Key takeaways
- Monthly: check and replace the filter as needed.
- Spring: prep the AC before the heat arrives.
- Fall: prep the heating before the cold.
- Twice a year: a professional tune-up for the system you are about to rely on.
HVAC systems reward a little routine attention with years of reliable comfort and lower bills. This season-by-season checklist keeps your Sacramento home covered, with clear lines between DIY and professional tasks.
Quick answer
Monthly, check the filter. Each spring, prep the AC; each fall, prep the heating. Twice a year, schedule a professional tune-up, before cooling season and before heating season. Keep the outdoor unit clear year-round.
Monthly tasks (DIY)
- Check the air filter and replace it when dirty, see our filter schedule.
- Glance at the outdoor unit for leaves, debris, or blockages.
- Listen for new noises and feel for weak airflow.
Spring tasks (cooling prep)
Before summer, clear the condenser, test the AC on a mild day, and check the thermostat. Our full summer prep guide walks through it. This is the time to book your cooling tune-up.
Fall tasks (heating prep)
Before winter, test the heat, replace the filter, and clear vents. See our winter prep guide. Book your heating tune-up, which includes a carbon monoxide safety check.
Leave these to a professional
- Refrigerant checks and recharges.
- Electrical component testing.
- Coil cleaning and combustion safety checks.
- Anything involving gas or the heat exchanger.
Keep it running right
Ask about a Kenyon & Sons maintenance plan that covers both your spring and fall tune-ups.



