QUICK ANSWER

Fall HVAC maintenance in Houston comes down to six things. Change the filter. Clear the outdoor unit. Check the condensate drain. Open the vents. Test the heat on a mild day. Then book a professional heating check before the first cold front. However, the test run is the one people skip, and it is also the one that saves you. Call or text (713) 667-7606.

Why fall HVAC maintenance matters more here than people expect

Houston does not really have a heating season. Instead it has about ten weeks of one, and that is exactly the problem.

Because of that, a furnace or heat pump sits untouched from March. Then the first proper cold front arrives, and everyone switches it on inside the same forty-eight hours. Whatever was quietly failing in the spring picks that week to announce itself. So does everyone else’s.

Houston’s heating season, month by month

Heating degree days for Houston, 1991 to 2020 climate normals from NOAA, cross-checked against the National Weather Service record for Houston. A heating degree day measures how far the day sat below 65°F, so the bars show how hard the heat actually has to work.

January
366
February
236
March
122
April
May
June
July
August
September
October
November
158
December
325

Four months carry almost the whole load, while June through September are flat zero. In other words, a Houston heating system can hide a fault for three quarters of the year and still leave you cold in December.

So that is why fall HVAC maintenance is the visit that actually earns its keep. Finding a cracked igniter in October is a scheduled appointment. Finding it on the first freezing night is not. The same logic applies to the cooling side, which is why our Houston maintenance schedule splits the year into two visits rather than one.

The fall HVAC maintenance checklist

Here is the fall HVAC maintenance checklist in full. First, six items, split by who should do them. However, none of the homeowner jobs need tools you do not already own.

What you can do yourself

Job How How often
Change the air filter Match the size printed on the old one. The arrow points toward the unit, in the direction the air flows. ENERGY STAR has guidance on choosing one, and a better filter also helps indoor air quality. Every 1–3 months
Clear the outdoor unit Two feet clear on every side. Pull out the leaves that blew in and cut anything growing against it. Autumn, and after storms
Check the condensate drain Look for standing water around the indoor unit. A blocked drain line does damage long before it trips anything. Autumn and spring
Open the vents All of them, in every room, including the ones you closed in July. Closing vents does not save money, and it raises duct pressure. It is also a common reason upstairs never keeps up. At the changeover
Test the heat Set the thermostat to heat. Push it a few degrees above room temperature. Let it run fifteen minutes on a mild day. Once, in October

The test run is the whole point of this list. After all, it is the only item that tells you something new. Yet it is the one almost everybody skips. So do it on a mild October afternoon, when a fault is a nuisance rather than an emergency.

What needs a technician

The sixth item is the heating check itself. However, that one is genuinely not a homeowner job. A proper preventative maintenance visit covers what you cannot see or safely reach. It is the same visit our heating service team runs all autumn.

Checked Why it matters
Heat exchanger A crack is a carbon monoxide risk. This is the single most important reason the visit is not optional on a gas system.
Igniter and flame sensor The two most common reasons a furnace lights and then shuts straight back down.
Burners and flame pattern A clean blue flame. Yellow or lazy means incomplete combustion.
Blower motor and capacitor Capacitors that were marginal in August are the ones that fail in December.
Electrical connections Heat cycling loosens terminals. Loose terminals arc.
Thermostat calibration Cheap to check, and it explains a surprising number of “the heat is not working” calls.
Reversing valve, on a heat pump Stuck in cooling, it blows cold air no matter what the thermostat says. See heat pumps.

The furnace maintenance checklist in detail

Want the full furnace maintenance checklist rather than the short version? This is what a gas furnace service involves, and roughly the order it happens in. In other words, this is the professional half of fall HVAC maintenance.

First, the safety items. Power down. Inspect the heat exchanger for cracks. Check the flue and venting for blockages and rust. Confirm the gas pressure matches the maker’s figure. Above all, nothing else matters if these are wrong.

Then the ignition train. Clean the burners. Check the igniter for hairline cracks. Clean the flame sensor. Watch a full cycle from a cold start. In fact most no-heat calls live in this paragraph.

Then the air side. Filter, blower wheel, blower motor amp draw, capacitor reading against its rating, and a look at the return for leaks. As a result a furnace starved of air will overheat and shut itself down on the limit switch, which reads to a homeowner as an intermittent fault. Poor attic insulation makes the whole system work harder on top of that.

Finally the controls. Thermostat calibration, safety switch operation, and a temperature rise measurement across the heat exchanger compared with the data plate. Therefore, if the rise is outside the range, something is wrong even though the heat appears to work.

Is your system old enough that replacement is on the table? Then the service visit is when that conversation should happen. In October, with time to think. Not in January with no heat.

When to actually do it

Timing matters more than most people assume. In other words, fall HVAC maintenance is worth doing early, because the value drops the moment everyone else needs it too.

