10 Essential HVAC Maintenance Tasks Every Homeowner Should Know
1. Replace or Clean Air Filters Regularly
How often should you change your filter? The general recommendation is every 1-3 months. However, this frequency depends on several factors:
- Pets: Homes with furry friends usually require more frequent changes (monthly).
- Allergies/Asthma: If anyone in the household suffers from respiratory issues, monthly changes are advisable.
- System Usage: During peak heating and cooling seasons when the system runs constantly, check the filter monthly.
- Filter Type: Basic fiberglass filters may need monthly replacement, while higher-efficiency pleated filters (like those with higher MERV ratings) might last up to three months. According to the EPA, filters with MERV ratings between 7 and 13 are effective at removing smaller, health-concerning particles. Always check the manufacturer’s recommendation and inspect the filter visually. If it looks dirty, change it, regardless of the timeframe. Performing this simple step is a cornerstone of effective essential HVAC maintenance tasks and directly impacts your indoor air quality. Neglecting this is one of the top causes of HVAC system failure.
Remember, consistent filter changes are fundamental essential HVAC maintenance tasks for efficiency and longevity.
Our Trusted Partners
EXCELLENT Based on 1198 reviews Peggy PavellTrustindex verifies that the original source of the review is Google. There is no better business than Automatic Climate. They are professional, reliable, trustworthy and reasonable. Their service is the best!! My technician today was knowledgeable, polite and thorough!!
Owner's reply
Wow! Thank you so much for the kind words about Automatic Climate! We truly appreciate you taking the time to share your experience. We strive to provide the best service possible, and it means a lot to hear that Joe exceeded your expectations. We'll be sure to pass your compliments on to him. Thanks again for choosing Automatic Climate! Pamela MacEnteeTrustindex verifies that the original source of the review is Google. Ashante and Aaron came here for a routine maintenance and provided very thorough and friendly service! Always happy to be customers! Arelis VazquezTrustindex verifies that the original source of the review is Google. Good knowlege what he does he gets good explanation the thing that you need to improve for better service in your unit he is a expert. Nick VerhamTrustindex verifies that the original source of the review is Google. We have had an extremely poor experience with Automatic Climate. We had a maintenance service agreement plan with them. Our tech who performed the annual maintenance was great and professional, but the other techs and office staff were very frustrating to work with. Our HVAC stopped blowing cold air one week after our maintenance service. When the tech came out, I asked if it could be the blower motor and he said no. He then misdiagnosed the issue as a refrigerant leak and charged us $1500 for refrigerant and a leak test, which did not fix the issue. He also tried to upsell us on duct cleaning, even though our service one week prior had not indicated we had dirty ducts. Since he did not fix the system, we were without HVAC for an additional day and a half until a different tech would be available. The different tech was able to correctly diagnose and fix the issue, which was in fact the blower motor. I tried to call the office to discuss the billing for the work. I called 5 different times, each time having to explain my issue, and was told that someone would call me immediately. No one ever called me back and this went on for over a week and a half. Finally, I called and someone was able to explain the billing. They ended up charging us for the work that was required to fix the issue with no discount for the misdiagnosis, additional days without HVAC, or the MANY issues trying to get in contact with the office. The misdiagnosis was frustrating and mistakes happen, but the office is disorganized and poor at communicating with their customers especially when dealing with an issue. I would not recommend using Automatic Climate for HVAC services. Scot WirthlinTrustindex verifies that the original source of the review is Google. On time, efficient, polite, thorough
Owner's reply
Thank you for your feedback! We're glad to hear that our team was on time, efficient, and polite during your service. Eric BarnumTrustindex verifies that the original source of the review is Google. I have worked with several HVAC co since moving to Midlo in ‘11. Automatic Climate quickly became our servicer. They have been fantastic. At the end of June ‘23, one of 2 outside air handlers began acting odd so we scheduled an appt. I was expecting the usual crew but was surprised when a lone professional came one, Antonio. I want to note several things. I always have questions. While working, Antonio was pleasant and professional and got the work done and answered all my questions. He also uptalked the company to the point I was thinking, “Should I apply for a job here? Wow!” Besides fixing what turned out to be nothing, he found a warranty issue that would have been so easy to hide the weekend before the 4th of July. He got it done. Through it all, on a 98 deg day, Antonio painstakingly went through everything when it would have been so easy to not. I wouldn’t have known. The ethic demonstrated is a credit to the company. I want to note both the excellent service and professionals, like Antonio, who work here. Thank you. Timothy FergusonTrustindex verifies that the original source of the review is Google. Phillipe explained in detail about my old system and with his experience and knowledge of the Goodman unit. My spouse and I decided to have the York unit installed. Phillipe was very friendly and kind in the visit. The Ferguson Family Marlene HamptonTrustindex verifies that the original source of the review is Google. The technician was very knowledgeable about my system. He example all of what he would be expecting on the unit and how the system was working. I was very pleased with his visit. Kathy GrazianoTrustindex verifies that the original source of the review is Google. Nathan provided excellent service I as usual was very pleased with the serviceVerified by TrustindexTrustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more
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$39 A/C
Tune-Up!
Take advantage of this limited time offer. Keep your home cool this summer with Automatic Climate!*
*Expires 12/30/25. Offer can’t be combined with other offers or promotions. Offer valid for existing and new clients.

