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October Priority

Fall HVAC Preparation | Get Your Heating Ready for Winter

October is the best time to prepare your heating system. Don't wait until the first cold snap to discover a problem—by then, every HVAC company in North Texas is booked solid.

Month-by-Month Fall Prep Timeline

September

Schedule
Schedule professional heating tune-up (beat the rush)
Order air filters for heating season
Test thermostat heating mode briefly
Inspect outdoor unit for summer damage

Texas Note: AC still running most days - this is prep month, not action month

October

Best Timing
Professional heating inspection and tune-up
Replace air filter (fresh for heating season)
Test heating system thoroughly (first real cold snap)
Check CO detector batteries
Clear area around furnace/air handler
Inspect ductwork accessible areas

Texas Note: First cold fronts arrive - ideal tune-up timing

November

Verify
Verify heating operates correctly
Check for even heat distribution
Adjust thermostat programming for heating season
Inspect weatherstripping on doors/windows
Schedule emergency backup plan

Texas Note: Consistent heating needed - problems become apparent

Complete Homeowner Fall Checklist

Essential Replace air filter

Why it matters: Fresh filter for heating season reduces strain on blower motor

How to do it: Match exact size, note airflow direction arrow, set calendar reminder

Essential Test heating before cold arrives

Why it matters: Discover problems when repair is convenient, not urgent

How to do it: Set thermostat to heat, raise temp 5° above room temp, run 15+ minutes

Essential Check thermostat batteries

Why it matters: Battery failure mid-winter leaves you without heat controls

How to do it: Replace annually regardless of low-battery warning, use quality batteries

Safety Clear 3-foot area around furnace

Why it matters: Fire safety, proper airflow, technician access

How to do it: Remove storage items, flammable materials, holiday decorations

Safety Test all CO detectors

Why it matters: Gas furnaces produce carbon monoxide - silent killer risk

How to do it: Press test button, replace batteries, verify one per floor

Important Inspect outdoor unit

Why it matters: Summer storms may have deposited debris or caused damage

How to do it: Remove leaves/debris, check for visible damage, trim vegetation 2 feet back

Important Check all supply vents

Why it matters: Blocked vents cause uneven heating and system strain

How to do it: Move furniture, open all vents, ensure none covered by rugs

Efficiency Inspect visible ductwork

Why it matters: Leaks waste 20-30% of heating energy

How to do it: Look for disconnections, gaps, crushed sections in accessible areas

Efficiency Clean return air grilles

Why it matters: Dirty grilles restrict airflow and reduce efficiency

How to do it: Vacuum or wipe monthly, check for obstructions

Heat Pump Test emergency heat (heat pumps)

Why it matters: Backup heat strips must work for extreme cold

How to do it: Switch to emergency heat mode, verify warm air, switch back

What's Included in Professional Heating Tune-Up

Schedule for October-November. A thorough professional inspection takes 60-90 minutes and includes:

Task Time
Inspect and clean burners (gas furnace) 10-15 min
Check heat exchanger for cracks 15-20 min
Test ignition system 5-10 min
Verify gas connections 10 min
Test all safety controls 15 min
Check thermostat calibration 5-10 min
Lubricate moving parts 10 min
Inspect flue and venting 10-15 min
Measure airflow and temperature rise 10 min
Test carbon monoxide levels 5-10 min
Check electrical connections 10 min
Inspect blower motor and wheel 15-20 min

Typical Tune-Up Cost

Professional heating tune-up: $89-$149 in North Texas. This is a safety inspection, not just maintenance. The heat exchanger check alone is worth the cost—cracked heat exchangers can leak deadly carbon monoxide.

Heat Pump Winter Preparation

Heat pumps require additional preparation for heating mode. These checks are essential:

Check defrost cycle operation

Critical

Defrost clears ice from outdoor coil during heating. Failed defrost = no heat in cold weather.

Test method: Run heating mode 20+ minutes below 40°F, observe defrost initiation

Verify auxiliary/emergency heat

Critical

Heat strips provide backup when outdoor temp drops below heat pump efficiency range.

Test method: Switch to emergency heat mode, verify warm air from vents within 2-3 minutes

Clean outdoor coil thoroughly

Important

Heat pump extracts heat from outdoor air - dirty coil severely reduces heating capacity.

Test method: Professional cleaning or careful garden hose rinse (never pressure wash)

Check refrigerant levels

Important

Low refrigerant reduces heating capacity. Heat pumps need more refrigerant precision than AC-only systems.

Test method: Professional measurement - superheat and subcooling readings

Inspect reversing valve

Important

Reversing valve switches between cooling and heating. Failure means stuck in one mode.

