Chiller Maintenance Checklist
A chiller maintenance checklist template built around approach temperature, which is the gap between refrigerant saturation temperature and water temperature and widens as tubes foul. A condenser approach that has gone from 0.8 to 1.8 is telling you to clean the tubes now. Waiting until the cost appears on an electricity bill means paying for it across a whole cooling season first.
- Approach carried forward every service, against commissioning
- Fault history downloaded, because auto-resets leave no trace
- Oil analysis, roughly a year of warning before a failure
- One water record for the condenser loop, held by the tower
Chiller Maintenance Checklist
Approach, carried forward
| # | APPROACH TEMPERATURES | THIS | LAST | COMMISSIONED |
|---|---|---|---|---|
| 1 | Evaporator approach | |||
| 2 | Condenser approach | |||
| 3 | Superheat and subcooling |
The document you will get. Download for the full, editable file.
Who this chiller maintenance checklist is for
One machine, and four people with very different time horizons.
The service engineer
Approach, the fault history and the refrigerant circuit. The physical inspection tells you the machine's condition; those three tell you what it has been doing between visits.
The energy or sustainability lead
Approach widened since commissioning. It is a condition reading that converts directly into consumption, which almost nothing else on a maintenance sheet does.
The facilities manager
Redundancy and what depends on this machine. A chiller with no standby serving a data room is a different maintenance proposition from one of four serving an office.
Whoever holds the compliance record
Refrigerant added or recovered, logged with the cylinder identification at the time, plus the pressure vessel examination date.
Where chilled water plant runs hardest
The structure suits any chiller. What changes is the climate, the duty and whether anything stands behind it. If you run one of these, the sector page goes further than the template does.
- Commercial real estate
Commercial buildings on central chilled water, where a fouling condenser raises consumption across every tenant before anybody attributes it.
Portfolio maintenance software - Data centers
Cooling as continuity rather than comfort, where a machine with no standby behind it is a single point of failure.
Data center maintenance software - Healthcare
Clinical cooling, where chilled water serves ventilation that cannot be interrupted for a convenient maintenance window.
Healthcare maintenance software - Retail and malls
Shopping centers and large retail in hot climates, where chilled-water plant carries the whole trading environment through a season.
Retail maintenance software - Corporate facilities
Corporate campuses, where several machines share a load and the sequencing decides which one accumulates the hours.
Corporate facilities software - FM service providers
Contracted plant maintenance, where approach trended across seasons is the evidence a service regime is working.
FM service provider software
What a chiller service checklist should contain
A chiller maintenance checklist is the service record for a chilled water machine, organized around approach temperatures rather than task ticks. It carries each measurement against the last service and commissioning with an action threshold, records the operating log and downloaded fault history, covers the refrigerant circuit, compressor, oil and heat exchangers, and tests the protection devices.
A. Approach first, then the circuit
| Field | What goes in it | Why it earns its place |
|---|---|---|
| Chiller details | Type, capacity, refrigerant, compressors, run hours, starts and redundancy | Redundancy is the field that should set the service interval. A machine with no standby serving something critical does not get the same attention as one of four on an office. |
| Approach temperatures | Eleven measurements, each shown this service, last service and at commissioning | The point of the document. Approach is the gap between refrigerant saturation temperature and water temperature, and it widens as the tubes foul. |
| The action threshold | Recorded per measurement, so the reading has a decision attached | A number with no threshold beside it is data. The worked example carries a condenser approach of 1.8 with an instruction to clean at 2.0, which is a decision anybody can act on. |
| Operating log readings | Ten readings including currents, pressures, oil and part-load behavior | The machine running, rather than the machine inspected. Part-load behavior matters because that is where a chiller spends most of a season. |
| Fault history | Downloaded and reviewed at every visit | A machine that tripped and auto-reset four times since the last service looks perfect on inspection. The history is the only place that appears. |
| Refrigerant circuit | Nine checks from leak test to the pressure vessel examination date | Charge verified by superheat and subcooling rather than by sight glass alone, because a sight glass clear at full load tells you very little at part load. |
| Refrigerant logged | Anything added or recovered, with the cylinder identification, at the time | A legal and environmental record as much as a maintenance one, and it is unreliable if written up from memory at the end of the week. |
| Compressor, oil and heat exchangers | Twelve checks including tube inspection and condenser cleaning | Where the approach reading gets acted on. Tubes brush cleaned or chemically cleaned as due is the intervention the whole first section exists to trigger. |
| Oil analysis | Sample taken and sent per the program | The cheapest early warning a chiller offers. Acid number and metals rising together usually mean a motor or bearing problem about a year before it becomes a failure. |
| Controls and protection | Twelve devices, tested rather than inspected | Includes proving BMS points read true against local instruments, which is the check that catches a machine being controlled on a sensor that drifted two seasons ago. |
| The condenser loop | Heat rejection method, which tower serves this chiller, and where the water record is held | Deliberately holds no test results. The condenser and the tower are one circuit, and keeping two records of the same water is how a tower passes its own test while a chiller fouls. |
| Service result | Approach this service, at commissioning, and widened by | Approach widening is the headline. Everything else on the sheet describes the machine's condition; this describes what it is costing to run in that condition. |
Approach temperature earns its place at the top of this document because it is the only reading on a chiller service sheet that is simultaneously a condition measurement and a cost measurement. The physics is simple enough: heat has to cross a tube wall, and approach is the temperature difference required to push it across. A clean tube needs very little difference. As scale, biofilm or debris builds on the water side, the same heat transfer needs a bigger gap, so the refrigerant has to run colder on the evaporator or hotter on the condenser, and the compressor has to work harder to maintain it. Every tenth of a degree of widening is energy, continuously, for as long as the machine runs. What makes it useful rather than merely interesting is that it moves long before anything else does. The chiller still makes its setpoint. Nothing alarms. Occupants are comfortable. The only other symptom is an electricity bill that rises gradually in a building where a dozen other things also changed, which is why fouling is so often diagnosed a season late or not at all. A condenser approach carried forward across services, with the commissioned figure beside it and an action threshold attached, converts that into a decision: at 1.8 against a commissioned 0.8 and a threshold of 2.0, the tubes get cleaned at the next convenient window rather than after a summer of paying for them. The second thing worth copying is downloading the fault history, for a related reason: auto-resetting trips leave no physical trace at all, and a machine that has protected itself four times since the last visit is describing a developing problem that an inspection cannot see.
