Fall Heat Pump Tune Up Checklist for Durham Region

Keeping a heat pump in top shape before the cold returns saves energy, avoids surprise breakdowns, and keeps a hybrid system switching over at the right time. Here is a practical fall checklist you can follow, plus what HVAC Zack inspects during a professional tune up.

Technician installing an outdoor air conditioning unit

Who is this guide for?

Homeowners across Durham Region who use either a central ducted heat pump, a ductless mini split, or a hybrid system that pairs a heat pump with a gas furnace. If you are not sure which setup you have, this guide still applies.

Quick checklist you can do yourself

  1. Clear the outdoor unit
    Brush away leaves, grass clippings, and cobwebs. Keep a clear area of at least 60 cm around and 1 m above the unit so it can pull air freely.

  2. Gently clean the coil fins
    With power off at the disconnect, rinse the coil with a garden hose on low pressure. Do not use a pressure washer. Let it dry fully before restoring power.

  3. Change or wash your return filter
    A clogged filter reduces airflow, which forces the heat pump to work harder and run longer. For most homes, change filters every one to three months. If you have a ductless head, remove the front cover and rinse the washable mesh screens.

  4. Open and balance supply registers
    All registers should be open. Closing registers can raise static pressure and reduce efficiency. Aim vanes away from walls or furniture.

  5. Check the outdoor pad and anchors
    The unit should sit level and secure. If it settled over summer, note it for correction. A tilted unit can stress the refrigerant lines.

  6. Set your smart thermostat for hybrid logic
    If you have a furnace backup, confirm the outdoor temperature lockout or balance point you plan to use this winter. We can help you pick the right number for your home.

  7. Listen for new noises
    Scraping, rattling, or a louder than normal fan can signal a worn part. Catching it now prevents a mid-season service call.

  8. Confirm good drainage
    Ductless heads and air handlers have condensate lines. Make sure they are not kinked and drain freely.

 

If any step raises a concern, book a professional tune up. A proper service goes well beyond cleaning.

What HVAC Zack checks in a professional tune up

Airflow and static pressure
We measure static pressure at the supply and return to confirm the duct system lets your heat pump breathe. Poor airflow reduces capacity and comfort. If needed, we suggest adjustments to dampers or duct design that improve performance. Learn more about duct design and efficiency with our duct design article if you want a deeper dive.

Refrigerant performance

We check temperature split, line temperature, and system pressures to confirm the charge is healthy. Small issues spotted in fall prevent winter lockouts.

Electrical and safety

We test capacitors, contactors, relays, crankcase heaters, and defrost operation. We tighten connections and check voltage drop under load.

Defrost strategy

Proper defrost cycles keep coils clear on cold, damp days. We verify sensors and controls so the system stays efficient when frost shows up.

Thermostat and controls

For hybrid systems, we confirm the switchover temperature aligns with your comfort and energy goals. We can customize it by home and by utility rates.

Drainage and cleanliness

We clear condensate traps, clean indoor blower wheels, and clean ductless fan barrels and coils where applicable.

Furnace readiness for hybrids

If your home uses a furnace as backup heat, we inspect burners, flame sensor, inducer, and heat exchanger visuals, then confirm safe operation. Learn about our furnace service here.

Documentation and recommendations

You receive a simple report with anything we corrected and any preventive suggestions for the season.

Frequently asked questions

How often should I service a heat pump?

Once a year is the minimum. Many homeowners pair a fall heat-pump tune up with a spring cooling check. If you run a ductless system year round, annual service is still the right cadence.

Yes. Your furnace is your backup heat. A quick check now ensures safe, reliable operation when it is needed most. More information here.

Clean coils, correct airflow, and accurate controls reduce run time and keep the heat pump in its most efficient operating range. That translates to savings and fewer repairs.

We service and maintain older equipment, and we can price replacement options if a repair does not make sense. Ask about financing.

Book your fall tune up

For a quote, fill out the simple form here.

Considering an upgrade or hybrid setup? Learn more about heat pumps and ask about current incentives here.