Test method: Professional testing with temperature measurements

Test thermostat heat pump settings

Moderate

Heat pump thermostats have specific settings affecting auxiliary heat staging.

Test method: Verify outdoor lockout, auxiliary staging, emergency heat access

Gas Furnace Safety Signs

Know these warning signs. Carbon monoxide from furnaces kills—and you can't smell or see it.

Yellow or flickering flame

Normal:

Steady blue flame with slight yellow tip

Concern:

Incomplete combustion, possible CO production

Action: Call technician immediately, ventilate home

Rotten egg smell near furnace

Normal:

No odor (natural gas odorized for safety)

Concern:

Gas leak

Action: Evacuate, call gas company from outside, do not use electronics

Black soot around furnace

Normal:

Clean surfaces

Concern:

Incomplete combustion, possible CO

Action: Stop using furnace, call technician, have CO levels tested

Furnace cycling frequently

Normal:

2-3 cycles per hour

Concern:

Overheating, safety shutoff activating

Action: Check filter first, then call technician if persists

Unusual smells when running

Normal:

Brief dust burn smell at season start

Concern:

Electrical problems, gas issues, mechanical failure

Action: If smell persists beyond 30 minutes, call technician

Preparing for Extreme Cold Events

Winter Storm Uri Lesson (February 2021)

Texas homes need reliable heating. Don't assume mild winters mean you can skip preparation. Extreme cold events happen, and a well-maintained system is more likely to survive the demand. Uri showed us: backup heat saves lives, pipes freeze quickly, and HVAC technicians are overwhelmed during emergencies.

Emergency heating source

Options: Portable electric heater (UL-listed), propane heater (outdoor use only)

Texas context: Winter Storm Uri: backup heat saved lives

Safety: Never use outdoor heaters inside, risk of CO poisoning

Pipe freeze prevention

Options: Pipe insulation, heat tape, know water shutoff location

Texas context: North Texas pipes often inadequately insulated

Safety: Drip faucets during extreme cold, open cabinet doors

Emergency supplies

Options: Flashlights, batteries, blankets, non-perishable food, water

Texas context: Plan for 3-7 days without power (grid vulnerability)

Safety: Keep car gas tank at least half full

Generator safety (if applicable)

Options: Outdoor operation only, never in garage, CO detector essential

Texas context: Generator demand exceeds supply during storms

Safety: CO poisoning kills during every major winter storm

Know your HVAC contractor

Options: Establish relationship before emergency, save contact info

Texas context: Emergency calls increase 500% during cold snaps

Safety: Priority given to existing customers during emergencies

Fall Prep Mistakes to Avoid

Waiting until first cold snap

What happens: Discover broken furnace when everyone else does - long waits, emergency rates

Instead: Test and tune-up in October, before heating season

Running heat pump emergency mode routinely

What happens: Electric bills 2-3x higher, heat strips wear out faster

Instead: Use emergency mode only when outdoor unit fails or during extreme cold

Closing vents in unused rooms

What happens: Increases duct pressure, wastes energy, strains equipment

Instead: Keep all vents open, adjust dampers if available

Setting thermostat too high

What happens: Heat pump activates expensive backup heat strips

Instead: Set heat pump to 68-70°F, avoid raising more than 2° at a time

Ignoring strange smells

What happens: Early warning of gas leak, electrical problem, or CO risk

Instead: Brief dust smell normal at startup; any other smell needs investigation

Skipping professional inspection

What happens: Heat exchanger cracks, gas leaks, and CO risks go undetected

Instead: Annual professional tune-up is safety essential, not optional

Prevention vs. Emergency Costs

Scenario Preventive Cost Emergency Cost
Annual professional tune-up $89-$149 N/A
Dirty filter ignored all season $10-$30 filters $300-$800 blower motor
Cracked heat exchanger found early $89-$149 tune-up $1,500-$3,500 or full replacement
Emergency weekend furnace failure $89-$149 tune-up $350-$500 service call + parts
Winter Storm emergency $89-$149 tune-up $500+ emergency or no service available

Annual tune-ups pay for themselves in prevented emergency calls, extended equipment life, and safety peace of mind.

Fall Heating Prep: Frequently Asked Questions

When should I schedule my fall HVAC tune-up in Texas?

Schedule your fall heating tune-up for October in Texas. September is too early (AC still running daily), and November may already have cold snaps. October hits the sweet spot—contractors aren't slammed yet, and you'll discover any problems before you desperately need heat. Most North Texas HVAC companies book up quickly once cold fronts start arriving.

What's included in a professional heating tune-up?

