Ultimate Bay Area HVAC Maintenance Calendar
Keep your heating and cooling system running efficiently year-round with this comprehensive month-by-month maintenance guide tailored specifically for Bay Area microclimates.
Tailored for Bay Area Microclimates
The Bay Area's unique geography creates dramatically different climate zones within just a few miles. This calendar accounts for three distinct regions:
- Coastal: Cool, foggy summers (Daly City, Pacifica, San Francisco)-less AC usage, more focus on heating efficiency
- Inland: Hot summers, cool winters (Walnut Creek, Concord, Pleasanton)-full seasonal HVAC demands
- South Bay: Moderate temps (San Jose, Palo Alto, Sunnyvale)-balanced heating/cooling needs
Your Month-by-Month HVAC Maintenance Guide
Month 01 January-Peak Heating Season
Critical furnace maintenance month
January-Peak Heating Season
Critical furnace maintenance month
Homeowner DIY Tasks (15-20 minutes)
- Replace furnace filter-Dirty filters reduce efficiency by 15% and strain your blower motor. Check monthly during heating season.
- Clear all vents and registers-Move furniture, curtains, and storage away from supply/return vents for proper airflow.
- Inspect thermostat batteries-Replace if low. Dead batteries can cause system shutdowns on the coldest nights.
- Listen for unusual noises-Rattling, squealing, or banging sounds indicate mechanical issues requiring professional attention.
Professional Schedule if Needed
- Emergency furnace repair-If your heating fails during cold snaps, call (510) 391-5597 for same-day service.
Bay Area Climate Data: January is our coldest month with typical lows: Inland (Concord/Walnut Creek) 38-42°F, Coastal (SF/Daly City) 45-48°F, South Bay (San Jose) 40-44°F. PG&E winter rates (Tier 2) kick in above 11 kWh/day-efficient furnaces save money during peak demand months.
Month 02 February-Winter Storm Prep
Check drainage and outdoor units
February-Winter Storm Prep
Check drainage and outdoor units
Homeowner DIY Tasks (20 minutes)
- Inspect outdoor heat pump/AC unit-Clear debris, leaves, and standing water from around the condenser. Check for storm damage.
- Test carbon monoxide detectors-Replace batteries and test all CO detectors near bedrooms and HVAC equipment.
- Check condensate drain-Ensure furnace condensate line drains freely. Pour 1 cup of vinegar to prevent algae buildup.
- Replace filter again if needed-High furnace usage may require monthly filter changes during winter.
Bay Area Tip: February brings atmospheric rivers and heavy rain. Check outdoor units for proper drainage. Coastal homes (SF, Daly City) should inspect for salt air corrosion on outdoor equipment.
Month 03 March-Spring Transition
Time for AC pre-season prep
March-Spring Transition
Time for AC pre-season prep
Homeowner DIY Tasks (30 minutes)
- Inspect outdoor AC condenser-Remove winter debris, trim vegetation back 2 feet on all sides, rinse coils gently with hose.
- Test AC before hot weather arrives-Turn on cooling mode and confirm cold air flows from all vents. Listen for unusual sounds.
- Check thermostat programming-Update schedule for daylight saving time. Adjust set points for milder spring weather.
- Replace air filter-Fresh filter before cooling season starts prevents efficiency loss.
Professional Schedule Now
- Book AC tune-up for April/May-Beat the summer rush. Call (510) 391-5597 to schedule pre-season maintenance.
Bay Area Tip: Inland areas (Pleasanton, Walnut Creek) can hit 80°F+ in March. Test your AC early-don't wait for the first heat wave!
Month 04 April-AC Tune-Up Month
Professional maintenance before summer
April-AC Tune-Up Month
Professional maintenance before summer
Professional Schedule This Month
- Professional AC tune-up-Our technicians check refrigerant levels, clean coils, test capacitors, inspect electrical connections, and optimize performance.
- Duct inspection (if over 5 years old)-Leaky ducts waste 20-30% of cooling energy. We test for leaks and seal as needed.
