Template

ASHP Customer Handover Form

by Kathryn Smith, from the Community

Use this ASHP Customer Handover Form to document key details of an air source heat pump installation and commissioning. Record address, installation and commissioning dates, system capacity, space heating and hot water demand, flow temperature, and SCOP at design temperature. Includes engineer certification to MCS MIS 3005 and a customer completion record to confirm settings were explained, requirements met, and work completed. Ideal for HVAC and renewable heating installers to formalize project handover and warranty readiness.

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With SafetyCulture you can

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

About author

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
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 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 PV Customer Handover Form
Use this Solar PV customer handover form to document system details and confirm completion of works after installation. Capture address, customer name, installation date, array size, rated DC power, location, estimated performance, circuits tested, IEC 60364-6 inspection results, and commissioning date. Include engineer signature and customer acceptance, confirm settings were explained, and note warranties and manuals provided. The certificate references MCS MIS 3002 for compliance and supports clear client sign-off. Customize this template to your project and export as needed.
by Kathryn Smith, from the Community
Downloads: 40+
Get
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: 10+
Get

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

10+

Get

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

10+

Get

Template

Solar PV Customer Handover Form

Use this Solar PV customer handover form to document system details and confirm completion of works after installation. Capture address, customer name, installation date, array size, rated DC power, location, estimated performance, circuits tested, IEC 60364-6 inspection results, and commissioning date. Include engineer signature and customer acceptance, confirm settings were explained, and note warranties and manuals provided. The certificate references MCS MIS 3002 for compliance and supports clear client sign-off. Customize this template to your project and export as needed.

by Kathryn Smith, from the Community

40+

Get

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

10+

Get

ASHP Customer Handover Form

About author

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ASHP Commissioning Checklist

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