In this chapter:
• Maintaining Gas Forced-air Heat Systems
• Maintaining Hot Water & Steam Heat Systems
Gas forced-air systems are widely used in cool climates worldwide. A gas forced-air furnace—running on natural gas or liquid propane (LP)—draws in surrounding air, channels it across a set of heated plates, known as a heat exchanger, and then uses a blower to circulate the air throughout the house (illustration). A chamber on top of the furnace, known as a plenum, leads the warmed air from the furnace to a network of ducts that carry the warm air to heat registers or vents mounted on walls or ceilings. To keep the cycle going, return ducts carry cooled air from each room back to the furnace so it can be reheated and recirculated. Older systems use gravity to carry warm air throughout the house and cool air back to the furnace.
Most forced-air systems have dampers within the ducts that let you control how much air flows to various parts of the house. These are separate from the registers used to manage airflow within each room. Adjusting the dampers is called balancing the system.
Start by locating the dampers (illustration). When a damper handle or wing nut is parallel to the duct, it is wide open, allowing maximum airflow. When the handle is perpendicular to the duct, it is closed.
To balance your system, start by setting the thermostat as you would for the times when you’re at home. Close the dampers that lead to the room with the thermostat. Wait a few hours, and go to the rooms that are farthest from the furnace. If those rooms are too warm, leave them until later, when more dampers are open. Check the other rooms for comfort. After each damper adjustment, wait a few hours for the air temperature to stabilize.
Once you’re satisfied with the heat each room receives, use a permanent marker on each duct to indicate the correct setting for each damper (photo 1). Repeat the process in the summer for air conditioning, making a second set of marks to indicate the correct damper settings for cooling.
You can handle most routine furnace maintenance yourself. Generally, the newer the furnace, the simpler the maintenance, since a number of heavy-maintenance components have been eliminated on newer models.
Most furnaces installed since the 1980s do not have a thermocouple-controlled pilot light. In fact, the standing pilot light found on older furnaces has been eliminated completely. In most cases, it’s been replaced with either an intermittent pilot light that’s lit only when there’s a call for heat from the thermostat, or a glowing element, known as a hot-surface igniter. An intermittent pilot light must be repaired by a professional technician, should it fail. You can replace a hot-surface igniter yourself.
Use this section to identify and complete the maintenance procedures that apply to the furnace in your home.
Before doing any maintenance, always turn off the furnace’s main gas supply and the pilot gas supply, if your furnace has a separate one. Then, switch off the furnace’s main power switch and the power to the furnace at the main service panel. Check your owner’s manual for any warnings or special instructions concerning your furnace. Then, clear the area, so you have a safe work space.
Start with the most important and simplest furnace maintenance procedure—inspecting the air filter. There are many types of filters. Read the section below to find out how to clean yours and how often it must be changed.
The air filter on your forced-air furnace is designed to capture dust, pollen, and other airborne particles. The filter must be cleaned regularly, according to the manufacturer’s specifications, and should be inspected once a month. Locate the filter compartment and remove the access cover (photo 1). The location of the compartment depends on the furnace type and the style of filter. Many filters fit in a slot between the return air duct and blower. A few styles are located inside the main furnace compartment. An electrostatic filter is installed in a separate unit attached to the furnace.
Slide the filter out of its compartment, taking care not to catch it on the sides of the blower housing. Hold the filter up to a light (photo 2). If the filter blocks much of the light, replace it. Electrostatic filters can be reused after cleaning.
Inspect the blower motor before the start of the heating season. Inspect it again before the start of the cooling season if your central air conditioning uses the same blower.
Turn off the power to the furnace. Remove the access panel to the blower housing and inspect the motor (photo 1). Some motors have oil ports and an adjustable, replaceable drive belt. Others are self-lubricating and have a direct-drive mechanism. Wipe the motor clean with a damp cloth and check for oil fill ports. The access panel may include a diagram indicating their location. Remove the covers to the ports (if equipped) and add a few drops of light machine oil (photo 2). Place the covers on the ports.