September

Ideal

Nobody else is booking heating work. You get the pick of the diary.

October

Still comfortable

The sensible month. Do the homeowner list and book the check now.

November

Getting busy

The first front usually lands this month and the phones change overnight.

First cold night

Too late

Everyone discovers the same fault on the same evening. Expect to wait.

Based on how our own winter diary fills, not a measurement. The pattern repeats every year.

What happens if you skip it

Usually nothing, for a while. Therefore it is easy to skip. However, the honest version is that fall HVAC maintenance does not prevent every failure. Instead it changes when you find out.

For example, a dirty filter restricts airflow, which makes the system work harder and run longer. Meanwhile a cracked igniter will fail whether or not anyone looked at it. The difference is whether it fails on a Tuesday in October with an appointment available, or at ten at night in a cold snap when every company in Houston is already booked and you need emergency service. Finally, a heat exchanger crack is the one genuine safety case, and it is the one you cannot find yourself.

Meanwhile, if the heat has already stopped working, start with the heater not working guide. There are four things worth checking before you call anyone.

If you smell gas, this is not a maintenance question. Leave the house and call the gas company or 911 from outside. Do not wait for an HVAC technician.

Frequently asked questions

When should I do fall HVAC maintenance in Houston?

September or October. Essentially, the point is to be finished before the first cold front. That usually arrives in November. Once it lands, every heating company in the area is booked at once.

How often should I change my air filter?

Every one to three months, depending on the filter and whether you have pets. However, in Houston the system runs most of the year. So closer to monthly is realistic for a basic one-inch filter.

Do I really need a professional heating check every year?

On a gas system, yes. The heat exchanger inspection is a carbon monoxide safety check. Therefore it is not something you can do yourself. On an all-electric system the stakes are lower. Even so, the capacitor and airflow checks still save you a winter breakdown.

What is the difference between a tune-up and a repair?

A tune-up is scheduled, and it finds problems. By contrast a repair is unscheduled and fixes one. In short, the argument for autumn maintenance is turning the second into the first.

Should I cover my outdoor unit for winter?

No. Covering it traps moisture, and it gives rodents somewhere to live. Instead, clear the leaves away and leave it open. On a heat pump the outdoor unit runs all winter anyway.

My heat smells like burning when I first turn it on. Is that normal?

A faint dusty smell on the first run of the season is normal. Essentially it is dust burning off the heat exchanger, and it should clear within an hour. However, anything sharp, electrical or persistent is not normal. Above all, anything resembling gas means leave and call from outside.

Is a maintenance plan worth it?

It is if you would otherwise forget, which is most people. For example, two visits a year catches the failing igniter in October instead of December. In addition, plan holders get ten percent off repairs.

Can I do fall HVAC maintenance myself?

Most of it, yes. Filter, clearing the outdoor unit, checking the drain, opening the vents and running the test cycle are all homeowner jobs. However, the heating check itself is not.

Real homeowners, real service

Houston homeowners keep asking for our technicians by name.

Google Reviews

4.9

★★★★★

Based on 200 reviews

★★★★★

“Great experience. From scheduling, communication about appointment, on time — everything positive. Allen was our technician, trustworthy and straightforward. Thank you.”

Lisa Travin

Google review

★★★★★

“Castle worked me in quickly. They came out, tested to ensure that what I thought my system needed was correct and then fixed my issue. The fact that they took the time to fully troubleshoot and explain every step to me before solving my problem helped me understand and gave me so much confidence in their work.”

Linda Kolker

Google review

★★★★★

“Another great job by Josh and team! Replaced our old AC. They have never disappointed me through all the years they have cared for our units both service and routine maintenance! I cannot recommend them highly enough!”

joanie andrews

Google review

★★★★★

“… They found the issue fast but dug deeper to get to the root of the issue. Past companies would have stopped at just fixing the issue without getting to the cause, resulting in more calls and high cost. 10/10 I would recommend.”

shannen tune

Google review

★★★★★

“Castle Air is so helpful in explaining air conditioning problems and finding solutions. They have responded quickly to service requests and their work has been great. Highly recommend.”

Mary Corban

Google review

★★★★★

“Castle AC was great on time kept us posted as to the status when the technician would arrive. Allen was great. I would have him back here anytime. Sarah in the office was very informative and helped me through every step of the process getting set up and scheduling the appointment.”

Chris Morton

Google review

★★★★★

“Allen has been a great technician! He is very friendly, professional and communicates well! … he worked late and fought through traffic to make sure we were taken care of today! Highly recommend Allen!”

Ashley Homan

Google review


Read next

Preventative Maintenance — what a visit actually covers, how the plan works, and why the autumn one is the visit that earns its keep. We run fall HVAC maintenance across the whole service area, from Fulshear and Katy out to the Bay Area.