates and is appropriately located
Cooling equipment12 checks

The condenser, evaporator, condensate handling, and the temperature differential.

Type of cooling system recorded
Unit operates using normal operating controls
Extraneous factors on the day affecting the differential
Ducts, registers & return air9 checks

How the conditioned air gets there and comes back — including where the return draws from.

Location of return air openings
Air flow present at accessible supply registers
Duct system damage or improper material
Gas supply at the appliance6 checks

The shut-off, connector and bonding serving the equipment. TREC places these under §535.231, not the HVAC section — they are carried here because they are found at the furnace.

Gas shut-off valve within six feet of the appliance
Appliance connector present and not exceeding six feet
Connector concealed within or extended through a wall, floor or ceiling
Equipment data & limits of the inspection6 checks

What was recorded from the data plate, and the things a standard of practice does not permit an inspector to conclude.

Make, model and serial recorded from the data plate
Approximate age decoded from the serial number
Equipment not operated — weather, shutdown or decommissioned

Add to your report:

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What's included

  • The Inspected / Not Inspected / Not Present / Deficient schema from 22 TAC §535.231 — the one condition vocabulary with a legal definition behind it, printed with that definition
  • A standard-of-practice setting that changes the report rather than decorating it: TREC grades the temperature differential against 15°F to 22°F and cites the rule, while InterNACHI and ASHI record the same reading with no verdict because neither prescribes a range
  • An outdoor temperature gate that suppresses the performance verdict below the floor — 60°F under TREC, 65°F under InterNACHI — so a sound unit tested in October is never called deficient
  • Five inspected areas: heating equipment, cooling equipment, ducts and return air, the gas supply at the appliance, and the limits of the inspection itself
  • The gas-safety findings a transaction turns on — combustion and dilution air, vent pipe slope and clearance, flame condition, shut-off valve within six feet, connector length and concealment, sediment trap, CSST bonding
  • Return-air prohibitions cited to IRC M1602.2 as it actually reads, including the 10-foot separation from a draft hood and the fact that there is no direct-vent exception
  • A visible "limits of the inspection" section carrying heat exchanger integrity, sizing and adequacy, refrigerant charge and air balance — flagged as excluded, with the exclusion quoted
  • Every deficiency collected into a single list at the top of the report, ahead of the section detail
  • Your own items addable to any section, for whatever the checklist does not cover
  • Items left blank omitted entirely rather than printed empty
  • Export to PDF, Excel (.xlsx), or Word (.docx)

How to use this template

  1. 1

    Pick the standard first

    TREC or the national bodies. It decides whether the temperature differential is graded or merely recorded, what the outdoor floor is, and whether a gas-leak observation counts as exceeding your standard. Set it before you record anything.

  2. 2

    Record the equipment and the readings

    Data plate details, then supply air, return air and the outdoor temperature. The differential is computed and checked as you type, and the outdoor reading decides whether a performance conclusion can be drawn at all.

  3. 3

    Work the checklist

    Mark each item Inspected, Not Inspected, Not Present or Deficient, and add a note where it matters. Anything you leave blank simply does not appear on the report.

  4. 4

    Say what you did not inspect

    The last section carries the things no standard of practice permits — heat exchanger integrity, sizing, refrigerant, air balance. Marking them Not Inspected is the standard being followed, and the report says so.

  5. 5

    Download and deliver it

    Export to PDF, Excel or Word. The deficiency summary sits at the top, the exclusions belonging to your standard print at the bottom, and the citations stay attached to the findings they belong to.

What a home inspector may and may not say about a furnace

A home inspection HVAC checklist and a contractor’s tune-up checklist look similar and are not the same document. A service technician diagnoses, measures, dismantles and repairs. A home inspector performs a visual, non-invasive inspection under a published standard of practice, reports what was observed on one day, and is bound as much by what the standard excludes as by what it requires. Most HVAC checklists in circulation are the technician’s document with an inspector’s cover page, which is exactly how an inspector ends up with a report that exceeds their own standard of practice in writing.

The temperature differential is where this shows up most clearly. Nearly every form prints a supply-and-return split with a “14 to 22 degrees” range beside it as though it were universal. It is not. InterNACHI 3.5.IV prescribes no range at all, and goes further by excluding determination of “the uniformity, temperature, flow, balance, distribution, size, capacity, BTU, or supply adequacy of the cooling system.” ASHI 9.2.B likewise excludes determining cooling supply adequacy. Texas is the outlier: 22 TAC §535.230(b)(1)(A)(ii) requires the inspector to measure and report the difference between supply and return air, and (b)(1)(B)(ii)(I) reports as Deficient a system that “fails to achieve a 15 degrees Fahrenheit to 22 degrees Fahrenheit temperature differential.” That range entered the rule by the amendment effective 1 February 2022, which is why downloads copied from the older rule disagree with each other. So this builder asks which standard you work to, grades the differential only where a standard actually prescribes a range, and otherwise records the number and says in the report that no range is prescribed. A fabricated threshold on a document a buyer will act on is the failure worth engineering around.

The same discipline runs through the rest of the form. The outdoor temperature floor below which cooling equipment need not be operated is 60°F under TREC §535.230(d)(3)(C)(i) and 65°F under InterNACHI 3.5.IV — two different numbers, so the report resolves it from your standard rather than printing one. Heat exchanger integrity is excluded by all three bodies and appears as a stated limitation rather than a line the inspector quietly leaves blank. Gas leaks at the heating equipment are required reporting under TREC §535.230(a)(3)(A) and excluded outright by InterNACHI 3.6.IV, so the item is flagged per standard instead of guessed at. “Flame rollout” is carried as the field term it is, because it appears in no model code and no standard of practice — the rule’s own words are “flame impingement, uplifting flame, improper flame color, or excessive scale buildup.” Where a code section is cited it names its edition, because these move: condensate disposal is M1411.3 in the 2021 IRC and M1411.9 in the 2024. And every export states that codes are not retroactive, because a 1985 house is not in violation of a 2021 code and a report that implies otherwise misrepresents the property.