With the power still off, inspect the drive belt. If it is cracked, worn, glazed, or brittle, replace it. Check the belt tension by pushing down gently midway between the pulleys (photo 3). The belt should flex about 1". To tighten or loosen the belt, locate the pulley tension adjustment nut on the blower motor (photo 4). Loosen the locknut, and turn the adjustment nut slightly. Check the belt tension, and readjust as required until the tension is correct.
If the belt is out of alignment or the bearings are worn, adjusting the tension will not solve the problem. With the power off, hold a straightedge so it’s flush with the edge of both pulleys (photo 5). To align the belt, locate the mounting bolts on the motor’s sliding bracket (photo 6). Loosen the bolts, and move the motor carefully until the pulleys are aligned. Tighten the bolts and check the tension and alignment again. Repeat until the pulley is aligned and the tension adjusted. Replace the furnace access panels. Restore power and switch on the furnace.
The pilot light (it’s actually a flame used to ignite gas flowing through the burners) plays a large role in the efficiency of the entire system, and a clean-burning pilot saves money, improves indoor air quality, and extends furnace life.
If your furnace has a standing pilot light, always check the flame before the start of the heating season to ensure that it’s burning cleanly and with the proper mix of air and fuel. Start by removing the main furnace access panel. If you can’t see the pilot flame clearly, turn off the gas supply (photo 1) and the pilot gas shutoff switch (if equipped). Wait 10 minutes for the pilot to cool, and remove the pilot cover. Relight the pilot, following the instructions on the control housing or access cover. If the pilot won’t stay lit, shut off the gas supply once again and inspect the thermocouple.
Inspect the flame (photo 2). If the flame is too weak (left flame), it will be blue and may barely touch the thermocouple. If the flame is too strong (center flame), it will also be blue, but may be noisy and lift off the pilot. A well-adjusted flame (right flame) will be blue with a yellow tip, and cover 1/2" at the end of the thermocouple. Turn the pilot adjustment screw (photo 3) on the control housing or gas valve to reduce the pressure. If it’s weak, turn the screw in the other direction to increase the pressure. If the flame appears weak and yellow even after adjustment, remove the pilot jet and clean the orifice (page 500).
If the pilot in your furnace or boiler goes out quickly, and you have made sure the gas supply is sufficient, you may need to replace the thermocouple. Turn off the gas supply. Using an open-end wrench, loosen the thermocouple tube fitting from the control housing or gas valve. Unscrew the thermocouple from the pilot housing and install a new one (photo 4). Tighten it with a wrench just until it’s snug.
If the thermocouple and burners in your furnace or boiler appear to be working correctly, but the pilot flame is inconsistent or weak, remove the pilot jet and clean or replace it. Turn off the power and close the gas supply, including the gas supply to the pilot if your unit has a separate one. Wait at least 30 minutes for the parts to cool. Using an open-end wrench, remove the thermocouple from the pilot housing (photo 1).
Use two wrenches to hold the gas line in place, then loosen the nut that connects it to the control housing. Unscrew and remove the pilot housing, then carefully remove the pilot jet from the housing (photo 2).
Clean the outside of the pilot jet with a parts brush, and carefully clean the inside with a pilot jet tool. Take care not to scratch the inside of the jet, as this will affect its performance. If the pilot jet is severely corroded or difficult to clean, replace it.
Thread the pilot jet back into the pilot housing, and reinstall the housing. Reattach the gas line, turning the connecting nut while holding the line steady. Reinstall the thermocouple. Reopen the gas supply and turn the power back on, then light the pilot.
Once you’ve set the pilot flame, check the burner flame. The burner flame should be blue, with a bluish green flame at the center and occasional streaks of yellow (photo 1). If it appears too blue or too yellow, adjust the air shutter at the end of the burner tube (photo 2). Start by setting the thermostat high so that the furnace continues to burn. Wearing protective gloves, loosen the air shutter locking screw. Open the shutter wide, then close it slowly until the flame color is right. Retighten the locking screw. Repeat the procedure for each remaining burner. Reset the thermostat.
