A first-year maintenance schedule for a newly built home

Nothing in a new house is worn out. Plenty of it is untested, and the first year is when you find out which.

By the Property Station teamPublished Reviewed 7 min read
Replacing the HVAC filter in a new build during the first year
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A new house needs maintenance from the first month, and in some ways more of it than an older one. The systems have never run through a full year, the finishes have never seen a winter, and the construction itself left dust in the ducts, grit in the gutters, and debris in the drains. The first year's schedule is partly upkeep and partly discovery: each task is also an inspection, and what you find is what you report to the builder while the warranty is widest.

Below is the schedule we would set for a typical single-family new build in a mixed climate, month by month. Adjust it to your equipment's manuals and your climate; the manual wins every time. If you use Property Station, onboarding or claiming a builder home creates a starter version of this from the systems on file, and the maintenance schedule is where you tune it.

Why is the first year different?

Three things set a new build apart: construction debris (drywall dust in the ducts, sawdust and nails in the gutters, sealant in the drains), the settling period as lumber dries and the foundation takes load, and the warranty, because the first year is the workmanship window in most builder warranties and the schedule doubles as the inspection that feeds it.

The first filter change, the first gutter cleaning, and the first drain flush are the dirtiest the house will ever have. The warranty timeline covers the reporting side; this post covers the doing.

MonthlyFilter checks all year, not every three months; construction dust loads the first ones fast
2 visitsHVAC service, spring and fall, with the invoices kept for the equipment warranties
Month 11The consolidated list to the builder, in writing, one item per request

What is the month-by-month schedule?

The schedule below runs from the month-one filter check and shutoff labels through two HVAC service visits, two gutter cleanings, the first freeze protection, and a full house inspection in month eleven, a month before the workmanship window closes in most warranties. Every row is a task and an inspection at once; what you find feeds the builder report.

The first-year schedule as a twelve-month grid: filter checks in months 1, 3, 6, 9 and 12; gutters in 4 and 10; HVAC service in 6 and 12; the builder list in month 11 MONTH 1234 5678 9101112 HVAC filter Smoke and CO alarms Water and drains Exterior and drainage Caulk, grout, trim HVAC service Garage door Builder list ! Month 11: the year's list goes to the builder in writing, before the workmanship window closes.
The year at a glance. Every dot is a row in the table below. Month 11 is when the consolidated list goes to the builder, before the workmanship window closes.
WhenTaskNote for a new build
Month 1Check the HVAC filter; change it if it is grayConstruction dust loads the first filter fast; check it monthly all year
Month 1Test every smoke and CO alarm, and record the manufacture datesNew alarms; the dates set the 10-year and 5-year replacement reminders
Month 1Find and label the main water shutoff, the gas shutoff, and the electrical panelShutoffs & Key Locations in the app is built for this
Month 1Put a dry paper towel under every sink trap for a dayFinds slow leaks at fresh connections
Month 1Set the water heater to 120°F and note the model and serialStarts the manufacturer warranty record
Month 2First heavy rain: walk the exterior and photograph where water goesGrading and downspout problems are warranty items now, foundation problems later
Month 3Change the HVAC filter; check the condensate drain is flowingThe first summer is the first real test of the drain line
Month 3Run every rarely used drain and fixtureKeeps traps full and finds debris
Month 3Walk every room in raking light and note nail pops, cracks, and trim gapsDo not report yet; the list grows, and many builders address it once near the end of year one
Month 4Clean the gutters for the first timeShingle grit and construction debris
Month 4Check exterior caulk at windows, doors, and penetrationsNew caulk shrinks; gaps let water behind the siding
Month 5Test the garage door's safety reverse and lubricate the rollersManufacturer warranty item; the manual has the test
Month 6Change the HVAC filter; book the seasonal HVAC serviceFall service before heating season; spring service before cooling
Month 6Flush a quart from the water heaterSediment in a new tank is often construction debris from the supply lines
Month 6Check every exhaust fan actually moves air (hold a tissue to it)Bath fans that vent into the attic are a common new-build defect
Month 7Deep clean tile and grout in wet areas; recaulk any corner joint that crackedGrout and caulk cracks are the settling period's signature
Month 8Inspect the roof from the ground and the atticAfter a full season each way; check the attic for daylight and stains
Month 9Change the HVAC filterSame filter interval, all year
Month 9Before the first freeze: disconnect hoses, drain outdoor faucets, insulate exposed pipesNew builds often have unlabeled interior shutoffs for hose bibs; find them now
Month 10Clean the gutters after leaf dropSecond cleaning
Month 11Full house inspection, room by room and outside, with the year's notes and photosThe last month of the workmanship window in many warranties
Month 11Send the consolidated list to the builder in writing, one item per requestBefore the date, dated, with photos
Month 12Change the HVAC filter; book the other seasonal HVAC service; test the alarms; replace alarm batteriesSets the pattern for every year after

Which tasks matter most, and why?

Four things matter most in year one (indoor air in a tight new home covers the ventilation side of them): the filter, checked monthly because construction dust loads it fast; the detectors, tested and dated in month one; water in every form (traps, the first rain, the condensate drain, the bath fans, the first freeze); and the two HVAC service visits whose invoices are part of the equipment warranty file. Everything else on the schedule is important; these four are where new-build problems show first.

The filter. Check it every month this year, not every three. Drywall dust and sawdust from construction end up in the return, and a filter that goes gray in three weeks in month one is normal. It should settle to a longer interval by summer; if it does not, a return duct leak in the attic or crawlspace is pulling in unconditioned air, and that is a builder item. The filter guide covers sizes and MERV ratings.

The detectors. New alarms are usually hardwired and interconnected, and often combination smoke and CO units near bedrooms. Test them in month one and write down the manufacture date on each, because those dates decide when they are replaced and nobody remembers them otherwise. The detector guide has the intervals from the NFPA and CDC.

Water, in all its forms. The paper towel under each trap, the first-rain walk outside, the condensate drain in the first cooling season, the bath fans, and the first freeze. Water is what turns a small new-build defect into a large claim, and every one of these tasks is a chance to catch it early. The gutter guide and the freeze guide are the two exterior halves; the drain guide is the interior one.

The HVAC service. Two visits, spring and fall, from the first year. The equipment is under manufacturer warranty, and those warranties commonly expect documented annual service. The invoice from each visit is part of the warranty file. What a tune-up should include is the checklist to ask for.

What should you log, and where?

Log every completed task with its date, what you found, and a photo if anything looked wrong. In the first year the log has two readers: you, next year, checking whether the filter interval has settled, and the builder, in month eleven, when the consolidated list needs dates. A claim without dates is a story; a claim with dates is a record.

In Property Station the Complete button on each task takes the date, the cost, and a note, and keeps them in the task's history; the Documents page takes the invoices; the systems pages take the model, serial, and warranty dates. Why that single record matters is the longer argument.

A claim without dates is a story. A claim with dates is a record.

What should you do next?

Set up the month-one tasks this week: the filter check, the alarm test, the shutoff labels, and the paper towels. Then add the seasonal packs from the Seasonal Checklist for the two seasons ahead and adjust the dates. Put "month 11 inspection" on the calendar now, a month before the workmanship window closes, so it does not arrive as a surprise.