Build the schedule from the exact manual

Copy filter, cleaning, inspection, and qualified-service intervals from the exact owner manual into the blank calendar rather than using a universal schedule. Source: MRCOOL installation and owner manual

Record the date, observed condition, owner-permitted action, and service-provider record for each completed item. Source: MRCOOL installation and owner manual

Do not open electrical compartments or refrigerant components as owner maintenance unless the exact manual explicitly authorizes the action. Source: MRCOOL installation and owner manual

Manual-derived maintenance calendar

Copy the frequency from the exact owner manual, then record each completed check. Source: MRCOOL installation and owner manual

Manual itemManual frequencyDate completedCondition / record
Indoor-unit filters
Indoor airflow path
Outdoor-unit clearance
Condensate observation
Remote/controller batteries
Qualified service item
Warranty/document check