Burners work by mixing together gas and air that is then ignited by a pilot flame or a heated element. Gas is delivered by a manifold and enters each burner tube through a small orifice, known as a spud. Burners and spuds gradually become encrusted with soot and other products of the combustion process and must be cleaned occasionally to keep them working efficiently.
To clean the burners, turn off the furnace’s main shutoff, and switch off the power to the furnace at the main service panel. Shut off the gas supply, including the pilot gas supply if your unit has a separate one. Wait at least 30 minutes for the parts to cool. Remove the burner tubes by unscrewing them from their retaining brackets (photo 1), by pulling out the metal pan that holds them, or by loosening the screws that attach the gas manifold to the furnace. On some furnaces, you need to remove the pilot housing to reach the burners.
Twist each burner carefully to remove it from its spud (photo 2). Fill a laundry tub with water and soak the burners. Carefully clean the outside of the burner tubes and the burner ports with a soft-bristled brush. Replace any tubes that are cracked, bent, or severely corroded.
Inspect the spuds: clean burners won’t work effectively if the spuds are dirty or damaged. Use a ratchet wrench to loosen and remove each spud (photo 3). Clean the outside of each spud with a soft-bristled brush. Then, use a pilot jet tool to clean the inside of each spud (photo 4). The tool is designed for cleaning small orifices, but take special care to avoid scratching or enlarging a spud’s opening. Reinstall the spuds in the manifold. Tighten them just until they’re snug. Once the burner tubes are dry, install them on the spuds, and attach them to the burner tube brackets or burner pan. Connect the pilot housing, if equipped. Turn the power and gas supply back on. On furnaces with a standing pilot, relight the pilot flame.
Newer furnaces include an intermittent pilot light or hot-surface igniter as well as an electronic control center, with warning lights to help you recognize problems.
On some newer models, the temperature difference between the supply and return ducts needs to be within a narrow range to avoid damaging the heat exchanger. To find out whether this applies to your furnace, check the information plate on the burner compartment—it may include an indication of the acceptable range.
Each season, check the differential by slipping the probe of a pocket thermometer into a slit in an expansion joint in the supply duct (photo 1). Record the reading and compare it with the temperature in the return air duct. Call a professional technician if the difference between the two numbers falls outside the recommended range.
Your furnace may contain an intermittent pilot, which is lighted with a spark when signaled by the thermostat. An intermittent pilot consumes gas only when necessary, reducing home fuel costs. If the electronic ignition fails to spark, call a technician for service.
Some furnace models ignite the gas with a glowing element, known as a hot-surface igniter. If the igniter fails, replace it. Remove the main furnace panel and locate the igniter just beyond the ignition end of the burner tubes. Disconnect the igniter plug and remove the nut on the mounting bracket with a nut driver or ratchet wrench (photo 2). Replace the igniter.
If the igniter still doesn’t function properly, check with the manufacturer: you may need to replace the control center. Detach the wires from the old control center one at a time and attach them to the replacement (photo 3). Then, disconnect the old control center, using a screwdriver, and connect the new one (photo 4).
A high-efficiency gas furnace is defined as a furnace that’s at least 90% “efficient,” as determined by an annual fuel utilization efficiency (AFUE) rating.
Furnaces made as late as 1992 can have ratings as low as 60%. A standard, mid-efficient unit sold today is about 80% percent, while high-efficiency units can be as high as 96% efficient.
Like other furnaces, high-efficiency gas furnaces require maintenance. The air filters must be cleaned regularly—electronic filters need to be cleaned on a monthly basis, and disposable filters should be changed every three months (photo 1).
If the drain line cannot drain properly, moisture can build up inside the heat exchanger and restrict gas flow. Inspect the drain line to make sure it’s free of kinks. Some furnaces have several drain connections that should be inspected.