A thorough heating tune-up includes: heat exchanger inspection for cracks (critical CO safety check), burner cleaning and adjustment, ignition system testing, gas connection verification, safety control testing, thermostat calibration, moving parts lubrication, flue inspection, airflow measurement, and CO level testing. For heat pumps, add defrost cycle verification, auxiliary heat testing, and reversing valve check. Expect 60-90 minutes for a thorough inspection.

How do I know if my furnace heat exchanger is cracked?

Signs of a cracked heat exchanger include: CO detector alarms, soot buildup around furnace, yellow flickering burner flame (should be blue), rust flakes in burner area, unusual smells, and family members experiencing headaches or flu-like symptoms. However, many cracks are invisible without professional inspection using cameras, pressure testing, or dye testing. This is why annual professional inspection is essential—cracked heat exchangers can leak deadly carbon monoxide.

What should I do to prepare my heat pump for winter?

Heat pump winter prep includes: testing the defrost cycle (must work to clear ice buildup), verifying auxiliary/emergency heat strips work, cleaning the outdoor coil thoroughly, checking refrigerant levels, and ensuring proper thermostat programming. Heat pumps must switch from AC mode to heating mode and have backup heat for when temperatures drop below 25-30°F. Test emergency heat mode in October—don't wait until you need it.

Why does my furnace smell when I first turn it on?

A dust burning smell during the first heating cycle is normal—it's accumulated dust burning off the heat exchanger. This should dissipate within 20-30 minutes. However, persistent chemical smells, electrical burning smells, or rotten egg odors (gas leak) require immediate attention. Turn off the furnace, ventilate your home, and call a professional. A brief musty smell may indicate dirty ductwork or filter replacement needed.

How often should I replace my furnace filter during winter?

Replace your furnace filter every 30-90 days during active heating season, depending on filter type and household factors. 1-inch filters typically need monthly replacement; 4-5 inch media filters last 3-6 months. Check monthly regardless—factors like pets, construction, high occupancy, or dusty conditions may require more frequent changes. A dirty filter is the #1 cause of heating system failures.

Should I keep my heat pump running continuously during winter?

Heat pumps work best when allowed to run longer cycles at steady temperatures rather than cycling on and off. Avoid large temperature setbacks (more than 2°F) as recovery activates expensive auxiliary heat strips. Keep your thermostat at a consistent 68-70°F. The fan can run continuously or on "auto"—continuous provides more even temperatures but slightly higher energy use.

What temperature should I set my thermostat at for winter?

For energy efficiency, set your thermostat to 68°F when home and 62-65°F when sleeping or away. However, heat pump owners should avoid setbacks greater than 2°F to prevent auxiliary heat strip activation. Programmable thermostats can automate this. Every degree below 70°F saves approximately 3% on heating costs. During extreme cold, maintaining steady temperature reduces system strain.

How can I prepare for another Winter Storm Uri situation?

Prepare for extreme cold events by: having your heating system professionally serviced before winter, knowing your HVAC contractor's emergency number, having backup heat (UL-listed electric heater, never propane indoors), insulating pipes or knowing how to drip faucets, keeping emergency supplies (blankets, flashlights, food, water), and knowing your water shutoff location. Establish a relationship with an HVAC contractor before emergencies—existing customers get priority.

Why won't my furnace heat the house evenly?

Uneven heating usually results from: closed or blocked vents (keep all open), leaky ductwork (20-30% loss common), dirty filter restricting airflow, improperly sized system, poor insulation in some areas, or return air imbalance. Check the simple things first—open all vents, replace the filter, ensure furniture isn't blocking airflow. Persistent issues may require duct sealing, balancing damper adjustment, or professional airflow analysis.

Is it worth getting a maintenance plan for heating and cooling?

HVAC maintenance plans typically cost $150-$300 annually and include two tune-ups (spring and fall), priority scheduling, and discounts on repairs. They're worth it for: older systems more prone to failure, homeowners who forget to schedule maintenance, and households that want priority service during emergencies. The tune-ups alone would cost $180-$300 separately, making basic plans cost-effective for most homeowners.

When should I replace my furnace instead of repairing it?

Consider replacement when: your furnace is 15-20+ years old, repairs exceed 50% of replacement cost, the heat exchanger is cracked (safety issue), you've had multiple repairs in one year, energy bills are increasing despite maintenance, or your system uses R-22 refrigerant (being phased out). Also consider replacement if upgrading to a more efficient system would provide significant energy savings—modern furnaces are 90-98% efficient versus 70-80% for older units.

Schedule Your Fall Tune-Up

Beat the rush—book your heating inspection now. October appointments fill fast.

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