Template

Heating Install Checklist - Quality Control

by Leah Smith, from the Community

This Heating Install Checklist supports quality control across HVAC and related works. It covers air source heat pump setup, unvented cylinder and hot water provision, radiator and emitter installation, cabling and trunking, and controls including legionella cycle and customer handover. It also checks removal of existing appliances, solar PV components (panels, roof hardware, inverters), consumer unit labeling, and isolators. Building fabric items include loft and cavity wall insulation, RIR/IWI, joinery, ventilation fans, and storage heaters. Finish with customer feedback, photos, and action items for a clean, compliant handover.

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Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

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Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Air Source Heat Pump Completion Document
This air source heat pump completion document helps installers commission and hand over a new system. Record site details, equipment make and model, serial numbers, and required photos. Verify electrical tests including resistance to earth and short circuit checks, confirm sensor readings, and set control parameters such as heat curve, flow temperatures, domestic hot water start and stop, auxiliary power, and legionella cycle. Check unit installation and clearances, base or brackets, vibration isolation, condensate drainage, and insulation. Assess the central heating system including emitter types and count, system pressure, expansion vessel charge, flushing and cleaning, water treatment, pump settings, and inhibitor. Confirm controls setup and customer handover in line with MIS 3005 requirements. Capture radiator and controls images and collect engineer and customer signatures with date and time.
by Steve Reynolds, from the Community
Downloads: 20+
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Template
Air Source Heat Pump Completion Checklist
This Air Source Heat Pump Completion Document guides installers through final commissioning and quality checks for heat pump and hot water cylinder systems. It captures site and equipment details, photos of units and data badges, and records key electrical tests, sensor checks, and control parameters. It verifies clearances, mounting, condensate drainage, insulation, antifreeze, and auxiliary heating settings. The checklist also covers central heating system flushing, inhibitor use, expansion vessel and safety valve settings, radiator TRVs, and heating control setup and handover. It prompts inclusion of manufacturer commissioning documents, customer demonstrations, and signatures from engineer and customer, supporting compliance with standards such as MIS 3005.
by Matthew Griffiths, from the Community
Downloads: 10+
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Template
Solar Installation Completion Checklist
Use this solar installation completion document to guide a safe, compliant PV install from start to finish. Capture customer and system details, assess parking and access, perform risk assessments, inspect roofs, install panels and cabling, document electrical work, run DC and AC tests, record serial numbers, and finalize documentation. Includes customer handover steps, photos, escalations, and waste removal checks.
by Lauren Renwick, from the Community
Downloads: 0
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Template
Taggas Surveyor Inspection Checklist for Heat Pumps
Taggas surveyor inspection is a detailed checklist for assessing properties prior to heat pump installation. It captures planning constraints, EPC availability, wall types and insulation, existing heating and emitters, and occupancy. Surveyors record loft dimensions and insulation, internal wall materials, door and window details, floor types, and parking or delivery access. Room by room sections gather measurements, window sizes, radiator dimensions and TRVs to determine suitable radiator upgrades. Dedicated sections cover proposed air source heat pump location and clearances, condensate and soakaway, hot water cylinder orientation and size, and required trunking and accessories. Electrical checks include photos of the meter and consumer unit and floor plan annotations. Final steps include survey checks, comprehensive photos, and customer agreement and sign off.
by Tim Devlin, from the Community
Downloads: 10+
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Heating Install Checklist - Quality Control

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Air Source Heat Pump Completion Document

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Air Source Heat Pump Completion Document

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