Clean the drain line once a year by disconnecting it from the furnace and forcing water from a garden hose through the line (photo 2). If the drain line is black plastic, remove it at a connection point, then reattach once it’s clean. If the line is white, then it’s PVC, and you’ll need to reconnect it to the unit with a coupling after cleaning it.
Some furnaces have a removable condensate trap. If your unit has one, remove it at the beginning of the winter season and clean it out with water. Check the trap periodically throughout the season and dump the water as necessary.
Check the vent pipes and furnace unit for signs of corrosion (photo 3). The water produced by the furnace is acidic and will corrode metal quickly. If pipes are leaking, they must be replaced.
Make sure the areas around the air intake and exhaust are unobstructed. Plants, bushes, and other materials that block the intake and exhaust can cause the furnace to shut down (photo 4).
Hot water and steam systems, also known as hydronic systems, feature a boiler that heats water and circulates it through a closed network of pipes to a set of radiators or convectors. Because water expands and contracts as it heats and cools, these systems include expansion tanks to ensure a constant volume of water circulating through the pipes.
Hot water and steam systems warm the surrounding air through a process called convection. Hot water radiators (photo 1) are linked to the system by pipes connected near the bottom of the radiator. As water cools inside the radiator, it is drawn back to the boiler for reheating. The radiators in steam systems (photo 2) have pipes connected near the top of the radiator. These radiators can be very hot to the touch. Convectors (photo 3) are smaller and lighter and may be used to replace hot water radiators, or to extend an existing hot water system.
Although the delivery of hot water or steam to the rooms in your house is considered a closed system, some air will make its way into the system. Steam radiators have an automatic release valve that periodically releases hot, moist air. Hot water radiators contain a bleed valve that must periodically be opened to release trapped air. It is usually necessary to bleed convector systems using a valve near the boiler.
Today’s hot water and steam systems are often fueled by natural gas. Older systems may use fuel oil. Fuel oil systems require more frequent maintenance of the filter (page 529) and blower (page 530).
Replacing the oil filter is the best routine maintenance you can do for your hot water or steam heating system.
Surround the base of the boiler with a drop cloth and newspaper. Shut off the power to the boiler at the main service panel and at the boiler shutoff switch, usually located near the boiler. Then, close the fuel line supply valve and wait 30 minutes for all parts to cool.
Wearing disposable gloves, unscrew the top of the filter cartridge (photo 1). Remove the cartridge with a twisting motion and turn it over to dump the old filter into a plastic bag (photo 2). Remove the gasket from the cartridge and wipe out the inside, first with a cloth dipped in solvent, then with a dry cloth. Install a new filter and gasket (photo 3). Position the cartridge under the cover and screw it back in place.
Use an open-end wrench to remove the bolts from the pump cover (photo 4). Leave the oil line attached, and remove the gasket and mesh strainer from the cover (photo 5). Clean the strainer with solvent and a parts brush. If it’s badly worn or damaged, replace it. Wipe the cover with a clean cloth. Place the clean strainer or replacement strainer in the cover and install a new gasket. Fasten the cover bolts in place. Restart the boiler.
Clean fuel and a reliable air supply are critical to your boiler’s performance. Clean the air intake on your boiler every month and lubricate the motor every two months during the heating season.
Turn off the power to the boiler. Brush any dust and debris from the air intake with a narrow, medium-bristle brush (photo 1). Use an open-end wrench or screwdriver, as required, to loosen the transformer. With the transformer still attached, move it aside to reach the blower fan (photo 2). Use the brush and a damp cloth to remove dirt and debris from the fan blades (photo 3).
Most boiler blowers have a port on top or cups at each end for adding lubricating oil. Check your owner’s manual or consult the manufacturer on the best lubricating oil for your blower. Before removing the plugs or opening the cups, clean the outside of the motor with a damp cloth (photo 4) to keep dirt and debris from getting into the motor. Remove the plug from the opening or the lid from each cup, using a wrench or screwdriver, as required. Add a few drops of lubricating oil (photo 5).
If the motor doesn’t have oil ports or cups, it’s probably a self-lubricating type (photo 6). Check your owner’s manual to be sure.
