Month-by-Month Fall Prep Timeline
September
ScheduleTexas Note: AC still running most days - this is prep month, not action month
October
Best TimingTexas Note: First cold fronts arrive - ideal tune-up timing
November
VerifyTexas 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
CriticalDefrost 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
CriticalHeat 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
ImportantHeat 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
ImportantLow 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
ImportantReversing valve switches between cooling and heating. Failure means stuck in one mode.
Test method: Professional testing with temperature measurements
Test thermostat heat pump settings
ModerateHeat 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.