Template

Air Source Heat Pump Completion Checklist

by Matthew Griffiths, from the Community

10+

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.

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Eliminate mistakes made by paper-based processes

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Confirm accountability and compliance with a digital log

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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
ASHP Commissioning Checklist
This ASHP commissioning checklist helps installers and technicians verify correct installation and performance of air source heat pumps. It covers electrical supply and testing, sensor checks, phase voltages, compressor and pump settings, flow rates, DHW temperatures, legionella cycle configuration, auxiliary heating, superheat and subcooling, antifreeze, and condensate management. It also includes heating system flushing and treatment, pressure and expansion vessel checks, controls setup and handover, G3 commissioning certification, and MIS 3005 documentation.
by Kathryn Smith, from the Community
Downloads: 10+
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Template
Air Source Heat Pump Survey Template
This Air Source Heat Pump Survey template guides pre-install assessments for residential properties. Capture client and address details, property type and bedrooms, electrical service and meter location, existing heating and fuel source, and heat emitters. Document boiler and cylinder locations and dimensions, number of bathrooms, and new system requirements including preferred manufacturer, cylinder size and type, and controller placement relative to pump, cylinder, and fuse box. Specify proposed heat pump location, condensation considerations, radiator change needs, trunking, pipe types and sizes, and distance from pump to cylinder. Attach survey photos and drawings to support accurate installation planning.
by nashe infinity, from the Community
Downloads: 30+
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Template
Cyclical Heating Service Checklist
This cyclical heating service checklist helps engineers systematically inspect and maintain domestic and small commercial heating systems, including air source heat pumps, unvented hot water storage vessels, solar thermal systems, MVHR, and general heating controls. It covers mechanical and electrical checks, pressure and safety valve tests, inhibitor levels, flow rates, expansion vessel settings, pump station controls, labeling, and customer guidance. Use it to document job details, record readings, note defects and remedial work, verify compliance with manufacturer instructions, and capture engineer sign-off.
by Karl Nunn, from the Community
Downloads: 10+
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Air Source Heat Pump Completion Checklist

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Air Source Heat Pump Completion Document

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Air Source Heat Pump Completion Document

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