Sediment gradually accumulates in any water-based system, reducing the system’s efficiency and damaging internal parts. Draining the boiler every season reduces the accumulation of sediment. Be aware that draining the system can take a long time, and the water often has an unpleasant odor. This doesn’t indicate a problem. Drain the system during warm weather, and open the windows and run a fan to reduce any odor.
Start by shutting off the boiler and allowing the hot system to cool. Attach a garden hose to the drain at the bottom of the boiler (photo 1), and place the other end in a floor drain or utility sink. Open a bleed valve on the highest radiator in the house (page 508).
When water stops draining, open a bleed valve on a radiator closer to the boiler. When the flow stops, locate the valve or gauge on top of the boiler, and remove it with a wrench (photo 2).
Make sure the system is cool before you add water. Close the drain valve on the boiler. Insert a funnel into the gauge fitting and add rust inhibitor, available from heating supply dealers (photo 3). Check the container for special instructions. Reinstall the valve or gauge in the top of the boiler, close all radiator bleed valves, and slowly reopen the water supply to the boiler.
When the water pressure gauge reads 5 psi, bleed the air from the radiators on the first floor, then do the same on the upper floors. Let the boiler reach 20 psi before you turn the power on (photo 4). Allow 12 hours for water to circulate fully, then bleed the radiators again.
Hot water systems operate more quietly and efficiently if you bleed them of trapped air once a year. To bleed a hot water system, the boiler must be on. Start with the radiator that’s highest in the house and farthest from the boiler. Place a cloth under the bleed valve, and open the valve slowly (photo 1). Close it as soon as water squirts out. Some bleed valves have knobs, which open with a half turn; others must be opened with a screwdriver or valve key, available at hardware stores.
Steam radiators have automatic bleed valves. To clear a clogged valve, close the shutoff at the radiator and let unit cool. Unscrew the bleed valve and clear the orifice with a fine wire or needle (photo 2).
Older hot water convector systems may have bleed valves on or near the convectors. Bleed these convectors as you would radiators.
Most convector systems today don’t have bleed valves. For these, locate the hose bib where the return water line reaches the boiler. Close the gate valve between the bib and the boiler. Attach a short section of hose to the bib and immerse the other end in a bucket of water. Open the bib while adding water to the boiler by opening the supply valve. The supply valve is located on the supply pipe, usually the smallest pipe in the system. Flush the system until no air bubbles come out of the hose in the bucket (photo 3). Open the gate valve to bleed any remaining air. Close the hose bib before restarting the boiler.
Leaks in the exhaust flue, around the burner mounting flange, combustion chamber cover plate, or fire door are potential sources of carbon monoxide. Any leak that might allow carbon monoxide to enter your home should be repaired immediately.
Holes and rusted portions are visible signs of a damaged flue. Smaller leaks can be found by turning on the burner and holding a lighted candle along the joints in the flue and the seams of the burner mounting flange, combustion chamber cover plate, and fire door. The flame is drawn toward the joint or seam when there is a leak.
To seal a leak at a seam, turn off the burner and let the boiler cool. Then, use a wire brush to remove any dirt or rust that has accumulated around the leak (photo 1).
Seal the leak by applying refractory furnace cement with a putty knife (photo 2). To stop a mounting flange leak, loosen the retaining bolts located at the edges of the flange. Scrape away the decayed gasket and apply refractory furnace cement at the edge. Then, tighten the bolts.
To test your repair, turn on the boiler and hold a lighted candle to the repair area. The candle flame should not flicker or waver.
A dishwasher that’s past its prime may be inefficient in more ways than one. If it’s an old model, it probably wasn’t designed to be very efficient to begin with. But more significantly, if it no longer cleans effectively, you’re probably spending a lot of time and hot water pre-rinsing the dishes. This alone can consume more energy and water than a complete wash cycle on a newer machine. So even if your old dishwasher still runs, replacing it with an efficient new model can be a good green upgrade.
