Plain House Manual

Chapter 01Records ยท Know-how

How often each home service is due

Quick answer

Heating and cooling: a contractor check-up once a year each, cooling in spring and heating in fall, per ENERGY STAR. Chimney and heating equipment: cleaned and inspected by a professional every year, per the U.S. Fire Administration. Household septic system: inspected at least every three years, and yearly for systems with pumps or float switches, per EPA. Pumping depends on what the inspector finds. Count each one from the date of the last visit and book a few weeks early.

Source: ENERGY STAR maintenance checklist, checked October 15, 2026; USFA heating fire safety, checked October 11, 2026; EPA How to care for your septic system, checked October 11, 2026.

The short version

  • Heating system: a contractor check-up once a year, in fall. ENERGY STAR says contractors get busy once winter comes, so fall is the time to book.
  • Cooling system: a contractor check-up once a year, in spring, before the summer rush.
  • Chimney and heating equipment: cleaned and inspected by a professional every year, per the U.S. Fire Administration.
  • Household septic system: inspected at least every three years. EPA says systems with electrical float switches, pumps or other mechanical parts should be inspected more often, generally once a year.
  • Septic pumping: EPA puts household tanks at typically every three to five years. The inspector tells you when yours is due.

Source: ENERGY STAR maintenance checklist, checked October 15, 2026; USFA heating fire safety, checked October 11, 2026; EPA How to care for your septic system, checked October 11, 2026.

Home services across one year Cooling check-up in spring near the March time change; heating check-up and chimney in fall before the November time change; septic every third year, yearly with pumps or float switches. JanFebMarAprMayJunJulAugSepOctNovDec Time changeTime change Cooling check-up Heating check-up Chimney Septic inspection: every third year (yearly with pumps or float switches) Each service is due one interval after its last visit. Book a few weeks before.
Fig. 1One year, four kinds of visit. The two time changes are easy reminders for the spring and fall check-ups.

Count from the last visit

Each service is due one interval after the last time someone came, not on a fixed date. If the heating check-up was on October 14 last year, it's due around October 14 this year. If you skipped a year, it's due now.

  1. Find the last visit date

    It's on the invoice, in the company's email or app, or on your service log. If you can't find one, treat the service as due now.

  2. Add the interval

    One year for heating, cooling and the chimney. Up to three years for a household septic inspection, or one year if the system has pumps or float switches.

  3. Book a few weeks early

    The home service log puts a book-by date about four weeks before each due date. That's our planning habit, not a published rule, and you can book earlier in busy seasons.

  4. Write the new date down

    After the visit, the new date becomes the start of the next count. Write it on the log the same day.

Let the tool do the arithmeticHome service logThe home service log does the counting: tick each service, enter the last visit, and it lists the next due and book-by dates in order, ready to print.Example: Next due October 14 (5 services, heating check-up first)Open the tool

Use the time changes as reminders

ENERGY STAR suggests planning the heating and cooling check-ups around the spring and fall time changes. In 2026, daylight saving time started on March 8 and ends on November 1, so the cooling call goes in around early March and the heating call before November.

Source: ENERGY STAR maintenance checklist, checked October 15, 2026; NIST, daylight saving time rules, checked October 12, 2026.

Your manual and your company come first

The published intervals are the general rule. If your equipment's manual or your service company gives a different schedule, use theirs and write it on the log. This page sets dates only. What a visit should include, and whether anything needs fixing, is for the contractor.

Septic runs on a longer clock

A septic inspection isn't yearly for most homes, which makes it the easiest one to forget. EPA says at least every three years for a typical household system. Pumping is separate: EPA says tanks are typically pumped every three to five years, and the inspector tells you when. Write the date they give you in the next due box, and keep the records of each visit, as EPA asks.

Source: EPA How to care for your septic system, checked October 11, 2026.

Septic inspections over six years Typical household system: inspection in year one and year four. System with pumps or float switches: inspection every year. Pumping typically every three to five years, as the inspector finds. Year 1Year 2Year 3Year 4Year 5Year 6 Householdat least every 3 years Pumps orfloat switches: yearly Pumping: typically every 3 to 5 years, when the inspector says. Write their date in Next due.
Fig. 2Inspection runs on its own clock. Pumping is whenever the inspector says, so it goes in the next due box as a date they give you.
One sheet for every service in the house means one place to check before each season.

Services with no published interval

Carpet cleaning, window washing, pest visits on a contract, lawn service: these follow your contract or your own habit. Add them as your own rows with the number of months you want between visits, and the log counts them the same way.

Checklist to print

Do this once, then after each visit:

  • Find the last heating check-up date
  • Find the last cooling check-up date
  • Find the last chimney visit date
  • Find the last septic inspection date
  • Ask whether the septic system has a pump
  • Mark any service with no record as due now
  • Add your own rows: carpet, windows, lawn
  • Put each book-by date on your calendar
  • Check the manual for a different schedule
  • Write the new date down after every visit

Open the printable checklist

Home service dates: setup

Tips and tricks

  • Tip 01

    Book in the quiet season

    ENERGY STAR notes that contractors get busy once summer and winter come. A spring cooling call and an early fall heating call are easier to get on the calendar.

    Source: ENERGY STAR maintenance checklist, checked October 15, 2026.

  • Tip 02

    Put the chimney with the heating call

    Both are yearly and both belong before the heating season. Book them in the same week so one reminder covers both.

  • Tip 03

    Ask if your septic system has a pump

    EPA moves systems with pumps, float switches or other mechanical parts to a yearly inspection. If you don't know which kind you have, ask the inspector and note it on the log.

    Source: EPA How to care for your septic system, checked October 11, 2026.

  • Tip 04

    No date found? Start the clock now

    If there's no record of the last visit, book one and let that date start the count.

What we would do

Set up the four rows once, then follow the dates

Find the last visit date for heating, cooling, chimney and septic, put them in the home service log, and print the sheet. Put the book-by dates on your calendar. After each visit, write the new date down the same day, and the log counts the next one from there.

Questions

How often should a furnace be serviced?

Once a year, by a contractor. ENERGY STAR suggests the heating check-up in fall, before contractors get busy for winter.

Source: ENERGY STAR maintenance checklist, checked October 15, 2026.

How often should an air conditioner be serviced?

Once a year, in spring, per ENERGY STAR. The spring time change is a handy reminder to book it.

Source: ENERGY STAR maintenance checklist, checked October 15, 2026.

How often should a chimney be inspected?

Every year. The U.S. Fire Administration says to have heating equipment and chimneys cleaned and inspected by a professional each year.

Source: USFA heating fire safety, checked October 11, 2026.

How often does a septic system need to be inspected?

EPA says at least every three years for a household system, and generally once a year for systems with pumps, float switches or other mechanical parts.

Source: EPA How to care for your septic system, checked October 11, 2026.

How often should a septic tank be pumped?

EPA says household tanks are typically pumped every three to five years. The inspector tells you when yours is due; write that date on your log.

Source: EPA How to care for your septic system, checked October 11, 2026.

What if my manual says something different?

Follow the manual or your service company's schedule, and write their interval on the log. The general intervals here are for when you have nothing more specific.

Part of a system

This page is one part of a bigger job. The system page puts the parts in order.

The tool and more guides

Sources

Every outside number on this page names its source and the date we checked it. See them all on the sources page. Spotted an error? Tell us.

Photos: Kelly Sikkema / Unsplash, Spacejoy / Unsplash, benjamin lehman / Unsplash