$50 OFF Air
Duct Cleaning
Save $50 on your next air duct cleaning service for a limited time!*
*Expires 12/30/25. Offer can’t be combined with other offers or promotions. Offer valid for existing and new clients.

$49 Water
Heater Flush
Take advantage of this $49 water heater flush and make sure your water is heating properly!*
*Expires 12/30/25. Offer can’t be combined with other offers or promotions. Offer valid for existing and new clients.
2. Clean Around the Outdoor Unit (Condenser/Heat Pump)
3. Check and Clear the Condensate Drain Line
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Quick Guide: Top 3 DIY HVAC Tasks
Change Filters
Clean Outdoor Unit
Clear Drain Line
4. Inspect Wiring and Electrical Connections
5. Check Thermostat Functionality
HVAC Maintenance Schedule & Tips Overview
6. Lubricate Motors and Bearings (If Applicable)
7. Inspect Fan Blades and Motor (Indoor Blower & Outdoor Condenser)
8. Check Refrigerant Levels (Professional Task)
Homeowners cannot and should not attempt to check or add refrigerant. However, you can be aware of potential signs of a refrigerant problem, such as:
- Air coming from vents isn’t as cold/warm as usual.
- Ice forming on the refrigerant lines or outdoor unit coils.
- Hissing sounds near the unit.
- Increased energy bills without explanation.
If you notice these signs, schedule a service call. A technician will check the refrigerant pressure, detect and repair leaks if necessary, and charge the system to the manufacturer’s specifications. This check is a standard part of professional essential HVAC maintenance tasks included in an AC clean check inspection. Understanding the need for professional refrigerant checks is part of knowing your essential HVAC maintenance tasks.
Keep Your Comfort Automatic! Schedule Professional Maintenance Today
Case Study: The Davis Family’s Comfort Turnaround
9. Inspect Ductwork for Leaks and Damage
10. Test Safety Controls & Perform Seasonal Startup/Shutdown
Frequently Asked Questions About Essential HVAC Maintenance Tasks
1. How often should I schedule professional HVAC maintenance?
2. What are the main benefits of regular HVAC maintenance?
3. Can I perform all essential HVAC maintenance tasks myself?
4. How much energy can I save with regular maintenance?
5. What’s included in a typical professional HVAC tune-up?
6. Why is cleaning the coils (indoor and outdoor) important?
7. What happens if I neglect cleaning the condensate drain?
8. Is changing the air filter really that important?
9. How do I know if my ductwork is leaking?
10. Does maintenance help my HVAC system last longer?
11. What is “short cycling” and can maintenance prevent it?
12. Are maintenance plans or agreements worth it?
13. Can skipping maintenance void my HVAC warranty?
14. What safety precautions should I take for DIY tasks?
15. My system seems to be working fine, do I still need maintenance?
16. How does keeping the area around the outdoor unit clear help?
17. Should I cover my outdoor AC unit in the winter?
18. What are signs my HVAC system needs immediate repair, not just maintenance?
19. Does HVAC maintenance impact indoor air quality?
20. Where can I find reliable HVAC services in Richmond VA?
Conclusion: Invest in Your Comfort and System Health
Additional Resources & External Links
For further reading and official guidelines on HVAC maintenance and energy efficiency, explore these resources:
- ENERGY STAR Maintenance Checklist: Detailed guidance on maintaining your heating and cooling system for peak performance.
- U.S. Department of Energy – Heating & Cooling: Tips for efficient operation and maintenance.
- EPA – Improving Indoor Air Quality: Information on how HVAC systems and maintenance impact the air you breathe.
- This Old House – HVAC Maintenance Checklist: Practical advice from home improvement experts.
- Bob Vila – How Often to Change Air Filter: Focuses on the importance and frequency of filter changes.
- U.S. Department of Energy – Maintaining Your Air Conditioner: Specific tips for AC upkeep.
These resources provide valuable context for understanding the importance of essential HVAC maintenance tasks.
Our Trusted Partners
EXCELLENT Based on 1198 reviews Peggy PavellTrustindex verifies that the original source of the review is Google. There is no better business than Automatic Climate. They are professional, reliable, trustworthy and reasonable. Their service is the best!! My technician today was knowledgeable, polite and thorough!!
Owner's reply