In terms of sizing and utility hookups, dishwashers are generally quite standard. If your old machine is a built-in and your countertops and cabinets are standard sizes, most full-size dishwashers will fit right in. Of course, you should always measure the dimensions of the old unit before shopping for a new one to avoid an unpleasant surprise at installation time. Also be sure to review the manufacturer’s instructions before starting any work.
Food disposers are standard equipment in the modern home, and most of us have come to depend on them to macerate our plate leavings and crumbs so they can exit the house along with waste water from the sink drain. If your existing disposer needs replacing, you’ll find that the job is relatively simple, especially if you select a replacement appliance that is the same model as the old one. In that case, you can probably reuse the existing mounting assembly, drain sleeve, and drain plumbing.
Disposers are available with power ratings between 1/3 and 1 HP (horsepower). More powerful models bog down less under load and the motors last longer because they don’t have to work as hard. They are also costlier.
Choose a switch option that meets your family’s safety needs. A “continuous feed” disposer may be controlled by a standard on-off switch on the wall. Another option is a disposer that stays on only when the switch is actively pressed. A “batch feed” disposer can turn on only when a lid is locked onto it, eliminating the possibility of harming fingers. Some models are controlled at the lid, without a wall switch. Continuous food disposers are the most common.
Replacing a water heater is a relatively easy DIY plumbing task, as long as it is a like-for-like replacement. In an ideal situation, you’d replace the old unit with one of the exact same size and make, and thereby avoid having to move any gas, water, or electrical lines. But if you choose to upgrade or downgrade in size, you’ll find that relocating the necessary lines isn’t that difficult. Although you can usually realize some energy cost savings in the long run, be aware that replacing an electric water heater with a gas-fueled model requires installing a vent and an approved combustion air source (and usually a permit).
It is a commonly held belief that a water heater should last around 10 years. The longevity depends on many factors, including initial quality, usage levels, maintenance diligence, and other miscellaneous factors such as hardness of water. While it is everyone’s goal to get as much use out of our major appliances as possible, it is also undeniable that the best time to replace a water heater is before it leaks and fills your basement with water. It’s a bit of a gamble, but once your old heater starts showing signs of wear and perhaps even acting up a bit, go ahead and make the change.
Water heaters for primary duty in residences range in size from 30 gallons to 65 gallons. For a family of four, a 40- or 50-gallon model should be adequate. While you don’t want to run out of hot water every morning, you also don’t want to pay to heat more water than you use. Base your choice on how well your current water heater is meeting your demand.
Follow local codes when choosing the pipe and fittings for both gas and water. Make sure there is a gas shutoff within 5 feet of the water heater. Also, there should be a union between the shutoff and the water heater, so pipes can be easily dismantled for service.
A thermostat is a temperature-sensitive switch that automatically controls home heating and air-conditioning systems. There are two types of thermostats used to control heating and air-conditioning systems. Low-voltage thermostats control whole-house heating and air conditioning from one central location. Line-voltage thermostats are used in zone heating systems, where each room has its own heating unit and thermostat.
A low-voltage thermostat is powered by a transformer that reduces 120-volt current to about 24 volts. A low-voltage thermostat is very durable, but failures can occur if wire connections become loose or dirty, if thermostat parts become corroded, or if a transformer wears out. Some thermostat systems have two transformers. One transformer controls the heating unit, and the other controls the air-conditioning unit.
Line-voltage thermostats are powered by the same circuit as the heating unit, usually a 240-volt circuit. Always make sure to turn off the power before servicing a line-voltage thermostat.
A thermostat can be replaced in about one hour. Many homeowners choose to replace standard low-voltage or line-voltage thermostats with programmable setback thermostats. These programmable thermostats can cut energy use by up to 35%.
When buying a new thermostat, make sure the new unit is compatible with your heating/air-conditioning system. For reference, take along the brand name and model number of the old thermostat and of your heating/air-conditioning units. When buying a new low-voltage transformer, choose a replacement with voltage and amperage ratings that match the old thermostat.