B. What it looks like filled in
One annual service before the cooling season. The machine is working and the condenser approach has more than doubled since it was new.
| Line | Value |
|---|---|
| Chiller, hours and starts | CH-01, 18,420 hours, 640 starts |
| Condenser approach now | 1.8 |
| Last service, commissioned | 1.1, and 0.8 |
| Widened by | 1.0 since commissioning |
| Action threshold | Clean at 2.0 |
| Defect raised | Tubes fouling, Major, WO-1461 |
Nothing about this chiller is broken, and the most important line on the sheet is a number that has moved by one degree over several years. The machine makes its setpoint, no protection device has operated, the oil analysis came back normal and there is no refrigerant loss. On a conventional service sheet this is a clean visit. The approach row says something different: 0.8 when the machine was commissioned, 1.1 at the last service, 1.8 now. That is not a fault, it is fouling, and the shape of it matters as much as the value, because the step from 1.1 to 1.8 is larger than the step from 0.8 to 1.1, which suggests the rate is increasing rather than holding. The action threshold of 2.0 is what turns the observation into a decision with a date: clean the condenser tubes before the season rather than after it. Catch it here and the cost is a planned tube clean in a convenient window. Miss it and the machine runs all summer at a widening approach, the compressor works harder every hour it runs, and the cost arrives as consumption that will be attributed to the weather, occupancy or tariff long before anybody looks at a maintenance record from May.
Word for the version an engineer completes at the machine, Excel for the chiller log sheet that carries approach forward against commissioning and holds a Service History across seasons, and PDF for the copy that goes in the plant room file. Free, and yours to rebrand.
How do you carry out chiller preventive maintenance?
Bring the last two services with you, because a single approach reading means nothing on its own. Six steps.
Record what depends on the machine, and what stands behind it
Redundancy and the systems served. A chiller with no standby cooling something critical should be on a shorter interval than its nameplate suggests.
Take the approach readings and carry the history forward
Evaporator and condenser, with this service, the last service and the commissioned figure side by side, and the action threshold written next to them.
Download the fault history before touching anything
Trips that auto-reset leave no physical evidence. Four of them since the last visit is a developing problem an inspection will not find.
Verify the charge properly and log any refrigerant
Superheat and subcooling rather than the sight glass alone, and anything added or recovered logged with the cylinder identification at the time rather than later.
Send the oil sample and inspect the tubes
Oil analysis is roughly a year of warning when acid number and metals rise together. Tube condition is what the approach reading has been telling you about.
Test the protection, then report the widening
Every cut-out tested rather than inspected, BMS points proved against local instruments, then report approach widened since commissioning as the headline figure.
Approach temperature versus the energy bill
Two ways of discovering the same fouling. One is a reading taken in May; the other is an invoice that arrives in September and is blamed on the weather.
| Aspect | Approach temperature | The energy bill |
|---|---|---|
| When it moves | As soon as fouling starts | After a season of it |
| How clear it is | One number, one threshold | Mixed with weather and occupancy |
| What it points at | This machine, these tubes | The building, somehow |
| What it costs to get | A reading on a service visit | Nothing, it arrives anyway |
| What it lets you do | Clean before the season | Explain afterwards |
| Who finds it convincing | An engineer | A finance director |
One thing this document deliberately does not carry is a water treatment table, and that absence is a design decision rather than an oversight. The chiller condenser and the cooling tower are a single circuit of the same water. Keeping a set of test results on the chiller sheet and another on the tower sheet produces two records of one system, taken at different times by different people against possibly different targets, and the predictable outcome is a tower that passes its own tests while the chiller it serves quietly fouls. Section 7 of this template therefore records which tower serves this machine, where the water record is held, and what the tubes actually looked like, and then asks the one question worth asking: does the tube condition agree with the water test record. If approach is widening while the tests read clean, one of the two is wrong, and that is a far more useful finding than a second set of numbers. The water regime itself, including dosing, biocide and the legionella controls, belongs to the cooling tower maintenance checklist. The heating side of the same plant room is the boiler maintenance checklist.