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Home Inspection HVAC Checklist FAQs

Is 15 to 22 degrees really the required temperature differential?

Only in Texas. 22 TAC §535.230(b)(1)(B)(ii)(I) reports as Deficient a cooling system that fails to achieve a 15°F to 22°F differential, and that language entered the rule with the amendment effective 1 February 2022. Neither InterNACHI nor ASHI prescribes any range, and both go further by excluding determination of cooling temperature and adequacy altogether — InterNACHI 3.5.IV, ASHI 9.2.B. The familiar 14-to-22 figure is HVAC trade convention, not a home inspection standard. This builder grades the differential under TREC, records it without a verdict under the national standards, and says which it is doing on the report.

No, and no standard asks them to. TREC §535.230(d)(4)(D) says the inspector is not required to verify the integrity of the heat exchanger. InterNACHI 3.4.IV excludes inspecting, measuring or evaluating the interior of heat exchangers. ASHI 8.2.A.2 excludes heat exchangers outright. A proper evaluation means dismantling the furnace or running a combustion analyser, and InterNACHI 2.2.III bars dismantling entirely. A cracked exchanger is a genuine carbon monoxide hazard, which is precisely why the finding belongs to a licensed contractor rather than to a visual inspection. This checklist carries it as a stated limitation so the client sees that it was not evaluated, instead of an empty line they read as a pass.

Because a load calculation is a design exercise performed from the building, not a measurement taken from the equipment, and every standard excludes it. TREC §535.230(d)(5)(A) excludes determining the sizing, efficiency or adequacy of the system. InterNACHI 3.4.IV and 3.5.IV exclude determining size, capacity, BTU or supply adequacy. ASHI 13.2.A.3 excludes strength, adequacy, effectiveness and efficiency. Worth noting that none of the three ever uses the words “load calculation”, “heat loss”, “heat gain” or “Manual J” — they reach it through the adequacy and sizing language, and that is how the report cites it.

Record the outdoor temperature and mark the cooling items Not Inspected. TREC §535.230(d)(3)(C)(i) does not require operating cooling equipment when the outdoor temperature is less than 60°F; InterNACHI 3.5.IV sets its figure at 65°F. Running a condenser below the floor can damage the compressor. If you enter an outdoor temperature below the floor for your standard, this builder records any differential you took but draws no performance conclusion from it and prints why — so a sound unit tested in October is never called deficient by arithmetic.

No. IRC M1602.2 item 4 prohibits return air taken from a closet, bathroom, toilet room, kitchen, garage, mechanical room, boiler room, furnace room or unconditioned attic, and item 1 separately requires return openings be at least 10 feet from an open combustion chamber or draft hood in the same room. A return inside a furnace closet depressurises it and can pull flue gases back into the living space, which is why it is one of the findings a real-estate transaction actually turns on. Note there is no direct-vent exception in M1602.2 — its only two carve-outs are a kitchen-only return 10 feet from the cooking appliances and a system serving the garage alone. The direct-vent and dedicated-enclosure allowances people attach to it belong to IMC 303.3, which governs where an appliance may be located, a different question.

Only under stated conditions. IRC G2406.2, which is IFGC 303.3, prohibits appliances in sleeping rooms, bathrooms, toilet rooms, storage closets and surgical rooms, or in a space opening only into one, except where one of six conditions is met. The two seen in the field are a direct-vent appliance installed per its listing, and an appliance in a space that opens only into a bedroom or bathroom, is used for no other purpose, has a solid weather-stripped door with an approved self-closing device, and takes combustion air directly from outdoors. That enclosure allowance does not extend to toilet rooms or storage closets, which is a distinction commonly missed.

It carries the Texas rule’s own definition: a condition that adversely and materially affects the performance of a system or component, or constitutes a hazard to life, limb or property (22 TAC §535.231). It is worth stressing that I / NI / NP / D is an inspection-status schema, not a severity scale — it has no “marginal” tier. The Satisfactory / Marginal / Defective scales common in inspection software are a product convention that neither InterNACHI nor ASHI defines; both use only a binary “report as in need of correction”. We ship the vocabulary that has a legal definition behind it and do not dress it up as something else.

No standard permits it. InterNACHI 2.2.I excludes determining the service life expectancy of any component or system, and ASHI 13.2.A.2 excludes remaining life expectancy. Age itself is an observation you may record, though the serial format is manufacturer-specific with no standard governing it, so say how you derived it. The ASHRAE service-life figures widely quoted are medians from a survival curve seeded largely with commercial-building data — half the population had failed by that point and half had not, which tells you nothing about the unit in front of you. Condition determines serviceability, not age.

No, and every export says so. Codes are not retroactive — a house built in 1985 is not in violation of a code published in 2021, and a deviation from current practice is not a legal violation. Sections are cited to explain why a condition was called deficient, never to certify compliance, and each names its edition because these move: condensate disposal is M1411.3 in the 2021 IRC and M1411.9 in the 2024. Determining compliance rests with the authority having jurisdiction.

That one is a contractor’s document — a pass/fail maintenance and service checklist for a technician working on equipment. This is the heating and cooling section of a residential home inspection: a different grading schema, an explicit scope-of-practice boundary that names what the inspector is not permitted to conclude, and the gas-safety and return-air findings a real-estate transaction turns on. If you are performing a tune-up, use the contractor checklist. If you are writing a report a buyer, a seller and two agents will read, use this one.

Your report writes its own deficiency summary. Larry answers the phone while it does.

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