Packaged Rooftop Unit (RTU) Maintenance Checklist
Keep packaged rooftop units delivering efficient heating and cooling — filter, coil, and compressor checks, economiser and belt inspection, and F-Gas compliance.
Also available as editable Excel and Word — with asset, sign-off and findings columns.
What is a rooftop unit maintenance checklist?
A packaged rooftop unit (rtu) maintenance checklist is a structured list of the 11 preventive maintenance tasks — covering visual, functional, cleaning, safety and record-keeping checks — that keep a packaged rooftop unit (rtu) running safely and reliably. It groups routine checks by frequency, from daily inspections to annual servicing, so FM teams and building engineers can plan and evidence preventive maintenance.
Core rooftop unit checks
- Check supply fan belts for tension and wear (belt-drive units)
- Test compressor operation, current, and staging
- Check and replace air filters to maintain airflow and efficiency
- Verify refrigerant circuit performance and carry out F-Gas leak checks
- Record temperatures, currents, refrigerant, and F-Gas data in the log
What is a packaged rooftop unit (rtu)?
A packaged rooftop unit (RTU) combines heating, cooling, and ventilation in a single weatherproof unit mounted on the roof, serving retail, commercial, and light-industrial spaces. It contains filters, supply and condenser fans, a refrigerant circuit with compressors, often a gas or electric heating section, an economiser for free cooling, and controls. Because it lives outdoors and runs hard, RTUs need regular attention to filters, coils, belts, the refrigerant circuit (under F-Gas), economiser operation, and condensate. Maintenance protects efficiency, comfort, and compliance, and prevents the comfort complaints that follow a neglected unit.
This checklist is one of 34 in our HVAC maintenance checklists, covering air handling units, fan coils, chillers, VRF, ductwork and extract systems — filters, coils, refrigerant and damper checks.
Typical Rooftop Unit maintenance checklist
A practical starting point for planned preventive maintenance. Always refer to the manufacturer's O&M manual and site-specific requirements.
Visual Checks
- Check supply fan belts for tension and wear (belt-drive units)
- Inspect the casing, weatherproofing, and roof curb seal
Functional Checks
- Test compressor operation, current, and staging
- Confirm the economiser dampers and free-cooling operation work correctly
- Check the heating section operation (gas combustion or electric)
- Verify controls, setpoints, and any BMS interface
Cleaning & Housekeeping
- Check and replace air filters to maintain airflow and efficiency
- Inspect and clean evaporator and condenser coils
- Clear the condensate drain pan and trap
Safety Checks
- Verify refrigerant circuit performance and carry out F-Gas leak checks
Record Keeping
- Record temperatures, currents, refrigerant, and F-Gas data in the log
Download the free Rooftop Unit maintenance checklist PDF
Get all 11 tasks as a printable PDF — free, no signup needed. Keep a copy in the plant room, attach it to work orders, or share it with your maintenance contractor.
The PDF is free and needs nothing. The Excel and Word versions add asset details, sign-off and findings columns so you can record the work as you do it — we ask for an email address for those.
Typical maintenance frequency
Suggested intervals for packaged rooftop unit (rtu) maintenance. Actual frequencies should follow manufacturer guidance and site-specific risk assessments.
Quarterly
- •Replace/clean filters
- •Check belts and condensate
- •Inspect coils and economiser
Every 6 Months
- •Coil clean
- •Refrigerant performance check
- •Heating section service
- •Controls verification
Annually
- •Full service and F-Gas leak check
- •Compressor and electrical checks
- •Economiser calibration
- •Weatherproofing inspection
Common faults and issues
Issues to be aware of when maintaining packaged rooftop unit (rtu) equipment.
Safety and compliance notes
Key safety considerations for packaged rooftop unit (rtu) maintenance. This is general guidance only — always follow OEM instructions, statutory requirements, and your organisation's safe systems of work.
Reference standards and frameworks
- United Kingdom
- SFG20 schedules and CIBSE Guide M
- North America
- ASHRAE/ACCA Standard 180 (HVAC inspection and maintenance)
- Middle East
- Dubai Municipality's Green Building Regulations require commissioning to CIBSE Commissioning Code A (air distribution), and cite ASHRAE 62 and 90.1
Frameworks commonly referenced when planning rooftop unit maintenance programmes. Always confirm the requirements that apply to your site and jurisdiction.
Managing Rooftop Unit documentation with PM Assist
PM Assist helps FM and building operations teams search their O&M manuals and building drawings in seconds. Upload your packaged rooftop unit (rtu) documentation and ask questions like “What refrigerant and charge does the RTU hold?” or “Does this unit have an economiser?” — and get source-cited answers instantly.
The checklist tells you what to check. The manual tells you the numbers.
Ask a rooftop unit manual a question and get the answer back with the page it came from. No signup, and you can drop in your own PDF instead of the sample.
“What refrigerant and charge does the RTU hold?”Runs against a sample chiller manual so you can see the shape of the answer — then try it on one of yours.
Take this checklist with you
Download the branded PDF, generate a custom version for your asset, or run AI search across all your building documentation.
Related maintenance checklists
Air Handling Unit (AHU) maintenance checklist
HVAC · 18 tasks
Chiller maintenance checklist
Cooling · 18 tasks
Direct Expansion (DX) Unit maintenance checklist
Cooling · 12 tasks
Variable Refrigerant Flow (VRF) System maintenance checklist
Cooling · 12 tasks
Fan Coil Unit (FCU) maintenance checklist
HVAC · 11 tasks
Inspection checklists for this asset
Maintenance keeps the asset working; a statutory inspection records whether it currently passes. Both usually apply.
Further reading on rooftop unit maintenance
Compliance topics for rooftop unit maintenance
Refrigerants used in packaged rooftop unit (rtu)
GWP, the charge in kg at which leak checks start, and the Great Britain and Northern Ireland figures side by side.
Compliance & CAFM
Run packaged rooftop unit maintenance in PM Assist
This checklist is also a planned maintenance programme in PM Assist, included in every paid plan alongside the compliance register and mobile inspections.
- Add a packaged rooftop unit to a building's asset register and this maintenance programme is created for you, with each task on its frequency in the planner.
- Visits are logged with notes and certificates, and overdue work is flagged before it becomes a finding.
- Contractors can be given a login to see their jobs and upload certificates.
Frequently asked questions
How often should a rooftop unit be serviced?
What is the economiser on an RTU?
Do rooftop units need F-Gas checks?
Manage your building documentation with AI
PM Assist gives FM teams instant access to O&M manuals, drawings, and maintenance knowledge — all searchable with AI.
- Upload and organise building documentation
- AI-powered search across all your manuals
- Source-cited answers for maintenance queries
- Team collaboration and access control
- No credit card required to start