Wow! Thank you so much for the kind words about Automatic Climate! We truly appreciate you taking the time to share your experience. We strive to provide the best service possible, and it means a lot to hear that Joe exceeded your expectations. We'll be sure to pass your compliments on to him. Thanks again for choosing Automatic Climate! Pamela MacEnteeTrustindex verifies that the original source of the review is Google. Ashante and Aaron came here for a routine maintenance and provided very thorough and friendly service! Always happy to be customers! Arelis VazquezTrustindex verifies that the original source of the review is Google. Good knowlege what he does he gets good explanation the thing that you need to improve for better service in your unit he is a expert. Nick VerhamTrustindex verifies that the original source of the review is Google. We have had an extremely poor experience with Automatic Climate. We had a maintenance service agreement plan with them. Our tech who performed the annual maintenance was great and professional, but the other techs and office staff were very frustrating to work with. Our HVAC stopped blowing cold air one week after our maintenance service. When the tech came out, I asked if it could be the blower motor and he said no. He then misdiagnosed the issue as a refrigerant leak and charged us $1500 for refrigerant and a leak test, which did not fix the issue. He also tried to upsell us on duct cleaning, even though our service one week prior had not indicated we had dirty ducts. Since he did not fix the system, we were without HVAC for an additional day and a half until a different tech would be available. The different tech was able to correctly diagnose and fix the issue, which was in fact the blower motor. I tried to call the office to discuss the billing for the work. I called 5 different times, each time having to explain my issue, and was told that someone would call me immediately. No one ever called me back and this went on for over a week and a half. Finally, I called and someone was able to explain the billing. They ended up charging us for the work that was required to fix the issue with no discount for the misdiagnosis, additional days without HVAC, or the MANY issues trying to get in contact with the office. The misdiagnosis was frustrating and mistakes happen, but the office is disorganized and poor at communicating with their customers especially when dealing with an issue. I would not recommend using Automatic Climate for HVAC services. Scot WirthlinTrustindex verifies that the original source of the review is Google. On time, efficient, polite, thorough
Owner's reply
Thank you for your feedback! We're glad to hear that our team was on time, efficient, and polite during your service. Eric BarnumTrustindex verifies that the original source of the review is Google. I have worked with several HVAC co since moving to Midlo in ‘11. Automatic Climate quickly became our servicer. They have been fantastic. At the end of June ‘23, one of 2 outside air handlers began acting odd so we scheduled an appt. I was expecting the usual crew but was surprised when a lone professional came one, Antonio. I want to note several things. I always have questions. While working, Antonio was pleasant and professional and got the work done and answered all my questions. He also uptalked the company to the point I was thinking, “Should I apply for a job here? Wow!” Besides fixing what turned out to be nothing, he found a warranty issue that would have been so easy to hide the weekend before the 4th of July. He got it done. Through it all, on a 98 deg day, Antonio painstakingly went through everything when it would have been so easy to not. I wouldn’t have known. The ethic demonstrated is a credit to the company. I want to note both the excellent service and professionals, like Antonio, who work here. Thank you. Timothy FergusonTrustindex verifies that the original source of the review is Google. Phillipe explained in detail about my old system and with his experience and knowledge of the Goodman unit. My spouse and I decided to have the York unit installed. Phillipe was very friendly and kind in the visit. The Ferguson Family Marlene HamptonTrustindex verifies that the original source of the review is Google. The technician was very knowledgeable about my system. He example all of what he would be expecting on the unit and how the system was working. I was very pleased with his visit. Kathy GrazianoTrustindex verifies that the original source of the review is Google. Nathan provided excellent service I as usual was very pleased with the serviceVerified by TrustindexTrustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more
Exclusive Promotions and Coupons

$39 A/C
Tune-Up!
Take advantage of this limited time offer. Keep your home cool this summer with Automatic Climate!*
*Expires 12/30/25. Offer can’t be combined with other offers or promotions. Offer valid for existing and new clients.

$50 OFF Air
Duct Cleaning
Save $50 on your next air duct cleaning service for a limited time!*
*Expires 12/30/25. Offer can’t be combined with other offers or promotions. Offer valid for existing and new clients.

$49 Water
Heater Flush
Take advantage of this $49 water heater flush and make sure your water is heating properly!*
*Expires 12/30/25. Offer can’t be combined with other offers or promotions. Offer valid for existing and new clients.