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Fall HVAC Maintenance Checklist: Keep Your System Running Smoothly Through the Season

Fall HVAC Maintenance Checklist: Keep Your System Running Smoothly Through the Season

As the crisp air of fall begins to replace the summer heat, it's crucial to ensure your HVAC system is prepared for the seasonal transition. Regular maintenance not only enhances system efficiency but also prolongs its lifespan, ensuring comfort and energy savings as the temperatures drop.


In this guide, we'll walk you through a comprehensive checklist to keep your HVAC system running smoothly all season long.



Fall HVAC Maintenance Checklist:


Step 1: Inspect and Clean the Outdoor Unit

  • Why It Matters: 

    Over the summer, your HVAC system's outdoor unit can accumulate debris such as leaves, dirt, and grass clippings. These obstructions can hinder airflow, forcing your system to work harder and reducing its efficiency.


  • Actionable Tip: 

    Clear at least 2 feet of space around the outdoor unit. Use a hose to gently wash away dirt and debris from the unit's exterior. According to the U.S. Department of Energy, keeping the outdoor unit clean can improve your system's efficiency by up to 15%.


Step 2: Replace Air Filters Regularly

  • Why It Matters:

    Dirty air filters restrict airflow, making your HVAC system work harder and use more energy. Clean filters not only improve efficiency but also enhance indoor air quality, which is particularly important as homes are sealed against the cooler weather.


  • Frequency: 

    Replace air filters every 1-3 months. If you have allergies, consider using high-efficiency particulate air (HEPA) filters, which can trap smaller particles and further improve air quality.


Step 3: Adjust Thermostat Settings for Fall

  • Why It Matters: 

    As the weather cools, you'll need to adjust your thermostat to maintain comfort without wasting energy. Proper settings can save you money and ensure your system isn’t overworked.


  • Optimal Settings: 

    Set your thermostat to 68°F when you're home and awake. Lower it by 7-10°F for 8 hours a day (like when you're at work or asleep) to save up to 10% on your annual energy bills. The Idea here is to be as close to the outside temperate as comfortable, to avoid overworking your system.


Step 4: Schedule a Professional Maintenance Check

  • Why It Matters: 

    A professional tune-up ensures your HVAC system is operating efficiently and can help identify potential issues before they become costly repairs. A technician will check refrigerant levels, inspect coils, and ensure the entire system is in good condition.


  • Massachusetts Residents: 

    Take advantage of Mass Save’s HVAC maintenance rebates, which can reduce the cost of professional servicing and keep your system running at peak performance.


Step 5: Seal and Insulate Ductwork

  • Why It Matters: 

    Leaky ducts can lead to significant energy loss, making your system work harder to heat your home. Properly sealed and insulated ductwork ensures that heated air is efficiently distributed throughout your home.


  • Actionable Tip: 

    Inspect visible ductwork for leaks and seal them with duct tape or mastic sealant. Insulating ducts in unconditioned spaces, like attics and basements, can also improve energy efficiency.


Regular HVAC maintenance is essential to keep your system running efficiently throughout the fall. By following this fall HVAC maintenance checklist, you can ensure comfort, reduce energy costs, and extend the lifespan of your system. Don’t wait until the first cold snap—start your fall maintenance today!



HVAC Frequently Asked Questions (FAQs)

Q: How often should I schedule professional HVAC maintenance?

A: It’s recommended to have your HVAC system professionally serviced at least twice a year—once in the spring for cooling and once in the fall for heating.

Q: Are there any rebates available for HVAC maintenance?

Q: What are the benefits of using a programmable thermostat?

Q: How do I know if my ductwork needs sealing or insulation?



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