When the template starts to feel limiting
The file is built for one machine, serviced annually, recorded on paper. Four things start to hurt as soon as that is not the shape of the problem.
Approach is sampled once a year
A reading in May and a reading the following May describe two moments. What the approach did through the season in between is a straight line nobody drew.
The commissioned figures live elsewhere
The most valuable column depends on somebody finding a commissioning record, and on a machine installed a decade ago that is frequently nobody's job.
Fault history is only seen on a visit
The trips are stored in the machine and read once a year. A pattern that developed in July is discovered the following spring.
Approach and energy are never read together
The reading sits in a service file and the consumption sits in a utility report, and connecting them is the thing that would make either one persuasive.
What running this in Facilio looks like
The service does not change. What changes is that approach becomes a trend rather than an annual number.
Work Order Intelligence
A widening approach becomes a scheduled clean
The threshold turns into corrective work against the machine with a date, rather than a recommendation sitting in a service report.
Asset Intelligence
Approach trends against the chiller
Each service adds to a history held on the machine, so the rate of widening is visible rather than being two numbers a year apart.
Ops Performance Intelligence
Auto-reset trips surface as a pattern
Protection events accumulate against the asset instead of waiting in the controller for an engineer to download them once a year.
Audit Report Intelligence
The condenser loop stays one record
The tower serving this chiller is linked rather than duplicated, so the water record and the tube condition can be read against each other.
Hallucination-free by design. Atom AI answers from the records in your tenant rather than generating plausible text, so an empty field reads as empty rather than filled in for you.
Frequently asked questions
What is a chiller maintenance checklist?
It is the service record for a chilled water machine, organized around approach temperatures rather than task ticks. This one carries eleven measurements shown this service, last service and at commissioning, then ten operating log readings, nine refrigerant circuit checks, twelve on compressor, oil and heat exchangers, and twelve protection devices tested.
It is also used as a chiller log sheet, because the readings carried forward are what make a single visit meaningful.
What is approach temperature and why does it matter?
It is the gap between refrigerant saturation temperature and the water temperature, and it is the temperature difference needed to push heat across a tube wall. A clean tube needs very little; a fouled one needs more.
It widens as tubes foul, which means the compressor works harder continuously. It moves long before anything alarms and long before the energy cost is attributable.
When should condenser tubes be cleaned?
When approach reaches the action threshold recorded against it, rather than on a fixed interval. The worked example carries a condenser approach of 1.8 against 0.8 at commissioning, with an instruction to clean at 2.0.
Cleaning on a calendar either wastes a clean on tubes that did not need it or leaves a fouling machine running through a season.
Why download the fault history?
Because trips that auto-reset leave no physical trace. A machine that has protected itself four times since the last visit looks exactly like one that has not.
It is the only part of a service that describes what the chiller has been doing between visits rather than what it looks like today.
What does oil analysis tell you?
Acid number and metals rising together usually indicate a motor or bearing problem roughly a year before it becomes a failure, which makes it the cheapest early warning a chiller offers.
It is a laboratory result rather than an inspection, which is why the template asks for the sample to be taken and sent as part of the program rather than when something seems wrong.
Should the condenser water test results go on the chiller sheet?
No, and the template deliberately omits them. The chiller condenser and the cooling tower are one circuit, and two sets of readings on the same water is how a tower passes its own tests while the chiller it serves fouls.
Record which tower serves the machine, where the water record is held, and whether the tube condition agrees with it. If approach is widening while the tests read clean, one of the two is wrong.
Does this cover water cooled chiller maintenance specifically?
Yes, and air cooled too. The type field covers air cooled, water cooled, absorption, centrifugal, screw, scroll and reciprocating, and the checks adapt: condenser tube cleaning and water boxes for water cooled, coil cleaning and fin combing for air cooled.
Approach applies to both, but on an air cooled machine there is no condenser loop section to complete.
How often should a chiller be serviced?
The template records redundancy and what the machine serves rather than proposing an interval, because those two should set it. A chiller with no standby cooling something critical warrants more than its nameplate suggests.
What matters more than frequency is that approach is carried forward every time, since a single reading tells you nothing without the ones before it.
In one paragraph
A chiller maintenance checklist works when it is built around approach temperature, because that is the only reading on a service sheet that is both a condition measurement and a cost measurement. Carry it forward against commissioning with an action threshold beside it, so a widening gap becomes a dated decision to clean rather than an observation. Download the fault history, since auto-reset trips leave no physical trace, send the oil sample, and keep one water record for the condenser loop rather than two.
A machine can work perfectly and still be costing you
Carry approach forward, attach a threshold to it, download the faults and send the oil. Once approach is sampled once a year, or the reading and the energy data never meet, the paper version has reached its limit.