Step-by-Step Guide to Safely Servicing an HVAC Tank

As the crisp autumn air settles in and jack-o’-lanterns illuminate the night, the season brings bone-chilling fun. Ensure these are the only chills that your employees and customers experience by properly servicing your HVAC system before the weather changes.  
Here at American Wheatley, we understand the importance of safety and will share a step-by-step guide and essential safety tips to follow when servicing an HVAC tank. 

Step 1: Prepare Your Work Area


Before beginning any HVAC tank service, creating a safe and organized work environment is crucial. Follow these steps:

  • Clear the area: Remove any debris, clutter, or obstacles that may impede your movement around the tank. 
  • Adequate lighting: Avoid things that go “bump in the night”—ensure your work area is well-lit to avoid accidents or errors caused by poor visibility. 
  • Ventilation: Confirm that the work area is properly ventilated to prevent the accumulation of potentially harmful gases or fumes. 

Step 2: Wear Appropriate Personal Protective Equipment (PPE)


Protecting yourself is key when working with HVAC tanks. Wear the following PPE to minimize the risk of injury:

  • Safety goggles: Protect your eyes from debris, chemicals, or other hazards. 
  • Respiratory protection: Depending on the specific task and the potential for exposure to harmful gases or particulates, wear appropriate respiratory protection such as a mask or respirator. 
  • Gloves: Use gloves suitable for the job. For example, choose chemical-resistant or insulated gloves when working with electrical components. 
  • Protective clothing: Wear clothing that covers your skin and is resistant to chemicals, sparks, or other potential hazards. 

Step 3: Follow Proper Lockout/Tagout Procedures


Lockout/tagout procedures are essential for ensuring the safety of both the technician and others who may come into contact with the equipment. Follow these guidelines:

  • Shut off power sources: Identify and disconnect all power sources from the HVAC tank before beginning any service or maintenance work. 
  • Lock and tag the equipment: Use lockout devices and tags to prevent the accidental re-energization of the equipment. Mark the locked-out equipment with warning signs. 

Step 4: Handle Hazardous Substances with Care


HVAC tank servicing may involve dealing with hazardous substances, such as refrigerants. Here are some precautions to take:

  • Chemical storage and handling: Store chemicals in designated areas, following the manufacturer’s instructions. Use appropriate containers and ensure proper labeling. 
  • Spill response plan: Establish a spill response plan in case of accidental spills or leaks. Have absorbent materials and neutralizing agents readily available. 
  • Proper disposal: Dispose of hazardous materials and waste in accordance with local regulations. Do not pour chemicals down drains or into the environment. 

Step 5: Follow Routine Maintenance


Maintain equipment and tools by routine regular maintenance, which is crucial for safe operation. Follow these maintenance practices:

  • Regular inspections: Conduct routine inspections to identify and address any signs of wear, damage, or malfunction in your equipment. 
  • Proper tool usage: Use tools and equipment according to their intended purpose. Inspect tools for damage before use and replace any worn or defective tools. 


Following these step-by-step guidelines and adhering to safety precautions, servicing an HVAC tank doesn’t have to be a source of fear or apprehension. Ensure a safe working environment, wear appropriate PPE, follow lockout/tagout procedures, handle hazardous substances carefully, and maintain your equipment and tools.  
Above all, remember that safety is paramount in the HVAC manufacturing industry. If you have any questions, reach out to the trusted experts at American Wheatley or click below to view our products.