Homeowner DIY Tasks (15 minutes)
- Install fresh air filter-Start cooling season with a clean filter for maximum efficiency.
- Clean air vents and registers-Vacuum dust from all supply and return vents to improve indoor air quality.
Bay Area Tip: April maintenance prevents July breakdowns. Technicians are available now-summer schedules fill fast across all Bay Area counties.
Month 05 May-Last Call for AC Prep
Final checks before summer heat
May-Last Call for AC Prep
Final checks before summer heat
Homeowner DIY Tasks (20 minutes)
- Verify AC is cooling properly-Run system for 15 minutes. Supply vents should be 15-20°F cooler than return vents.
- Check outdoor unit level-Condensers should sit level on concrete pad. Settling causes refrigerant flow issues.
- Clear condensate drain line-Pour 1 cup of white vinegar down drain to prevent summer clogs.
- Adjust ceiling fans-Set to rotate counterclockwise (summer mode) to push cool air down.
Bay Area Tip: Inland areas regularly hit 90°F+ by late May. Coastal homes can still be cool, but South Bay and East Bay homes need full AC by month's end.
Month 06 June-Summer Begins
Monitor AC performance closely
June-Summer Begins
Monitor AC performance closely
Homeowner DIY Tasks (15 minutes)
- Replace AC filter monthly-High usage during cooling season requires frequent filter changes for efficiency.
- Listen for continuous running-AC should cycle on/off. Constant operation signals undersized unit or refrigerant leak.
- Check for ice on refrigerant lines-Frozen copper lines near outdoor unit indicate low refrigerant or airflow problems.
- Optimize thermostat settings-Set to 78°F when home, 82°F when away. Every degree lower increases costs 6-8%.
Bay Area Climate Data: June fog season begins-SF/Pacifica see fog 15+ days, temps 55-65°F (minimal AC). Inland valleys (Livermore/Concord) hit 90-100°F regularly with <5% humidity. South Bay (San Jose) ranges 75-85°F. Coastal homes can often skip AC entirely!
Month 07 July-Peak Cooling Season
Maximum AC demand month
July-Peak Cooling Season
Maximum AC demand month
Homeowner Critical Monthly Tasks
- Change filter every 30 days-Dirty filters are the #1 cause of July AC failures. Check weekly.
- Monitor utility bills-Spikes over 20% vs. last July signal system inefficiency or duct leaks.
- Keep outdoor unit shaded if possible-Units in direct sun work 10% harder. Consider awning or strategic tree planting.
- Watch for water leaks-Pooling around indoor air handler signals clogged condensate drain. Act immediately to prevent damage.
Professional Emergency Service Available
- AC breakdown during heat waves? We offer same-day emergency service. Call (510) 391-5597-phones answered 24/7.
Bay Area Tip: July is our hottest month inland. Walnut Creek, Livermore, and Gilroy often exceed 100°F. AC systems work hardest this month-breakdowns peak mid-July.
Month 08 August-Continued Heat
Maintain vigilance on AC health
August-Continued Heat
Maintain vigilance on AC health
Homeowner DIY Tasks (15 minutes)
- Replace filter again-Two months of heavy use means another filter change is due.
- Rinse outdoor coils gently-Dust and pollen buildup reduces efficiency. Spray from inside-out with garden hose.
- Check thermostat accuracy-Place separate thermometer near thermostat. If readings differ by 3°F+, recalibrate or replace.
Bay Area Tip: August brings heat waves to inland areas. South Bay (Sunnyvale, Milpitas) also heats up. Coastal areas remain cool-SF rarely needs AC.
Month 09 September-Hottest Bay Area Month
Inland heat peaks now, not summer
September-Hottest Bay Area Month
Inland heat peaks now, not summer
Homeowner Critical Tasks (20 minutes)
- Replace filter immediately-September is statistically the Bay Area's hottest month. Don't compromise efficiency.
- Monitor for short-cycling-AC turning on/off every 5-10 minutes signals failing capacitor or low refrigerant.
- Begin furnace prep early-Test furnace on cool evening. Better to find issues now than during first cold snap.
