These are general guidelines and should be performed by a qualified heating contractor only. If you are not a qualified technician, use these steps as a checklist only. You can verify that the preventive maintenance is being performed properly.
1. Check that the thermostats are level and have proper anticipator settings if applicable. Electronic thermostats do not require leveling. Most electronic thermostats have menus that allow you to select the correct cycle rates.
2. Turn off power supply
3. Check for obvious problems such as water leaks, duct leaks, etc.
4. Diaphragm expansion tanks - remove water pressure and check the air charge on the tank.
5. Gain access for inspection and/or cleaning of the heat exchanger. Some units will have side access plates, swing-open doors, or another type of access. They may be hidden under the jacket.
6. Brush down all heating surfaces if needed. If the unit has baffles, remove them, brush them off, brush flue ways, and reinstall baffles. Keep the vacuum running and close to the area being brushed to avoid spreading of ash.
7. Re-install clean out access plates, close doors, etc. These access areas will need to be sealed. Most of them will have gaskets. If not, seal with proper sealing material or gaskets.
8. Carefully remove the vent pipe. Caution - Surface may be hot
9. Vacuum chimney base and top of boiler sections.
10. Brush the inside of the vent pipe with the vacuum running with the hose on the other end of the pipe to avoid making a mess.
11. Remove thermostat wires from thermostat wire connections at the boiler
12. Place jumpers on thermostat wire connections
13. Change air filters if warm air furnace
14. Inspect/replace/adjust blower belt if applicable. Clean blower blades if needed.
15. Remove burners and inspect and clean if needed, check inside and outside.
16. Clean igniter or thermocouple
17. Turn on the power supply.
18. Using a manometer check manifold gas pressure. This would be static, start-up pressure drop, and running input. Also, check the manifold pressure while the boiler is running.
19. Allow burner to run about 10-15 minutes
20. Check all control settings for proper adjustment per the manufacturer's specs.
21. Oil all motors where applicable. Newer equipment may have permanently sealed bearings
22. Locate the sampling hole in the vent pipe. This should be near the base of the chimney.
23. Perform an O2 or Co2 and CO reading.
24. Check draft at chimney base and compare to the manufacturer's spec.
25. Check all safety controls for proper operation
26. Check for smooth operation of the vent damper.
27. Remove jumpers from thermostat connections
28. Reinstall thermostat wires
29. Wipe down the boiler jacket, removing dust and dirty handprints.
30. Complete all paperwork and thank the customer on the way out

Disclaimer: The information found on this website is for informational purposes only. All preventive maintenance, service, and installations should be reviewed on a per-job basis. Any work performed on your heating system should be performed by qualified and experienced personnel only. Comfort-Calc or its personnel accepts no responsibility for improper information, application, damage to property, or bodily injury for applied information found on this website.