Professional Schedule Now
- Book fall furnace tune-up-Schedule October/November maintenance before heating season. Call (510) 391-5597.
Bay Area Fact: September averages warmer than July/August inland! Pleasanton, Livermore, Walnut Creek see their highest temps mid-September. Marine layer disappears.
Month 10 October-Fall Furnace Tune-Up
Prepare heating for winter
October-Fall Furnace Tune-Up
Prepare heating for winter
Professional Schedule This Month
- Professional furnace tune-up-Our technicians inspect burners, test safety controls, check gas pressure, clean flame sensors, and verify proper combustion.
- Carbon monoxide testing-We measure CO levels in flue gas to ensure safe operation.
Homeowner DIY Tasks (25 minutes)
- Install fresh furnace filter-Start heating season with clean filter.
- Test furnace operation-Set thermostat to heat mode. Verify warm air flows from all vents within 3-5 minutes.
- Reverse ceiling fan direction-Set to clockwise (winter mode) to push warm air down from ceiling.
- Check for gas odors-Natural gas smells like rotten eggs. Any odor near furnace requires immediate professional attention.
Bay Area Wildfire Season: October is peak fire season. If AQI exceeds 150 (unhealthy), close windows and run HVAC on recirculate mode. Consider upgrading to MERV 13+ filters to capture smoke particles (PM2.5). North Bay (Napa, Sonoma) and East Bay hills most vulnerable to smoke impacts.
Month 11 November-Heating Season Starts
Monitor furnace performance
November-Heating Season Starts
Monitor furnace performance
Homeowner DIY Tasks (15 minutes)
- Check filter monthly-Heating season requires monthly filter monitoring. Replace if visibly dirty.
- Verify even heating-All rooms should reach set temp within 20 minutes. Uneven heating signals duct issues.
- Inspect vents for condensation-Excessive moisture around vents indicates ventilation problems.
Bay Area Tip: November brings rain and cooler temps. Inland areas need full heating. Coastal areas (SF, Daly City) stay milder but still require functional furnaces for chilly mornings.
Month 12 December-Holiday Readiness
Keep system reliable for guests
December-Holiday Readiness
Keep system reliable for guests
Homeowner DIY Tasks (20 minutes)
- Replace filter before holiday guests arrive-Fresh filter ensures optimal heating and air quality when family visits.
- Test backup heat (if equipped)-Heat pumps switch to backup coils below 40°F. Verify backup works on cold mornings.
- Clear vents blocked by holiday decorations-Trees, presents, and furniture can obstruct airflow. Keep vents clear.
- Review year-end energy bills-Compare to last December. Increases over 15% warrant professional inspection.
Professional Emergency Support
- Holiday heating failures? We're available 24/7 including holidays. Call (510) 391-5597 for emergency service.
Bay Area Tip: December sees occasional cold snaps (mid-30s inland, 40s coast). Don't let a breakdown ruin your holidays-test heating thoroughly early in the month.
Quick Reference: Year-at-a-Glance
✅ Do Every Month
- Check/replace air filter during peak seasons (Jan-Feb, Jun-Sep)
- Ensure all vents remain unobstructed
- Listen for unusual sounds or smells
Professional Service Schedule
- April-May: AC tune-up before summer
- October-November: Furnace tune-up before winter
- Anytime: Emergency repairs, system upgrades
Seasonal Priorities by Climate
- Coastal: Focus on heating/heat pumps (AC rarely needed)
- Inland: Full AC/furnace maintenance both seasons
- South Bay: Balanced approach with moderate demands
When to Call a Professional
- No heat or no cooling when running
- Strange noises (grinding, squealing, banging)
- Water leaks around equipment
- Gas odors near furnace
- Utility bills spike 20%+ unexpectedly
Let Bay Area Climate Control Handle Your HVAC Maintenance
While this calendar helps you maintain your system between service calls, nothing replaces professional tune-ups twice a year. Our expert technicians serve all 59 cities across the Bay Area with Carrier-certified service.